Meet The Team

MEET OUR

team of professionals

MEET OUR 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.

Now Ryan lives in Spokane Valley with his wife Annie, their two oldest daughters Hattie and Harlow, their son Hudson, and latest addition, Hazel. Ryan is active in the local community as an assistant varsity high school football coach at his alma mater Central Valley High School, as well as a mentor through Communities in Schools of Spokane County. Ryan enjoys participating in triathlons, playing basketball and spending time with his 17 nieces and nephews. In addition, Ryan and Annie lead and host a home group each week as members of Grace Christian Fellowship in Spokane. In these endeavors, Ryan strives to display the same passion and excellence he does as a successful Financial Planner.

Ryan focuses on offering personalized service combined with a solid, long-term approach and fresh thinking, to help you:

 

  • Save and invest for retirement, education, and other life events
  • Create retirement income strategies
  • Protect the ones you love
  • Plan your legacy

marshall williams, AIF®

Marshall began his career in financial services in 2015 as a Registered
Representative in Seattle, WA until relocating to Coeur d’Alene, ID to join
Ryan Heacock’s team in Spokane, WA. Marshall excelled as Ryan’s Junior
Partner and sales assistant and completed the Series 65 Exam to
transition to an Independent Financial Advisor in 2017. Marshall has
since earned a professional designation as an Accredited Investment
Fiduciary (AIF®) and now operates as his own Financial Advisor, the
403(b) manager for Ryan’s team, and specializes in client servicing and
fiduciary approaches to investment management.

Marshall now lives in Hayden, ID with his wife Michelle, their 2 year-old
son Elliott, and has another on the way! He enjoys spending time with
friends and family, exploring the outdoors, and staying active and up to
date with everything sports. Marshall is also an Assistant Football Coach
at Lakeland High School in Rathdrum, ID where he coaches wide
receivers, and even has a Master’s Degree in Sports Administration from
Gonzaga University. Marshall’s leadership, interpersonal skills, and
growing financial planning knowledge have made him a great fit for
Ryan’s team!

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.  

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.

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!

Ryan Heacock, CKA® - Financial Planner
Marshall Williams, AIF® - Financial Advisor

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

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