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Who We Are

Your Financial Wellbeing is Our Priority.

Professional experience, measurable results

Schedule a call today.

We’re here to guide you through life’s success, challenges, and everything in between.

For nearly 30 years, we’ve been a valued partner to clients throughout the Pacific Northwest and have provided them with tailored advice to help them pursue their financial goals. We make it a point to get to know you so we can provide you with the guidance you need to make informed decisions.

Adaptable Solutions

Adaptable Solutions

We provide strategic wealth management solutions that flex and adapt to life's changes, allowing you to live your life while keeping your financial goals on track.

A History of Success

A History of Success

We have an extensive background in providing wealth management solutions for every phase of life.

An Experienced Partner

An Experienced Partner

Our clients feel secure with Maxem as their wealth management partner. When they call us, they get full-spectrum solutions, not just investment management.

Get to Know Us.

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Wes Borgstedt, CMFC, CRPC, CFP®

Wealth Advisor

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Janelle Bergstrom, ChFC

Wealth Advisor

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Skyler Martin, MBA

Wealth Advisor

Harry O White, III, CRPC | Wealth Advisor | Maxem Wealth Advisors

Harry O White, III, CRPC

Wealth Advisor

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Max Borgstedt

Advisor Assistant

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Ronda Boespflug

Client Services Associate

Penny Davis | Advisor Assistant | Maxem Wealth Advisors

Penny Davis

Client Services Associate

A Confident Choice for Wealth Management.

As your wealth management partner, we work hard every day to help you build a strong financial future.

Let's start your journey.
Maxem Wealth Advisors Team 2024

Grow with Us.

Are you looking for an opportunity to join a growing team? 

We'd love to hear from you.

CONTACT US TODAY

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Life’s a journey.  Let’s plan for it.

Maxem Wealth Advisors
7700 NE Greenwood Dr, Ste 100, Vancouver, WA 98662
(360) 787-7486  |  info@maxemwealth.com

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LPL Financial Form CRS

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

Any LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Maxem Wealth Advisors is not registered as a broker-dealer or investment advisor.

Wes Borgstedt

Founder & CEO

wes@maxemwealth.com
360-619-5350

 

I’ve been married to my incredible wife Brenda for 25 years. We share our life with our two wonderful kids, Max and Emily, who are both out of college.

My career as a financial advisor started shortly after college in 1995. As my practice grew, I realized the need to expand. In 1999, I was fortunate enough to create a partnership with a talented advisor and great friend, Janelle Bergstrom. This partnership continues to this day. Together and with an incredible staff, we work to help our clients build towards their financial goals.

Education
BS in Marketing, University of Idaho

Specialties
Life Transitions, Retirement Planning, Tax Planning Services

Licensure
Series 63, Series 65, and Series 7 (held through LPL Financial), Life, Health, Disability, and Long-Term Care

Professional  Designations
Certified Financial Planner (CFP®), CRPC, CMFC

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Janelle Bergstrom

Founder & CEO

janelle@maxemwealth.com
360-787-7481

 

As one of the founding members of Maxem Wealth Advisors, I have been part of the team for over twenty years. I wear many hats, handling the practice’s day-to-day operations, running financial plans, and providing balance to Wes—to name a few! I have witnessed the power of financial planning over the years and love walking clients through the multiple stages of life as they pursue their goals.

I hold the Chartered Financial Consultant (ChFC) designation and both the Series 7 and 66 licenses through LPL Financial. With 25 years of experience in financial planning and investment management, I bring a wealth of knowledge and expertise.

Aside from serving our clients, I enjoy hiking with my husband, traveling with our two daughters, or making financial plans for fun (😂). I am an active member of the Camas community and can often be found at sporting events and community gatherings throughout the year.

I am married and have two grown daughters. I was born and raised in Camas, Washington. I began my career in 1996, and Wes and I joined this partnership in 1999. In 2016, I earned my Chartered Financial Consultant designation. Some of my favorite hobbies include hiking, camping, gardening, and cooking.

Licensure
Series 6, Series 66, and Series 7 (held through LPL Financial) Life, Health, Disability, and Long-Term Care

Professional Designations
Chartered Financial Consultant (ChFC®)

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Skyler Martin

Wealth Advisor

skyler@maxemwealth.com
360-726-5787

 

I have been a member of the team for over two years. Originally from Vancouver, I pursued my education at the University of Montana, earning a Bachelor’s in Economics and a Master’s in Business Administration. During my time at the university, I played offensive line for the Grizzlies, which honed my strong work ethic and competitive spirit.

In addition to my academic achievements, I’ve gained practical experience through a two-and-a-half-year stint as a financial intern, delving into the intricacies of financial planning and investment management. My passion lies in assisting motivated individuals who are committed to pursuing their goals and providing them with the necessary advice and strategies to pursue their aspirations.

Outside of my professional pursuits, I find joy in spending quality time with my wife and actively participating in our local church community. I also love fly fishing and exploring new waters whenever I can. I am a member of the Ridgefield and Woodland Chamber of Commerce and enjoy giving back to my community.

Education
BA Economics + MBA University of Montana

Specialties
Life Transitions, Retirement Planning, Tax Planning Services

Licensure
Series 66, Series 7 (held through LPL Financial), Life, Health, Disability, and Long-Term Care

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Harry O. White, III

Wealth Advisor

harry@maxemwealth.com
360-619-5351

 

I’ve been blessed with three beautiful daughters, Meghan, Emma, and Ellie, who are all out of college.

My career as a financial advisor began in 1999. I started with Waddell & Reed and worked with that firm until LPL Financial purchased us in 2021. As my practice has grown, I realized the need to merge with a great team that I have worked with since 1999, Maxem Wealth Management, in 2024. I have been fortunate enough to have been graced with a partnership with talented advisors and good friends Janelle Bergstrom and Wes Borgstedt. This partnership continues to this day. I thoroughly enjoy being a part of the team with their incredible staff, working together to help our clients build towards their financial goals.

Education
BS in Business Administration and Marketing, Portland State University

Specialties
Life Transitions, Retirement Planning, Tax Planning

Licensure
Series 66, Series 7 (held through LPL Financial), Life, Health, Disability, and Long-Term Care

Professional Designations
CRPC, CPRS

Harry O White, III, CRPC | Wealth Advisor | Maxem Wealth Advisors
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Max Borgstedt

Administrative Assistant

max@maxemwealth.com
360-787-7483

 

I’m an Administrative Assistant who grew up in the Ridgefield area. I recently graduated from the University of Idaho with a bachelor’s degree in marketing. I’ve been part of the finance world for about eight months, benefiting from the team’s wisdom and making my contributions.

With my background in Marketing, I bring a mix of creativity and strategic thinking to the table. My strengths are crafting compelling stories and navigating the digital landscape. I’m passionate about effective communication and top-notch customer service.

When I’m not working on marketing strategies, I enjoy exploring the beautiful outdoor destinations of the Pacific Northwest, from lush trails to mountain vistas. Whether it’s tackling marketing challenges, exploring new trails, or providing exceptional service to our clients, I’m excited about every step of the journey!

Education
BS in Marketing, University of Idaho

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Ronda Boespflug

Client Services Associate

ronda@maxemwealth.com
360-787-7490

 

I entered the financial services industry in 2000, initially working as a division office administrative assistant, where I gained valuable experience. This experience helped me transition to my current position with Maxem in 2007 as an advisor administrative assistant. My primary responsibilities include preparing and reviewing account paperwork, processing operations support, and providing friendly, ongoing client service.

In my free time, I enjoy spending time at our lake cabin, adventuring around the Pacific Northwest in our travel trailer, attending concerts, wine tasting, and just about anything that involves spending time with friends and family and making new memories.

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Penny Davis

Client Services Associate

penny@maxemwealth.com
360-787-7493

 

I entered the financial services industry in 2023 through a happy accident. After spending my entire career in the retail sector, my good friend Harry White, an LPL financial Advisor, reached out and asked me if I’d be interested in working for him as an administrative assistant.  I said yes and haven’t looked back since. I’ve learned so much and thoroughly enjoy working in this industry. I feel extremely fortunate to be working alongside Wes, Janelle, and their team at Maxem!

I am an avid camper, hiker, and outdoors enthusiast. I also love spending time with my husband and a menagerie of pets. I’m also passionate about children. My husband and I spent many years as foster parents, and we continue to advocate for foster children to this day.

Penny Davis | Advisor Assistant | Maxem Wealth Advisors
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