Wealth Management - Bellingham, WA

Daniel Perrino

Daniel Perrino

Executive Portfolio Manager

As a graduate of Fordham University’s Gabelli School of Business, Dan has taken his education in Finance and Business Administration into the investment advisory industry with five years of client service.  He continued his finance and economics education with FINRA registrations (Series 7 and Series 66, held with LPL Financial) as well as insurance licensing that allows him to provide well-rounded…

Matthew Bumstead

Matthew Bumstead

President

From the time I was a teenager I knew teaching and training would be a big part of my life. While serving a 2 year church mission in southern Germany, my main assignment was training other young missionaries how to teach and speak the language. Most missionaries train 1 time throughout their missions and I had the privilege of training…