Broker Check

Pullman Office

205 East Main Street

Pullman, WA 99163

Tri-Cities Office

1363 Columbia Park Trail, Suite 202

Richland, WA 99352

Our Advisory Council

Our advisory council is a group we consult and dialogue with to help us receive feedback from community leaders. We share ideas of mutual benefit that can be applied within each member’s centers of influence on topics such as leadership, philanthropy, delegation, community service, outreach and  communication.

Ashley Alred

Background: Real estate, Women’s Leadership Guild & PRH board member

Service: Real estate agent

Francis Benjamin

Background: Fmr. Pullman City Council, Pullman 2040, Palouse Knowledge Corridor

Service: Community & Economic Development

Shelly Bennett

Background: Commercial real estate business, human resources

Service: Non-profit leadership and volunteering

Jenna Brozik

Background: Attorney

Service: Specializing in Family and Estate law

Mitch Chandler

Background: Former mayor of Pullman, currently operating Neill’s Flowers

Service: Great gifts & civic engagement

Karen Davis-Morris

Background: Retired Business Manager, Health and Wellbeing Dept. for SEL

Service: Retirement and triathlons in her spare time

Kimberly Dehart

Background: Admin @ McGregor Co., Whitman Co. hospital board member

Service: Business connection and community service, Colfax

Dick Domey & Diane Gillespie

Background: Former US Olympic Rifle Coach, Pullman landlord

Service: Glaadish Center and community involvement

Marie Dymkoski

Background: Executive Director of the Pullman Chamber of Commerce

Services: Promoting Pullman businesses

Michelle Ellinwood

Background: Associate Director of Communications for Student Financial Services at WSU Pullman

Services: Leadership of non-profit organizations, mentoring

Karen Fischer

Background: Asst. Dean of students, WSU

Services: Contact at WSU & student advocate

Andrew Flabetich

Background: Insurance Broker, PCN board member

Services: Business & Personal P&C Insurance

Shannon Focht

Background: Kiwanis Incoming President, Pullman Chamber of Commerce Board of Directors, Whitman County Association of Realtors Board Member
Service: Real Estate Agent Serving Whitman County

Tim Gehring

Background: CPA for individuals and businesses

Services: Tax, consulting and advisory services, Treasurer PRH Foundation

Jeff Geier

Background: Executive Business Coach w/ Phoenix Coaching, former CEO in healthcare and banking. WSU grad.
Service: Equipping and empowering leaders to create winning cultures that transform lives through coaching, training, keynote speaking and assessments.

Larry & Kate Gross

Background: Power Profes.; HS Dir. AWANA at EBC

Services: Elect. Pwr Sys. Consulting; Small Bus. Mngmt.

Maureen Guido

Background: Mortgage Broker at Wells Fargo

Services: Mortgages and Re-financing

Jeff Guyett

Background: Executive Director at Community Action Center

Services: Nonprofit organization management

Dick Heimsch

Background: Retired; Associate Dean of the College of Agriculture at U of I

Services: Trustee for Gritman Medical Center

Alan Hodges

Background: Manager Washington Federal in Pullman

Services: Business and personal banking

Fritz Hughes

Background: Retired Sunnyside Elementary School Principal

Services: Director Pullman Regional Hospital Foundation, Pullman City Council, Concordia Lutheran Church

Gary Jenkins

Background: Pullman Police Chief, Numerous charitable boards

Services: Public Safety

Glenn Johnson

Background: Mayor of Pullman, Voice of the WSU Cougars

Services: 30+ years of community service

Paul Kimmel

Background: Regional Business Manager for Avista

Services: Avista Community Development

Michael Largent

Background: 3rd-generation Whitman County farmer

Services: Whitman County Commissioner

Reuben Mayes

Background: MBA, CFRE (Certified Fund Raising Executive), 7 years in NFL, 25 years of philanthropy leadership

Services: Chief Development Officer for Pullman Regional Hospital

Greg Mann

Background: CPA

Services: Private and public accounting

Judi McKetta

Background: CPA

Services: Private and public accounting

Sharon Morgan

Background: University of Idaho Foundation

Services: Charitable work and donor development

Howard Neill

Background: Graduated from Gonzaga’s school of Law in 1973

Services: Attorney with an emphasis in business, estate planning, and real estate

James Onstad

Background: A managing principal at Irwin, Myklebust, Savage & Brown, P.S.

Services: Tax law, business planning, estate planning, real estate law

Darin Paulson

Background: Optometrist at Rolling Hills Eye Care

Services: Board member with local non-profit Boost Collaborative

Kathy Peringer

Background: Investigator at USIS

Services: Pullman Regional Hospital Women’s Leadership Guild board member

Joe Pitzer

Background: Real estate for over 10 years; WSU Grad.— Major: Business

Services: Real estate & Pullman Education Foundation member

Tony Poston

Background: Pullman Chamber of Commerce Past President, WSU Foundation Board of Trustees, Pullman Regional Hospital Foundation Board, Entrepreneur and Founder of College Hill Custom Threads, current CougsFirst! Executive Director
Service: Non-Profit Leadership, Entrepreneurship, Community Development

Aaron Roepke

Background: Practicing law at Westburg, Roepke & Moore, PLLC

Services: Estate planning, litigation, real estate, probate business, and elder law

AG Rud

Background: Distinguished Professor, WSU
Service: Past Chair, WSU Faculty Senate and Faculty Representative to the Regents

Marcia Saneholtz

Background: Past president and current board member of Pullman Regional Hospital Foundation. Trustee of the YMCA at WSU

Services: Real estate & Pullman Education Foundation member

Rod Schwartz

Background: Radio advertising and nature photography

Services: Business promotion and artistic expression

Lisa Uhlenkott

Background: Credit Manager, McGregor Co.

Services: Agricultural credit management

Howard Utzman

Background: A managing principal at Irwin, Myklebust, Savage & Brown, P.S.

Services: Commercial real estate, bus. & tax law and planning and estate planning

Tom Weaver

Background: Pastor @ Living Faith Fellowship, Pullman landlord

Services: Community involvement, real estate

Alison Weigley

Background: Director of External Relations, Pullman Regional Hospital Foundation

Services: President Pullman rotary club

Pat Wright

Background: Long-time community volunteer

Services: Contributes service to the Pullman City Council and Pullman Regional Hospital Foundation. Previous involvement with United Way and Kiwanis

What we mean by VALUES & VISION and some of the key principles at work in our team…

VALUES     As We serve you, We are…

ResponsiveWhat’s most important to you? That’s where we will focus and adapt our advice

Responsible:  Following through with great service is our responsibility

Relatable:  We value and respect our great client relationships built over the years

Principled:  We adhere to time tested principles, such as an unrelenting focus on risk management & investing based on fundamentals over fads

VISION   We work to deliver…

Clarity:  Helping you see  a clear path toward your goals 

Commitment:  To deliver quality planning and/or products with our team’s and our national affiliate’s decades of experience

Focus:  We are focused on you and your future, aiming to help you make your financial goals a reality

You are under no obligation to use the services of any of the entities shown and may choose any qualified professional to provide these services. These entities and their services are not affiliated with LPL Financial and Values and Vision Financial Advisors..