Meet our Partners!

Shawn Lloyd

Mortgage Professional / Home Mortgages

Email: contact@shawnlloyd.com

Phone: (509) 993-0856

Jason Gray

Estate Attorney / Pinnacle Estate

Email: Jason@lawpinnacle.com

Phone: (509) 505-0665

Beth Rodriguez

Estate Attorney / Pinnacle Estate Planning

Email: BRodriguez@wfgtitle.com

Cell: 541 292 1477 | Direct: 509 789 8559

You don’t need another salesperson—you need a partner who puts you first. Whether you’re buying your first home or refinancing your fifth, you deserve clear guidance, honest advice, and a seamless experience from start to finish. With deep knowledge of lending programs and a track record of helping clients across all 50 states, Shawn Lloyd is committed to making the mortgage process feel less like a transaction and more like a guided tour with a trusted friend. You’ll get personalized support, creative problem-solving, and a dedicated ally helping you make confident, informed decisions that lead you straight to the finish line.

Jason Gray is an accomplished attorney with a strong emphasis on estate planning, showcasing a wealth of experience in advanced estate planning techniques, asset protection, and long-term care planning.

In addition to his legal expertise, Jason has also shared his knowledge by teaching as an adjunct professor at Gonzaga University School of Law. His career path has been enriched by his previous roles as a Deputy Attorney General for the State of Idaho and as a Judicial Law Clerk for the State of Idaho. Jason graduated from Gonzaga University School of Law in the top 10% of his class and is licensed to practice law in Idaho, Washington, and South Dakota.

Beth Rodriguez is a trusted Escrow Officer and Limited Practice Officer with WFG Title, serving the Spokane area from the North Spokane office. Known for her attention to detail, clear communication, and calm approach, Beth helps ensure every transaction moves smoothly from contract to closing. She works closely with buyers, sellers, and agents to deliver an organized, efficient, and stress-free closing experience.

Sean O'Regan

Business Loans / Heritage Bank

Email: (509) 951-2165

Phone: (509) 505-0665

Sean O’Regan helps business owners turn financial uncertainty into clear, confident decision-making. Through strategic financial insight and practical guidance, he supports businesses in improving cash flow, strengthening operations, and planning for long-term sustainability. Sean’s approach is grounded, accessible, and focused on giving owners the clarity they need to grow with confidence.