John Kessler, JD
Chief Fiduciary Officer & Market Leader
  1. 509.358.3740
  2. 717 West Sprague Avenue
    Spokane, WA 99201

John Kessler serves as the Market Leader of Wealth Management & Advisory Services for the Central Washington, Eastern Washington, and Idaho regions and oversees an operation of professionals providing financial planning, investment services, and estate and trust administration.

He …

About John

John Kessler serves as the Market Leader of Wealth Management & Advisory Services for the Central Washington, Eastern Washington, and Idaho regions and oversees an operation of professionals providing financial planning, investment services, and estate and trust administration.

He coordinates on financial planning strategies with his closely-knit team to carry out best solutions on behalf of their clients.

Also an attorney, John has 25 years of trust administration and estate planning experience.

John counsels his clients and prospective clients on the consequences of their estate and legacy planning by combining his legal expertise and experience in administering trust and estates. He utilizes this fiduciary experience to advise on sophisticated estate planning and estate tax reduction strategies with high-net-worth individuals.

Expertly supporting his team as they collaborate with their clients and legal and tax advisors for each client’s unique financial planning circumstances, he is a trusted resource to our entire team for a variety of trust-related issues including interpretation, termination, litigation, and estate planning issues.

Advisory Expertise

  • Relationship Management
  • Trust and Estate Administration

Education

  • JD, The Ohio State University College of Law
  • BA, Miami University