MEET THE TEAM

Taylor J. Allbery

Vice President & Operations

Taylor manages several areas of our firm: operations, client relationships and office management.  Taylor also heads up Northwest Planning Inc.'s Long-Term Care division.

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Taylor received her bachelor’s degree from the University of Washington and has a master’s degree in Mental Health Counseling.  She is a great resource for our clients.

Bruce A. Longmeier

Founder & President

Bruce started his career in the financial services industry in 1985.  He then founded Northwest Planning Inc. (NPI) in 1992 with the singular focus of educating senior adults in methods to help them preserve and protect their estates and lifestyles.

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Bruce is an instructor for The Spokane Retirement Resource Center.  Among his peers, Bruce is considered an expert and leading authority on Estate and Long-Term Care Planning.

Dustin M. Allbery

Consultant

Dustin has been with NPI since 2009 and has spent much of his time consulting insurance agents on advanced case design and implementation.  

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Dustin has a bachelor’s degree from Seattle University where he was a captain for their soccer team. Dustin is also an instructor for The Spokane Retirement Resource Center. 

TRUSTED RESOURCES

Estate Planning and Elder Law

Home & Auto Insurance

Washington & North Idaho

Health Insurance & Medicare

North Idaho

Health and Nutrition