Acted as resource for financial advisors to provide expert-level guidance and support on client portfolio positioning and security selection. Created and updated comprehensive material to lead and schedule meetings with prospective clients. Held full accountability to create, navigate, and disseminate monthly client newsletter. ● Provided operational leadership by improving and monitoring trading processes with rebalancing trades often exceeding $100M. ● Conceptualized and constructed value-added portfolio strategies to meet client’s investment needs and expectations, including application of multi-asset class momentum-driven model. ● Led end-to-end third-party manager's due diligence through manager research, evaluation, selection, and supervision. ● Analyzed asset fundamentals/valuation framework in relation to client taxation exposure to produce security recommendations for taxable accounts.

- Purchase investment properties for the purpose of resale and/or rental income.- Currently manage a portfolio of multi-family homes with positive cash flow.- Involved in all aspects of the business including property acquisitions, financing, maintenance, tenant relations, and financial accounting.

Financial Planner providing wealth management services.

Responsible for all group insurance account management as well as some individual life, long term care and disability sales assistance.

Salish Wealth Management is a full-service financial firm that is committed to assisting clients as they pursue their financial goals. We will work with you to help identify your goals, create a customized plan and walk alongside of you as those goals are accomplished. We believe everyone needs a financial plan to guide them and keep them on track toward their goals. Through our financial planning services, we help clients establish their goals in life and develop a roadmap they can use as a guide. With your goals and your roadmap in hand, we will help you every step of the way by managing the day-to-day operations of your portfolio to achieve your goals. Our services include: • Investment management • Retirement strategies • Alternative Investments • Tax Strategies • Estate conservation • Insurance and annuity products • College Savings Plans We are committed to a client-first philosophy and are dedicated to providing you with customer service that is second to none. __________________ Securities offered through Moloney Securities Co., Inc., Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Moloney Securities Asset Management, LLC, Registered Investment Adviser. Moloney Securities Co., Inc. and Moloney Securities Asset Management, LLC are not under common control or ownership with Salish Wealth Management.

Bob McMahon uses the trade name/DBA Premier Wealth Washington. All securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, HI, ID, MN, OR, TX, UT, VA, WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Personal financial advice without product sales.

WealthMark LLC is a registered investment adviser based in Bellingham, Washington. Our firm focuses on global-macro, balanced risk investing. We love what we do and take great pride in offering clients a unique array of services aimed at improving each individual’s financial journey. How does it work? WealthMark manages four separate strategies that are implemented through the Crucible Multi-Strategy Portfolio, DaVinci Fixed Income Portfolio, Galileo Enhanced Risk Neutral Portfolio, and the Phoenix Risk Neutral Portfolio. All of our strategies share a common root in that each portfolio is designed around a risk budget rather than a capital budget. We attempt to allocate equal units of risk to various potential economic outcomes, such as inflationary, deflationary, expansionary, recessionary, and fluctuating policy environments. Firm research shows this methodology has increased portfolio returns and reduced overall volatility on a historical basis. Most investment managers allocate capital based on return targets. Although this might sound like a reasonable goal, no investor can force markets to meet specified return targets. We invest based on risk exposures and our client’s unique financial goals. By allocating capital across targeted levels of risk, our portfolios consistently outperform industry benchmarks, leaving individual asset performance to fluctuate with market forces. In effect, this greatly enhances the overall portfolio’s return per unit of risk.

• Used Ultra Tax to prepare 174 tax forms, including forms 1120S, 1120, 1065, and 1040• Used QuickBooks to correct clients’ accounting, create AJEs, and complete tax forms• Created tax projections in Planner and Excel for tax strategy recommendations for clients• Reconciled and entered 50 clients’ wealth data for reporting gains after net contributions• Completed over 20 work papers for property sales, including section 1031 exchanges• Created a 500-client data set with Power Query to merge client data across different systems• Researched specialized tax credits for client-specific needs• Researched issues related to 1031 exchanges for client compliance • Created work papers with Schedule M-1 adjustments for business clients• Prepared Schedule K-1s for owners of S-corporations and partnerships• Prepared Schedule Es and Schedule Cs for clients with disregarded entities

Performed all tasks involved in running a small Financial Planning business including: marketing, payroll, administrative, client relations, and investment analysis. Researched and made investment recommendations to the Account Manager for further analysis based on market data and trends. Managed the new marketing process and advertising avenues in order to seek out new clients and help grow the small business. Designed and implemented new tools for tracking and managing the company’s marketing efforts. Assisted in the diversification of client portfolios based on risk tolerance, income level, and net worth.

Smart Portfolios LLC originally created custom trading algorithms and performance measurement software solutions. The firm specializes in Extreme Value Theory (EVT), which is an advanced asset allocation methodology and the foundation of their proprietary Dynamic Portfolio Optimization (DPO) asset allocation system. This approach seeks to improve the risk-adjusted return for investors.

At Bond Financial we are passionate about helping people. As a 40 year old family business, we use our expertise and experience to assist our clients in developing clarity about their unique life and wealth goals. Our mission is to help our clients align their wealth with their values. We do this by asking good questions, listening deeply, evaluating what we learn with our team, and presenting options that help our clients move towards their goals as effectively as possible. We strive to have a meaningful positive impact on the lives of our clients, their families and their communities. Jesse Bond is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Jesse Bond is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Jesse Bond is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. Jesse Bond is not licensed in all jurisdictions. California Insurance license #0E50411. Neither Bond Financial PLLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Bond Financial PLLC is not owned or operated by New York Life Insurance Company or its affiliates. 155 NE 100th St., Ste 301 Seattle, WA 98125. (206) 832-0400. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.