James started his financial advisory career with Northwestern Mutual in 2011. A diehard Penn State and college football fan, James' service mentality was honed as well as his golf skills from his years working professionally on the golf course.

Today James resides in Coeur d Alene Idaho and raises his two young boys with his wife Gretta. James hobbies still include golf, travel, and spending time up at Priest Lake with family and friends.

Patrick began his career with Northwestern Mutual in January 2000 as an intern while completing his Engineering Degree. Recognizing his passion for relationship-building and consulting over purely analytical work, Patrick chose to pursue a path similar to his grandfather's by establishing his own business.

Traits such as loyalty, commitment, and perseverance are evident in Patrick's life. This includes his long-standing marriage since 1998 and his continuous association with Northwestern Mutual since 2000. Patrick, along with his wife Shannon and their two children, enjoys snow skiing, camping, water activities, and supporting youth initiatives. He is dedicated to contributing to his community in ways that reflect his values and enhance the organizations and activities in which he and his family participate.

Mike grew up in Spokane, Washington raised by parents who retired as life long educators. Having been raised by teachers who lead by service and humility, Mike found a new "curriculum" in which he could continue the family legacy.

Mike knows the benefits of working with families, business leaders, and companies that are looking for strong advice, good stewardship, and time tested principles to help protect their loved ones and assets. He is dedicated to making sure the needs of his clients are met and he is devoted to guiding them in the right direction.

Outside the office, Mike enjoys spending time with his wife and three children. What precious free time Mike has, is devoted to coaching youth sports, spending time at the family cabin at Priest Lake and sneaking in a great CrossFit workout.