Our People Kevin P. King Chairman Emeritus (509) 252-4140 (509) 471-4909 [email protected] Mr. King graduated from the University of Idaho with a Bachelor of Science in Business Finance, and a Bachelor of Arts in Music. Mr. King has studied accounting concepts, financial analysis and various investment strategies. Mr. King's first work experience with finance was with First Security Bank of Idaho, where he learned about operating in a highly regulated industry, the value of conservative money management, and client service. After three years with the bank, Mr. King went to work at the investment firm of Richards, Merrill & Peterson, Inc. Mr. King not only acted as a registered representative for this company, but was also heavily involved in the firms operations. He was instrumental in building and maintaining a computer network and introducing the internet and e-mail to the firm. He was also responsible for building and maintaining the firms portfolio management system that tracked client portfolios for the nine registered representatives. Mr. King is heavily involved in the day-to-day operations of Northwest Investment Advisors, Inc. and helping representatives meet their clients' needs.Sadly, on January 12, 2011 Mr. King passed away after a courageous battle for his life. We will truly miss our friend not only for his dedication to the firm and its clients, but also for his leadership in showing us that family must always come first. Sean M. Grubb Vice President (509) 252-4140 (509) 471-4909 [email protected] Sean is a graduate of Santa Clara University with a Bachelor of Science degree in Political Science with an emphasis in Economics. Mr. Grubb began his career as a Financial Services associate with Pruco (Prudential) Securities where he acquired his Securities and Insurance licenses. Sean spent three years with Foresters Equity Services. His first year was spent as a Financial Services Representative working with individuals, families, and businesses in Southwest Washington where he made his home. He then accepted a promotion to Sales Manager for the Eastern Washington/Northern Idaho sales region. In his two years as Sales Manager, Sean built a field force from the ground up, trained new agents, and helped to build relationships with such community groups as The Childrens' Miracle Network. Sean's true passion is the ability to do the right things for his clients to ensure that they can accomplish their lifelong goals. Mr. Grubb joined Northwest Investment Advisors, Inc. in 2004 and specializes in the comprehensive planning and management of assets and risk. Haley Haas Benefits Advisor/Insurance Agent (509) 252-4140 (509) 471-4909 [email protected] Haley heads up a most valued & important element to our client's needs..... The NWIA Insurance Division. Haley's primary focus is providing the absolute best Life, Health, Dental & Disability products available for a single individual or encompassing the complexities of the Employers'/Employees' needs. We are extremely happy to have Haley on board as her experience, acumen & knowledge in this field is unexcelled. Her 12 years specializing in this arena entails managing virtually every aspect of life, health, dental and disability insurance needs for businesses as well as individuals. From researching & designing individualized & customized coverage to implementation & dispute resolution, Ms Haas is simply "the best". Her reputation is one of high motivation coupled with the rare capacity to comprehend & wrap her arms around a project/situation quickly & efficiently. As an independent without the confines of a single captive carrier, Haley has the ability to shop all major carriers guaranteeing your rates are always competitive. With her perceptiveness & abilities, and "make it happen" attitude, you can rest assured that your coverage will always be up-to-date & thorough and your claims settled quickly & accurately. Fully licensed in Washington & Idaho. Let Haley assist you in maneuvering through the complicated processes of the insurance maze Dick Westerman Financial Advisor (509) 252-4140 (509) 471-4909 [email protected] Work historyIn 1976, I joined Merrill Lynch in Spokane and achieved Executive Club status in 1979-1980. In 1980, I helped open a Piper Jaffray office in Spokane achieving President's Club status in 1981-1992 as Senior Vice President and Sales Manager. In 1993, I initially managed a Kemper Securities office in Spokane achieving Chairman's Circle of Excellence for 1994-1997 as Senior Vice President. In 1998, I affiliated with Raymond James Financial in Spokane achieving President's and Leader's council 1999-2006. In February of 2007, I affiliated with AIG Financial Advisors, and in January of 2008 I changed affiliations to Northwest Investment Advisors, Inc. because I liked their local focus and philosophy at taking care of clients.My education and personal informationincludes a BS Business from Marian College 1974, an MBA from Eastern Washington University 1977 with an emphasis in marketing and finance. During 1966-1975, I served in Southeast Asia and was a Captain in the Army Green Berets. My wife Marilyn is a 1974 graduate of Marian College (Sociology), son Kenrick is a 2007 graduate of the University of Utah (Meteorology), and daughter Marissa is currently attending the Dental Assistant program at Spokane Community College. My hobbies include golf, skiing, scuba diving and gardening. I am a member of the Spokane Club, Hamblen Park Presbyterian Church, Southside Senior Activity Center, and have helped various churches and non-profit organizations in the community with financial aid, fund raising, marketing and board support.What's in an investment relationship for you?How about an experienced view of the investment process to sort out what makes sense for your exact needs. Just like a custom tailor, I believe in helping investors achieve their financial goals so they fit properly. Plus, we watch investments like a hawk to make sure they are performing according to plan and you don't end up with "junky or clunky" ones. Just call me at (509) 252-4140 so we can discuss your desires and conduct a free portfolio review because I want to earn your trust.