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.

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RETIREMENT DAILY - 4 Key Points for Creating Estate Plans

Director of Financial Planning Brian Bruggeman, CFP®, CTFA shares important points for creating an estate plan today, shedding light on topics like The SECURE Act and the $15,000 gift exclusion.

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

Vesna Dodge, JD, CTFA®

Executive Vice President | Asset Management | Walla Walla

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

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.”

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.”

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.”

Stuart Gillin, CFP®

Trust Advisor | Walla Walla

"Financial planning with Baker Boyer is a process dedicated to helping clients live richly. I am excited to help my clients build their unique financial plan tailored to their unique needs."

Brad Hansen, MBA, CTFA

Vice President | Senior Trust & Family Advisor | Yakima

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

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.”

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.”

Camille Snell, CTFA

Vice President | Trust Advisor | Yakima

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

Karen Tomerlin

Trust Advisor | Tri-Cities

“I want to help my clients get to where they want to go financially and work toward turning their greatest dreams into a reality by listening, building trust, and developing strong relationships.”