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# MEET THE TEAM

 

 

 

 

### RYAN HEACOCK, CKA®

###### **Financial Planner**

[Read Bio](https://www.hubspot.com/)

 

 

 

 

### MARSHALL WILLIAMS, CRPS® AIF®

###### **Financial Advisor**

[Read Bio](https://www.hubspot.com/)

 

 

 

 

### **JON GREENE**

###### **Financial Advisor**

[Read Bio](https://www.hubspot.com/)

 

 

 

 

### JON DAVIS,  CFP®, CKA®

###### **Financial Advisor**

[Read Bio](https://www.hubspot.com/)

 

 

 

 

### ZACH LIPTON

###### **Financial Advisor**

[Read Bio](https://www.hubspot.com/)

 

 

 

 

### JOHN KIEPE, CFA®, CPA®, EA®

###### **Research Analyst**

[Read Bio](https://www.hubspot.com/)

 

 

 

 

### LUCI LA CHANCE

###### **Executive Assistant**

[Read Bio](https://www.hubspot.com/)

 

 

 

 

### NORA STOREY

###### **Executive Assistant**

[Read Bio](https://www.hubspot.com/)

 

 

 

 

### JENNIFER ELLISON

###### **Executive Assistant**

[Read Bio](https://www.hubspot.com/)

 

 

 

 

### KELLY NUESS

###### **Event Specialist**

 

 

 

 

### BETHANY FINK

###### **Executive Assistant**

 

 

 

 

 

 

 

## Schedule a Meeting with Us Today

Take the next step toward financial clarity and peace of mind with a team committed to serving you with wisdom and integrity.

[BOOK A MEETING](https://bookappointmentwithfellowshipfp.as.me/schedule/154ddd9d)

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##### “For the Lord gives wisdom, from His mouth come knowledge and understanding.” — Proverbs 2:6

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**502 W Riverside Ave, Suite 201, Spokane, WA 99201**

**610 W Hubbard St., Suite 202, Coeur d'Alene, ID 83814**

*Financial Planning and Wealth Management offered through Fellowship Financial Planning, an SEC Registered Investment Advisor.*

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.*

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*All investments involve risk, including the possible loss of principal. No investment strategy  
or financial plan can guarantee positive results or eliminate the risk of loss.  
Investment values may fluctuate due to market conditions, interest rates, and other factors.  
Past performance is not indicative of future results.  
Results will vary, and future outcomes cannot be predicted with certainty.*