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!

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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