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
Pacific Northwest Consultants

Pacific Northwest Consultants

Title

Team Practice

Website
https://connect.thrivent.com/pacific-northwest-consultants
    Steven Egland

    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 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 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 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