Baker Boyer Bank
TJ Middlesworth, CFA, CFP®, is the owner of Entrusted Wealth LLC, providing independent investment management and financial planning services in Flathead Valley, MT, since February 2018. Currently serving as Portfolio Operations Manager at Baker Boyer Bank since May 2019, TJ previously worked as a Financial Services Consultant from August 2017 to April 2019. Prior experience includes roles as Chief Investment Officer, VP, Sr. Portfolio Manager, and Financial Advisor at Baker Boyer Bank from March 2011 to July 2017, as well as time at Pacific Crest Securities as an Equity Research analyst covering the entertainment sector from September 2006 to March 2011. TJ holds a degree from Linfield University, attended from 2000 to 2004.
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Baker Boyer Bank
Baker Boyer is the oldest independently owned community bank in the Pacific Northwest. We are Eastern Washington’s trusted financial advisor, serving the Walla Walla Valley, Tri-Cities and Yakima communities, providing wealth management as well as personal and business banking services. Baker Boyer is the only local family of wealth management experts that help grow, protect, and secure family legacies for generations. Banking products are provided by Baker Boyer, Member FDIC, and an Equal Housing Lender. D.S. Baker Advisors provides its clients access to a broad array of products and services, including FDIC insured banking products as well as non-FDIC insured trust and investment products. Investment products: Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value For your security, never post account information on social media. View our privacy policy: http://www.bakerboyer.com/privacy/ Contributed posts on this site, including, but not limited to, images, links, and comments left by readers don’t reflect Baker Boyer’s positions, strategies, or opinions.