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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

    family-advisor-web

    • 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

    Rob Blethen

    Vice President
    Family Advisor Manager
    Walla Walla
    Vesna Dodge, JD CTFA

    Vesna Dodge, JD CTFA

    Vice President
    Regional Manager
    Tri-Cities
    Brad Hansen MBA, CTFA

    Brad Hansen MBA, CTFA

    Vice President
    Yakima Regional Manager
    Yakima
    Susie Colombo CWS

    Susie Colombo CWS

    Vice President
    Family Advisor
    Walla Walla
    Shaun Callan CWS

    Shaun Callan CWS

    Vice President
    Family Advisor
    Walla Walla
    Michelle Conner CWS

    Michelle Conner CWS

    Assistant Vice President
    Family Advisor
    Walla Walla
    Claudia Houck CWS

    Claudia Houck CWS

    Vice President
    Family Advisor
    Tri-Cities
    Jan Darrington<br />
CWS

    Jan Darrington
    CWS

    Vice President
    Family Advisor
    Tri-Cities
  • Business Advisors

    business-advisor

    • Business acquisition
    • Risk management
    • Business strategy
    • Business succession
    • Loans and lines of credit
    • Cash management
    Steve Ruthven

    Steve Ruthven

    Vice President
    Regional Business Advisor
    Yakima | Tri-Cities
    Patrick McConn

    Patrick McConn

    Vice President
    Business Advisor
    Walla Walla
    Elizabeth Humphrey

    Elizabeth Humphrey

    Vice President
    Business Advisor
    Walla Walla
    Rosendo Guizar

    Rosendo Guizar

    Vice President
    Business Advisor
    Walla Walla
    Joe Burlingame

    Joe Burlingame

    Vice President
    Business Advisor
    Walla Walla
    Dana Evans, JD

    Dana Evans, JD

    Business Advisor
    Walla Walla
    Mario Delgadillo

    Mario Delgadillo

    Business Advisor
    Walla Walla
    Al Thiemens

    Al Thiemens

    Vice President
    Business Advisor
    Tri-Cities
    Mitch Roach

    Mitch Roach

    Vice President
    Business Advisor
    Tri-Cities
    Amanda Jones

    Amanda Jones

    Business Advisor
    Tri-Cities
    Jessica Johnson

    Jessica Johnson

    Business Advisor
    Yakima
  • Trust Advisors

    trust-advisor-web

    • Trusts
    • Asset Protection
    • Estate Planning and Settlement
    • Guardianships
    • Investment Management
    • Retirement Plan Services
    • Farm Management
    Peter Allen JD, CTFA

    Peter Allen JD, CTFA

    Executive Vice President
    Asset Management
    Walla Walla
    John Mathwich CTFA, AFM

    John Mathwich CTFA, AFM

    Vice President
    Senior Trust Advisor
    Walla Walla
    Lynn Foust CEBS, CTFA

    Lynn Foust CEBS, CTFA

    Vice President
    Senior Trust Advisor
    Walla Walla
    JT Lieuallen JD, CTFA

    JT Lieuallen JD, CTFA

    Assistant Vice President
    Trust Advisor
    Walla Walla
    Bryan Ponti, JD

    Bryan Ponti, JD

    Trust Advisor
    Walla Walla
    Stella Edens Pederson, JD

    Stella Edens Pederson, JD

    Trust Advisor
    Tri-Cities
    Alan Dillman CPA

    Alan Dillman CPA

    Vice President
    Senior Trust Advisor
    Yakima
    Camille Snell, CTFA

    Camille Snell, CTFA

    Trust Advisor
    Yakima
  • Portfolio Managers

    John Cunnison, CFA

    John Cunnison, CFA

    Vice President
    Senior Portfolio Manager
    Walla Walla
    Brian Bruggeman CFP®, CTFA

    Brian Bruggeman CFP®, CTFA

    Vice President
    Financial Planning Manager
    Walla Walla
  • D.S. Baker Investments

    John Keyes

    John Keyes

    Investment Professional
    Walla Walla
    Olivia Courser

    Olivia Courser

    Investment Professional
    Walla Walla
    Keri Lashbaugh

    Keri Lashbaugh

    Investment Professional
    Tri-Cities
    Tara Wiswall

    Tara Wiswall

    Investment Professional
    Tri-Cities

    Securities 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

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