With a decade of financial services experience, Chris offers his clients investment advice to help them reach their financial goals. He then assists them with a financial plan so they may navigate the future together.

Chris holds a Bachelors degree from Washington State University. He is a Registered Investment Advisor (RIA) and holds Series 66, Series 7, life and disability insurance, and long-term care insurance licenses. Prior to joining Baker Boyer Investor Services, Chris worked for two other major brokerage firms.

Chris has lived in Walla Walla for three years and is active with the Community Center for Youth, United Way, and Red Cross. As an avid bicyclist, Chris is part of the Wheatland Bicycle Club and L'Ecole Bicycle Racing Team.

With nine years of investment experience, Tyson uses powerful planning solutions to help successful individuals and their families accumulate, preserve, distribute, and transfer wealth. He has one goal when it comes to his relationships with his clients. "I want to be known as the advisor who puts the needs of his clients first," says Tyson. He offers access to a team with vast resources to handle any concern a client has about their financial future. "Our comprehensive financial plans and timely advice on investments and insurance can answer the questions that are on the minds of most investors." Am I on track with my current portfolio? When can I retire with confidence? How can I fund my child's education? He knows these are the financial challenges many people face today.

Tyson holds a Bachelors degree in Finance from the University of Idaho, and is a Registered Investment Advisor with Series 7, Series 66, life, disability, and long-term care insurance licenses. Prior to joining Baker Boyer Investor Services, he worked as a representative at a regional brokerage firm in Seattle.

Tyson has called Walla Walla home for nearly all his life. He is married with two young children and enjoys camping, water skiing, and ethnic cooking.

With over 19 years of banking and financial experience, Charlotte specializes in all aspects of personal banking, including deposit products and individual retirement accounts (IRAs). In addition to her retail banking experience, Charlotte is an Investment Executive and holds an Oregon State Insurance License and a Series 6 license which she uses to assist clients with their financial goal planning.

Charlotte also holds a Bachelor of Science Degree in Agricultural Economics from Washington State Universty.

She is a member of the Friends of the Mac-Hi FFA Alumni and a co-leader of the Eastside Gro & Sho 4-H Club. Charlotte enjoys camping, fishing, and spending time with her family.

Keri has been a part of the Baker Boyer team for seven years. 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 holds her Series 7 and Series 66 licenses.

Walla Walla has been Keri’s home for nearly seven years. She enjoys reading, traveling, and spending time with friends and family.

As an Investment Associate and Insurance specialist, Megan is committed to providing friendly customer service and account administration for the clients of Baker Boyer Investor Services.

Though a recent employee to Baker Boyer Investor Services, Megan is not new to the bank. Megan worked at Baker Boyer while attending high school. Prior to her return, Megan completed her degree in English at the University of Washington in 2006.

Megan is a lifelong resident of Walla Walla and enjoys wakeboarding, snowboarding, traveling, volunteering, and spending time with her family. Megan is a member of the Walla Walla Exchange Club.

Spending over 20 years as a senior manager at the Pacific NW National Laboratory, Jim learned to first identify clients' requirements and dreams and then, and only then, design potential solutions. In his career as a Financial Advisor, Jim has similarly learned over the years to develop a financial planning model as a roadmap to enhance and protect his clients’ financial health. Although he is primarily a registered, fee-based, investment advisor, Jim can also broker a full range of financial and insurance products for clients who prefer that business model.

Jim holds a Bachelor of Science degree in Physics and a Masters and PhD in Geophysics from University of Washington. In his first career at PNNL, he served in a variety of leadership positions within the Earth and Environmental Sciences Center. He began his second career with GE Capital, worked a number of years at Merrill Lynch and is now part of Baker Boyer Investor Services. He holds both Series 7 and 66 licenses and is a Registered Investment Advisor with commensurate fiduciary responsibility.

Jim has lived in Tri-Cities for 35 years and has been active in coaching youth sports, competing and instructing in couple dancing, and volunteers for organizations like Safe Harbor Crises Center. Jim and his wife Marilyn, District Manager for H&R Block, have three grown sons and two grandchildren, including one very precious little granddaughter.