Overview

We are a team of three at Integrated Financial, one insurance specialist, one medicare & medicare supplement specialist, I am the investment specialist. The firm was founded twenty seven years ago here in Spokane, I was welcomed in four years ago to begin a fee based investment side. We serve clients in Eastern, Central, Western Washington and Idaho. I hold my Series 65 as an RIAR with Brookstone Capital Management, I also hold the CRPS, Chartered Retirement Plan Specialist, designation. One of my strategic goals is to grow our book though an outright purchase in 2018 or through entering a planned succession agreement.

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