Corey Shaffer

David Rubbert is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career at Merrill Lynch 37 years ago and has developed expertise in areas including family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and small business strategies. Throughout his career, he has worked closely with clients at various life stages to develop personalized financial plans aimed at pursuing their long-term goals. David holds a Bachelor's Degree from WWU and the designation of Personal Investment Advisor (PIA). He is committed to providing flexible wealth management strategies tailored to clients' individual financial pictures while leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America. Outside of his professional work, David is active in his community through volunteer efforts and enjoys spending time with his family and grandchildren. He also pursues outdoor activities such as fishing, golfing, hunting, and playing pickleball with friends.

Daniel Rubbert is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Daniel collaborates closely with clients to develop personalized financial strategies tailored to their long-term goals. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Montana State University System. Daniel is committed to community involvement and volunteers with local organizations. Outside of work, he enjoys camping, golfing, and hiking.

Tanner Jones serves as a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial priorities and develop strategies aimed at pursuing their short-, mid-, and long-term goals. His services cover a range of areas including investing, retirement planning, and saving for unforeseen events. Tanner also provides clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. He holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Tanner earned his bachelor's degree from Western Washington University. His approach emphasizes ongoing advice and guidance tailored to evolving client needs.