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Meet Our Financial Advisory Team

Your Guides Through Every Season.

Your Guides Through Every Season.


From the ridgelines of Eastern Washington to the peaks of your financial goals, our dedicated team is here to walk every step of the path alongside you.


We're a close-knit team of financial professionals proudly serving the Spokane and Kennewick communities — built on collaboration, local knowledge, and a shared commitment to your long-term financial future.

James E. Utz

Senior Vice President, Investment Manager

(509) 245-6571

(509) 245-6575

Jeremy Hunsaker

Jeremy Hunsaker, AAMS®

Senior Vice President, Investment Manager

(509) 254-5665

(509) 245-6575

Ingrid Hollen

Ingrid Hollen

Sr. Client Service Associate

(509) 254-5666

(509) 245-6575