Toni is a 40+ year veteran of the financial services industry.  She understands the importance of identifying goals and planning for the future.  Her extensive experience throughout many market cycles has crystalized the importance of utilizing a comprehensive strategy focused on goals and proper asset management.  By discussing what is important to her clients, including time horizon and risk tolerance, Toni helps her clients increase the likelihood of successfully reaching their goals.

An important aspect of investing is education, and Toni excels at helping her clients understand and structure their own investment plan.

Toni places great value in her own education and continues to expand and improve her knowledge base.  She earned her Bachelor of Arts in Business and Economics from Western Washington University in 1987 and completed her Master of Science in Personal Financial Planning from the College for Financial Planning in 2015.  With an emphasis on continuing education, Toni earned these certifications:

·       CERTIFIED FINANCIAL PLANNER™

·       Accredited Asset Management Specialist SM (AAMS®)

·       Accredited Domestic Partnership Advisor (ADPA®).

To receive these certifications, Toni had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements.  In order to maintain these designations, Toni adheres to a professional code of ethics and fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. 

Toni has been with Wells Fargo Advisors since 2000 following a distinguished career in banking.  Toni has been recognized as a Platinum Council Advisor with Wells Fargo Advisors every year since 2011.  In addition, Toni was selected as a 2021-2023 Forbes Best-In-State Wealth Advisor, 2022-2023 Forbes Best-In-State Top Women Wealth Advisor, 2020-2021 Forbes Top Women Wealth Advisor and 2023 Forbes Best-In-State Top Wealth Management Team. Toni has also been an invitee to the Barron's Top Women Advisors Summit each year since 2012. 

Toni and her wife Janice were married in Victoria, B.C. in 2004 and have lived in Whatcom County since 1983.  Both enjoy traveling to new locales and experiencing diverse cultures.  In her free time, Toni enjoys watching Seattle Seahawks football games and playing golf.

 

My Experience

2000 - Present: Wells Fargo Advisors, Financial Advisor
1993 - 2000: Banc of America Investment Services, Registered Representative
1993 - 2000: Bank of America, VP & Branch Manager
1992 - 1993: Seafirst Bank, AVP & Branch Manager
1983 - 1992: Seafirst Bank, Personal Banking Officer
My Education & Credentials

Bachelor of Arts in Business and Economics - Western Washington University
Master of Science in Personal Financial Planning - College for Financial Planning
CERTIFIED FINANCIAL PLANNER ™
Accredited Asset Management Specialist SM (AAMS®)
Accredited Domestic Partnership Advisor SM (ADPA®)
My Community Involvement

Northwest Washington Estate Planning Council
National Association of Estate Planners & Councils
The Forbes Best-In-State Wealth Management Teams, Forbes Best-In-State Wealth Advisors, Forbes Best-In-State Top Women Wealth Advisors, and Forbes Top Women Wealth Advisors ranking algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking.  Investment performance is not a criterion.  Self-completed survey was used for rating.  This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.  Fee paid for use of logo.

 

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism.  Additional criteria, best practices and team structure, may also be used to determine recipients.

 

CA Insurance License Number:  0G92155.  Resident State:  WA

Josh’s extensive experience as an owner and project manager of a successful small business laid the groundwork for him to put his real-world experience to work helping clients and their families with their investment planning and wealth management needs.  

 

During his 14 years as a Financial Advisor, he has been dedicated to understanding clients’ financial needs and working with them to develop comprehensive investment strategies that can best meet their investment goals.

 

Josh’s primary focus is to help a select group of individuals, families, and business owners to build, manage, protect, and transition their wealth.

Josh maintains the comprehensive FINRA Series 7 General Securities Representative License, Series 66 Uniform Combined State Law License, as well as being Insurance Licensed for Life, Health, Disability, Long Term Care, and Annuities which allow him to provide a broad range of products and services to his clients.

Actively involved in the community, Josh serves on the board of Whatcom Sports and Recreation, a non-profit organization dedicated to helping provide recreational facilities and programs for Whatcom County area residents. He is an active member of the Northwest Estate Planning Council, whose mission is to provide quality education for its members, enhance the understanding of the various professions represented by the council, and to foster collegiality among its members. Additionally, as an advocate for the Whatcom Mountain Bike Coalition (WMBC), he volunteers his time to support ongoing maintenance of our area’s outstanding trail systems. 

Josh and his wife Annie are kept busy raising their twins, son Parker & daughter Charley. As avid recreational enthusiasts, they enjoy participating with their children in some of their favorite sports including skiing, snowboarding, ice hockey, and mountain biking. Josh is always up for the thrill of competition and regularly competes in the annual Legendary Banked Slalom snowboard race and regional NW Cup mountain bike races. 

CA Insurance License Number: 0N00047. Resident State WA

William has been working at Wells Fargo Advisors since 2012 and has been in the financial industry since he graduated from the University of Washington with a BA in Economics in 2005. 

William is a key part of the team and is responsible for the creation and maintenance of the group's investment plans, market research, portfolio construction and review.  He is also responsible for life insurance and annuity research and implementation, new client onboarding, and ongoing client reviews.  He is the key contact for inquiries related to your portfolio, Envision® and Emoney plan, and other investment related questions. 

William is registered in securities (Series 7 & 66) as well as licensed in insurance products (life, disability, long term care, and annuities).

William has lived in Whatcom County since 2006 and is a lifetime Washington resident having grown up in Bellevue.  Away from the office, William enjoys spending time with his wife Heidi and their three children, Luke, Anna, and Nate.  He also enjoys smoking meat, cooking, and mountain biking at Galbraith Mountain. 

My Experience

2018 – Present: Wells Fargo Advisors, Financial Consultant, Vice President – Investment Officer

2012 – 2018: Wells Fargo Advisors, Senior Registered Client Associate | Officer

2009 - 2012: Multop Financial, Registered Associate

2006 - 2009: Haven Financial Planning, Registered Associate

2005 – 2006: Symetra Life Insurance, Variable Annuity Customer Service Representative, Insurance Case Manager

My Education & Credentials

Bachelor of Arts in Economics – University of Washington

CA Insurance License Number: 0I27640. Resident State: WA

Maricel is an invaluable member of the Taft Barrett Wealth Management Group of Wells Fargo Advisors.  She assists the team in helping to ensure our clients receive personal and timely service.  Maricel is the primary point of contact for service needs and is responsible for processing disbursements, asset transfers, and a wide range of administrative functions. 

Maricel has been registered in securities since 2019 and holds the FINRA Series 7 (General Securities Representative registration) and Series 66 (Uniform Combined State Law registration).  She also holds licenses for life, health, disability, long term care, and annuities.

In her free time Maricel loves spending time with her two boys, Daniel and Clayton.  They enjoy watching Green Bay Packers football games, hiking, mountain biking, and traveling. 

My Experience

2016 – Present: Wells Fargo Advisors, Senior Registered Client Associate

2006 – 2016: Wells Fargo, Teller, Personal Banker, Fraud Specialist

CA Insurance License Number:  4135831.  Resident State:  WA

As the newest member of the team, Jeremy officially joined Wells Fargo Advisors in 2024.  Jeremy previously completed an internship at the Bellingham branch while finishing his Bachelor of Arts degree from Western Washington University in Business Administration with a Finance concentration.

Jeremy provides ongoing support to the team and is responsible for scheduling client appointments, expense management, correspondence, processing disbursements, asset transfers, and account maintenance. Jeremy’s organizational skills, strong work ethic, and excellent client service make him an invaluable member of the team.

Before joining the team, Jeremy previously served in the Army between 2013-2019 as a CH-47 helicopter mechanic. Jeremy was deployed twice, once to Liberia and Afghanistan before being honorably discharged with the rank of sergeant.

Jeremy enjoys spending time with his partner Danielle and their newborn son, Jameson. When he is not studying for his licensing exams or enjoying life as a new parent, Jeremy is passionate about weightlifting, hiking, traveling and watching movies.