Baker Boyer Announces Expanded Leadership Roles in Tri-Cities Office

Tri-Cities, WA — Baker Boyer is proud to announce two key promotions within its Tri-Cities office, further strengthening the bank’s commitment to delivering comprehensive, multi-generational financial expertise to clients in the region.  

Elisabeth Holt, who currently serves as Tri-Cities Manager, will expand her leadership role to include Family Advisor responsibilities. In this capacity, Elisabeth will join the D.S. Baker Advisors team, supporting some of the largest and most complex client relationships in the Tri-Cities. This addition ensures these clients continue to benefit from Baker Boyer’s collaborative, fully-teamed approach to financial advising long into the future.  

“Elisabeth has been instrumental in strengthening our presence in the Tri-Cities market,” said Vesna Dodge, Executive Vice President | Asset Management. “Her ability to connect business owners and wealth management clients with our team of experts has been invaluable. Expanding her role recognizes both her deep commitment to clients and her exceptional leadership.”  

Also promoted is Stuart Gillin, CFP®, who will take on additional responsibilities within Baker Boyer’s Portfolio Management team. Over the past eight years, Stuart has helped clients navigate the complexities of their financial lives through his work as both a Family Advisor and Investment Advisor. His thoughtful approach and dedication to client success have made him a trusted partner to individuals and families throughout the Tri-Cities.   

“Stuart exemplifies the intellectual curiosity and client-centered focus that define Baker Boyer,” said Dodge. “His ability to translate complex financial concepts into meaningful strategies has earned him great respect from both colleagues and clients.” Stuart joined Baker Boyer as a Personal Banker, later serving as a Portfolio Management Associate where he gained experience in investment analysis and portfolio construction. He holds a Bachelor of Science in Business Administration from Lewis-Clark State College and is a Certified Financial Planner™ practitioner. Known for his wide-ranging knowledge and passion for learning, Stuart brings insight and depth to every client conversation.