Spokane-based Quantum Financial Planning Inc. is growing with the acquisition of a Spokane Valley-based financial planning company and the addition of a new financial planner, says Eric Christiansen, managing partner at Quantum Financial.

Quantum Financial has acquired Clear Future Financial LLC, along with financial planner Eric Green, founder of Spokane-based PFA LLC, which does business as Purpose Financial Advisors LLC. Clear Future Financial is led by Craig Whitbeck, who founded the business in 2003. Both founders joined Quantum Financial in late 2025 and the company announced the acquisitions in a March press release, Christiansen says.

“It was a mutual conversation. We had gone to lunch for years, and we kept open communication,” Christiansen says. “For both of them, it was the right time.”

The acquisitions have brought about 200 clients to Quantum Financial, Christiansen says, adding that most of the company’s clients are located in Eastern Washington or North Idaho, with several others located throughout the U.S.

Whitbeck and Green together have nearly 60 years in combined financial planning experience. Joining Quantum Financial is helping support their clients with a larger team and additional tools and resources, Christiansen says.

Christiansen declines to disclose the terms of the acquisition of Clear Future. 

He says Clear Future’s two employees, Whitbeck and Kali Queen, a client relationship coordinator, both joined Quantum Financial as part of the acquisition. Whitbeck will continue operating at Clear Future’s office, at 16201 E. Indiana in Spokane Valley, until the end of the lease this year.

Green, who founded Purpose Financial Advisors about 15 years ago, has brought his clients with him to Quantum Financial, while Purpose Financial remains a separate entity led by father-son duo Steve Gray and Payton Gray.

“As part of my own plan to retire someday, I didn’t have a team of people to leave my clients to, and being a planner myself, I wanted to make sure that I had a plan in place to take care of my clients,” Green says. “I looked out and found Quantum and delighted with the decision I made to join their team and to one day, turn over my clients to a wonderful group of people here.”

Both Green and Whitbeck decided to join Quantum Financial in order to give their clients access to additional planners and tools, and to prepare to eventually retire and leave their clients' financials managed by a trusted team, Christiansen says.

“That’s what they’re looking for — to make sure they’ve got access to more tools — and it makes the economies of scale better for them and for their clients,” he says.

Quantum Financial also has expanded with the recent hiring of two new client service employees and a financial planner, Christiansen says. He declines to disclose their names.

Quantum Financial has 23 full-time employees, including 10 certified financial planners.

Along with acquisitions, Quantum Financial is investing in its workforce through continuing education and certification for employees, Christiansen says.

“One of the things I think is huge is professional development,” he says. “Seeing where people are in their careers, where they can grow to, giving them the chances to go to conferences and get certificates, and giving them the opportunity to grow in their life — that’s huge, and it gives them the ability to make more money, do more for their family, and be happy.”

For instance, Christiansen says a client service employee started working at Quantum Financial in 2020, was promoted to client service associate, and eventually became certified as a financial planner in 2025. The upward development was due to the company's emphasis on professional development, he contends.

“We’re a pretty young team — our senior planners have all retired,” says Christiansen. “(We want) to make sure that we’re going to be around for a long time and develop these planners into being really good planners for the long term.”

Quantum Financial opened in 1979, Christiansen says. As of March, the company has over $900 million in client assets under advisory, up from $600 million in 2024.

The acquisitions follow the renovation and relocation of Quantum Financial to a 4,000-square-foot office, at 720 W. Boone, after purchasing the building and updating the first floor in 2024, the Journal previously reported. The 15,000-square-foot building is located north of the Numerica Veterans Arena in Spokane's North Bank neighborhood.

Quantum Financial previously operated at Rock Pointe Corporate Center, at 1212 N. Washington, since 1989. The company purchased its new building for $1.75 million in 2023 and renovated the office space for $1.5 million.

Quantum Financial provides financial planning and wealth management services, including tax and retirement planning, Christiansen adds.