Our team

Kevin Grady

CLU, ChFC, CFP, CKA
CERTIFIED FINANCIAL PLANNER

Kevin is a graduate of the University of Washington with a BA in Business Administration. He has served the local community by residing as past president of the  Coeur d’Alene Estate Planning Council and previous advisory board member for the YMCA of the Inland NW. Kevin coached his three son’s football and basketball teams as the boys progressed from beginning to elite levels of competition. He also co-coached with his sons as they gave back to the community themselves. He is a current member of the Financial Planning Association (FPA®), which is the largest membership organization for CFP® professionals in the U.S.. ”More…”

Kevin continues to invest time and energy into the local community. He and his wife, Sue, are active members of Valley Real Life Ministries. Kevin is also proud to serve the community as a member of the Investment Committee for the Innovia Foundation. Additionally, he is an active member and sponsor of Team Blaze Spokane Triathlon Club where he trains and participates in various distances of triathlons. To learn more about these organizations, please visit our Community Involvement page.

Colleen LaPlante

Marketing Consultant

Colleen LaPlante is a graduate of the University of Idaho where she earned bachelor’s degrees in Finance, Marketing, and Management/HR. She joined our team as a marketing consultant in 2015 and focuses on online marketing, strategy, and marketing materials development. 

Colleen is native to the Pacific Northwest and particularly enjoys hiking and kayaking in Northern Idaho. As the spouse of an active duty soldier, she is frequently exploring new parts of the country. Colleen stays active within her church and military communities and was selected as a 2016 FINRA Foundation Military Spouse Fellow.

Sean O. Grady

Insurance Specialist

Sean Grady is our Insurance Specialist. He attended Washburn University in Topeka, KS and graduated Summa Cum Laude from Eastern Washington University in March of 2018. Sean has life and health insurance licenses for Washington state and Idaho and enjoys utilizing his understanding of insurance topics to help clients prepare for the future. 

In his free time, Sean is an avid hiker and golfer. He also loves to play basketball and stay active within the community.

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Auto Loan vs. 0% Dealer Financing


Convert Hourly Wage To Annual Salary


Convert Annual Salary To Hourly Wage


Should I Pay Off Debt Or Invest The Money?


Should I Pay Off Debt Or Invest The Money?


What Is The Impact Of Making Extra Payments?


Cash Up Front Or Payments Over Time?


How long until my loan is paid off?


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Historical inflation - Compare purchasing power


Pay Down Debt Or Invest Monthly Surplus?


What are the payments on a parental (PLUS) loan?


What is the value of a college education?


Advantages of a 529 College Savings Plan


Calculate your ability to pay back student loans


Compare Interest-Only Vs. Traditional Mortgage


What Are The Tax Savings Generated By My Mortgage?


Should I Convert To A Bi-Weekly Payment Schedule?


Comprehensive Mortgage Calculator


How Much Self Employment Tax Will I PAy?


Duration of Life Insurance Proceeds


What Are The Tax Advantages Of An Annuity?


How Much Will I Earn In My Lifetime?


What Are My Chances Of Becoming Disabled?


How do taxes and inflation impact my return?


What could my current savings grow to?


How Much To Save To Reach My Goal?


How long until I reach my savings goal?


Becoming a millionaire Calculator


Convert Discretionary Expenses to Savings


Impact of inflation on my retirement calculator


Social Security Retirement Income Estimator