CLU, ChFC, CFP, CRC
CERTIFIED FINANCIAL PLANNER
Kevin is a graduate of the University of Washington with a BA in Business Administration. He has served the local community by residing as past president of the
Coeur d’Alene Estate Planning Council and previous advisory board member for the YMCA of the Inland NW. Kevin coached his three son’s football and basketball teams as the boys progressed from beginning to elite levels of competition. He also co-coached with his sons as they gave back to the community themselves. He is a current member of the Financial Planning Association (FPA®), which is the largest membership organization for CFP® professionals in the U.S.. ”More…”
Client Service Coordinator
In his role as a client service coordinator, Nik utilizes his previous work experience and education to assist client needs that are crucial to helping them reach their individual goals. Nik’s BA in Business Administration and Minor in economics from Eastern Washington University and extensive customer service experience in the financial service industry help him serve clients with efficiency, accuracy, and always their best interests in mind.
Outside of the office, you will find Nik spending time with his wife and two sons exploring the great outdoors or visiting family.
Sean O. Grady
Sean Grady is our Insurance Specialist. He attended Washburn University in Topeka, KS and graduated Summa Cum Laude from Eastern Washington University in March of 2018. Sean has life and health insurance licenses for Washington state and Idaho and enjoys utilizing his understanding of insurance topics to help clients prepare for the future.
In his free time, Sean is an avid hiker and golfer. He also loves to play basketball and stay active within the community.
Colleen LaPlante is a graduate of the University of Idaho where she earned bachelor’s degrees in Finance, Marketing, and Management/HR. She joined our team as a marketing consultant in 2015 and focuses on online marketing, strategy, and marketing materials development.
Colleen is native to the Pacific Northwest and particularly enjoys hiking and kayaking in Northern Idaho. As the spouse of an active duty soldier, she is frequently exploring new parts of the country. Colleen stays active within her church and military communities and was selected as a 2016 FINRA Foundation Military Spouse Fellow.