Meet our expert advisors

Navigating your financial horizon with our professionals

Jim Lusk, CFP, CLU, ChFC, CLF, MEd

President

Jim Lusk, CFP, CLU, ChFC, CLF, MEd

President

Peggy Lusk, CPA, CLTC, M.S

VP / CFO

Peggy Lusk, CPA, CLTC, M.S

VP / CFO

Ozzie Knezovich

National Director / First Responder

Ozzie Knezovich

National Director / First Responder

Kristi Scott

VP of Growth & Development

Kristi Scott

Regional Director
Idaho

Jim Lusk & Tom Hegna
Interview

Nobody knows retirement income planning better than financial expert, author, and speaker, Tom Hegna

Meet Ozzie Knezovich – Retired Spokane Police Chief

As Sheriff Ozzie was dedicated to reaching out to the community and our youth. Here a little bit about his story and future plans here

Jim Lusk Explains:
Human Life Value

Human Life Value calculates & estimates the current value of a person’s future income, expenses, liabilities, & investments.