Meet the Wealth Management Advisors

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

John Mathwich, CTFA, AFM

Vice President | Senior Trust Advisor | Walla Walla

John Adams

Assistant Vice President | Trust Advisor | Walla Walla

Vesna Dodge, JD, CTFA

Executive Vice President | Wealth Management & Trust | Walla Walla

Asha Breitenfeldt

Trust Advisor | Tri-Cities

Caleb Flippo, JD, CTFA

Trust Advisor | Walla Walla

Molly Neal

Assistant Vice President | Trust Advisor | Yakima

Camille Snell, CTFA

Vice President | Senior Trust Advisor | Yakima

Karen Tomerlin, JD

Trust Advisor | Tri-Cities

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

Brian K Bruggeman, CFP®, CTFA

Executive Vice President | Chief Innovation Officer | Director of Financial Planning | Walla Walla

Tori Anguiano

Financial Planner | Walla Walla

Matthew Sursely

Vice President | Trust and Investment Advisor Supervisor | Financial Planner | Walla Walla

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.

Rob Blethen, CFP®

Executive Vice President | D.S. Baker Advisors | Walla Walla

Susie Colombo, CWS®

Vice President | Family Advisor | Walla Walla

Jan Darrington, CWS®

Vice President | Family Advisor | Shareholder Development Officer | Tri-Cities

Eric Denney

Assistant Vice President | Family Advisor | Walla Walla

Brad Hansen, MBA, CTFA

Vice President | Senior Family Advisor | Yakima

Claudia Houck

Vice President | Family Advisor | Tri-Cities

Cathy Schaeffer, CFP®

Vice President | Family Advisor Manager | Walla Walla

Stuart Gillin, CFP®

Family Advisor / Investment Advisor | Tri-Cities