Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on some of our administrative tasks. Kristin Boling joined Cambridge in 2017. In her current role, she assists financial advisors with administrative responsibilities including account management, reporting and planning, communication, and client management. Kristin has completed the Cambridge Client Service Excellence (CCSE) certification training and lives in Ottumwa, Iowa where she enjoys camping, fishing, and spending time with her family.
Kevin Grady, CLU, ChFC, CFP, CRC
CERTIFIED FINANCIAL PLANNER™ Professional
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..
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 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
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.