Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
John J. Barker, MBA
John is a retirement specialist and 30 plus year veteran of the financial services industry. John has a unique approach to helping clients prepare of a Safer & More Secure Retirement.
WMC Business Services LLC helps individuals, families, and companies lower their risks to be more financially sound. The short and long-term money management strategies that John teaches have been developed over a career of helping clients accumulate wealth and equally as important protect the wealth they have accumulated. John’s background in taxation, financial services, and a unique outlook on risk management provides his clients with new and innovative tools to utilize to improve their financial situation now and in the future.
Before moving to the Pacific Northwest to start WMC Business Services LLC, John worked for a Utah based regional bank. During his tenure with the bank, John helped develop the long-term care program for the company’s ten thousand employees and clients. He assisted in risk management initiatives in multiple areas of the bank. He also worked in the Wealth Management area helping bank clients grow and protect their assets. Prior to working for the bank, John had an individual practice helping individuals with life and retirement planning as well as seniors navigate through the financial issues of their retirement.
Direct: (360) 339-7801 ext. 101
Mobile: (360) 480-5983
NY: (631) 922-0339
CA License: 0C52085
Pamela was business-minded from an early age and became passionate about helping other people make and manage money expertly . She became a financial planner for a WA based credit union where she helped members with a full array of financial solutions. Later Pamela expanded her services to include health insurance where she has helped employers save hundreds of thousands of dollars in the early days of “self-directed” health plans and wellness programs.
She is passionate about enhancing employee benefits through extraordinary health solutions and retirement tools that are game-changers. Individuals, families, and companies can benefit from her passion, knowledge, and experience.
Direct: (253) 666-9500 ext. 152
Mobile: (206) 714-8166
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.