About Pacific Northwest Consultants
Our vision is to offer our clients sound financial guidance and exceptional personal service creating a long-term relationship based on confidence. We strive to be the financial professionals that you choose first, use the most, and grow with throughout your life.
We specialize in financial planning helping people be more secure in areas of:
- Retirement Income Planning
- Estate Planning
- Wealth Management
- Charitable Giving
- Protecting loved ones against the impact of extended care, death, and disability
Investing in Our Community
Giving back is important to many of our clients and it is important to our team. It is part of what makes us truly unique. Unmet needs penetrate our communities; we give you the tools and resources to take action — and create impact.
Here are a few of the organizations where you can find our team volunteering and supporting!
- Village Schools International
- TeamChild – Upholding at risk youth
- Elevations-A Children's Therapy Resource Foundation
- Habitat for Humanity -- Worldwide Trips
Meet Our Team
CFP®, FIC, RICP®
Steven Egland is a Wealth Advisor and partner with the Pacific Northwest Consultants. As a CERTIFIED FINANCIAL PLANNER™ his focus is working with a small group of highly motivated people seeking a work-optional lifestyle, often ten years either side of retirement, who want clarity and peace-of-mind that their retirement income strategy is reliable. By considering all the various pieces of the financial puzzle, he works with his clients developing a personalized approach to retirement, with an eye toward the future transfer of wealth in a tax-efficient manner.
Outside of work Steve enjoys skiing, activities that get him out-of-doors and travel. He seeks awareness of the needs around him and the opportunity to serve.
- State(s) Licensed
- AK, AZ, CO, IA, ID, MN, MT, NM, NY, OR, TX, WA, WI,
CFP®, RICP®, BFA™
Susie Leifheit is a CERTIFIED FINANCIAL PLANNER™ professional and partner with the Pacific Northwest Consultants. She works with a variety of clients, specializing in retirement income planning, holistic financial planning, and working with both trusts and guardianships. Susie came to Thrivent in search of a meaningful career that combined her passion for creating long-term relationships and her enjoyment of complex analysis. Susie enjoys sharing education and relevant resources needed to create a meaningful and holistic financial plan. She is dedicated to supporting individuals and families to make informed decisions and gain confidence in their financial future.
Outside of work, Susie loves to travel, spend time outdoors, woodwork, and spend time with her Golden Retriever, Finley. She enjoys supporting local community organizations to make a greater impact on the lives of others.
- State(s) Licensed
- AK, AZ, CA Insurance Lic. #4004154 , CO, IA, ID, MN, MT, NM, NY, OR, TX, WA, WI,
Justin manages the overall operations of our team. He specializes in using our complex analysis tools, such as Morningstar, Moneyguide Pro, and What-if Tax to help Steve and Susie provide you with meaningful advice. Justin ensures the office runs smoothly and any of your day to day needs are met. He plays a key role in assuring our clients receive topnotch service.
Lauren is responsible for keeping our office running smoothly, whether it is welcoming you with a smile or following up with you to set your regular meetings. She is responsible for our community programs, such as Action Teams and Thrivent Choice Dollars, helping people make a difference in our community. She does a great job maintaining our overall office atmosphere. Lauren and her husband moved to Liberty Lake 5 years ago to be near their two daughters and 5 grandkids (so far). Her free time is spent having fun with the “little ones”, doing dance exercise, exploring new places, and enjoying everything the great northwest has to offer.