Tom has spent over 25 years designing and implementing comprehensive wealth management strategies tailored to fit his clients’ specific individual needs.  Tom’s experience during major events in both the stock and bond markets enables him to deliver balanced investment planning services to individuals, families, non-profit organizations, and for-profit business owners. Staying current on updates to laws and regulations available to the client is paramount to his growing practice. He strives to develop long-term relationships built on trust and is committed to helping clients meet their unique investment goals. Much of Tom's ongoing training has been provided over the years by Wells Fargo Advisors, Kaplan Financial Training, American Institute of Certified Public Accountants, Washington Society of Certified Public Accountants, and various Insurance Carriers.

Prior to joining Wells Fargo Advisors, (formerly Wachovia Securities) in 2004, Tom was a Financial Consultant with Smith Barney for 6 years.  His professional experience also includes serving as a Senior Financial Analyst at Boeing’s Corporate headquarters in Seattle, Resident Audit Manager for Puget Sound Bancorp in Tacoma, and Staff Accountant for the CPA firm Moss Adams in Bremerton.  He earned his BBA from Seattle University and holds all applicable FINRA securities registrations: (Series 65 - Uniform Investment Adviser Law Examination 10/1998; Series 63 - Uniform Securities Agent State Law Examination 09/1998; SIE - Securities Industry Essentials Examination 10/2018; and Series 7 - General Securities Representative Examination 09/1998) and insurance licenses, as well as a Certified Public Accounting Certificate and license held from 04-01-1986 through to 06-30-2024 (license retired). While practicing as a Financial Advisor my CPA license has been deemed "Non-Practicing."

Tom’s community involvement includes the following:  team sponsor and captain of a large team of dedicated professionals participating in The Big Climb, the largest fundraiser for The Leukemia & Lymphoma Society of Washington/Alaska; member of Northwest Business Club; a financial sponsor for the Arts, including Opera Popolare in Bellingham, and the Lynden Festival of Music. Tom is also a member of the Semiahmoo Breakfast Club. His prior commitments included: Chairman of the Board of the Washington Society of Certified Public Accountants (WSCPA); Mentor with Seattle University’s Albers School of Business and Economics; Past President of the local WSCPA Chapter; Funding Review Committee for United Way of Whatcom County; past-Director/Treasurer of Brigid Collins and past-Director of Whatcom Center for Early Learning in Bellingham. 

Tom and his wife, Wendy reside in Semiahmoo, WA.  They have two adult sons, the youngest is Drew and the oldest is Ryan. Drew is married and has one son. They live in Seattle.  Ryan is married and has one daughter. Ryan has joined my practice and lives with his family in the Fairhaven district of Bellingham.  Tom and Wendy continually dote on their two grandchildren!  Tom enjoys attending new and classic car shows, playing golf and hiking with family and friends. 

CA Insurance License Number: 0E68200. Resident State: WA

Ryan Donaghy joined Wells Fargo Advisors as a Financial Advisor in 2022. Before working at Wells Fargo Advisors he spent 15 years as the president and owner of Nickerson Street Painting, LLC out of the Magnolia neighborhood in Seattle, WA. Before moving to Seattle Ryan grew up in Bellingham. He graduated from Sehome High School and also achieved a Bachelor of Science in Geology from Western Washington University. He is excited to be back in Bellingham and to be working with his father to help give excellent service to clients as a Financial Advisor.

Ryan has been a long-time donor to Environment Washington and local High School Sports Teams. He also participated and gathered sponsorships for several years as a participant in the Big Climb, the largest fundraiser for Leukemia & Lymphoma Society of Washington

Ryan's wife is named SarahBeth, she is an independent corporate event planner. They have an 8 year-old daughter named Meggan who is in 2nd grade at Lowell Elementary in Bellingham.  In Ryan’s free time, he plays in golf leagues around town and will play pickleball with anyone who is willing to play. He is also an avid sports fan. He has been a season ticket holder to the Seahawks for the past 20 years and to the first two seasons of Kraken Hockey.

CA Insurance License Number: 4285504. Resident State: WA

In early April of 2022 Ashley Dodge had joined Wells Fargo Advisors as a Client Associate. Originally from California, she made the years-long planned move to Washington, after completing her educational goals. It was in 2019 with three Associates in Arts, one in Art History, one in Studio Art, and another in Illustration from Foothill Community College, and a Bachelor’s in Fine Arts in Illustration from California State University Long Beach, when Ashley settled in Bow.

In her free time, Ashley uses her Illustrative talents to complete artworks for others in her very small Illustration business, as well as for herself. She also enjoys working with her hands, with project like spinning her own yarn and knitting, as well as tinkering with her PC she built in 2020.

Ashley takes pride in assisting Tom and Ryan with facilitating clients financial goals and building lasting relationships. She looks forwards to pursuing future opportunities within her role as a Client Associate and furthering her education in her endeavors for excellent service.