Melvin Danson is a financial advisor with Baring Financial LLC in Bellingham, WA, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. His career includes roles at Waddell & Reed, Inc. and First Allied Advisory Services, Inc., and he is also owner of Logan Danson LLC and a trustee involved in trust management. Baring Financial LLC provides discretionary investment management to individuals, pension plans, trusts, and small businesses, managing approximately $210 million for over 480 clients. The firm employs a strategic asset-allocation approach with a core of passive index funds and ETFs complemented by actively managed funds, and it discloses the use of borrowing and derivatives in client accounts.

Elise Williams is a financial advisor at Baring Financial LLC with three years of industry experience. She holds the Series 65 designation and also works full-time as a tax accountant with Logan Danson LLC, a sister company to Baring Financial. Baring Financial LLC provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passive index funds and ETFs combined with actively managed funds, offering globally diversified portfolios tailored to each client’s Investment Policy Statement.