Mark Kajita

Mark Kajita CPA

Senior VP & Senior Fiduciary Officer/Portfolio Manager
Phone: 1.509.526.1412
Fax: 1.509.526.1757
Email Mark
“I work hard to establish a trusting relationship between myself and my clients, providing financial advice that will withstand the test of time and allow my clients to provide wealth to future generations and their community.”

Mark’s background as a CPA, Financial Advisor, and Investment Manager allow him to discuss with his clients a myriad of options for wealth management and generational gift planning. In addition, his experience with charitable trusts, foundations, and gifting allow him to advise individuals on their community stewardship planning.

Mark holds a Bachelors degree from the University of Washington. His background includes tax, trust, and estate planning, consulting Fortune 500 companies at Ernst and Young, as well as financial and charitable advising for Whitman College. Mark is a frequent commentator on Bloomberg and CNBC financial television programs.

Mark was born in Walla Walla and has called it home for over 40 years. He and his wife have two children and he is heavily involved in the community. Mark is Vice Chair of the Episcopal Diocese Foundation, Vice Chair of the Walla Walla Housing Authority, Overseer of Whitman College and is involved with Rotary.

Investment & Trust Services

Who We Are

Mark Kajita

Executive Vice President, Wealth Management Division Manager and Chief Investment Officer

Mike Pettyjohn

VP & Regional Manager of the Tri-Cities Wealth Management and Business Banking Team

Alan Dillman

VP & Senior Financial Advisor / Yakima Manager
 

Investment Management

As the world of financial management changes, offering new opportunities and products, our experience and knowledge can help you make choices that get you where you want to be. A variety of investment services is available to help you attain your goals.

Advantages

  • Expert due diligence performed on your investments
  • Coordination between your other financial advisors such as CPAs and attorneys
  • Access to an expert portfolio manager
  • Information on markets
  • Proven asset allocation models
  • Proven investment performance track record
  • Consolidated tax information
  • Access to liquid funds through a checking account
  • Being linked to a network of financial experts

Whatever your reason for seeking someone to manage your investments—desire to work with a knowledgeable expert, lack of time, or perhaps a legal situation requiring an outside planner—we are happy to sit down with you to discuss your financial goals and find solutions that work.

Personal Trusts

A trust essentially provides you with a personal business manager. From investment management to bill payment and coordination of tax information, your trust officer serves as your source for financial management, helping you plan for future needs with expert advice on new opportunities.

Advantages

  • In-depth discussions to identify what would fulfill your intent and how Baker Boyer can represent you in the future
  • Assistance in defining the type of trust that would best work for your individual circumstance
  • Unmatched personal service
  • An account administration team assigned to each client
  • Personal management services
  • Bill payment services
  • Expert investment management
  • Proven investment performance record
  • Built in estate planning features:
    • Management of assets during periods of disability
    • Minimizing federal estate tax liability
    • Minimizing estate transfer costs
  • Custom trust design provides for assets passing to heirs without probate
  • Farm and real estate management

We would like to have the opportunity to discuss your needs and goals. Please contact a Wealth Management representative. We’re here to help.

Retirement Planning

One of the best tax-advantaged methods of saving for retirement is a tax-deferred, qualified plan. We’ll help you evaluate all the retirement plan options available to ensure you are able to meet your retirement objectives.

Retirement Plan Advantages

  • Defers Income Tax on all dollars contributed
  • Provides for current reduction of federal income taxes
  • Allows an employer to attract and retain quality employees
  • Employer contributions are tax deductible
  • Allows for a wide choice of investment options

401(k) Profit Sharing Plans

  • Employees contribute pre-tax dollars that grow, tax-deferred, until retirement
  • Flexible plan design options maximize employer and employee contributions
  • A variety of matching and profit sharing contribution formulas are available
  • Generous selection of mutual funds and lifestyle models for investment ease

IRA Advantages

  • Rollovers from retirement plans to traditional IRAs preserve the tax deferred status
  • Tax-free withdrawals from Roth IRAs offer significant advantages in retirement and estate planning
  • A method of consolidating multiple retirement accounts for ease of management
  • Investment options tailored to your needs

Retirement planning is an important part of everyone’s financial picture. We can assist you with expert knowledge and unmatched service. For more information about Baker Boyer’s retirement planning services please call a member of our Wealth Management team.

Estate Settlement

Selecting someone to settle your estate is one of the most important decisions you will ever make. Your choice of Personal Representative can only be indicated in your Will. If you don’t select one, law provides that someone be appointed. Our experienced staff can ensure that your financial affairs are brought to closure under your Last Will and Testament and that all details are taken care of in a timely manner.

Advantages

  • Broad experience to handle all facets of the estate, whether your assets are stocks, bonds, real estate, mineral rights, etc.
  • Coordination between your attorney, CPA, heirs and others provided by an independent third party
  • An experienced, neutral party that will treat all beneficiaries fairly
  • Specialized knowledge can save time and assets in settling your estate
  • We provide personal service that is understanding and sympathetic to the needs of your family

Tasks of a Personal Representative

  • Collection of assets and estate information
  • Determination of debts and claims against the estate
  • Management of estate assets during settlement
  • Determination and payment of all taxes
  • Distribution of the estate

A Personal Representative may perform as many as 60 to 70 separate duties as financial manager of your estate. Considerable time and talent is required to execute these duties properly. Frequent changes in the law have complicated estate administration to a point at which professional expertise provides a distinct advantage. We’re here to help.

Farm Management

Baker Boyer Bank is a rural community bank, and has a commitment to agriculture that began in its earliest days. Located in Walla Walla, Washington, we work with trusts and individual clients throughout the United States and we manage their farms in Washington, Oregon and Idaho to provide personal and professional farm management.

Baker Boyer’s Farm Manager, John Mathwich, is a Certified Farm Manager (CFM) and has many years of agricultural experience. Our farm management services include:

  • Continuity and professional management of farm property designed to keep farms in the family
  • Expert management of over 60,000 acres of farm property
  • Tenant selection
  • Lease negotiations
  • Monitoring and payment of bills
  • Cash flow planning
  • Crop marketing
  • Collecting rents
  • Compliance with government programs
  • Farm inspections
  • Maintainance of insurance coverage
  • Accounting records maintenance
  • Other services as needed

For more about Baker Boyer’s Farm Management, please contact a Wealth Management representative.