275 NE Tohomish
PO Box 450
White Salmon, WA 98672
Phone: (509) 493-4372 

 

 

 

Our Team

William Whidden, CFP®

509 493 - 4372
509 637 - 0235

William Whidden, CFP has been helping clients plan for and achieve their personal financial goals and dreams in the Columbia River Gorge since 1992. A graduate of Colby College in Waterville, Maine with a BA in Political Science, Bill began his financial services career with IDS/American Express Financial Advisors as a financial planner. Early in his career path, Bill decided to leave American Express and join an independent Broker/Dealer in order to offer his clients a pure, unbiased level of personalized service and full array of investment products. After receiving his Certified Financial Planner designation in 1995, he increased his focus on providing state-of-the-art, personal and wholistic financial planning services to motivated individuals and successful entrepreneurial businesses.

Professionally, Bill has devoted his career to the study of financial goal attainment and wealth accumulation. As a commitment to his profession, he pursued the CFP designation which he achieved in 1995. Subsequently, he studied for and attained the Chartered Mutual Fund Counselor designation also offered by the CFP Board of Standards. He is a member of the Financial Planning Association, past President of the White Salmon/ Bingen Rotary Club, the Skyline Hospital Foundation and Deacon at the Bethel Congregational UCC Church.

Prior to his entry in to the financial services industry, Bill was President of Freedom Sailmakers International, Ltd headquartered on the north shore of the island of Maui in the Hawaiian chain. The precursor to this career in the sailing industry was his position as Vice-President of Sales and Marketing for Windsurfing International, Inc in Torrance, CA. Bill's love of the wind, water and mountains originally attracted him to the Columbia Gorge and the Pacific Northwest.

Bill is married to Heather M. Whidden, a dedicated teacher at the Stevenson Intermediate School in White Salmon. They have two children, Courtney (25) finishing her Masters in Nutrition at the National College of Alternative Medicine in Portland, OR. Ian (20) is a Sophomore studying hydrology at the University of Colorado in Boulder, CO. Bill enjoys spending quality time with his family, working on his property and all outdoor activities; sailing his sailboat in the San Juan and Canadian Gulf Islands, mountain and road biking, back country and telemark skiing, tennis, and hiking.

 

David M. Roth, Financial Planner, IAR

(541) 705-7918
(509) 493-1166

David is a Financial Planner, Investment Advisor Representative and is also a licensed life and health insurance producer in Washington and Oregon, and serves clients across the Columbia River Gorge area.  David earned a bachelor of science degree in Accounting from the Metropolitan State University of Denver.  A son of a retired U.S. Army professional, David attended high school in Frankfurt, Germany.

Prior to joining Proactive Financial Management David garnered an array of professional work experience spanning over twenty years which gives him a unique knowledge of the corporate and non-profit area: a Financial Advisor with Edward Jones, a Registered Representative with New York Life/NYLife Securities, numerous accounting and finance roles to include GATX Venture Finance, Marsico Capital Management, Marsh Inc., and the Church of the Good Shepherd.  This blend of experience paired with his integrity and passion allow David to truly connect with his clients as they develop a customized plan together, focused on the client's needs and expectations towards achieving the client's financial goals.

David and his wife, Michelina were married in Denver, CO and have lived in Walnut Creek, CA and Raleigh, NC prior to buying property off Snowden Rd. in White Salmon, WA.  They are blessed with three sons, Gabe, Nate and Joel who are active in martial arts, boy scouts, baseball, and community theatre.  David is an active member of the community, serving as a leader in Rotary, Scoutmaster of BSA Troop 384 (an Eagle Scout himself) and other business and civic affairs.  In his spare time David enjoys numerous activities including hiking, backpacking, skiing and playing his alto saxophone.

 

Matthew Hanson, Registered Representative, IAR

(509) 493-1004
(509) 637-4165

Matt is a Registered Representative and Investment Advisor Representative here at Proactive Financial Management.  He is also a licensed life and health insurance producer in the states of Washington and Oregon.  Having a background in accounting and taxes, he is especially sensitive to the tax costs and benefits when examining investment strategies.  Matt graduated from Portland State University with a degree in Finance in 1997 and has been involved in the accounting and finance industry since then.  Additionally, he manages the business affairs of his wife's dental practice so he is able to empathize with the small business owner.  He understands the challenges they face in providing security to their employees, while staying on course to meeting their own financial needs.

Here at our office Matt's focus is on helping people develop realistic and sound financial plans and then seeing those plans through.  He thrives on working with small business owners and professionals, helping them develop successful retirement and investment strategies.  Additionally, he is able to offer his expertise in all facets of wealth accumulation, preservation and management.  He is very excited and passionate about helping people achieve their financial goals, whether that goal may be to take a dream vacation, send a child to college or achieve an early retirement.  Matt's approach to financial planning is to stay focused on the client's needs and expectations, using his experience and knowledge to maximize investment returns while minimizing risk.

Matt grew up in Grand Rapids, Michigan and moved to the Pacific Northwest in 1994 where he met and married his wife, Staci.  They live in Underwood, WA with their three children, Conner, Taylor and Abby.  In addition to spending time with his family, Matt enjoys mountain biking, snowboarding and most other outdoor activities.  He also loves boating and has enjoyed several great sailing vacations with his family and friends.  Matt is treasurer and a board member of the White Salmon Valley Education Foundation - an organization with a mission of enhancing and enriching the curriculum of our local school system.

Tanya Guler

Office Administrator

509 493 - 4372

Tanya has been firmly in control of the Proactive office since 2002, She is our chief officer of smiles, but oh so much more. As a client you get to enjoy her energetic management style. Although, not a trader able to give you investment advice, Tanya can answer pretty much every question or service concerning your account. Just don't challenge her with a question about horseback riding or football as she will surely stun you with her knowledge of these subjects!

Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.

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