Financial Advisor and President
Brian is driven by the opportunity to serve his clients and community. He is responsible for developing new client relationships and ensuring excellent service is being provided to investors who have already found a home at White Pine Wealth. A Gonzaga University graduate, Brian is actively engaged in support of important causes. Brian and his wife, Jodi, organize and host a grown-up prom to benefit children in need in Coeur d’Alene. And as a member of The Coeur Group he regularly commits time to serve critical needs of the community. He has dedicated time serving Children’s Village, North Idaho Boys and Girls Club, The Locker Project, and Youth 4H Programs.
In addition to being a husband and father of two boys, Brian has been recognized for his professional and civic accomplishments in a number of ways. He has received the Gonzaga University Outstanding Young Alumni Award and been recognized by Omicron Delta Epsilon for high scholastic achievement in the field of economics.
LPL Licensed Client Service Associate
Lynn moved to the Coeur d’Alene area 22 years ago. She is passionate about helping clients, their families, and their businesses. With over 12 years of experience in the financial industry, Lynn believes every client is unique and can benefit from long term planning for their future. Beginning her career in a support role, Lynn earned her securities registration in 2015 after rigorous study. She now serves clients in an expansive way, aiming to ensure they receive excellent service.
Being a graduate from the University of Arizona has made her appreciate living in the four seasons. She spends her free time outdoors with her two children, and is actively involved with school activities, sports, and fundraisers.
LPL Registered Principal
As an LPL Registered Principal and Chief Compliance Officer Tiffany was crucial to the origination and growth of White Pine Wealth. Today, Tiffany works behind the scenes to help develop and implement service models and a distinct experience for clients. Her extensive industry experience includes time at Russell Investments and Symetra Financial Group.
Her work gives her an opportunity to help support breakthrough research that is performed at Seattle Children’s Hospital. In addition to her personal commitment to the cause she helps provide platforms and opportunities for representatives from the organization to spread their message and find funding for their ambitious goals.
In partnering with Financial Advocates, White Pine Wealth provides clients with additional security that their goals are being pursued in a way that is compliant with the laws, rules, and regulations that govern the financial industry. As an Office of Supervisory Jurisdiction (OSJ), supervision of financial advisors is the foundation of Financial Advocates. In addition they provide consulting and support to help advisors and their clients work to pursue their goals.
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.
For more information about LPL Financial, visit www.lpl.com.