ABOUT

Sentinel Wealth Management
 

Independent Advisors | Proactive Management | Personalized Service

 

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Randall Duggan

Founder and CEO of Sentinel Wealth Management in Bellingham, WA.

Industry Experience: 12 years.  Before starting Sentinel Wealth Management, Randall served clients as a financial advisor at Merrill Lynch and RBC Wealth Management.

Designations: Series 7 and 66 securities licenses.  Washington state insurance license for annuities, life and health.

Education: B.S., North Central University

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John R. (Jack) Hebner

Formerly owner and CEO of Fulcrum Investments in Couer d'Alene, Idaho.  Successfully operated the company for 17 years before joining the Sentinel team.

Industry Experience: Prior to owning and operating Fulcrum, Jack served as a financial advisor for A.G. Edwards.  He has been affiliated with Moloney Securities during his last 17 years of client services.

Designations: Series 7 and 63 securities licenses.  Washington state insurance license for annuities, life and health.

Education: Juris Doctorate of Law, Gonzaga University & Member of the Washington State Bar Association.  Masters of Arts  in Speech, Washington State University.  Bachelor of Arts Degree in Communications, Washington State University.

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Matt Bilderback

Client Service Director

Industry Experience: 12 years.  Matt served in a variety of roles in the mutual fund industry, including as a fund account manager, transfer agent and general administrator at Saturna Capital.

Designations: Series 7, 63 and 24 securities licenses.  Notary public.

Education: B.A., Western Washington University

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Joel Duggan

Business Manager

Industry Experience: 4 years.  Joel is responsible for all day-to-day operations and client account administration at Sentinel.

Designations: Series 7 and 66 securities licenses.  

Education: B.A., Western Washington University

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Beverly Kimball

Client Associate

Industry Experience: 13 years.  Beverly comes from the banking industry where she served as supervisor, manager and personal banker.

Designations: Series 7 and 66 candidate.  Licensed loan officer and notary public.​

Education: Double A.A. degrees, Skagit Valley College

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Ted Newman

Financial Advisor

Industry Experience: 23 years.  Ted's financial management experience includes working at Met Life and Interstate Bank as a financial advisor.

Designations: Series 6, 7, 63 and 65 licenses.  Washington state insurance, annuities, life and health licenses.

Education: B.A., University of Washington

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Aretha Ryan

Financial Advisor. 

Industry Experience: 17 years.  Aretha has extensive experience in wealth management and advisor services.

Designations: Series 7, 63 and 6 securities licenses.  Washington state insurance, annuities, life and health licenses. 

Education: B.A., Western Washington University

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