Keri Lashbaugh, Investment Professional, has joined Tara Wiswall and Cindy Penwell on the D.S. Baker Investment team of Baker Boyer’s Kennewick Office.
Keri has been with the Walla Walla office of Baker Boyer since 2002, and has been a pivotal part of the D.S. Baker Investments team since 2005. She specializes in working with and advising high net worth clients, including business owners, professionals, individuals, and families. Keri works hard for her clients, helping them define and quantify their financial needs and wants. Keri strongly believes in developing a customized financial plan based on each of her client’s unique financial needs.
Keri holds a bachelor’s degree from Mississippi University for Women, as well as a master’s degree in Personal Financial Planning from The College for Financial Planning. She is an Investment Professional and holds Series 7 and 66 registrations, as well as life, disability and long-term care insurance licenses.
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/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Located at: 1149 N Edison Street, Kennewick, WA 99336 (509) 783-6800