John Woodhead Jr. has been working in the Investment Business for 28 years. He works as a Licensed Securities Broker, Licensed Investment Advisor Representative and Senior in-house Insurance specialist. John Jr. joined with Alliant Securities, Inc. in 2004 and specializes in fee based mutual fund portfolio management. John Jr. was born in 1966 and raised in Spokane, Washington. He graduated from Lewis & Clark High School in 1985. After attending Spokane Falls Community College, John Jr. went to work at his father’s broker dealer, Phelps and Woodhead, in 1988. After working, and learning the business, he bought in as a partner in 1995. After successfully building the business up it was sold in 1999 to DA Davidson, where John Jr. stayed on board for 5 years before moving to Alliant Securities, Inc. John Jr. holds the following certifications:
Sally Mann started her career in the Investment Business in 1975 in Seattle and then began with our firm in 1979. Sally became the Financial & Operations Principal in 1983. Along with Melody, Sally handles all back office/operations work for Alliant Securities, Inc. She specializes in the management of all firm compliance, the day to day reporting of client accounts and the financials for Alliant Securities, Inc. Sally moved to Spokane from Seattle in 1978 and shortly thereafter began her tenure with Alliant Securities Inc. Along with her husband Bill they have raised two boys in the Spokane area, and enjoy travelling around the world. Sally has the following certifications:
Jeff Newton has 23 years experience in the investment business, working as a Licensed Securities Broker, an Investment Advisor Representative, and as a licensed General Securities Principal and Municipal Securities Principal. Jeff joined the Alliant Securities, Inc. team in 2010 and is a supervisory principal as well as retail investment account manager. His experience with implementing investment strategies using stocks, bonds (corporate and municipals), exchange traded funds, closed end funds and mutual funds gives him the knowledge and skill necessary to successfully manage a variety of portfolio types. With custom client portfolios, he utilizes the full spectrum of securities which enables him to create a diversified and well planned account. Jeff graduated from Lewis & Clark High School (1982) and Washington State University (WSU) in 1987 with a Bachelor of Arts in English and Business. Jeff holds the following certifications:
James Turner (Jim) has 35 years of experience in the Investment Business, joining the firm in 1981. He also works as a licensed broker specializing in Fixed Income (Bonds): Tax Free Municipals, Corporate Bonds, US Government bonds and US Government Agencies. Jim also has expertise in managing retirement plans and legal guardianship accounts. Jim holds the following certifications:
Michael Nord has 34 years of experience in the Investment Business. Michael started out working for a firm that specialized in Financial and Estate Planning until he came to Alliant Securities, Inc. in 1984. Michael is now an owner of Alliant Securities, Inc and works as a Licensed Securities Broker. He specializes in Fixed Income Bonds: Tax Free Municipal Bonds, Corporate Bonds, and US Government Bonds. Michael also has extensive experience with equities as well; including stocks and mutual funds.
Michael graduated from Brigham Young University in 1982 with a Bachelors degree in Financial and Estate Planning. Michael and his wife Leslie have six children and six grandchildren, so far. He holds the following certifications:
Melody Grinnell joined Alliant Securities, Inc in 1983 after graduating from Kinman Business University. She has over 33 years experience in the operations side of the Investment Business Industry. Melody works with Sally in the handling of back office operations for the firm. Melody specializes in security information system management, corporate reorganizations, and the handling of all new accounts at Alliant Securities, Inc. Melody is another Spokane area local. She enjoys reading, camping and the many hiking trails our lovely Northwest provides. Melody has the following certifications:
Canada Anderson has a total of 12 years experience in the Investment and Banking Business. Canada joined Alliant Securities, Inc. in 2008 as a Financial Services Specialist and Client Services Assistant to Michael Nord, and Stephanie Bates. Canada specializes in client services and the handling of all day to day correspondence for Mike and Stephanie. She researches and completes all client account maintenance. Canada was born and raised here in the Spokane area. She loves spending time with her husband of 15 years and their two children. Canada holds the following certifications:
At Alliant Securities, we believe confidence comes from knowing more about the team handling your financial services. Our qualified professionals are committed to creating the experience you deserve by adhering to our key principles. Please continue reading to learn more about who we are, and then contact Alliant Securities.
Gail Kalk started his career in the investment business at Kidder Peabody in 1973. He experienced the difficulties of the 1978-1982 market when increasing interest rates and inflation tested investors. Gail was helpful in getting Deaconess Hospital to hire Piper Jaffrey to sell municipal bonds to strengthen its balance sheet. In 1990 Gail worked with Murphy Favre, where he worked with the investment firm PNC Financial, a firm which represented investors instead of brokerage firms, giving financial advice in stocks and bonds. Gail began his career with Alliant Securities, Inc. in 1999 and has found a professional investment firm to call home, where client needs are emphasized no matter what business cycles are testing the economy.
Gail graduated from Eastern Washington University in 1971. He is married with two adult daughters who have also stayed in the Spokane area. Gail has been involved with the Kiwanis Club for 30 years now with the Liberty Lake Club. He served as their President from 2012 to 2013. Gail has the following certifications:
Stephanie Bates has 20 years experience in the Investment Business, joining Alliant Securities, Inc. in 1998. She works as a Licensed Broker and serves as the head bond trader for the Firm (including corporate and municipal bonds). Stephanie also specializes in the use of mutual funds and other investment strategies such as individual equities, closed end and exchange traded funds in the design and management of portfolio allocations. With extensive knowledge of various IRAs and company sponsored plans she can assist you with all phases of your Retirement Planning.
Stephanie, born and raised in Montana, graduated in 1995 from Montana State University with a Bachelors of Science in Business Administration; majoring in Finance with a minor in Organizational Communications. She is married and blessed to be the mother to three beautiful girls. Stephanie holds the following certifications:
Charles Kienbaum was born and raised in Liberty Lake, WA graduated from Western Washington University's College of Business and Economics and received a Bachelor's Degree in Business Administration/Marketing in 2016. He is a registered Investment Advisor Representative. His business experience includes: Small Business Entrepreneur, Business Credit Advisor for Dun & Bradstreet, Funding Analyst for Santander and Licensed Insurance Agent for Liberty Mutual . Charles and his wife live in Liberty Lake, having met waterskiing for their collegiate ski teams. They continue to enjoy the sport, as well as the many recreational opportunities our region has to offer. Charles has the following certifications:
Paul Kienbaum has 30 years experience in the Investment/ Wealth Management Business. He is an owner and Principal at Alliant Securities, Inc. and works as both a Licensed Securities Broker and a Licensed Investment Advisor Representative. He joined the firm in 1987. Paul utilizes Fixed Income (bonds): Tax Free Municipals, Corporate Bonds, stocks various Mutual Funds and ETF’s to accomplish his financial goals.
Paul graduated Cum Laude in 1986 from Eastern Washington University with a B.A. in Business Administration and Economics/Finance. Paul is family man, who loves spending time with his wife and 6 children. They enjoy competitive waterskiing in the summer and snowmobiling and snow skiing in the winter. Paul holds the following certifications: