CONNECT

Address:

819 West 7th Avenue 
Spokane, WA 99204

Phone:

509-327-1171

Fax/Other:

509-327-1181

MIKE BALDERSON

JON ALLEN

 

 

 

 

 

FINANCIAL PLANNER / PARTNER

  • Founding partner of Balderson & Hebert, LLC in 1997.
  • Earned the LUTCF ( Life Underwriters Training Council Fellowship)
  • Earned the REBC (Registered Employee Benefits Consultant) and the RHU  (Registered Health Underwriter ) from the American College.
  • CERTIFIED FINANCIAL PLANNER™ Practitioner.
  • Over 22 years of experience in the financial services industry.
  • Graduated with a B.A. in business management from Eastern Washington University.
  • Graduated with a MBA from Eastern Washington University.

Mike met his wife at Eastern Washington University and they have been together for over 33 years.  They both moved to Spokane after Mike's graduation in 1983. Mike played football and following in his father's footsteps also ran track at Eastern.  While not as fast as in his younger days, he is still involved with his Alma Mater and is a passionate Eagle fan.  Scuba diving is his favorite hobby as he gets to see the world from above and below the surface.

Certified Financial Planner Board of Standards Inc. owns the certification and designation CFP®, Certified Financial Planner™, which it awards to individuals who successfully pass the CFP Boards initial educational, experience, and testing requirements while also continuing to maintain their annual educational requirements.

             

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FINANCIAL ADVISOR

 
  • Graduate of Whitworth University BA in Business
  • Certificate in Financial Planning from Boston University
  • Over 19 years of experience in the financial industry
  • Dave Ramsey SmartVestor Pro and Endorsed Local Provider for health insurance since 2003.

Jon and his wife Raechel have been married for 20 years. Raechel is a school counselor at Spokane Public Schools and their daughter attends Northwest Christian High School. Jon Grew up in the Spokane area and has lived in Eastern Washington his entire life. In his free time Jon is involved with Financial Peace University, volunteers with youth at Fourth Memorial Church and Big Brothers and Big Sisters. Jon enjoys the outdoors, including; camping, boating, and golf.

 

                 

 

 

 

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SUPPORT TEAM

 

 

Cindy is the office manager for Balderson and Hebert, LLC.  She is also the personal administrative assistant for Mike Balderson. Cindy has been an integral part of the company since it was founded in 1997 by her husband, Steve Hebert, along with Mike Balderson.

Cindy earned her Life and Health Insurance license in 1995.  She manages the office budget and is responsible for the FINRA and SEC compliance requirements and monitoring.  She also provides the administrative support for the firm's Group Medical book of business.

 

 

Erica joined the team in January 2006. She has over 30 years' experience in the insurance industry, and in 2008 earned her Property and Casualty Insurance license. Erica is Balderson and Hebert's Customer Service representative for both the Property and Casualty division, and the individual client Life and Disability lines.  She is also the Receptionist and Client Relationship manager for the office.  She coordinates the advisors' schedules and is the first contact for the firm's clients.  

Erica first met her husband in Spokane at a previous employer.  They connected in later years, and have been married for nearly 14 years.  Erica enjoys cooking and traveling to fun destinations with her husband.  The two of them also love animals, and support local pet shelters.         

 

 

Jesse, a native of the Washington Olympic Penninsula, is responsible for the firm's marketing and online presence. He takes care of Balderson & Hebert's social media, website, graphic design, advertising, marketing, and also offers additional administrative support to the team.

Jesse, along with his wife, 2 kids, and pets recently moved away from his Spokane area family and friends to the East Coast, near Philadelphia, PA. He continues to work with the team at Balderson and Hebert from afar, and hopes to return to Spokane someday. Jesse's passions are drawing, animation, and being creative. He loves kayaking, hiking, camping, movies, and animal watching with his family in his spare time.

 

 

 

 

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