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Your Wealth Management Team

It is our pleasure to serve the Spokane Valley, WA community with their online investing needs, with all of the benefits of online investing plus the personal touch of a financial advisor you won't get with a robo advisor.  We would love to help you with your wealth management goals, including student loan management.  

Donald F.  Morgan

Donald F. Morgan, AIF®,CPFA®

LPL Branch Manager / Accredited Investment Fiduciary ®

509-931-1088

509-931-1077

Donald Morgan Jr.

Donald Morgan Jr.

LPL Registered Client Service Associate - Accredited Investment Fiduciary ®

509-931-1088

509-931-1077

Ronald Fetters

Ronald Fetters

Chartered Financial Consultant® Chartered Advisor for Senior Living®

509-931-1088

509-931-1077

Kian Salehizadeh

Kian Salehizadeh

Chief Financial Officer

Jay Collier

Jay Collier

Financial Planning Associate LPL Financial

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