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

Five Ways to Minimize Financial Conflict Between Spouses

Managing finances is hard individually, so adding two parties only magnifies what was already a significant challenge. Ultimately financial planning gives you options, maximizes your chances of success, and provides the confidence in your decisions that we all seek.

Sequence of Returns: More than Meets the Eye

Even well-informed investors sometimes overlook the fact that the timing and frequency of their contributions and/or distributions from their investment accounts can have a substantial impact on their overall portfolio.

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.

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 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.”

John Adams

Trust Advisor | Walla Walla

“I want each of our clients to experience the pinnacle of individualized service that we strive to provide every day at Baker Boyer.”

Caleb Flippo, JD

Trust Advisor | Walla Walla

“My role as a D.S. Baker Advisor is to provide our clients with expert financial and estate planning guidance. My goal is to provide our clients with the necessary knowledge and support to empower them to take control of their financial legacy.”

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.”

Olivia Loomis, QKA

Trust Advisor | Walla Walla

“I am truly passionate about educating clients, helping them find clarity in complex issues and taking the stress out of investments and retirement planning. Building strong personal relationships and watching legacies grow is something I feel lucky to be a part of at Baker Boyer.”

Vesna Dodge, JD, CTFA®

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

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

Asha Breitenfeldt

Trust Advisor | Tri-Cities

“I enjoy learning about each clients’ life story. Their unique story helps us work together to plan how they want to live their lives and what kind of legacy they want to leave.”

Brad Hansen, MBA, CTFA

Vice President | Trust Advisor | Yakima

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

Camille Snell, CTFA

Trust Advisor | Yakima

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