COUNSELOR
We have proven wisdom that creates, grows and secures multi-generational success.
WHO WAS D.S. BAKER?
Dorsey Syng Baker was a visionary young doctor who moved to Walla Walla in 1861 and quickly set to work helping the town prosper. A wise sage who saw possibilities where others might not, he became an early architect of Eastern Washington by bringing in railroads, education, a mercantile and a bank that propelled the region forward.
Today, his entrepreneurial zeal and love of community still serve as the bedrock of Baker Boyer, the bank he co-founded to help grow, protect and secure family legacies for generations.
WHO WE CAN HELP
D.S. Baker Advisors serve:
- Business owners, professionals, and families that need complex solutions to their most pressing financial needs
- Attorneys, accountants and other professionals looking to partner with the D.S. Baker Advisor team to augment the services provided to their clients
WHAT IS A D.S. BAKER ADVISOR?
D.S. Baker Advisors is a team with diverse expertise who are all focused on one goal: to help local families manage assets to build local legacies. We simplify the wealth journey by bringing together a full panel of wealth management experts—each with a deep knowledge in various aspects of financial planning.
At the centerpiece of this bold new concept is a personal financial concierge who sees what help you need before you ask, brings in the right expertise for the issue at hand, and ensures that all advisors are working hand-in-hand—rather than in independent silos—to reach your goals.
Our D.S. Baker Advisors are among the best-of-the-best wealth managers and the only local family of wealth management experts that helps grow, protect and secure family legacies.
MEET OUR ADVISORS
-
Family Advisors
- Single point of contact, bringing together D.S. Baker Advisors and your own attorney and CPA
- Long-term financial planning with yearly review
Rob Blethen
Vice President
Family Advisor Manager
Walla Walla
Vesna Dodge, JD CTFA
Vice President
Regional Manager
Tri-Cities
Brad Hansen MBA, CTFA
Vice President
Yakima Regional Manager
Yakima
Susie Colombo CWS
Vice President
Family Advisor
Walla Walla
Shaun Callan CWS
Vice President
Family Advisor
Walla Walla
Michelle Conner CWS
Assistant Vice President
Family Advisor
Walla Walla
Cathy Schaeffer
Assistant Vice President
Family Advisor
Walla Walla
Claudia Houck CWS
Vice President
Family Advisor
Tri-Cities
Jan Darrington
CWSVice President
Family Advisor
Tri-Cities -
Business Advisors
- Business acquisition
- Risk management
- Business strategy
- Business succession
- Loans and lines of credit
- Cash management
Patrick McConn
Vice President
Business Advisor
Walla Walla
Steve Ruthven
Vice President
Business Advisor
Walla Walla
Elizabeth Humphrey
Vice President
Business Advisor
Walla Walla
Rosendo Guizar
Vice President
Business Advisor
Walla Walla
Joe Burlingame
Vice President
Business Advisor
Walla Walla
Dana Evans, JD
Business Advisor
Walla Walla
Mario Delgadillo
Business Advisor
Walla Walla
Mitch Roach
Vice President
Business Advisor
Tri-Cities
Jessica Johnson
Business Advisor
Yakima -
Trust Advisors
- Trusts
- Asset Protection
- Estate Planning and Settlement
- Guardianships
- Investment Management
- Retirement Plan Services
- Farm Management
Peter Allen JD, CTFA
Executive Vice President
Asset Management
Walla Walla
John Cunnison, CFA
Vice President
Chief Investment Officer
Walla Walla
John Mathwich CTFA, AFM
Vice President
Senior Trust Advisor
Walla Walla
Lynn Foust CEBS, CTFA
Vice President
Senior Trust Advisor
Walla Walla
JT Lieuallen JD, CTFA
Vice President
Senior Trust Advisor
Walla Walla
Bryan Ponti, JD
Trust Advisor
Walla Walla
Becky Kettner
Trust Advisor
Walla Walla
Stella Edens Pederson, JD
Trust Advisor
Tri-Cities
Alan Dillman CPA
Vice President
Senior Trust Advisor
Yakima
Camille Snell, CTFA
Trust Advisor
Yakima -
Financial Planners
Brian Bruggeman CFP®, CTFA
Vice President
Financial Planning Manager
Walla Walla -
D.S. Baker Investments
Olivia Courser
Investment Professional
Walla Walla
John Keyes
Investment Professional
Walla Walla
Keri Lashbaugh
Investment Professional
Tri-Cities
Tara Wiswall
Investment Professional
Tri-CitiesSecurities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Advisory Services may only be offered by Investment Adviser Representatives. Located at: 7 West Main St, Walla Walla, WA 99362, 509-525-2000
Click to view Cetera Investment Services Privacy Policy and other Important Information.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States.
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