Baker Boyer Investor Services
Who We Are
TJ Middlesworth
Jim Stottlemyre 
Keri Lashbaugh 
Megan Watts
TJ Middlesworth
Financial Advisor & Program Manager
“My hope is for clients to be able to focus on life without the stress of worrying about investments, cash flows or other important financial matters. We work toward this by combining Baker Boyer Investor Services’ resources, experience and deep client relationships to deliver solutions tailored to each client’s personal situation.”
TJ has worked in financial services since 2004, most recently as an equity research analyst at Pacific Crest Securities in Portland, OR. There he helped his team rank on Institutional Investor’s All-American research team in the Entertainment sector in 2010 after three straight honorable mentions in the Leisure and Software category.
He holds a bachelor’s degree from Linfield College where he studied Finance and Economics. He is a candidate for CFP Board’s certification, having passed the CFP® examination in 2008. He is also a level II candidate in the CFA® program and holds his Series 7 and 66 securities registrations.
TJ enjoys going for walks and spending time outside with his wife and two daughters. He comes from a small town in northwest Montana and is happy to call Walla Walla home.
Jim Stottlemyre
Financial Advisor and Investment Advisor Representative
“Peer through the fog and decipher the intersecting mega-trends, then trust your instincts when others may not yet see what you are seeing.”
Jim spent 20+ years as a senior manager at the Pacific NW National Laboratory. He quickly learned to first identify a client’s “needs and wants” and then; and only then, design potential solutions. In his second career as a Financial Advisor at Baker Boyer Investor Services, Jim uses powerful financial software to first build a model (a boat) representing a client’s financial goals, dreams and circumstances. This “boat” is then tested against possible future economic scenarios including calm and stormy seas, tranquil lakes and raging rivers. These diagnostics then guide the design and implementation of investment and risk-management solutions.
It is at the intersection of a client’s financial “boat” and the fluctuating waters in which it must sail where experience, creativity and strategic abilities may be effective and financially rewarding. The world is on a fantastic journey with phenomenal opportunities and non-trivial risks. Jim strongly feels that helping people design and implement successful strategies in this dynamic environment is both inspiring and emotionally rewarding. At the national laboratory, he helped large groups of scientists and engineers “skate to where the puck is going to be”. He now does this for individuals, families and small businesses.
Jim holds a Bachelors in Physics and MS and PhD degrees in Geophysics. He focused on energy and environmental sciences at PNNL. Since 2003, he has devoted himself to financial services and insurance. Jim has Series 7 and 66 registrations and life and long-term care insurance licenses. Although he is primarily a fee-based advisor, he can also act as a broker of financial and insurance products. Either way, Jim believes you must “Peer through the fog and decipher the intersecting mega-trends, then trust your instincts when others may not yet see what you are seeing.”
Keri Lashbaugh
Financial Advisor
“I take the time to get to know each client. My goal is to build strong and lasting relationships.”
Keri has been a part of the Baker Boyer Investor Services team since 2002. She is committed to working with each client on an individual and personal level in order to actively assist them in reaching their financial goals and objectives. She offers financial planning, investment advice, retirement and college planning, and full brokerage services to her clients.
Keri holds a Bachelors degree from MS University for Women and has completed the Master of Science Degree program for Personal Financial Planning at the College for Financial Planning. She is an Investment Adviser Representative (IAR) and holds Series 66 and Series 7 registrations and life and disability insurance licenses.
Walla Walla has been Keri’s home since 2002. She enjoys reading, traveling, and spending time with friends and family.
Megan Watts
Financial Advisor
“I am dedicated to the financial futures of our clients and look forward to building strong relationships with them.”
Megan has spent most of her career in financial services with Baker Boyer Investor Services. She has proven to be an integral part of the team, quickly advancing to her current role as a full-time financial advisor.
Megan holds a Bachelors degree from the University of Washington. She is an Investment Adviser Representative and holds her Series 7, 63 and 65 securities registrations as well as her life, long-term care and disability insurance licenses.
Megan is a lifelong resident of Walla Walla and enjoys outdoor sports, traveling, and spending time with her family. She is a member of the Walla Walla Exchange Club.
What Sets Our Team Apart From Other Advisors?
A two-pronged systematic approach...
When investors are asked what is most important to them about their financial advisor relationship, the most common responses are performance and advisor contact. Our team uses a systematic approach to deliver consistent service in these two areas:
Portfolio Management and Comprehensive Financial Planning
We have streamlined our investment options to help maintain control over the direction and rebalancing of our portfolio. Our philosophy is intended to help you stay disciplined and reach the goals of your comprehensive financial plan.
Client/Advisor Communication
We set expectations for account review and client contact. Once the details are agreed upon, it is our commitment to keep you informed and involved in the wealth management process according to our contact schedule.