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D.S. Baker Advisors

Family Advisors are the single point of contact, bringing together other D.S. Baker Advisors and your own attorney and CPA. They deliver long-term financial planning with an annual review.

    

D.S. Baker Advisors provides its clients access to a broad array of products and services, including FDIC insured banking products as well as non-FDIC insured trust and investment products.

Rob Blethen, CFP®
Rob Blethen, CFP®
Executive Vice President | D.S. Baker Advisors | Walla Walla
Cathy Schaeffer, CFP®
Cathy Schaeffer, CFP®
Vice President | Family Advisor Manager | Walla Walla
Susie Colombo, CWS®
Susie Colombo, CWS®
Vice President | Family Advisor | Walla Walla
Jan Darrington, CWS®
Jan Darrington, CWS®
Vice President | Family Advisor | Shareholder Development Officer | Tri-Cities
Eric Denney
Eric Denney
Assistant Vice President | Family Advisor | Walla Walla
Brad Hansen, MBA, CTFA
Brad Hansen, MBA, CTFA
Vice President | Senior Family Advisor | Yakima
Claudia Houck
Claudia Houck
Vice President | Family Advisor | Tri-Cities

Our portfolio management team is responsible for portfolio construction, proper asset allocation, investment strategy, and risk management.

John Cunnison, CFA
John Cunnison, CFA
Vice President | Chief Investment Officer | Walla Walla
Tyson Romanick, CFA
Tyson Romanick, CFA
Vice President | Senior Portfolio Manager | Walla Walla
Ted Cohan, CFP®
Ted Cohan, CFP®
Vice President | Senior Portfolio Manager | Tri-Cities

Trust Advisors specialize in Asset Protection, Estate Planning and Settlement, Guardianships, Investment Management, Retirement Plan Services, Farm Management, and more.

Vesna Dodge, JD, CTFA
Vesna Dodge, JD, CTFA
Executive Vice President | Wealth Management & Trust | Walla Walla
John Adams
John Adams
Assistant Vice President | Trust Advisor | Walla Walla
Asha Breitenfeldt
Asha Breitenfeldt
Trust Advisor | Tri-Cities
Caleb Flippo, JD, CTFA
Caleb Flippo, JD, CTFA
Trust Advisor | Walla Walla
John Mathwich, CTFA, AFM
John Mathwich, CTFA, AFM
Vice President | Senior Trust Advisor | Walla Walla
Camille Snell, CTFA
Camille Snell, CTFA
Vice President | Senior Trust Advisor | Yakima
Karen Tomerlin, JD
Karen Tomerlin, JD
Trust Advisor | Tri-Cities

Financial Planning provides goals and plans to prioritize your financial strategies and solutions.

Tori Anguiano, CFP®
Tori Anguiano, CFP®
Financial Planner | Walla Walla
Brian K Bruggeman, CFP®, CTFA
Brian K Bruggeman, CFP®, CTFA
Executive Vice President | Chief Innovation Officer | Director of Financial Planning | Walla Walla
Matthew Sursely
Matthew Sursely
Vice President | Trust and Investment Advisor Supervisor | Financial Planner | Walla Walla
Marco Contreras
Marco Contreras
Investment Advisor | Walla Walla
Stuart Gillin, CFP®
Stuart Gillin, CFP®
Family Advisor / Investment Advisor | Tri-Cities
Becky Kettner
Becky Kettner
Assistant Vice President | Investment Advisor | Walla Walla
Jake Kotzman
Jake Kotzman
Investment Advisor | Walla Walla
Matt Payne
Matt Payne
Investment Advisor | Walla Walla

Member FDIC

Joshua J. Allington
Joshua J. Allington
Executive Vice President | Banking | Chief Banking Officer | Walla Walla
Joe Burlingame
Joe Burlingame
Vice President | Regional Business Banking Manager | Walla Walla
Ivan Castaneda
Ivan Castaneda
Business Advisor | Walla Walla
Jill Christianson
Jill Christianson
Business Advisor | Yakima
Mario Delgadillo
Mario Delgadillo
Vice President | Director of Banking Division Strategy | Walla Walla
Joe Erwin
Joe Erwin
Business Advisor | Walla Walla
Elizabeth Humphrey
Elizabeth Humphrey
Vice President | Sr. Business Advisor | Walla Walla
Jessica Johnson
Jessica Johnson
Vice President | Business Advisor | Yakima
Ashley Mahan
Ashley Mahan
Business Advisor | Walla Walla
Mitch Roach
Mitch Roach
Vice President | Business Advisor | Tri-Cities
Steve Ruthven
Steve Ruthven
Vice President | Business Development Advisor | Walla Walla
Travis Wittnebel
Travis Wittnebel
Business Advisor | Walla Walla