Who we are

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.