Quantum Financial Planning Services, Inc.

Austin Zimmerman is a financial advisor at Quantum Financial Planning Services, Inc. in Spokane, WA. He holds a Series 65 designation and began his advisory career in 2024. Prior to joining Quantum, he worked in education for eight years at Central Washington University and local high and middle schools. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered firm that offers comprehensive financial planning and investment management to individuals, small businesses, and various institutional clients. The firm uses a strategic asset allocation approach combining active and passive funds in globally diversified portfolios tailored to clients’ time horizons and risk tolerances.

Christopher Christiansen is a CFP® with 27 years of industry experience. He has worked at Quantum Financial Planning Services, Inc. since 1995 and was previously with Securities Service Network, Inc. for 18 years. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm serving individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on comprehensive financial planning and investment management using globally diversified portfolios tailored to clients’ time horizons and risk tolerances.

Micah Coski is a Series 66-licensed advisor with 11 years of industry experience. He has been with Quantum Financial Planning Services, Inc. since 2017 and previously worked at Securities Service Network, Inc. from 2014 to 2017. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered firm providing comprehensive financial planning and investment management to individuals, small businesses, pension plans, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation approach using a combination of actively and passively managed funds in globally diversified portfolios, focusing on aligning investments with clients’ time horizons and risk tolerances.

Eric Green is a CFP® with 28 years of experience in the financial services industry. He is currently with Quantum Financial Planning Services, Inc. and has previously worked at Mariner Independent Advisor Network, LLC and LPL Financial, LLC. Outside of his advisory role, he is involved with non-variable insurance activities through Purpose Financial Advisors, LLC and Wolf & Associates, Inc. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm serving individuals, small businesses, and institutional clients. The firm provides comprehensive financial planning and investment management with a focus on strategic asset allocation and personalized client relationships.

Joseph Quansah is a financial advisor at Quantum Financial Planning Services, Inc. in Spokane, WA. He holds a Series 65 designation and has prior work experience at Tegria and Engage. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm serving individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation with a mix of active and passive funds in globally diversified portfolios, offering personalized financial planning and investment management tailored to clients’ risk tolerances and time horizons.

Mark Coski is a financial advisor with Quantum Financial Planning Services, Inc. in Spokane, WA, holding a Series 63 designation and 37 years of industry experience. Prior to joining Quantum in 2020, he worked at SSN Advisory, Inc. and Securities Service Network, Inc. from 2005 to 2020. Outside of finance, he provides miscellaneous pastoral services, including preaching, weddings, and funerals, on a part-time basis. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm that offers comprehensive financial planning and investment management to individuals, small businesses, pension plans, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation using a blend of active and passive funds in globally diversified portfolios, tailoring plans to clients’ time horizons and risk tolerances.

Craig Whitbeck is a CFP® professional with 43 years of experience in the financial services industry. He is currently with Quantum Financial Planning Services, Inc. and has a background that includes over two decades at CommonWealth Financial Network. Whitbeck is also involved with Clear Future Financial, LLC. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm serving individuals, small businesses, and various institutional clients. The firm offers comprehensive financial planning and investment management with a focus on strategic asset allocation through globally diversified portfolios tailored to clients’ time horizons and risk tolerances.

Ryan Farmin is a CFA® charterholder with nine years of industry experience. He has worked at Quantum Financial Planning Services, Inc. since 2019 and previously spent five years at Russell Investments. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm serving individuals, small businesses, pension plans, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation with a mix of active and passive funds in globally diversified portfolios, offering personalized financial planning and investment management tailored to clients’ time horizons and risk tolerances.

Jordan Curnutt is a CFP® and Series 66-registered financial advisor with 10 years of industry experience. He has worked at Quantum Financial Planning Services, Inc. since 2012, with a three-year period at Securities Service Network, Inc. prior to returning to Quantum in 2017. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm serving individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on comprehensive financial planning and investment management using a strategic asset allocation approach that combines actively and passively managed funds in globally diversified portfolios.

Amanda Sullivan is a CFP® professional with four years of experience in financial advising at Quantum Financial Planning Services, Inc., where she has worked since 2012. Based in Spokane, WA, she is part of a multi-advisor firm with a total of 13 advisors. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm that serves individuals, small businesses, pension plans, trusts, estates, and charitable organizations. The firm focuses on comprehensive financial planning and investment management using a strategic asset allocation approach that combines active and passive funds in globally diversified portfolios tailored to clients’ time horizons and risk tolerances.

Madeleine Lobdell is a CFP® professional with six years at Quantum Financial Planning Services, Inc. Prior to joining Quantum in 2020, she worked in various roles including positions at Rocky Mountain Medical and Walgreens. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm offering comprehensive financial planning and investment management to individuals, small businesses, and various institutional clients. The firm focuses on strategic asset allocation with a mix of active and passive funds, providing personalized plans and ongoing client support.

Bailey Erickson is a financial advisor at Quantum Financial Planning Services, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Gamma Delta Building Association and Washington State University Foundation. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm serving individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation through a combination of actively and passively managed funds in globally diversified portfolios, tailoring plans to clients’ time horizons and risk tolerances.

Kerry White is a financial advisor at Quantum Financial Planning Services, Inc. in Spokane, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Quantum in 2022, he worked at Umpqua Bank for 16 years. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm serving individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on comprehensive financial planning and investment management through strategic asset allocation using both active and passive funds in globally diversified portfolios tailored to clients’ time horizons and risk tolerances.

Nicholas Fuller is a CFP® with five years of industry experience, currently serving as a financial advisor at Quantum Financial Planning Services, Inc. in Spokane, WA. Prior to joining Quantum, he held roles at Royal Alliance Associates, Maynard Azose, Waddell & Reed, Moss Adams LLP, and J.P. Morgan Chase & Co. He is a board member of the Spokane chapter of the Washington Society of Certified Public Accountants, where he participates in strategic planning and community events. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm that provides comprehensive financial planning and investment management to individuals, small businesses, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation approach with a mix of active and passive funds in globally diversified portfolios, emphasizing personalized service tailored to clients’ time horizons and risk tolerances.