disciplinedIQ Investment Advisory Process


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Investment Advisory Committee

The DisciplinedIQ investment advisory process is a unique combination of advisor-managed and committee-directed investment management practices. The advisors who manage this process for their clients are also members of the Investment Advisory Committee and maintain direct involvement in each and every practice and investment decision in the DisciplinedIQ process. It is this commitment to our investor clients that makes us stand out above the rest.

The following are the members of the DisciplinedIQ Investment Advisory Committee as well as advisors who utilize this process in striving to meet their clients' investment objectives.

Committee Chairmen Troy Pugh, MBA, AIF®
Waypoint Wealth Management
Ephrata, Washington
509-754-9800
www.waypointwealth.com, E-mail This Advisor

Roger Pugh, AAMS, AIF®
Waypoint Wealth Management
Ephrata, Washington
509-754-9800
www.waypointwealth.com, E-mail This Advisor
   
Committee Members Marc Spinner
Waypoint Wealth Management
Kennewick, Washington
509-460-9275
www.waypointwealth.com, E-mail This Advisor
  Joel Wright
WJWright Financial Services
Spokane, Washington
509-279-0531
www.wjwrightfs.com, E-mail This Advisor
  Teri Ploharz-Bolling
Camas Financial Services
Orofino, Idaho
208-476-7100
www.camasfs.com, E-mail This Advisor
  John Kendall
Waypoint Wealth Management
Ketchum, Idaho
208-726-0085
www.waypointwealth.com, E-mail This Advisor
  Eric Boyum, AAMS
Fortify Financial Services
Caldwell, ID
208-455-0050
www.fortifyfs.com, E-mail This Advisor
  Dave McCollum, AAMS
Bos Wealth Management
Meridian, ID
208-887-7701
www.boswm.net, E-mail This Advisor
  Tim Doering
Mission Peak Financial Services
Wenatchee, WA
509-669-6246
www.missionpeakfs.com, E-mail This Advisor

  Lane Steel
Waypoint Wealth Management
Rexburg, ID
208-356-6795
www.waypointwealth.com, E-mail This Advisor

  Breck Webley
Waypoint Wealth Management
Wenatchee, WA
509-665-9796
www.waypointwealth.com, E-mail This Advisor

AIF® - Accredited Investment Fiduciary
MBA - Master of Business Administration
AAMS - Accredited Asset Management Specialist

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