(360) 734-1323
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Ben Esget has functioned as the President and Chief Investment Officer of WealthMark LLC since 2007. During that time he has developed several unique risk parity based strategies, of which are believed to be the first of their kind. He has also been a featured on Business Insider, The Harvard Business Review and various other business journals.
Prior to starting WealthMark Ben worked in investment analytics and public auditing for local boutique investment firms and bank as well as the regional firms like Moss Adams and Global firms like Citigroup. He leveraged his real world experience, extensive independent studies of finance, and a MBA from Western Washington University to launch a firm that is the tableaux of his passions for finance and creating wealth.
(360) 734-1323
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Megan Cooley works as a Client Services Representative and an Analyst for WealthMark LLC. Prior to joining WealthMark in 2015, Megan worked in the hospitality industry and spent several years in management at various establishments, including a hostel in southern Italy. Megan attended Western Washington University where she graduated with a Bachelor of Arts in English.
When not reading up on the latest financial news and trends, Megan can often be found on the trails of Bellingham, training for a marathon; or studying Italian and planning her next trip abroad. Megan also enjoys volunteering and has spent many years working with the Leukemia and Lymphoma Society’s running program, Team in Training.
(360) 734-1323
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Matt was raised in a military family, with his father in the Air Force and his mother in the Army and Army Reserve. As a result, he lived in many different locations across the country during his youth. He eventually landed in Bellingham in 1994, where he attended Western Washington University and earned his Bachelor’s Degree in Biology. His appreciation for the myriad opportunities to play outside, a passion for the local craft beer scene, and the strong sense of community have kept him in Bellingham.
His work experience encompasses Customer Service, Sales Support, Sales, and Project Management. In his spare time, Matt can most often be found traveling, tinkering on his classic car, or wandering the local trails with his partner Erin and their Great Dane/Grey Hound rescue, Brutus. He also enjoys volunteering for the Max Higbee Center, Recreation Northwest, and other local organizations. Matt is excited to be a part of the WealthMark team and looks forward to exceeding your expectations.