Daria Brown from Fruci and Associates discussed the new tax law changes as a point to emphasis as well as Social Security planning and Dustin Allbery from Northwest Planning and American Reliance Group talked about how to have a well-balanced financial plan that features both asset accumulation and protection strategies.
About the Experts
Dustin Allbery, Northwest Planning Inc
Dustin Allbery is an Independent Financial Planner that works with Northwest Planning, Inc. and American Reliance Group. Dustin and their team have 65 years of combined experience and provide comprehensive planning that utilizes a disciplined approach. Northwest Planning, Inc. became a strategic partner with AAA Washington and North Idaho in 2013 to provide advanced planning for their members. Also, their firm is also providing an information based seminar called Retirement University offered monthly. Dustin graduated from Seattle University and was recruited by Northwest Planning Inc. to manage over 100 plus agents and advisors. The responsibility of writing financial plans for many of those advisors has given him a robust education and has translated into becoming a tremendous resource for clients and local advisors. Dustin has given presentations to National Association of Insurance and Financial Advisors (NAIFA), Society of Financial Service Professionals (SFSP), and has been published by the Spokane Journal of Business.
Daria Brown, Fruci & Associates CPA
Daria Brown joined Fruci and Associates in 2014 with over 16 years in public accounting experience. As a former partner with Schmitz & Buck CPAs LLC, located in Juneau, Alaska, she brings a strong background in business and individual tax planning, tax return preparation, financial statement preparation, reviews, compilations, estate and trust accounting and business consulting. She builds long-term relationships with her clients and assists them with problem solving and reaching their financial goals. Daria holds a bachelor’s degree from Whitworth University with dual majors in accounting and business management. She is currently the Board President of Prodigy Northwest, Corporate Representative for the National Association of Women Business Owners NW, Treasurer of the Radiant Lake Homeowners Association and a Member of the Spokane Estate Planning Council and the Spokane Elder Resource Team. She holds her CPA licenses in Washington and Idaho and is a member of the American Institute of Certified Public Accountants.
