Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Bill Eldridge

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Bill Eldridge Visit Bill Eldridge's website

Kelly Stanicar

CFP®, APMA, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kelly Stanicar Visit Kelly Stanicar's website

Joseph Hale

APMA

Financial Advisor

Learn more about Joseph Hale Visit Joseph Hale's website

Eli Christenson

APMA

Financial Advisor

Learn more about Eli Christenson Visit Eli Christenson's website

Ricky Molina

MBA, APMA

Financial Advisor

Learn more about Ricky Molina Visit Ricky Molina's website


Our team

Cole Patterson

Cole Patterson

Financial Planning Specialist

Personal Intro

  • From Spokane, WA
  • Class of 2021 at Eastern Washington University, majoring in Business Finance
  • Enjoys boating, being at the lake and baseball
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Lisa Riddle

Lisa Riddle

Client Relationship Manager,

Business Development Director