Baker Boyer Announces Two New Investment Advisor Representatives
Baker Boyer is pleased to announce Becky Kettner as an Investment Advisor Representative for the Walla Walla team and Sean Haselrig as an Investment Advisor Representative for the Tri-Cities team. This advisory securities registration includes the Securities Industry Essentials (SIE), Series 7 and 66 registrations, which are tests that cover ethics, investment suitability, and regulatory compliance.
“We are pleased to support our clients with the trust and confidence in working with Becky and Sean to execute trades on their behalf and to help them make sound financial choices,” said Chief Investment Officer, John Cunnison. “As Investment Advisor Representatives affiliated with Cetera Investment Services, both Becky and Sean have passed rigorous testing and experience requirements and will undergo periodic audits to ensure they can meet obligations to our investors.”
As an Investment Advisor Representative, Becky Kettner helps community members build their financial legacies. She analyzes their current financial situation and collaborates with clients to create a roadmap that helps them reach their financial goals. By obtaining all relevant advisory securities registration including the Securities Industry Essentials (SIE), Series 7 and 66 registrations, Becky is even more adept at developing an investment strategy that aligns with each client’s unique situation based on their values and objectives. Additionally, she obtained her insurance licensing to assist clients with their life insurance and annuities needs. Becky joined Baker Boyer in 2017 as a Trust Advisor, bringing with her nearly two decades of business management and marketing experience. She volunteers her time with the Walla Walla Noon Rotary Club and at the Christian Aid Center. When Becky isn’t in the office, she thrives on outdoor activities, travel and spending as much time as possible with family and friends.
Sean Haselrig brings over 20 years of experience in the financial services industry to his role as Investment Advisor Representative. Sean’s main goal is to help clients make well-informed decisions on what types of investments are right for their unique financial situation. Sean believes in listening to his client’s concerns, sharing all information about potential investments, including benefits, risks, and tax issues, and treating his client’s financial goals with the same care and interest that he devotes to his own. With FINRA series 7 and series 66 securities registrations as well as obtaining his life insurance and annuity licenses, he also emphasizes the need to adjust investment plans as a client’s goals and needs change. Sean received his Bachelor of Arts in sociology from the University of California, Davis. In his free time, Sean enjoys playing golf, wine tasting and relaxing with family and friends.