Banking & Finance

AgWest names new CEO

Bill Perry to succeed retiring top exec

August 7, 2024

Journal of Business Staff

AgWest Farm Credit has selected Bill Perry as its next president and CEO.

Burlwood Wealth opens new practice in Spokane

Longtime independent wealth consultant merges craftmanship with financial goals

August 1, 2024

Erica Bullock

Matt Sheffield, a Spokane-based financial consultant, has a new independent practice in downtown Spokane, dubbed Burlwood Wealth LLP, where he's working to support clients with the same attention and eye for detail that he applies to woodworking.

Desire to leave legacy benefits from strategizing

Some gifting options can reduce tax liability

August 1, 2024

Michael Maehl

Retirement income specialist Michael Maehl outlines options for leaving a legacy via charitable donations.

Community giving can have transformative impact

Strategic investments in neighbors promotes economic sustainability

August 1, 2024

Kurt Walsdorf and Sara Desautel

Bank executives Kurt Walsdorf and Sara Desautel say strategic giving to community organizations is an investment in our neighbors and the future economic mobility of our communities.

Bank of America's top Spokane executive to retire

Walsdorf plans to end 40-year career with bank on Aug. 2

July 29, 2024

Journal of Business Staff

Kurt Walsdorf plans to retire as Bank of America Corp.'s Spokane/Boise market president.

AgWest Farm Credit revamps its Spokane headquarters

Plans call for $9.5M in tenant improvements

July 18, 2024

Erica Bullock

AgWest Farm Credit is updating a portion of its 122,000-square-foot headquarters building, at 2001 S. Flint Road, in west Spokane.

Spokane mayor proposes sales-tax increase

Community safety proposal slated for November ballot

July 8, 2024

Journal of Business Staff

Spokane Mayor Lisa Brown is proposing a sales-tax increase that's due to appear on the general-election ballot in November.

Former Lee & Hayes execs launch Moat Metrics

Company acquires technology assets from global insurance company

July 3, 2024

Dylan Harris

Spokane-based Moat Metrics Inc. has acquired technology assets from Chicago-based global insurance giant Aon PLC.

Treasury4 becomes U.S. Bank partner

Fintech startup expects to form similar relationship with other banks

July 3, 2024

Karina Elias

Treasury4 has landed a significant partnership with a national financial institution that will open the door for more growth and visibility for the Spokane startup.