Broker Check

Our Team

Clark L. Permann, CFP®, CLU, ChFC®
Founder and President

Financial Planner

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Member of the American Society of Financial Service Professionals, the Yakima Estate Planning Council, the Financial Planning Association, the American Institute of Certified Financial Planners. Attended Brigham Young University in...

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Robert A. Vickers, ChFC®

Financial Planner

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Robert Vickers has been a Financial Planner for more than 21 years. He earned the Chartered Financial Consultant (ChFC®) designation by completing advanced studies in financial planning through the American College, in Bryn Mawr,...

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Erik R. Pielstick, CFP®, ChFC®

Financial Planner

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Making smart decisions is the key to successful retirement. Unfortunately this remains a dream for many. Over the years and working with hundreds of families, I have seen firsthand the difference of making financial decisions made with...

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Drew Schaefer, AIF®

Financial Planner

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Drew Schaefer was born and raised in Spokane, WA. Straight out of high school, Drew joined the US Army as an infantryman and was soon deployed to Iraq. After receiving a Purple Heart for wounds received in combat, he was discharged...

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Travis Stolcis

Financial Planner

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Travis is the founder of Belle Financial, where he takes charge of asset management, counseling and advising clients, and assisting them with their cash management, insurance, investment, retirement, tax planning, and estate planning...

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Kathy Jordan, AAMS®

Financial Planner

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QUALIFICATIONS B.A. in Business Management and Administration from Whitworth University in Spokane, Washington Accredited Asset Management Specialist (AAMS) from the College for Financial Planning Investment Advisor Representative of...

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Terry Cook, CFP®

Financial Planner

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Certified Financial Planner™ with Financial Management Inc.; a Registered Investment Advisor. LPL Registered Representative, Life Insurance Agent Born in Wenatchee, WA and raised in Randle, WA. Currently reside in Yakima with...

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Jared M. Jones

Financial Planner

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Grew up in Moscow Idaho 2007 Graduate from the University of Idaho and Lewis-Clark State College with a B.A. in Business Administration Served a full term on the Exchange Club of Spokane’s Foundation board which donates a...

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Kenneth E. Reeves, CFP®

Financial Planner

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Ken has been helping individuals and small businesses with insurance and financial service needs since 1983, serving as an Agent for New York Life, District Manager for Combined Insurance and owner of Reeves Financial Services for 20...

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Brian Wyatt, CFP®

Financial Planner

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Brian grew up in Yakima, WA. He went to Davis High School and was on the cross country team. He graduated in 1994 from Central Washington University with a Bachelor of Science degree in Accounting. Worked for 10 years as the...

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Marshall Williams
Jr. Partner to Ryan Heacock

Financial Planner

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Marshall earned his Bachelor’s Degree in Business Management and Human Resources from the University in Idaho in 2015. Shortly after graduating Marshall began his career in financial services as a Registered Representative in...

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Paul Buxton, MBA, AAMS®, CRPC®

Financial Planner

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Paul Buxton was born and raised in Scotland and moved to the US in 1977. He graduated from secondary school at Broxburn Academy and attended both Bathgate Technical College and Napier School of Science and Technology in Scotland. Paul...

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Richard Cullen

Financial Planner

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Rich is a registered ParaPlanner(SM) with a Bachelor of Science in Economics from The United States Air Force Academy. He is currently enrolled in the Certified Financial Planner ® course. Rich has worked exclusively for fee-only...

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Ryan Heacock

Financial Planner

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Ryan left Spokane to play football at the University of Idaho and graduated in 2008 with a degree in Accounting. Soon after graduating he started his career as a financial professional and a top producer at his prior firm before...

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