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Staff

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.  If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly

 


My Colleagues:

 

Bret Michael Wheeler
Financial Representative
(509) 444-5866

The Packard & Wheeler Offices specialize in the Business Succession of closely held corporations and large businesses. Together with my associates, we meet the unique needs of transitioning a business organization from one generation to the next.
 

 

 

John Alden Packard Jr.
Financial Representative
(509) 444-5865

While we maintain separate clients, we enjoy many strong relationships with our growing resume of mutual clients.

 

Our shared vision of an effective continuation plan centered around dedicated staff allows us to provide timely service and assistance that all of our clients appreciate.

 

 

 

 


 

My Team

Lindsey M Gauper
Client Service Manager
lindsey.gauper@nmfn.com
(509) 444-5866
Lindsey M Gauper

Shawn M Gilson
shawn.m.gilson@nmfn.com
(509) 444-5866

Sherri L Dilley
Administrative Assistant
sherri.diley@nmfn.com
(509) 444-5866