Wealth Investment Advisor, Managing Director
John founded Buckley Investment Group in 2003. In addition to overall firm responsibilities, he serves as the lead advisor for asset allocation strategies and the manager selection process.
Prior to founding Buckley Investment Group, he was Managing Director of Investments for Piper Jaffrey. Previous to Piper Jaffrey, John was Senior Vice President for Ragen Mackenzie and was responsible for portfolio management, security analysis, and investment consulting. John began his career in 1989 with Dain Bosworth. John earned his Bachelor of Science degree in agriculture from Washington State University.
Wealth Investment Advisor,
Shannon joined our firm in 2019 as an Investment Advisor Representative, with sixteen years of prior experience in accounting and personal finance. In April 2020 Shannon earned her CFP® designation. She began her career at a regional CPA firm in the Seattle area in 2003 after receiving her bachelor’s degree in Accountancy from Western Washington University. Earning her Certified Public Accounting (CPA) designation in 2006, she transitioned to PricewaterhouseCoopers in their Audit & Assurance Department, and moved with the firm to Zurich, Switzerland where she took on the role of Assistant Manager on several US GAAP audits of US Public Registrants with International operations.
Following three years in Switzerland, after the birth of her daughter, her family relocated back home to Walla Walla where Shannon continued her Public Accounting career locally as a tax preparer and part owner of Block Maughan & Associates.
Shannon serves as the Executive Board Treasurer for the Blue Mountain Humane Society and is a volunteer for Junior Achievement, teaching their personal finance module to classes at a local middle school.
Wealth Investment Advisor, Director of Operations
Melissa joined Buckley Investment Group in May 2008 as an Investment Advisor Representative. She is the lead advisor for client servicing and is responsible for overseeing operational management.
Prior to joining Buckley Investment Group, Melissa’s background includes retail bank branch management, mortgage lending, and real estate. Melissa has a Bachelor of Arts degree in Business Management from Western Governor’s University.
Melissa is a council member of the Walla Walla Advisory Council for Junior Achievement of Washington, and is also a member of the Walla Walla Noon Rotary Club. She was a past board member of the Blue Mountain Chapter of the American Red Cross, and later served as the Executive Director.
Kim Wright joined Buckley Investment Group in September 2012 as the Executive Assistant.
Prior to joining Buckley Investment Group, Kim worked as Guest Services Representative for Northstar Winery in Walla Walla, as well as working as Staff Accountant at OneEighty Networks. Her responsibilities included managing accounts payable and accounts receivable, and building customer relationships. She is a graduate of Eastern Oregon University, where she earned a Bachelor of Science degree in Business Administration.
Principal Investor’s Fiduciary Advisor Network, LLC
Rod Ehrlich is the Principal of Investor's Fiduciary Advisor Network, LLC ("Investor FAN"). Investor FAN is a separate and unaffiliated company that Buckley Investment Group retained in October 2013 to assist with Operations and Compliance. Investor FAN works with Buckley Investment Group, LLC to provide back office systems and processes which help deliver a highly efficient level of investment management services. Prior to starting Investor FAN he was the Vice-President of Advisory Services at Pacific West Financial Consultants, Inc. from 2003 to 2012.