Our team
Susie Leifheit has obtained the CERTIFIED FINANCIAL PLANNER™ professional designation and is a founding team member of Pacific Northwest Consultants. She works with a variety of clients and specializes in retirement income planning, holistic financial planning, charitable giving, trusts and guardianships. Susie came to Thrivent in search of a meaningful career that combined her passion for building long-term relationships with her talent for complex analysis. Susie enjoys sharing information and resources with her clients to help them create a meaningful financial plan. She is dedicated to empowering 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, paint and take her golden retriever Finley to the local Children's Hospital. She also enjoys supporting local organizations that positively impact the lives of others.
About Susie Leifheit
Susie Leifheit has obtained the CERTIFIED FINANCIAL PLANNER™ professional designation and is a founding team member of Pacific Northwest Consultants. She works with a variety of clients and specializes in retirement income planning, holistic financial planning, charitable giving, trusts and guardianships. Susie came to Thrivent in search of a meaningful career that combined her passion for building long-term relationships with her talent for complex analysis. Susie enjoys sharing information and resources with her clients to help them create a meaningful financial plan. She is dedicated to empowering 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, paint and take her golden retriever Finley to the local Children's Hospital. She also enjoys supporting local organizations that positively impact the lives of others.
Josh manages the overall operations of our team. He specializes in using our complex analysis tools, such as Morningstar, MoneyGuidePro, and What-if Tax to help Susie provide you with meaningful advice. Josh 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.
Outside of work, Josh loves to cook, try new foods, and exploring the areas around the Pacific Northwest. He aims to get to know the community better to find how to best serve.
About Joshua Ulrich
Josh manages the overall operations of our team. He specializes in using our complex analysis tools, such as Morningstar, MoneyGuidePro, and What-if Tax to help Susie provide you with meaningful advice. Josh 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.
Outside of work, Josh loves to cook, try new foods, and exploring the areas around the Pacific Northwest. He aims to get to know the community better to find how to best serve.
Desiree is our initial point of contact for incoming clients and client requests. She aims to make each client feel valued and supported as they navigate their financial journey. Desiree is also responsible for assisting clients with Thrivent's generosity programs, such as Thrivent Action Teams and Thrivent Choice Dollars®. She finds joy in helping clients make a difference in our community.
Desiree has lived in Post Falls, Idaho since she was 5 and has watched the area grow. She has three daughters, two are young adults and one is 12. She and her youngest spend as much time outside as possible exploring all that is offered here in the Northwest area.
About Desiree Allen
Desiree is our initial point of contact for incoming clients and client requests. She aims to make each client feel valued and supported as they navigate their financial journey. Desiree is also responsible for assisting clients with Thrivent's generosity programs, such as Thrivent Action Teams and Thrivent Choice Dollars®. She finds joy in helping clients make a difference in our community.
Desiree has lived in Post Falls, Idaho since she was 5 and has watched the area grow. She has three daughters, two are young adults and one is 12. She and her youngest spend as much time outside as possible exploring all that is offered here in the Northwest area.