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.
Mike Thayer, CAIA
Chief Investment Officer and Partner
As Chief Investment Officer, Michael’s efforts create the foundation of the investment strategies White Pine Wealth provides to its clients. Michael began his career on the Institutional Equity Sales & Trading desk of Lehman Brothers in New York, ultimately becoming Director of Institutional Equity Sales at Barclays Capital in San Francisco. He has helped sponsor the buyout of a privately-held business, and founded Three15 Capital, a private investment vehicle focused on exchange-traded products and derivatives.
Michael grew up in Bend, Oregon and attended Bates College in Lewiston, Maine where he received a B.A. in Economics. He then moved to Colorado where he earned a dual MBA and MS, Finance at the University of Denver and, more importantly, married his beautiful wife Lisa.
Michael has earned the right to use the Chartered Alternative Investment Analyst designation (CAIA).
LPL Licensed Client Service Associate
Lynn Melchert moved to the Coeur d’Alene area 22 years ago. She is passionate about helping clients, their families, and their businesses. With over 11 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.
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.
610 West Hubbard
Hubbard Plaza #215
Coeur d'Alene, ID 83814
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
Securities offered through LPL Financial.
Investment advice and financial planning offered through Financial Advocates Investment Management, DBA White Pine Wealth Management, a registered investment advisor. Financial Advocates Investment Management, White Pine Wealth Management, and LPL Financial are separate entities.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, ID, OR, TX, UT, WA.