Who Am I?
I am a CERTIFIED FINANCIAL PLANNER™ professional and partner with the Pacific Northwest Consultants. I work with a variety of clients, specializing in retirement income planning, personalized financial planning, and working with both trusts and guardianships. I came to Thrivent in search of a meaningful career that combined my passion for creating long-term relationships and my enjoyment of complex analysis. I enjoy sharing education and relevant resources needed to create a meaningful and holistic dedicated financial plan. I am dedicated to supporting individuals and families to make informed decisions and gain confidence in their financial future.
Interest and Community Involvement
I enjoy spending time with family and friends, and I understand that it is important to plan for the future while choosing to live in the present. I love to travel, especially overseas, having been to 22 different countries at this time. I value learning from others, and I am passionate about learning from various cultures. In my free time, I like to spend time outdoors, woodworking, painting, and spending time with my young golden retriever.
I also find great meaning in supporting and volunteering with local community organizations to make a greater impact on the lives of others. I value Thrivent’s common goal of spreading generosity through taking action. I am passionate about connecting our clients with the Thrivent benefits that encourage us all to be more generous.
You can find some of the organizations I enjoy supporting below:
- Village Schools International
- Elevations-A Children's Therapy Resource Foundation
- Habitat for Humanity – Worldwide Trips
Education and Accomplishments
- CERTIFIED FINANCIAL PLANNER™ certification
- Retirement Income Certified Professional designation
- Behavioral Financial Advisor designation
- FINRA Series 66 Uniform Combined State Law Exam
- FINRA Series 63 Uniform Securities Agent State Law Exam
- FINRA Series 7 General Securities Representative Exam
- Life and Health Insurance Licenses
- Bachelor of Arts in Psychology
Meet My Team
Pacific Northwest Consultants
- Title
Team Practice
- Website
- https://connect.thrivent.com/pacific-northwest-consultants
Steven Egland
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.
- Title
Wealth Advisor
- Phone
- (509) 928-2435
Caleb VanGerpen
Caleb is a Financial Advisor with Pacific Northwest Consultants. He is passionate about working with clients to understand and have success in their financial goals. Caleb enjoys being a part of a team that is focused on providing meaningful and holistic financial guidance. He graduated from Grand Canyon University majoring in Accounting. He brings a breadth of knowledge on personalized tax-efficiency in relation to a full financial strategy.
Caleb enjoys being involved in his church, Haven Bible Church. In his free time, he enjoys snowboarding, golfing, volleyball, and spending time with his friends and family.
- Title
Financial Advisor
- Phone
- (509) 928-2435
Jason Pusateri
Jason 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 Steve, Susie, and Caleb provide you with meaningful advice. Jason 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, Jason enjoys cultivating bonsai trees, creating art with 3D PLA, and kayaking. Jason strives to make a Kingdom impact in people's lives through his involvement in his local church’s overseas missionary work.
- Title
Client Service Administrator
- Phone
- (509) 928-2435
Lauren Spangler
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.
- Title
Administrative Assistant
- Phone
- 509-928-2435