Associates

Tax Team

• David Martinson

  CPA, Tax Manager
  Bellingham, WA

• Patty Clarenbach

  Enrolled Agent - Tax Advisor
  Bellingham, WA

• Michael Lamoreux

  CPA, MS Tax, CGMA
  Bellingham, WA

• Gary Poulos

  CPA, Branch Manager
  Friday Harbor, WA

• Drew Geddis

  Accountant
  Burlington and Friday Harbor, WA

• Caroline Sporer

  LPL Registered Representative
  Accountant
  Kent, WA

• Leah Gaye

  Office Manager
  Friday Harbor, WA

• Tiffany VanDuker

  Office Manager
  Burlington, WA

Bookkeeping Team

• Kathy Medley

  Bookkeeper
  Burlington and Friday Harbor, WA

• Lorrie Grimm

  Bookkeeper
  Bellingham, WA

• Maneet Chagger

  Bookkeeper
  Bellingham, WA

Financial Support Team

• Joni Anderson

  Marketing and Client Relations Specialist
  Bellingham, WA

• Kristi Huizenga

  Officer of Operations and
  Client Services
  Bellingham, WA

• Hillary Peterson

  Client Operations and Tax Assistant
  Bellingham, WA

• Alison Walter

  Receptionist
  Bellingham, WA

• Craig Schumaker

  Insurance Sales Support
  Kent, WA

• Alexia Meuangkhot

  Office Manager
  Kent, WA

• Tanisha Stewart

  Manager of Operations and
  Client Services
  Kent, WA

Financial Team

• Matthew Bumstead

  President
  Kent, WA

• Daniel Perrino

  Executive Portfolio Manager
  Bellingham, WA

• Matt Perkins

  LPL Financial Advisor
  Kent, WA

• Gabby Richard

  LPL Financial Advisor
  Vancouver, WA and Portland, OR

• Jeff Iunker

  LPL Financial Advisor
  Kent, WA

• Sil Arata

  Financial Consultant
  Vancouver, WA

• Tim Seivers

  Financial Consultant
  Vancouver, WA

• Rodney K. Ostlund

  LPL Registered Representative
  Kent, WA