Skyline Advisors is an independent locally owned and operated Registered Investment Advisor located in Bellingham, WA. Our highest priority is to uphold the Fiduciary Standard and act in the best interest of our clients. We offer comprehensive financial planning and investment management services. Our Advisors work as a team so you receive well rounded thought out professional advice.
|Firm Start Year:||2012|
|Name of Custodial Firm:||Charles Schwab, Inc.|
|Number of Years with Current Firm:||5|
|Firm's Number of Clients:||350|
|Firm's Number of Planning Clients:||350|
|Firm's Number of Managed Clients:||350|
|Assets Managed by Firm:||$162 million|
|Assets Managed by Advisor:||$162 million|
Investment Advice offered through Skyline Advisors, Inc., a Registered Investment Advisory firm. Custody services and other brokerage services provided to clients of Skyline Advisors, Inc. are offered through Charles Schwab & Co., Inc. member FINRA/SIPC. Please find our ADV Brochure here These materials have been independently produced by Skyline Advisors, Inc. Skyline Advisors, Inc. is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (Schwab). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Skyline Advisors, Inc. provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
Deka Wiebusch CRPC® AIF® is a financial advisor for Skyline Advisors. Her primary responsibilities include financial planning, investment management, and compliance. Deka is a member of the Northwest Estate Planning Council and is an active member of the Mount Baker Scholarship Foundation. She also has an Accredited Investment Fiduciary designation. Deka has a particular interest in supporting and encouraging women in their financial planning and investment objectives. She also supports Skyline Advisors in our Sustainable Investing efforts.
Deka previously worked for A.G. Edwards and Smith Barney and has been in the industry since 2002. She is a graduate of Western Washington University. When shes not at work she enjoys spending time with her husband Jake, daughter Bailey, and son Drew. She is passionate about running/fitness and whole foods. Her hobbies include boating, camping, skiing, cooking and gardening. She also loves to travel and has visited 15 countries spanning 5 continents.
|Mon.||8:00 AM - 4:00 PM|
|Tue.||8:00 AM - 4:00 PM|
|Wed.||8:00 AM - 4:00 PM|
|Thu.||8:00 AM - 4:00 PM|
|Fri.||8:00 AM - 4:00 PM|