Advisors at this firm
Deka W
CFP®, Series 63, Series 66
Bellingham, WA
Skyline Advisors, Inc.
Deka Wiebusch is a CFP® with 20 years of experience in the financial industry. She has been with Skyline Advisors, Inc. since 2015 and previously worked at Purshe Kaplan Sterling Investments. Skyline Advisors serves individual and high-net-worth clients, as well as trusts, estates, and retirement plans, combining financial planning with investment management. The firm emphasizes a long-term, research-based investment approach and offers discretionary portfolio management, retirement plan consulting, and access to third-party money managers.
Dacey D
Series 65
Bellingham, WA
Skyline Advisors, Inc.
Dacey Durbin is a financial advisor at Skyline Advisors, Inc. based in Bellingham, WA. They hold a Series 65 designation and began their advisory career with Skyline Advisors in 2024. Prior to this role, Durbin held positions at Western Washington University, Barnes and Noble, Imagine Children's Museum, and American Eagle Outfitters. Skyline Advisors serves individual and high-net-worth clients, as well as trusts, estates, and retirement plans, offering wealth management that integrates financial planning and investment management. The firm emphasizes a long-term, research-based investment approach and provides discretionary portfolio management, retirement plan consulting, and access to third-party money managers.
Mark L
CFP®, Series 63, Series 65
Bellingham, WA
Skyline Advisors, Inc.
Mark Logan is a CFP® professional with 31 years of experience in the financial services industry. He has worked at Skyline Advisors, Inc. since 2015 and previously spent 12 years with Purshe Kaplan Sterling Investments. Logan is based in Bellingham, WA, and holds Series 63 and Series 65 licenses. Skyline Advisors serves individual and high-net-worth clients, as well as trusts, estates, and retirement plans, providing wealth management through financial planning and investment management. The firm employs a long-term, research-based investment approach and offers discretionary portfolio management, retirement plan consulting, and access to third-party money managers.
Briana B
Series 65
Bellingham, WA
Skyline Advisors, Inc.
Briana Bromet is a financial advisor at Skyline Advisors, Inc. in Bellingham, WA, holding a Series 65 credential with two years of industry experience. Her background includes roles outside finance, such as work at PeaceHealth Orthopedics and Summer Run Farm & Education at Washington State University. Skyline Advisors serves individual and high-net-worth clients, as well as trusts, estates, and retirement plans, offering wealth management that combines financial planning and investment management through a long-term, research-based approach. The firm provides discretionary portfolio management, retirement plan consulting, and access to third-party money managers, with a distinctive wrap fee program and integrated account management solutions.
Thomas L
Series 63, Series 65
Bellingham, WA
Skyline Advisors, Inc.
Thomas Liddell is a financial advisor at Skyline Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Bank, N.A. for a decade. Skyline Advisors serves individual and high-net-worth clients, as well as trusts, estates, and retirement plans, offering wealth management that integrates financial planning and investment management. The firm employs a long-term, research-based investment approach and provides discretionary portfolio management, retirement plan consulting, and access to third-party money managers when appropriate.
Sarah A
Series 66
Bellingham, WA
Skyline Advisors, Inc.
Sarah Arnold is a financial advisor at Skyline Advisors, Inc. with 21 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Purshe Kaplan Sterling Investments, Salish Wealth Management, and Moloney Securities Co. She also serves as a notary, providing signature notarization for clients. Skyline Advisors serves individual and high-net-worth clients, as well as trusts, estates, and retirement plans, offering wealth management that integrates financial planning with investment management. The firm emphasizes a long-term, research-based investment approach and provides discretionary portfolio management, retirement plan consulting, and access to third-party money managers.
Mark W
CFP®, Series 65, Series 66
Bellingham, WA
Skyline Advisors, Inc.
Mark Wallace is a CFP® with 14 years of experience in financial advising. He has been with Skyline Advisors, Inc. since 2015 and holds Series 65 and Series 66 licenses. Skyline Advisors serves individual and high-net-worth clients, as well as trusts, estates, and retirement plans, combining financial planning with investment management. The firm emphasizes a long-term, research-based investment approach and offers discretionary portfolio management, retirement plan consulting, and access to third-party money managers.