Niles was born and raised in the Tri-Cities. He graduated from Kamiakin High School and earned a Communications in Organizations degree from Eastern Washington University. After college, he literally married the girl next door. Together, Niles and Katie are raising their two beautiful daughters (and three rescue dogs) in West Richland. He enjoys spending his free time with his family, mowing his gigantic yard (he lost a bet) and coaching youth soccer.
Niles is one of Pacific Crest Planning’s Financial Advisors. In the office, he spends his time meeting with clients and assisting them in creating, implementing, and monitoring a financial plan that works for them. Niles is passionate about providing financial education. He instructs courses on financial planning topics such as retirement planning, investment planning, risk management and insurance planning.
Additionally, Niles has expertise working with people from many of the large local employers such as Energy Northwest, the Hanford Site Contractors, City, State, and County government workers and many local educators. He is also very passionate about working with local small business owners. He can help you answer questions like: Which pension option should I take at retirement? What are some strategies I can implement to reduce or minimize taxes? Can I retire early? Can I retire now? How much money would I have to live on? Where would that money come from? What risks am I facing?
Niles has worked in the Financial Service industry for over 12 years, has the heart of the teacher, and he finds fulfillment in helping clients retire with a successful and sustainable plan.