Trusts & Estate Planning

Wealth Management

The Value of a Trust Advisor

We understand that our clients have changing priorities and goals throughout the course of their lives. A Baker Boyer Trust Advisor works with you to efficiently and professionally manage your assets while planning ahead for what’s to come.

Creating and leaving your legacy requires careful planning, along with thoughtful reflection on the goals that are most important to you. At Baker Boyer, we apply the same comprehensive approach to trusts that we use for our other personal financial planning services. Central to that process is understanding your specific objectives. Only then can we recommend the appropriate investment, trust, and estate planning solutions to help you achieve your goals.

Whether we serve as your financial advisor or trustee, we will act with the utmost diligence, care, trust, and confidence. We work closely with your attorney, accountant, and other advisors to coordinate the services you need. No matter how complex your trust and financial needs, we’re here to help.

Financial Intelligence

Here are recent Financial Intelligence articles in which our Executives and Advisors share insights about topics that we think will help you make better financial decisions.

View More Articles

The First Step to Leaving a Legacy

I would make the argument that our failure to talk about money, and the expectations around it, is the single largest obstacle to people sustaining a family legacy.

Helping You Achieve Your Legacy in the Digital World

People are using technology and the internet to help them live their lives and figure things out literally all the time. But that doesn’t mean the information they find on the internet is correct or a good solution for them.

5 Questions to Ask Your Tax Advisor

How will the new tax law impact your 2018 financial plan? We recommend the top five topics that merit consideration.

Meet The Team

D S Baker Advisors

Peter Allen, JD, CTFA

Executive Vice President | Asset Management | Walla Walla

“Building relationships with clients and the community is vital. The reliability, trust, and service upon which those relationships are built and maintained are the keys to the success of the bank and our clients.”

John Cunnison, CFA®

Vice President | Chief Investment Officer | Walla Walla

“Wealth Management at Baker Boyer is unique. We have a talented team of financial advisors that work with our clients’ attorneys and accountants to provide full-service financial management.”

Ted Cohan, CFP®

Vice President | Senior Portfolio Manager | Walla Walla

“It is essential to determine the specific goals and risks each client has in order to build the proper investment portfolio to meet their needs.”

John Mathwich, CTFA, AFM

Vice President | Senior Trust Advisor | Walla Walla

“Our clients depend on us to provide exceptional service and advice. I value the trust that our clients have in me and in Baker Boyer.”

Lynn Foust, CEBS, CTFA

Vice President | Senior Trust Advisor | Walla Walla

“I’m honored when a client places trust in us to manage their financial assets. I take that responsibility very seriously and work hard to deliver a level of service that equals that expression of trust.”

J.T. Lieuallen, JD, CTFA

Vice President | Senior Trust Advisor | Walla Walla

“I work closely with clients to ensure their immediate financial needs are addressed and long term goals are accomplished. I believe our clients are Baker Boyer’s most valuable resource, and we have a duty to build strong relationships to make sure our clients value our commitment.”

Bryan Ponti, JD

Trust Advisor | Walla Walla

“I take pride in really getting to know my clients and understanding all of their needs. By taking the extra time to discover what drives them and what is truly important in their lives I am able to not only satisfy their requests, but also meet needs beyond their expectations.”

Becky Kettner

Trust Advisor | Walla Walla

“Taking the complex and making it simple for clients to get what they want and need financially is rewarding work. The opportunity to serve our community by creating long-lasting legacies fills my deepest desire to help others.”

Vesna Dodge, JD, CTFA®

Vice President | Regional Manager and Senior Trust Advisor | Tri-Cities

“Our clients trust Baker Boyer to help them meet their financial objectives. My goal is to provide exceptional service with integrity and reliability.”

Stella Edens Pederson, JD

Trust Advisor | Tri-Cities

“I enjoy getting to know my clients and their family story. Building a strong relationship with our clients is critically important to me as it allows both myself and my team members at the bank to support our clients’ families as they reach their goals and successfully create their unique legacy.”

Brad Hansen, MBA, CTFA

Vice President | Yakima Regional Manager & Trust Advisor | Yakima

“I aspire to be the standard by which you measure all customer service.”

Alan Dillman, CPA

Vice President | Senior Trust Advisor | Yakima

“I strive to provide superior service coupled with prompt, accurate, and useful information. My goal is to always exceed your expectations."

Camille Snell, CTFA

Trust Advisor | Yakima

“My goal is to build strong relationships through trust and reliable service.”