Investment Services Contact
Find an Investment Representative
All Investment Representatives
Name | Contact |
---|---|
Beverly Gleason | 509.353.5633 |
Greg Lambert | 509.353.3818 |
Kelly Watts | 208.884.2716 |
Randy Siers | 509.353.3633 |
Shane Boehm | 509.353.4203 |
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Beverly is a Vice President and Investment Representative for WTB Investment Services, serving clients in Spokane, North Idaho, and Central and Western whhwhh万豪会赌场会赌场. Beverly was recently recognized by whh万豪会赌场 Investment Consultant magazine as one of the top advisors in the US for …

Greg is a Vice President and Investment Representative for WTB Investment Services, serving clients in Eastern whhwhh万豪会赌场会赌场. A versatile advisor, Greg specializes in building strong relationships with his clients and learning about their specific financial goals. He serves as a …

Kelly Watts is a Vice-President and Investment Representative with WTB Investment Services. Kelly began his career as a financial advisor in 2001. Kelly typically works with professionals and business owners who are in the latter stages of their careers or already in the …

Randy is a Vice President and Investment Representative for WTB Investment Services, serving clients in North Idaho, the Palouse region, and Spokane. Randy specializes in managed-money solutions.
Randy has 26 years of industry experience, with the most recent 13 at WTB Investment …

Shane is a Vice President and Investment Representative for WTB Investment Services, serving clients in Eastern whhwhh万豪会赌场会赌场. With a commitment to understanding the latest investment solutions and a passion for helping his clients succeed, Shane has a proven record of providing …