Ryan Sullivan, CFP®, CLU®, ChFC®

Senior Vice President - Financial Advisor


Ryan grew up in western Montana until his baseball career took him to college in California and then on to Washington State University. He graduated with a degree in finance. In 2003, he moved to the Tri-Cities to marry his lovely bride, Emily. Together, they love raising their two boys and newborn daughter.

Ryan spends most of his free time enjoying his family, exercising, competing athletically and volunteering for those causes that are near to his heart.

As a CERTIFIED FINANCIAL PLANNER™ professional, Ryan extend to his clients an educated, competent perspective that helps them gain control of their futures. 

Kyle Blodgett, CFP®

Senior Vice President - Financial Advisor


Kyle grew up in Kennewick and graduated from Southridge High School. He attended Brigham Young University and received a degree in finance. Kyle and his wife, Carrie, have two daughters. He spends his free time involved with fitness and music. He loves playing the guitar, piano and singing.

As a CERTIFIED FINANCIAL PLANNER™ professional, Kyle takes an educational approach with his clients. He enjoys helping them understand finances and retirement using concepts and language they understand.  

Niles Gale

Vice President - Financial Advisor


Niles was born and raised in the Tri-Cities. He graduated from Kamiakin High School and earned a degree in Organizational Communications from Eastern Washington University. After college, he married his wife, Katie, who was his nextdoor neighbor growing up. They are raising their two beautiful daughters and three rescue dogs.

In the office, Niles spends most of his time meeting with clients and assisting them in creating, implementing and monitoring a financial plan that works for them. He is passionate about providing financial education. He instructs courses on retirement planning and is responsible for offering “Financial Peace University” to our clients and community.

Niles is studying for the CERTIFIED FINANCIAL PLANNER™ certification and has been in the financial services industry for more than 15 years. 

Landra Macy

Financial Advisor


Landra was born and raised in the Portland, Oregon area. She and her husband, Ben, live in Prosser, Washington, and have a son, Linus, and dog, Ella. Landra began her financial services career almost 20 years ago. She has a bachelors in finance from Portland State. Landra wears two hats at the Pacific Crest Planning Group. She works as a financial advisor and helps her clients plan and navigate their financial futures. She is also the team’s operations manager and is responsible for overseeing complex asset transfers, trades and transactions for the organization.

She enjoys traveling and spending time with family and friends. 

Mary Sani

Financial Advisor


Mary is from Terrance Heights in the Yakima, Washington, area. She is the youngest of seven children and loves being an aunt to 14 nieces and nephews. Mary attended Central Washington University. She studied business administration obtained a degree with an emphasis in marketing.

Mary began her financial services career at New York Life. She is a member of the Pacific Crest Planning Team's operations team and works mainly with Kyle’s clients to assist them with service and financial matters.

Mary is an artist and loves to craft. Mary and her husband Kyle Sani enjoy staying fit and are active with outdoor adventures and their good dog, Hemi.

Erin Gneiting

Senior Client Associate


Erin is a Tri-Cities native and graduated from Southridge High School. She attended Columbia Basin College and Spokane Falls Community College, earning her associate degree.

Erin and her husband, Travis, have two daughters. She enjoys doing house projects, spending time with family, and helps organize community and charitable activities she is passionate about.

Erin is the team’s office manager. She is often at the front desk or on the phone with clients, meeting and greeting them and helping them in any way she can.

Jill Ivey

Client Associate


Jill is a Tri-Cities native and Kamiakin High School graduate. Prior to her career at Pacific Crest Planning, she was a manager at Macy’s Department Store in Kennewick.

Jill works primarily with Niles’ clients in helping them accomplish complex service requests and money movement transactions. Jill and her husband, Rob, have two children. They like to travel to visit friends and have been involved in the Tri-Cities music scene for years.  

Casey Demory

Client Associate


Casey was raised in Ellensburg, Washington. She played sports growing up and participated on the soccer team at Columbia Basin College and Central Washington University before graduating with a degree in anthropology and museum studies. Casey enjoys the outdoors. She likes to hike, backpack and rock climb. She is an avid reader and history buff and assists Ryan’s clients to accomplish service and operational items for them. Casey is currently studying to obtain her securities, investment advisor and insurance licenses.

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