Joel Ferris, Jr. is the Dave Ramsey Endorsed Local Provider (ELP) for Long-Term Care Insurance serving The Greater Spokane Area, Northern Idaho, Western Wyoming and all of Montana. Joel has been a long-term care insurance Field Director for the top regional office in the U.S. for Genworth Financial. Joel is the registered principal agent with Northwest Planning, Inc. in Spokane, one of the pioneers in long-term care insurance planning in the Inland Northwest since 1991.
Without a plan in place, long term care can be a challenging and potentially devastating event for an individual or family. Joel’s philosophy is that long term care insurance should be a vital and mandatory part of everyone’s retirement plan. Joel has the “heart of a teacher” and provides suitable and affordable long term care planning options for his clients. He prides himself on being a good listener because, “It’s not about me. We are talking about your plan and what is right for you and your family.” Joel is a Spokane native and a former owner/operator of a small business.
Gail Goeller is former editor of the award-winning Directory for Seniors and Their Families and author of Coming of Age with Aging Parents: The Bungles, Battles, and Blessings (now in an expanded edition). She gained her expertise while tending to her aging family of five along with her husband, John. Most recently Gail cared for John, diagnosed with early onset Alzheimer’s Disease. With a master’s degree in Applied Behavioral Sciences and a sixteen-year career in organizational development, Gail has a deep appreciation for human interactions.
Rebecca (Becky) Tiller has owned and operated Tiller Care Strategies, an adult geriatric care management company, since 2004. She has been working with adults and elders in the Spokane area since 1985. Prior to her work in care management, Becky was the Assistant Director for Providence Adult Day Health. Becky is a Licensed Mental Health Counselor and a Geriatric Mental Health Specialist. Becky served as a Board Member and President of the Inland NW Chapter of the Alzheimer’s Association. She has developed and facilitated caregiver support groups for over 25 years and continues to facilitate a group for those with a dementing illness. She served on the Board of Directors for the Inland Northwest Chapter of the National Association of Women Business Owners for two terms. Becky earned a BA in Communication and a MA in Counseling Psychology.
Lynn St. Louis is a knowledgeable and skilled Elder Law attorney with over 30 years of experience. She is the founding attorney of Elder Law Group PLLC. Lynn obtained her law degree from the University of Washington in 1985 and has been in private practice in the State of Washington since that time.
Whether you are concerned about the cost of Asset Protection, Long-Term Care, or simply want to make your estate plan easier for your loved ones, the team at Elder Law Group can help you every step of the way.
Practice areas include Asset Protection Estate Planning™, Medicaid Asset Preservation Strategies®, estate probate and trust administration with a focus on Long-Term Care asset protection and eligibility for government benefits. Elder Law Group PLLC provides personal and compassionate guidance for your Elder Law needs.
Kathy Bryant is a Senior Real Estate Specialist with EXL Realty and one of the top agents for the Spokane Association of Realtors. Kathy specializes in assisting seniors and their families with her “Your Life, Your Move, Your Terms” program. She coaches her clients to address questions like these: Are you thinking about moving closer to family or closer to relaxation? Are you concerned with how and where to begin? Do you have years of cherished belongings? Are you overwhelmed with questions about what to do? Kathy believes the answers to these and many other questions and concerns are as varied as the individual. As a professional focused on her senior clients, she gives the gifts of knowledge and a true sense of caring. Kathy provides the answers, including referrals to trusted resources and other support for seniors and their families. Prior to her work in real estate, Kathy enjoyed a 20 year career in financial services.
Daria Brown joined Fruci and Associates in 2014 with over 16 years in public accounting experience. As a former Partner with Schmitz & Buck CPAs LLC, located in Juneau Alaska, she brings a strong background in business and individual tax planning, tax return preparation, financial statement preparation, reviews, compilations, estate and trust accounting and business consulting. She builds long-term relationships with her clients and assists them with problem solving and reaching their financial goals.
Daria holds a bachelor’s degree from Whitworth University with dual majors in accounting and business management. She is currently the Board President of Prodigy Northwest, Corporate Representative for the National Association of Women Business Owners NW, Treasurer of the Radiant Lake Homeowners Association and a Member of the Spokane Estate Planning Council and the Spokane Elder Resource Team. She holds her CPA licenses in Washington and Idaho and is a member of the American Institute of Certified Public Accountants.
Dustin Allbery is an Independent Financial Planner that works with Northwest Planning, Inc. and American Reliance Group. Dustin and their team have 65 years of combined experience and provide comprehensive planning that utilizes a disciplined approach. Northwest Planning, Inc. became a strategic partner with AAA Washington and North Idaho in 2013 to provide advanced planning for their members. Also, their firm is also providing an information based seminar called Retirement University offered monthly.
Dustin graduated from Seattle University and was recruited by Northwest Planning Inc. to manage over 100 plus agents and advisors. The responsibility of writing financial plans for many of those advisors has given him a robust education and has translated into becoming a tremendous resource for clients and local advisors. Dustin has given presentations to National Association of Insurance and Financial Advisors (NAIFA), Society of Financial Service Professionals (SFSP), and has been published by the Spokane Journal of Business.
Dennis Fletcher is the President of The Fletcher Financial Group Inc. (FFGI) The Corporation was established in 2006 after a lengthy stint as an independent insurance producer in and around Spokane County and North Idaho. Since then FFGI has grown from a single producer to the go-to agency for all of your Medicare Insurance needs. FFGI currently incorporates a sales force of well over 130 independent agents throughout Spokane, North Idaho, and Boise. FFGI is the recommended and sole Medicare Insurance educator for the two largest Physicians Group in Spokane as well as many other physicians groups throughout the area. The company has five affiliated offices in Spokane, two in Coeur d’Alene, two in Sandpoint, and one in Vancouver WA. Our Philosophy is if you have to sell somebody you did them a disservice. Educate them as to their choices and then serve them with a smile.