CALL US: 509.747.5101

WHO we ARE

OUR STAFF

We pride ourselves on excellence, integrity, attention to detail, timeliness, and a commitment to lifetime learning. We serve clients who need more than a single specialty and intuitively desire a focused and coordinated team approach.

James D. Howard

PhD, CFP®, AEP®

PRESIDENT

James (Jim) Howard has been in practice since 1987 and is a Certified Financial Planner, an Accredited Estate Planner®, member & past president of Spokane Estate Planning Council and co-founder & developer of EstateTrak®.

He is also a distinguished member of Forum 400 – an invitation-only group of 400 top financial advisors worldwide – and a member of AALU, the American Association of Life Underwriters; the country’s elite life insurance organization. Other honorary memberships include:

  • Member of NAIFA
    (National Association of Insurance and Financial Advisors)
  • Member of FPA
    (Financial Planning Association)
  • Member of NAEPC
    (National Association of Estate Planners and Councils)

JODY HOWARD

PhD

VICE PRESIDENT

Jody Howard joined the practice in 2005 after a career in research and academia. She brings expertise in organizational management and serves to insure quality and efficiency within the practice. With an interest in philanthropy, she has served on multiple, foundation boards. She also is co-founder & developer of EstateTrak® and works with clients to develop the overall visual portrayal of their financial and estate plan.

PATRICIA TISDALE

B.S. ACCOUNTING

CLIENT SERVICES

Patricia Tisdale has had more than 20 years of client service experience in the securities-related industry. Most recently, she has completed a second degree in accounting. She provides client service with both investment and insurance needs for our clients in a caring and professional manner.

WE WELCOME YOUR QUESTIONS

Please contact us to schedule a private conversation at

509.747.5101