John Kapelac - COUNTRY Financial Representative - Spokane (WA)

Julian Zuniga I would like to give a huge thanks to Jon! He has help given me an idea and a plan for what I want to do after high school. With help for writing my college essay application and setting everything up, I don’t know what I would do without the help. I have been able to get in contact with someone who currently is in school for my interests and it has truly been amazing for the help that was done. Jon is a great guy and he knows what he is doing, most of my friend would be say the same and recommend him. Thank you Jon!

Jim LaBenne I’ve had a great experience working with Quantum. They’re easy to talk to, always take the time to explain my options, and make sure I feel comfortable with every decision. I really appreciate how responsive and genuine they are—it feels like they truly care about my financial future. I feel confident knowing I’m in good hands and would definitely recommend them to anyone looking for solid financial guidance.

Michael Whipple The team at Shepherd Financial has consistently provided reliable support whenever our firm has needed assistance. Their flexibility in adapting to our office standards and procedures has been invaluable. We appreciate their dedication and look forward to continuing our partnership for the foreseeable future.

Brett Toney Had a wonderful visit to the Washington Trust Bank Financial Center / Corporate Headquarters. Just look for the tallest building downtown!

Melanie Meng Xue Talking with Nick helped clarify my finances. He shared a lot of useful information. While it turned out now wasn’t quite the right time for me to hire his services, it was a good experience and I recommend him. No pressure, which I appreciated. May come back in the future.

James Hart My wife I have been with Northern Capital Management (NCM) for nearly 30 years. We have worked directly with Jim Wilson, Dave Holloway and other staff members at NCM during this time. My employer used them to manage our 401K plan from the start of the plan sometime in the early 90s. I dont usually write reviews but felt compelled after seeing the negative review posted in 2020. Reviews are like opinions, we all have them, so sharing mine. Jim, Dave and the entire staff at NCM have earned my trust and business by their actions, ethics and knowledge. They have been willing to meet with us as often as we wish and have found their advice and explanations of investing (both risk and reward) to be understandable and on target. They have helped and advised on matters outside of the direct business of investing. Life Insurance, Long Term Care, Wills, Medicare etc. My wife and I are both now retired and looking forward to the years ahead. With NCMs guidance and the grace of our God we will be able to live and give like we planned. Thanks NCM Jim Hart

Lisa Makus Blaine is an outstanding Senior Wealth Advisor and we are very happy with Petersen Hastings.

Diane Saggau Although I have not experienced Thrivent Financial personally, I know Jessica professionally and know her passion for helping people is real and exceptional. I would definitely recommend Thrivent Financial.