Multop - Local Financial Investing Resources in Bellingham, WA

     
     
     

Lifestyles

Multop's Featured Client - A Helping Hand

Joe & Robin Wilson with Hatian child

Getting to know Client and ARCO/BP Retiree, Joseph Wilson, and his wife, Robin.

We would like you to meet Joseph and Robin Wilson. We are inspired by their passion and we believe you will be, too.

Joe Wilson, explains, there are many people in this world who take for granted their comfortable lives and the opportunities they have been given. They forget that it’s the simple things in life that keep someone young. The beauty in living in the United States is that we are given the right to live our lives how we see fit. We sometimes forget that there are many others out there, much less fortunate than ourselves.

Joe and Robin are taking full advantage of the opportunity to give back to others; choosing to spend their retirement traveling, volunteering on mission trips overseas, as well as doing charity work within the community here at home.

One of their more recent mission trips was to Haiti. They were initially introduced to Haiti through a short term mission trip in 2004 where they immediately felt a strong connection with the Haitian people. Joe with an orphan child.Robin and Joe began working with their home church in Bellingham to help meet the basic needs of a group of children living in a Haitian-run orphanage in a small village north of St. Marc.

Over the next eight years they made numerous trips back to the orphanage. With the strong support from many Whatcom County families, enough funds were raised to provide the children with food, medicine, drinking water, sanitation, and clothing. There were also several building projects, including a new church, classrooms, various shelters and an orphanage building. From the time they started helping the orphanage, the number of students in the school grew from 35 to more than 750. Each child at the school received a daily hot lunch. Robin taught herself how to read and write in Haitian Creole and enjoys volunteering from home translating the many letters between the Haitian children and their US sponsors.

Through the work in Haiti, Joe and Robin are more in tune with the importance of helping people with their basic needs (food, clothing, shelter, etc.), but avoid creating a situation where the recipients become dependent upon outside gifts. Too often, in spite of their best intentions, compassionate giving teaches the recipients to rely on others for their very survival. In the long term, it can do potentially more harm than good.

Joe by the river with Hatian friendsIn 2011 Robin and Joe began looking for a local ministry that more closely matched their true compassion philosophy. A friend told them about the Lighthouse Mission Ministries in Bellingham and how they epitomize that philosophy in their ministry to the homeless in our community. After hearing about the ministry, Joe and Robin began volunteering to help serve dinners and discovered the mission provides so much more than just hot meals and beds. Through compassionate services, they work to rescue, rebuild and restore the lives of their guests so that when they leave the mission, they are better equipped than when they arrived. The Lighthouse Mission believes in "housing next." Before the housing step, the person first needs to address the issues that caused their homelessness, otherwise the solutions will be nothing more than Band-Aids.

Joe with an orphan child.As time has progressed, Joe and Robin discovered each person at the Lighthouse shelter has their own unique story. Some are homeless because of poor choices; others may be dealing with a short term financial hardship. A large number suffer from mental illness. They are pleased to announce that in the past year the Lighthouse gave shelter equaling to over 50,000 bed-nights. 5,200 of those bed-nights were for women, and another 2,500 were children. Seven of the women at the shelter gave birth to babies in the past six months.

Since being introduced to the ministry, Joe decided to volunteer even more of his time and for the past two years has had the privilege of being on the Mission's Board where he currently serves as Treasurer. Some recent words the Lighthouse Mission guests have used to describe their stay are, "Stronger; Found; Hopeful; Joyful;  Assertive rather than a doormat; Friend; Child of God; Confident; Christian; Thriving, not just surviving." Those are words that represent changed lives. If you are interested in learning more about the ministry please feel free to contact them directly at (360) 733-5120.

At Multop Financial we salute Joe and Robin Wilson. We would like to say thank you for your business and that it has been an absolute honor to serve as your retirement advisory team.


Pumpkin Cake Roll

A Multop Holiday Favorite

Pumpkin Cake Roll, a Multop holiday favorite.

Every family has a unique set of traditions; singing classic carols, hanging hand-made ornaments, and priding a secret recipe. Lettie Vigoren, our Business Development Coordinator, was generous enough to share a Vigoren family favorite that was passed down to her from her grandmother. This tasty, homemade dessert can be enjoyed at home or makes a thoughtful gift for a friend.

Cake Ingredients:

3 Eggs
1 cup Sugar
2/3 cup Canned Pumpkin
1 teaspoon Lemon Juice
¾ cup All-purpose Flour
1 teaspoon Baking Powder
2 teaspoons Cinnamon
1 teaspoon Ginger
½ teaspoon Nutmeg
½ teaspoon Salt

Filling Ingredients:

8 ounces Cream Cheese (softened)
4 tablespoons Butter (or margarine)
1 cup Powdered Sugar
½ teaspoon Vanilla

Preparation:

Preheat oven to 350 degrees.

In a large bowl, combine eggs and sugar, beating well. Add pumpkin and lemon juice, mixing until blended. In a separate bowl, combine flour, baking powder, spices and salt. Add to egg mixture, mixing well. Spread batter into a greased and wax-paper lined 10 x 15 inch jelly-roll pan.

Bake at 350 degrees for 15 minutes. Remove from oven, and let cool for 15 minutes. Place cake on clean towel sprinkled liberally with powdered sugar. Cool for 10 minutes longer. From the 10 inch side, roll cake up in towel and set aside.

While your cake is cooling in the towel, prepare the filling. Beat together cream cheese and butter; stir in powdered sugar and vanilla until smooth.

Unroll cake, and evenly spread out your filling. Roll up the cake (without the towel), cover in plastic wrap, and chill at least one hour. Slice before serving, and enjoy! Enjoy this delicious seasonal treat with a hot chai tea and good company.

Keep leftovers refrigerated, also freezes well.

Download & print this recipe


Multop Financial Team Focus

Lauryn Peugh - Client Services Assistant

We are pleased to feature, Lauryn Peugh, our Financial Services Assistant. She has become a key member of our advisory team here at Multop Financial and due to her recent noteworthy accomplishments, she has been selected as our team member focus.

Aretha Allen, left and Lauryn Peugh Lauryn began working closely with Aretha Allen, our Client Services Manager two years ago and since that time she has acquired her Life and Disability licenses, and the most recent accomplishment, her Securities 7 registration. With Aretha coming close to maternity leave in November, Lauryn is ready to assist our clients in more depth. She will not only provide further support to our Financial Planning department, but will be able to answer questions regarding your accounts, and assist with the transfer and allocation process.

Lauryn graduated from Central Washington University with a Bachelors of Science in Business with an emphasis in Finance. Her background in sales, marketing and customer service has played a vital role in her success at Multop Financial since 2012. She was quickly promoted to the Financial Services Assistant position, where she could put her customer service and finance skills to great use.

Lauryn and Kyle's engagement photo

On a more personal note, Lauryn is getting married in May! We would like to give big congratulations to her and her fiancé Kyle Vogt.

Thank you Lauryn for all of the hard work over the last couple years, we appreciate your presence as a member of our team!

If you have any questions about your current situation or would like to schedule an appointment with our team of Financial Planning Specialists please feel free to click here or contact our office directly at (360) 671-7891.


Multop Financial - Tour our Firm

Designed with the client in mind

For those of you who have visited our office, you know that we take great care and pride in presenting a beautiful space to make every guest feel welcome. Our walls feature the Multop's unique collection of artwork, most of which is in support of local Bellingham and Whatcom County artists. Our new office tour video features our Barkley location, and is designed to give our out-of-town clients and colleagues a glimpse into our home-away-from-home. We hope you have a chance to stop by, get a cup of coffee, and look around.

Open Monday-Friday, 9am-5pm.

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