team of professionals

ryan heacock, cka®

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 quickly became a top producer at his prior firm before going independent in 2017. He received his Certified Kingdom Advisor designation in the summer of 2019 which gives him the ability to serve people well and show them how to be good stewards of their assets.

Ryan is active in the local community and was an Assistant Varsity football coach for 10 years at his alma mater Central Valley High School, as well as a mentor through Communities in Schools of Spokane County. Ryan has also been a camp counselor through his church at the Union Gospel Mission summer camps. He enjoys participating in triathlons when he can, playing basketball and spending time with his extended family full of nieces and nephews here in the area. In addition, Ryan and Annie lead and host a home group each week as members of Grace Christian Fellowship Church in Spokane Valley. In these endeavors, Ryan strives to display the same passion and excellence he does as a successful Financial Planner. His main goal is to provide wisdom, guidance, and service to the glory of God.

Ryan currently lives in Spokane Valley with his wife Annie, and their five children Hattie, Harlow, Hudson, Hazel and Honor.

    marshall williams, AIF®

    Marshall has worked in financial services since 2016 and has been with Ryan for nearly the entire time; through the process of becoming independent advisors and establishing FFP into what it is today. Marshall is an Independent Financial Advisor for Fellowship and received his Accredited Investment Fiduciary designation in 2020, proving his ability to manage investment portfolios and do financial planning with an emphasis on the fiduciary standard. Marshall now operates out of our Coeur d’Alene office but splits time in Spokane as well.

    Marshall lives in Hayden, ID with his wife Michelle and their two boys Elliott and Cash. He stays active in the community and has a passion for sports that has led him to be an Assistant Football Coach at Post Falls High School. Marshall enjoys spending time outdoors, staying active, playing golf, and traveling with his family. Marshall is excited to continue watching his family and business grow and succeed!

    jon greene

    Jon is a lifelong resident of Spokane and graduated from Whitworth University with a Business degree in 1977.  Right after graduation he started as a financial advisor, first as an independent contractor and then employee with his previous firm for the last 45 years.  HIs focus has been on helping his clients achieve their goals through face to face service and personalized planning.  He continues to enjoy working with his clients by helping them plan for retirement, education or other goals, by implementing retirement income strategies and protection plans.

    Jon lives in Spokane with his wife Kristi.  He has two grown children, Jared and Kaylin.  Jon and Kristi are members of Christ Our Hope Bible Church and have the joy of serving as Care Group Leaders in their church.  He enjoys spending time with family and friends, spending time at Lake Coeur d’Alene and golfing.  Jon takes to heart the admonition in God’s Word that “Whatever you do, do your work heartily, as for the Lord.” He looks forward to the opportunity to continue to serve his clients at Fellowship Financial.  

    jon davis, CFP®

    Jon is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66 Uniform Combined State Law registration. He is humbled and excited to be part of the successful and growing team at Fellowship Financial Planning. 

    Jon began his career in the financial services industry in 2013 as a Registered Representative with an investment management and financial planning firm in Spokane. Before joining Fellowship Financial Planning in 2022, Jon served as Vice President and a financial advisor at another large LPL Financial branch office in Spokane for seven years.

    As a financial advisor, Jon is passionate about helping clients connect their investments with their faith values to make a positive impact in the world through the implementation of Faith-Driven Investing. He enjoys helping clients put together the various pieces of their financial plan and think more deeply about the “why” behind their finances. Jon is a certified member of Kingdom Advisors, an organization that exists to advance the provision of biblically wise financial advice.

    Jon attended California State University Fullerton on a full Presidential Scholarship, graduating in December 2010 with a bachelor’s degree in Criminal Justice.

    Jon lives in Spokane, WA with his wife Danielle and their four children: Lyle, Clark, Joseph, and Eliza. They attend Grace Christian Fellowship Church where they are actively involved. Outside the office, Jon enjoys spending time with his family, playing basketball, watching Gonzaga and Duke basketball, fly fishing, and eating.

    The Certified Financial Planner Board of Standards, Inc. owns the CFP® and CERTIFIED FINANCIAL PLANNER™ marks in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”

    zach lipton

    Zach has worked as a Financial Advisor since 2016 and joined Ryan Heacock’s team in late 2021. He’s passionate about giving others peace of mind for tomorrow, so they can serve and live with purpose for today. He specializes in retirement planning, investment management, and educational presentations on key financial concepts. Zach’s professional background and experience means that each client gets a personalized, caring approach to their circumstance.

    Zach lives in Spokane with his wife, Emily, and their three wonderful children. They’re members of Christ Our Hope Bible Church where Zach helps lead the music ministry. He and Emily have the joy of serving together as Care Group leaders. Zach is also a part-time student pursuing his M.Div through The Master’s Seminary. He enjoys spending free time with his family, reading good books, and cheering on the New York Rangers. He’s honored to be a part of the Fellowship Financial Planning team, and very grateful for the chance to use this position to serve the Lord Jesus and serve others.

    john kiepe

    John is local to Spokane and spent most of his childhood on the ice playing hockey. He eventually had the opportunity to play hockey at Eastern Washington University. After completing his undergraduate studies, he continued and graduated in 2020 with a master’s in professional accounting.

    John earned his CFA designation in April of 2024, completing all three exams on his first attempt. He is a current member of the CFA society of Spokane. John is also passionate about sharing his knowledge with others. He is involved at Whitworth University where he teaches a variety of accounting and finance classes. Additionally, he sits on the board of the Spokane Financial Planning Association and acts as the NexGen committee chair. 

    Outside of work John enjoys spending time with his wife, Rubi, and their German Shepard, Oso. He is an avid pickleball player and enjoys golfing during the summer. During the Winter he enjoys going up to the mountains to snowboard whenever possible.

    jennifer ellison

    Jennifer graduated with a bachelor’s degree in anthropology and music from Washington State University.  She has spent 27 years in banking, accounting, and financial services.  Jennifer entered the investment industry in 2002 while living on Okinawa, Japan for four years.

    During that time, she worked as an executive assistant for a financial planning firm, and as a tax coordinator for the U.S. Army.  Upon returning to the States, Jennifer resumed her investment career in North Carolina, where she worked with a wealth management group for 11 years.  She returned to her home state, and now resides in Spokane with her husband, a career veteran of the Army, and two sons.  Jennifer has been an active volunteer in church, school, and various other organizations.

    In her spare time, she enjoys yard work, singing, antique shopping, and spending time with her family spread across Washington state.

    Schedule a meeting with us!

     Fellowship Financial Planning
    502 W Riverside Ave, Suite 201, Spokane, WA 99201

    Investment advice and financial planning offered through Financial Advocates Investment Management (FAIM), a registered investment advisor, DBA Fellowship Financial Planning (FFP). FAIM and FFP are separate entities.

    View our Client Relationship Summary PDF

    Fellowship Financial Planning
    610 W Hubbard St, STE 202, Coeur d'Alene, ID 83814

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