Losing a loved one is never easy, and even the most practical next steps can feel overwhelming in the midst of grief. Our “Initial Steps After a Loss” webinar was created to offer clarity, comfort, and guidance during an incredibly difficult time.
It feels like we are notified weekly that our data has been breached by one source or another. Most recently, according to a class action lawsuit, National Public Data –…
In 2019, The SECURE Act changed the rules concerning the distributions from pre-tax Individual Retirement Accounts (IRAs) inherited through beneficiary designation (a so-called “Beneficiary IRA”). As with many such changes…
Periodically checking and updating beneficiary designations on retirement accounts and life insurance is prudent. The next time you navigate the online portal or the old school paper form to write…
Non-retirement investment accounts are often set up with wealth management firms. When the account is set up, there is an option to put a beneficiary designation on the account and…
With the holiday season upon us and tidings of good cheer in the air, our collective instincts for generosity often peak. It’s worth considering perhaps a better way to give…
One of the biggest areas that is often overlooked in an estate plan are the seemingly innocuous beneficiary designations tied to assets like retirement accounts and life insurance. The beneficiary…
At least once each year you should sort through the clutter of your financial records. Here are some tips to help you decide which ones should stay and which ones…
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Cornerstone Wealth Strategies is not registered as a broker-dealer or investment advisor.
* Beau Ruff, J.D., LL.M in Taxation, is a licensed, not practicing, lawyer
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Marina joined the Pullman team in 2024, bringing a background in financial planning and a strong focus on client support. In her role, she assists advisors with building financial plans, preparing for client meetings, and supporting clients both in person and over the phone.
Education: Marina earned her bachelor’s degree in Business Administration with a focus in Economics from Whitworth University and her master’s degree in Personal Financial Planning from Texas Tech University.
Interests: Outside of work, Marina enjoys spending time with her dog, Dolly, going on long walks, and exploring local trails. She also loves cooking, visiting coffee shops, and exploring museums and historical sites.
Tami has been leading the Pullman team since 2022, bringing strong experience in team management and organizational leadership. In her role, she oversees client services and operations, supports advisors and team members, and helps ensure the practice runs smoothly while fostering a positive, collaborative environment.
Education: Tami earned her bachelor’s degree in Political Science–International Relations from Western Washington University and her master’s degree in Organizational Leadership from Gonzaga University.
Interests: Outside of work, Tami enjoys spending time with her husband, Steve, and their family. She loves coffee, being outdoors, and dogs, and enjoys connecting with college students through her campus church.
Wanda became part of the Pullman team in 2018, bringing extensive experience in client care and bookkeeping. She works diligently behind the scenes to ensure our advisors are set up for success and assists clients with their paperwork needs.
Education: Wanda attended Spokane Community College, Spokane Falls Community College, as well as WSU.
Interests: Wanda enjoys spending time with her husband Bud and her family. She has twin sister, is a devoted animal lover, she shares her home with 4 cats and 12 chickens. In her free time, Wanda can be found reading, baking, traveling, gardening, kayaking, or woodworking.
Emily joined the Pullman team full-time in 2017 after completing an internship with the office and graduating from college. She works behind the scenes to make sure client’s needs are met with care and attention. She’s our go-to expert on Required Minimum Distributions (RMDs) and annuities, providing valuable support to both clients and advisors.
Education: Emily holds a Bachelor of Arts in Business Administration and a Bachelor of Science in Psychology, both from Washington State University.
Interests: Outside of work, Emily enjoys spending time with her husband and three kids. As a family, they enjoy spending time outside, skiing, hiking, and exploring new places.
Jason has been in the financial services industry since 2001, bringing experience in both banking and financial advising to the team. In his role, he focuses on financial planning and is passionate about helping clients align their financial decisions with their values through thoughtful, purpose‑driven guidance.
Education: Jason earned his bachelor’s degree in Political Science from Kansas State University.
Interests: Outside of work, Jason enjoys spending time with his wife, Anna, and their three children. He and his family love outdoor activities including bicycling, hiking, camping, and paddle boarding.
Bill has over 30 years of experience in the financial services industry, bringing a practical and approachable perspective to the team. In his role, he helps individuals and businesses clarify their goals through financial planning and business services, including valuation and succession planning.
Education: Bill earned his bachelor’s degree in Business Administration from Washington State University.
Interests: Outside of work, Bill enjoys spending time with his wife, Susie, and their four sons. He is also actively involved in the Pullman community, serving as Board Treasurer for the Community Action Center.
Jeff has been in the financial industry for nearly four decades, bringing experience and thoughtful guidance to the team. In his role as a financial advisor, he provides comprehensive financial planning and investment management, helping clients make confident decisions and reach long‑term goals.
Education: Jeff earned his bachelor’s degree in Business Administration from Washington State University and holds the Accredited Wealth Management Advisor designation.
Interests: Outside of work, Jeff enjoys spending time with his wife, Angie, their children, and grandchildren. He loves being outdoors, especially biking, water skiing, and traveling, and stays involved in the Pullman community through mentoring and local charitable efforts.
Cameron has been in the finance industry since 2008 and an advisor since 2012, and is dedicated to working with individuals, families, and small business owners to help them pursue financial freedom through individualized financial planning. As a trader, he supports the team with investment analysis, portfolio construction, and the processing of trades and money transactions for our clients. Cameron also enjoys connecting with our Spanish-speaking clients, ensuring they receive the same high level of service.
Education: Cameron earned his Bachelor of Science in Economics from the University of Utah in 2008 and worked in the banking field until he became a licensed financial advisor in 2012.
Interests: Cameron was born and raised in the Tri-Cities. He is married to Jamie, and they have four wonderful children, Evelyn, Cassidy, Caleb, and Clara. Cameron is an active member in his community and his church. He enjoys being outdoors as much as possible with his kids, whether he is skiing, mountain biking, taking pictures with his drone, or motorcycle camping.
