Richards Merrill Wealth Management

Charles Cowgill is a CFP® with 19 years of industry experience, currently serving at Richards Merrill Wealth Management since 2024. He previously worked at Charles Schwab & Co., Inc. for 18 years and was a self-employed writer for 11 years. Richards Merrill Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities, managing approximately $514 million in client assets. The firm employs a combination of charting, fundamental, technical, and cyclical analysis across a range of investment vehicles and offers tailored financial plans and supervisory services.

Steven Larson is a financial advisor at Richards Merrill Wealth Management in Spokane, WA, holding a Series 66 designation with 44 years of industry experience. He has been with Richards, Merrill & Peterson, Inc. since 1982. Richards Merrill Wealth Management serves individual and high-net-worth clients, as well as 401(k) plans, trusts, estates, and business entities, managing approximately $514 million in client assets. The firm provides customized Investment Policy Statements and combines various analytical approaches to pursue both long- and short-term investment strategies across a diverse range of securities.

John Larson is a financial advisor at Richards Merrill Wealth Management in Spokane, WA, with 40 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Richards, Merrill & Peterson, Inc. since 1985. Richards Merrill Wealth Management serves individual and high-net-worth clients, as well as 401(k) and profit-sharing plans, trusts, estates, and business entities, managing approximately $514 million in client assets. The firm offers portfolio management and financial planning, employing a mix of analytical strategies and maintaining tailored Investment Policy Statements for clients.

John Michael Larson is a financial advisor at Richards Merrill Wealth Management in Spokane, WA, holding a Series 66 designation with three years of industry experience. He has worked at Richards Merrill & Peterson Inc since 2022 and previously held roles at Stryker and the University of Washington. Richards Merrill Wealth Management serves individual and high-net-worth clients, as well as 401(k) plans, trusts, estates, and business entities, managing approximately $514 million in assets. The firm employs a combination of charting, fundamental, technical, and cyclical analysis and offers both long-term and short-term trading strategies across various securities.

Monique Corigliano is a CFP® with 24 years of industry experience, currently serving at Richards Merrill Wealth Management since 2000. She holds a Series 63 license and is based in Spokane, WA. Richards Merrill Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm uses a blend of charting, fundamental, technical, and cyclical analysis to support both long- and short-term trading strategies across various asset classes and offers tailored financial plans and ongoing supervisory services.

Frederic Lefriec is a financial advisor at Richards Merrill Wealth Management in Spokane, WA, holding a Series 66 designation with 10 years of industry experience. He has been with Richards Merrill & Peterson Inc since 2016. Richards Merrill Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, as well as 401(k) and profit-sharing plans, trusts, estates, and business entities, managing approximately $514 million in assets. The firm employs a range of investment strategies including charting, fundamental, technical, and cyclical analysis, and offers both broad advisory programs and mutual fund modeled portfolios tailored to client risk tolerance and asset allocation.

Thomas Kendall is a financial advisor with Richards Merrill Wealth Management in Spokane, WA, holding a Series 66 designation and 25 years of industry experience. He has maintained a long-term role outside finance as an operator of Rock City Grill since 1998. Richards Merrill Wealth Management serves individual and high-net-worth clients, as well as various institutional entities, providing portfolio management and financial planning. The firm employs a blend of analytical methods and offers distinct advisory programs tailored to different client needs.

Mark Calkins is a financial advisor at Richards Merrill Wealth Management in Spokane, WA, with 11 years of industry experience. He holds the Series 66 designation and has been with Richards Merrill & Peterson since 2014. Richards Merrill Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm employs a combination of charting, fundamental, technical, and cyclical analysis and offers tailored investment programs documented through Investment Policy Statements.