SPOKANE ESTATE PLANNING COUNCIL

We will be hosting a panel with the following panelists:

Attorney:

Michelle Fossum

Sayer Sayre & Fossum

michelle@sayrelaw.com

Financial Advisor:

Kyle Weir

RBC Wealth Management

kweir97401@aol.com

Insurance:

Mark Holder

Thrivent

Mark.Holder@Thrivent.com
 

CPA: 

Bob McKinley

Robert P McKinley CPA

bob@robertmckinleycpa.com

Panelists: CPA, Attorney, Financial Advisor, Insurance Professional

Michelle K. Fossum has been practicing law in Spokane and the surrounding area since 1990.  Michelle’s practice focuses on estate planning, long term care planning, probate, employment law and related litigation, and representation of special purpose districts. Michelle is regularly retained to conduct estate planning seminars, employment related investigations and training throughout Washington on a wide range of topics.  Michelle is committed to providing exceptional legal advice in a personalized manner to each of her clients.

Originally from North Dakota, Michelle obtained her B.A. degree from Eastern Washington University in 1987.  She went on to Gonzaga University School of Law and graduated cum laude in 1990.  Michelle is licensed in both Washington and Idaho.  Michelle also taught Employment Law for Business at Whitworth University from 1999 through 2018.

When not working, Michelle loves spending time with her family and being outdoors. 

Kyle Weir, CFP®, AWM

Kyle has been securities licensed since July of 1990. He started his career at Piper Jaffray and has been at RBC Wealth Management since 2003. Kyle has Bachelor of Arts degrees in business administration and communications from Washington State University. He is an  Accredited Wealth Manager (AWM-2012), and a CERTIFIED FINANCIAL PLANNER® (2016)

Kyle was raised in Spokane and spent time working as a trust officer for U.S. Bank in Eugene, Oregon after graduating from college. Kyle moved back to Spokane in the late 90s, and since returning has thoroughly enjoyed being an active member of the community and has volunteered extensively with his Rotary Club. His interests outside of work include snow skiing, golfing and traveling. In June of 2008, he married his lovely bride, Jennifer. In October of 2010, they welcomed their first daughter, Emma, and in April of 2013, they joyfully welcomed their twin daughters, Sarah and Sophie, to the family as well. The five of them live on Spokane’s South Hill.

Mark Holder

Mark has been with Thrivent for over 13 years. He is the President and CEO of the Riverfront Legacy Group. He received a master’s degree in accounting and financial management. Mark is a Certified Financial Planner, a Fraternal Insurance Councilor, and a Chartered Financial Consultant. He is currently finishing the Chartered Life Underwriter designation. Mark enjoys spending time with family and friends, camping, water sports, snow skiing and triathlons. He and his wife, Lauren, have four children: Colt, Hope, Cossette and Enoch.

Robert (Bob) McKinley, CPA

Bob graduated from Biola University in 1990 in business administration emphasis in Accounting. At Biola, Bob was instrumental in starting an accounting club on campus to promote the accounting field

In 1999, Bob started his own accounting firm with a focus on the construction, manufacturing, service, and retail industries. The firm provides tax preparation, business consulting and traditional accounting services. Within this spectrum, he works with his clients to become financially healthy through proper interpretation of their financial information and existing tax law.

Bob believes it is important to give back to the community and his profession. Currently, he serves on the WAATP Board of Directors and Chair of the City of Spokane Valley Planning Commission. Robert P McKinley CPA PC was chosen as “2004-2005 WSCPA Business of the Year” for the public service provided the firm. Bob and Elizabeth have two very active daughters and live in Spokane Valley, Washington. When not working he enjoys photography, hiking, big game hunting, yard work, snow skiing and reading.