Privacy Policy

Vickerman Investment Advisors (VIA) Privacy Policy follows and is applicable to current and former clients. Throughout the policy, VIA refers to information that personal- ly identifies clients or client accounts as "personal information." VIA collects personal information in the normal course of business to better manage and serve Clients. (1) VIA collects Clients’ information (that they provide VIA) when they open an Account. The information VIA collects may include the Client’s name, address, phone number, e-mail address, social security number, and information about the Cli- ent’s interests, investments, financial goals and investment experience. (2) Once a Client opens an Account with VIA, personal information is collected and maintained about the Client’s transaction history, positions, and account balances. VIA may include the Client’s name and other data in internal databases and lists that reflect the client’s activities with VIA.

VIA uses personal information to fulfill regulatory and audit obligations and to help VIA deliver the best possible client service. VIA does not sell personal information to anyone. VIA does not disclose personal information to third parties, unless one of the following limited exceptions applies: (1) VIA discloses personal information to companies that help us process or service client transactions or Account(s), including, but not limited to the Custodian, data aggregation software, customer management software, etc. VIA has contracts with these companies that prohibit them from using personal information for their own purposes. (2) VIA may disclose or report personal information in limited circumstances where we believe in good faith that disclosure is required or permitted under law, for example: to cooperate with regu- latory or law enforcement authorities, to resolve consumer disputes, to perform credit/authentication checks, or for institutional risk control.

Outside of these exceptions, we will not share personal information with third parties unless the Client specifically requests us to do so.

VIA protects the confidentiality and security of personal information. (1) Companies VIA hired to provide support services are not al- lowed to use personal information for their own purposes. VIA limits their use of personal information to performance of the specific service we have requested. (2) VIA restricts access to personal information to employees and agents for business purposes only. (3) All employ- ees are trained and required to safeguard such information. (4) VIA maintains physical, electronic, and procedural safeguards for personal information.

VIA continues to evaluate our efforts to protect personal information and make every effort to keep personal information accurate and up-to- date. If Clients identify any inaccuracy in their personal information, or need to make a change to that information, they should contact VIA. If, at any time in the future, it is necessary to disclose our Clients’ personal information in a way that is inconsistent with this policy, advance notice of the proposed change will be provided to Client, so they can opt out of such information sharing.

Clients with any questions or concerns may call VIA at (509) 325-7610.

Senior Investment Advisor

Jeremy is a Senior Investment Advisor at Vickerman Investment Advisors. He has been in the financial services industry for over 20 years. Jeremy has worked with both individual and institutional clients providing financial advice and retirement planning. He takes pride in developing relationships with his clients and being responsive to their needs.

Jeremy grew up in Denver where his father owned a spa store. Watching his dad run a business instilled a strong work ethic that he carries to this day. He also spent time living on his grandparent’s cattle ranch in Texas and attended high school in South Dakota.

Jeremy graduated from the University of Oregon with a Bachelor of Business Administration degree. He started his professional career in Portland as an advisor for First Investors Corporation. After 5 years, Jeremy moved to Spokane in 2006 to open his own office for the company and served as Branch Manager until joining TIAA in 2012. Jeremy joined Chris Grasmick and assisted with establishing and growing the Spokane office for TIAA. Over the next 9 years, Jeremy worked with individuals and families helping them with all aspects of their investment and retirement planning. He also worked closely with local universities and served as their direct contact to assist their employees with retirement plans, investing and income planning. During this time, Jeremy completed a Master of Business Administration (MBA) degree from Washington State University. After completing his degree, he became a branch manager and supervisor for over 20 independent firms who catered to high-net-worth clients. Having multiple Principal/Supervisor licenses, he was able to help them navigate the complex regulatory environment and establish procedures to ensure compliance with new industry rules. Jeremy also was responsible for the review and approval of all client transactions for each of his firms.

Jeremy joined Vickerman Investment Advisors because he wanted to be part of a team that values personalized planning for clients while maintaining a high ethical standard. Working for a local firm is also important to Jeremy. Having moved to Spokane to be closer to his family, he appreciates that he is part of a family-run business that has served local clients for over 25 years. Jeremy’s goal is to help the firm maintain those relationships and continue to grow and help new clients.

Jeremy lives in Spokane Valley with his two children, Lucas and Lila. He is active in their school activities and loves exploring local hiking trails or taking evening walks with them. Jeremy also loves watching college football and attending Spokane Chiefs and Seattle Mariners games with his kids.

Director of Trading and Research & Investment Advisor

Brian J. Kenyon, Director of Trading and Research & Investment Advisor at Vickerman Investment Advisors Inc. (VIA), has been working in the financial services industry for 25 years. During this period, he has sought to provide knowledge, guidance and education for all clients, ensuring better outcomes for clients and their families.

Brian was born in Missoula, MT and spent most of his childhood in Spokane. He started in the business world, delivering the Spokane Chronicle at age 10, keeping the route for over 5 years. He went on to graduate from Washington State University, with a Bachelor of Arts in English Literature.

Brian’s desire to get into the financial industry prompted a move to the Seattle area upon graduation. He began his career working for Bank of America in a Seattle area branch. Upon completing his 1 year bank obligation, he moved to Morgan Stanley, where he began his career in the securities industry. During this step in his career, he began a personal education where he discovered the benefits of long term investing. The next step in his career, culminated in an 18 year career at Scottrade, where he managed a nationally recognized branch in Spokane, WA. While managing the Spokane branch, he helped clients through some of the most traumatic market conditions since the Great Depression. These included 9/11 and the Great Recession of 2008. Prior to joining VIA, Brian served as a Wealth Management Advisor with TIAA from 2017 to late 2020. His role at TIAA, had him advising high net worth clients throughout Eastern Washington and Idaho.

Brian had many career options upon leaving TIAA but viewed the opportunity at Vickerman Investment Advisors Inc. as fulfilling a lifelong dream and an opportunity he could not pass up. His desire to become more involved in trading and research and the opportunity to become part of a unique, respected Spokane RIA firm with a shared investment philosophy and client service focus became a reality. His responsibilities at Vickerman Investment Advisors Inc. as Director of Trading & Research will include research and analysis of individual holdings in the firm’s client portfolios, ensuring individual securities are performing relative to firm expectations, in addition to daily review of client portfolios to ensure appropriate asset allocation.

Throughout the years, Brian has continued to build personal relationships with his clients and has helped them achieve financial success. He has performed these duties by ensuring a high level of client education, identifying known & unknown risks and then developing a personalized action plan to address investment gaps that have been identified.

Brian and his wife Deb, live in Spokane with their 3 four legged kids Clarkie, Reagan & Dublin. He spends most of his free time reading, working on his house or planning the next big travel vacation. He is also an avid MLB fan, who tries to attend as many Mariner games as possible.

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Privacy Policy

MIKE VICKERMAN, JR

President & CEO

JEREMY HOUY

Senior Investment Advisor

Brian J. Kenyon

Director of Trading and Research & Investment Advisor

CHRISTOPHER GRASMICK

Managing Director & Senior Investment Advisor

Michele Vickerman

Marketing & Community Liaison

Marcus Holzschuh

Client Relationship Specialist

ALLISON HART

Director Of First Impressions & Client Service Specialist

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