Bellingham Office

Rachel Myers

She’s our Employee Engagement Manager who brings 20+ years of Philanthropic Advising experience to the table.

Jaemi Allen

She’s our Marketing Manager and a coffee lover with a penchant for losing herself in a good book.

Rachelle Kelly

She’s leads our Strategic Financial Management efforts and is and an outdoor enthusiast who enjoys a good DIY project.

Ben Hancock

He’s our Audit & Assurance leader and a basketball-playing, Gonzaga alum, father of two.

Lydia Peterson

Lydia grew up perfecting her pitching and putting. Now, she’s finding there’s a lot in common between fairways and financial statements.

Kim Bohren

She is our Outsourced Accounting Services manager with a penchant for board games and traveling to tropical destinations.

Kevin DeYoung

He’s our Individuals & Families Leader and a hole-in-one hitting, Lynden-native football legend.

Kelli Visser

As CEO, Kelli’s our driver listening to input from a whole bunch of passengers. But wherever she’s going, she’s taking the road less traveled.

Chad VanDyken

He’s our personal financial planning leader and an avid Mariners fan who is all “fore” a nice round of golf.

Bethany Andrew

She’s a partner that specializes in Business Valuations who, with the help of her husband, enjoys keeping their busy daughters entertained.

Aimee Osborn

She’s an IT Business Senior Manager who loves to spend her free time fishing out in the San Juan Islands, cooking for family and friends, wine tasting, and running with her dog.

Daniel Obbink

He’s our Audit & Assurance Director and a 6’3” iced-tea-loving, DIY-er.

Tom Lenderman

He’s our Chief Technology Officer and a world-traveling, beachcombing, craft beer buff.

Josh Turrell

He’s our Business Consulting Leader and an early-bird, Chelan-loving sports junkie.