The L2 Wealth Management Team™

Mark received a Bachelor of Arts degree in both Accounting and Economics from Whitworth University in 1999. He transitioned to Northwestern Mutual in 2002 after spending almost 3 years as a CPA for a regional accounting firm.

He earned his CERTIFIED FINANCIAL PLANNER™ professional certificate and Chartered Life Under (CLU®) in 2003, Chartered Financial Consultant (ChFC®) in 2005, Chartered Advisor in Senior Living (CASL®) in 2008, and the Accredited Estate Planner (AEP®) designation in 2009. In 2021, Mark was recognized in Forbes as a Top Financial Security Professional.

Mark is a lifetime resident of Spokane, WA, and married his high school sweetheart, Kristi, in 1999. Together they have two kids, Rylee and Sam. His family attends Life Center Church where he is serving on the Leadership Council. Mark also serves on the Whitworth University Foundation Board.

When he is not working, he enjoys flying (VFR license obtained in 2019), scuba diving (with his daughter when possible), time up at Priest Lake, travel, and quality time with family and friends.

Doug graduated from Whitworth University in 2002 with Bachelor of Arts degrees in both Business Management and Computer Science. In 2010, he earned his MBA from the University of Washington. After working in corporate finance for a decade, he joined Northwestern Mutual in 2016. Doug has since earned the designations of Retirement Income Certified Professional® (RICP®) in 2018, CERTIFIED FINANCIAL PLANNER™ professional in 2019, and Chartered Financial Consultant (ChFC®) in 2020.

Doug was born and raised in Spokane. Shortly after graduating from Whitworth in 2002, Doug married his wife, Kasey, and they moved to Silverdale, WA in the same year. During their time in Kitsap County, they added 3 kids (Kerri, Morgan, and Corban) to the family, then moved back to Spokane in 2015. In his free time, Doug enjoys going to the trap range, spending time with family at Priest Lake, going to sporting events with the kids, and family ATV rides. They attend New Creation Fellowship Church in North Spokane.

Mario graduated from Central Washington University in 2004 with a Bachelor of Science in Law & Justice and a Minor in Spanish Studies.  He started his career in Law Enforcement in 2005 and was a part of numerous specialized teams.  He continued his L.E. career until 2013, when he joined Northwestern Mutual.

He was raised in Warden, WA and married his wife, Jennica, in 2005.  As Mario was looking to advance his career, they moved to the Tri-Cities in 2011.  They have 4 children and attend Iglesia Emmanuel in Othello, where Mario is the Worship Team Coordinator. 

When he is not working, Mario enjoys coaching his children in sports, as well as playing piano and guitar.  He also loves spending time with friends and family.

Hugh joined Northwestern Mutual as a Financial Representative in March of 2011 and grew his practice until joining L2 Wealth Management™ in June of 2019 as the COO and Associate Wealth Management Advisor. Hugh has also played the role of Director of Training and Technology for 9 regional offices at Northwestern Mutual. Prior to Northwestern Mutual, Hugh's background was in the landscape architecture and construction industry. He graduated locally from Central Valley High School, then Washington State University with a BA in Landscape Architecture.

Serving his family, friends, and community are some of Hugh’s great passions. He enjoys volunteering his time to local non-profit organizations. He is an avid outdoorsman and enjoys nothing more than spending time with his wife, 2 sons, and many friends fishing, hunting, hiking, boating, or on the golf course.

Jace joined the L2 Wealth Management team in January of 2022. Jace graduated from Montana State University in 2020, after earning his bachelor’s degree in Business and Entrepreneurship. Currently, Jace holds his Washington State Life and Disability Insurance licenses while working on adding Securities Licenses to his portfolio. Prior to joining the L2 team, Jace worked in the construction industry and instructed skiing for several years. 

Jace was raised in Montana and just recently moved to the Spokane area. He is passionate about helping his community and continuously spreading positivity. In his spare time, Jace is backpacking, biking, skiing, and doing just about anything else outdoors. If you get a chance, catch him outside on his next adventure! 

Erica entered the Insurance Industry in January 2021, but joined the L2 Wealth Management team in June 2022 as an Associate Financial Planner. She is FINRA series 6 and 63 registered, and holds Washington State Life, Disability, and LTC Insurance licenses. Erica looks forward to the growth and opportunities L2 Wealth Management has to offer. Prior to joining Northwestern Mutual, Erica spent 10 years in Retail Management, where she enjoyed coaching and developing her team into leadership positions.  

Erica and her family recently moved back to the Pacific Northwest after living in Illinois for 10 years. Erica and her husband Pedro enjoy exploring the Pacific Northwest with their three children, Jaydyn, Adrian, & Tatyanna. You will often find them fishing, bike riding, or yelling in front of the TV while they go head-to-head in a Mario Kart tournament. When Erica isn’t spending time with her family, you might find her jamming to some music, reading a book, or writing poetry. Erica is both very prideful in her work and passionate about things that matter to her most.  

Josh joined the L2 Wealth Management team in June of 2022. He graduated from Eastern Washington University with a BAB in Professional Accounting. Prior to joining the L2 team, Josh worked at various breweries in the Spokane Valley area. 

Josh was born and raised in the Lewis-Clark Valley. He moved to Spokane in 2017 to attend EWU. In his free time, he enjoys attending sporting events, camping, snowboarding, and taking his dog, Charlie, to the river to play.

Jenny joined the L2 Wealth Management™ office in February 2016 as an Associate Wealth Management Advisor. She received her bachelor’s degree from Western Washington University and is FINRA series 7 and 6 registered. She also holds Washington State Life, Disability, and LTC Insurance licenses. In 2017 she earned the Retirement Income Certified Professional® (RICP®) designation through the College of Financial Planning. Before Northwestern Mutual, Jenny spent 11 years at Edward Jones – 10 years in operations, and 1 year as a financial advisor.

Jenny is originally from the Everett/Mukilteo area of Washington (north of Seattle). After spending 2 years in Arizona, she and her husband John moved to Spokane in 1997. They have two dogs, JJ and Gracie. Her two boys, Joshua and Jarod, live in Spokane and attend Eastern Washington University. Her daughter, Jessica, lives in Seattle. In the summer, Jenny enjoys boating, camping, and hiking. In winter, she prefers to binge Netflix and travel somewhere warm.

Olivia Price joined the L2 Wealth Management office in November of 2021. She received her bachelor’s degree from the University of Northern Iowa, is FINRA series 7 & 66 registered, and holds Washington State Life and Disability Insurance licenses. She is currently a CFA Level 3 candidate and has passed Level 1 and Level 2 CFA exams in June 2016 and June 2017, respectively. Before Northwestern Mutual, Olivia spent 4 years at Edward Jones as a financial advisor.

Olivia is originally from central Iowa and traveled to Tempe, Arizona after school where she met her now husband, Ryan (from Okanogan, WA). They moved to Spokane, WA where they could once again enjoy all four seasons and be close to family. In her free time Olivia enjoys painting, skiing, and spending time with friends and family.

Anthony joined the L2 Wealth Management office in June of 2022 as a Client Service Administrator. He received his bachelor’s degree from Washington State University. In 2021, he earned his Master of Science in Taxation from the Foster School of Business at University of Washington. Anthony is FINRA series 63 and 6 registered. He also holds Washington State Life, Disability, and LTC Insurance licenses.

Anthony was born and raised in Othello. In his free time, Anthony enjoys board games and video games, and quality time with family and friends.

McKinzie joined L2 Wealth Management™ in November of 2020. She is currently working on her business degree from Eastern Washington University. Prior to joining our team, she spent eight years in Customer Service for a global manufacturing company.

McKinzie was born and raised in Spokane and enjoys everything the Inland Northwest has to offer. She is married to her wonderful husband Greg, and together they have a sweet little boy (K.J.) and a Great Dane (Hank). McKinzie is a fitness enthusiast who loves spending time with her family outside and being active. Her hobbies include paddle boarding, biking, camping, and attending sporting events.

Meagan joined the L2 Wealth Management office in May of 2022. She received her Associate’s degree in Business Management in 2016. She has 20+ years of delivering exceptional customer service to domestic and international clients.

Meagan is originally from Corvallis, Oregon (Go Beavers!) and relocated to North Idaho about three years ago looking to enjoy the outdoors more. After work and on the weekends, she enjoys spending time with Teddy, her 2-year-old German Short Hair Pointer. You will find both Meagan and Teddy kayaking, hiking and shed hunting during the warmer months, and during the winter you will find them on the frozen lakes ice fishing.

Margarita (Maggie) joined the L2 Wealth Management team as an Administrative Assistant in July of 2021. She has completed her requirements to hold Washington State Life, Disability and Long-Term Care Insurance Licenses and has over 30 years of experience in Administrative Assistance and Customer Service.

Maggie was born in Mexico but raised in Central Washington. She and her husband, Steve, moved to the Tri-Cities for better opportunities for their children. This is also where she completed her AA in Business while working full time. She is a proud wife, mother of four, and grandmother. She enjoys traveling, exploring new places, and most of all time with her family to make memories together. She takes pride in her faith, work, and community.

Mykal started with Northwestern Mutual in 2018. She worked for three years on the Training and Development team before joining L2 Wealth Management in August 2021 as an Associate Financial Representative. She holds her Washington State Life, Disability, and Long Term Care Insurance Licenses.

Mykal grew up on Orcas Island in the San Juan Islands before moving to Cheney where she earned her bachelor’s degree from Eastern Washington University (Go Eags!). In her spare time Mykal enjoys travelling to warm locations, boating, hiking, visiting local breweries, watching football (Go Hawks!) and spending time at the park with her Australian Shepard named Finn.

Katherine joined the L2 Wealth Management office in December of 2021. She received her bachelor’s degree in International Relations from Cottey college in 2019 and just finished her master’s degree in Applied Leadership and Management from the Thunderbird School of Global Management ASU in December 2021. Prior to joining our team, she worked in identity theft protection where she received certification in FCRA. 

Katherine is originally from Arizona and just recently relocated to the area with her husband, Andrew, and their two dogs.  In her spare time, she likes to spend time with family, bake cakes, read, rock climb and travel.

Becky joined the L2 Wealth Management team in May 2022 after a long career managing retirement and assisted living communities in multiple states across the country. She has extensive experience in sales, marketing, customer service, and overall business operations. She holds a Bachelor’s degree in Communications/Public Relations from California State University, Chico. Prior to working in senior housing, she was a paramedic and a National Park Service Ranger.

Becky grew up in Northern California surrounded by the majestic coastal redwoods. She met her husband Jim in Santa Cruz where she worked on the ambulance and he was a firefighter. They moved to Spokane in 2000, then routed to Florida, back to California, and then returning to Spokane Valley in 2018. She enjoys time outdoors gardening, hiking, and exploring as well as spending time with her family and her pets. She also enjoys traveling and has taken cruises in Europe, Panama Canal, and Caribbean.

Brianna joined the L2 Wealth Management team as Marketing Assistant in February 2021. She studied graphic design at Rocky Mountain College of Art + Design, and her background is in office administration and customer service.

After residing in Denver for 7 years, Brianna is happy to be back in her hometown of Spokane Valley. She is a new homeowner and shares her first home with her Ragamuffin cat, Pacha. Brianna enjoys breakfast food, collecting records, and spending quality time with friends and family.