ABOUT

Sentinel Wealth Management
 

Independent Advisors | Proactive Management | Personalized Service

 

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

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.

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

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

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

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

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

Need more details? Contact us

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3101 Newmarket Street, Suite 101 | Bellingham, WA 98226 | Direct: 360-756-3502 | E-mail: Randall@sentinelwm.com | Toll Free: 888-243-0063 | Fax: (360) 312-4064

IMPORTANT DISCLOSURES


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 Sentinel Wealth Management.

Check the background of this financial professional on FINRA's BrokerCheck.