Who We Are / Our Story
Our
Story
Skyline Advisors was born from humble beginnings—a family-founded firm rooted in local values and a desire to make a difference. What started as a commitment to guiding others through life’s financial decisions has become a collaborative team of dedicated professionals who share a common purpose: to help others live a richer, more fulfilling life.
HOW WE STARTED
Born from
family
Jerry Wallace launches Bay City Financial Services in the 1990s, bringing years of financial expertise from his long career in banking to establish a trusted financial advisory firm in Bellingham, WA.
1998
The team
grows
Graduating with a degree in finance and a minor in accounting from Western Washington University, Mark Wallace joins his father in the practice, gaining experience and bringing a fresh approach and perspective to the team.
2000-2012
Fairhaven Financial Advisors
Bill Unrein and Mark Logan leave the banking and financial sectors, respectively, to become partners at Smith Barney, where they built a strong foundation of financial expertise. In 2004, Deka Wiebusch joined Bill and Mark, strengthening the team.
Together, the three took the leap to independence and launched Fairhaven Financial Advisors in 2012.
2015
We merge &
expand
In 2015, Bay City Financial Services and Fairhaven Financial Advisors merge and mark a pivotal moment in the firm’s journey—Skyline Advisors was born. This is not just a change of name but a transformation into a collaborative, team-focused practice. The creation of a team that would grow through shared expertise and balanced decision-making.
2017
Growth & transition
After over 40 years in the financial industry, Jerry Wallace retires, leaving behind a legacy of trust and care. Around the same time, Skyline Advisors helps John Bruton transition his clients into a relationship with Skyline as he approaches retirement from his advisory role.
2024
Recast vision for the future
We take a significant step forward by exiting the broker/dealer relationship and moved to a Fee-Only model, further aligning their services with clients’ best interests.
We establish a new vision for our company. To serve in new and better ways—more relationship-focused, prioritizing meaningful client communication, and helping clients achieve their financial goals and dreams.
Start Planning Your Future
Take the first step towards a secure and fulfilling retirement. Contact us today to schedule your personalized consultation and let us help you achieve your retirement dreams.