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Banking & Finance

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2024 People of Influence: Washington Trust Bank President and COO John "Jack" E. Heath III

February 1, 2024
Linn Parish

A fixture of the Pacific Northwest's finance sector, Jack Heath has worked in leadership at Washington Trust Bank since the late 1980s.


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2024 People of Influence: STCU Chief Marketing Officer Marty Dickinson

February 1, 2024
Karina Elias

Marty Dickinson has shared in the leadership on the WSU Elson S. Floyd College of Medicine, ONE Spokane Stadium, the LaunchNW scholarships, and many other civic initiaitves.


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2024 People of Influence: Canopy Credit Union President and CEO Charlotte Nemec

February 1, 2024
Karina Elias

In 2023, Charlotte Nemec was named CEO of the year by the National Association of Federally-Insured Credit Unions. 


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Slower rate of growth anticipated for Spokane-area financial institutions

Deposits, loan demand have declined industrywide
December 21, 2023
Karina Elias

Most financial institutions, including banks and credit unions, will continue to see a slowdown in deposits with overall negative growth in 2024.


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Hub International acquires Longbow Financial

Spokane-based office to retain staff, continue serving clients here
December 21, 2023
Dylan Harris

Spokane-based wealth management company Longbow Financial Services LLC has been acquired by Hub International Ltd.


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Multipronged plan can help fund child’s education

Long-term strategy aims to ease burden of rising college costs
December 7, 2023
Beau Ruff

As higher education costs continue to rise, it’s important to consider how best to fund your child’s or grandchild’s education. I propose a multipronged approach to use tax-advantaged 529 plans, trusts, and term-life insurance.


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Michael Maehl

Wealth managers help clients reach financial goals

Situational awareness said to be important attribute for adviser
November 22, 2023
Michael Maehl

Four types of wealth are equally important to our overall well-being. They include financial, social, physical, and time. I want to address the financial portion, as that can affect all of them.


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Vickerman Investment Advisors focuses on future

Next-generation planners being prepared to lead Spokane-based company
November 22, 2023
Karina Elias

Mike Vickerman Jr., founder of Vickerman Investment Advisors Inc., says his constant mantra to his clients for the last 27 years is a reminder to live within their means.


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Note to younger self: Prioritize integrity, self-care

November 22, 2023
Sarah Carlson

Mother of four observes young adults have similar challenges she has faced.


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PInkerton Retirement Specialists plans to expand its reach in 2024

Cd'A investment firm's growth follows national Forbes recognition
November 22, 2023
Dylan Harris
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