Mark Graham, CIMA®

Managing Director/Investments
Portfolio Manager – Solutions Program

I love what I do!  We approach our clients’ goals as if they were our own.  We believe wealth management is more than providing investment guidance.  It’s about standing alongside clients, aligning our counsel and actions with their real world goals and needs.  We believe it is critical that each client have a well formulated, personalized wealth management plan.  That’s the starting point for any new relationship. 

I earned a B.A. in Business Administration with an Emphasis in Economics from Point Loma Nazarene University.  I earned the Certified Investment Management Analyst® (CIMA®) designation following coursework for it at the Wharton School of Business, University of Pennsylvania.  It has provided me with in-depth knowledge on complex portfolio construction, investment analysis, and comprehensive wealth management.

My mission is to forge lifelong client relationships based a foundation of integrity, competence, and personal service.  This commitment also carries over into the local and international community.  I have been actively involved with homeless youth in Spokane, empowering them to exit street life and become positive influences in their community.  I also have had the privilege, along with my family, of establishing an international ministry devoted to assisting the most vulnerable demographic in Uganda, East Africa.  The mission is to assist in rescuing young girls from sex trafficking and providing long-term aftercare, healing, and most importantly, a bright hope for their future.  I continue to serve on the board of directors of Eternal Hope.

Away from the office, I enjoy exercising daily, working in the garden with my wife, fly fishing, snowboarding, and playing my favorite saxophone.


California Insurance License # 0A62311

Phone (509) 570-5722 | (833) 791-8091 toll-free
Fax (509) 328-3829