Board of Directors
Chairman of the Board
Paul Bertrand Ellis, President and Managing Director, Ellis Wealth Management is an accomplished 25 year financial industry veteran. In addition to various investment and insurance licenses, he holds certification as a Certified Investment Management Analyst (CIMA®) through IMCA and the Wharton School of the University of Pennsylvania. In his practice, Paul provides a values-based approach focusing on high net worth wealth management. Professional service and open communication make Paul a personal advocate and passionate client portfolio director. Paul is an active member of the Investment Management Consultants Association, and member of the Wells Fargo Advisors Financial Network. His volunteer activity has included serving as Co-Chair of the U.W Foster School of Business’ Center for Entrepreneurship and Business Development, and Past-President of the Office of Minority Affairs Friends of the Educational Opportunity Program at the University of Washington. Paul participates in various local community projects and initiatives. Seattle Magazine and Five Star Professional named Paul to The Best Wealth Managers List for the 5th time in 2017 and was named among America’s Most Honored Professionals by American Registry.
Sherri Bear is the owner and chief financial operator of Accuracy Plus Bookkeeping and has been in business since 2010. Although she has an office in downtown Snohomish, she has many clients (businesses) in the Mukilteo area and has been an active member of the Chamber for six years and enjoys the business community and all that it has to offer. Accuracy Plus Bookkeeping is a full service that offers extensive office management and operations, such as full charge bookkeeping, year-end reporting and quarterly ayroll/excise taxes. Sherri enjoys traveling with Frank, spending time with family, including two grandsons, and recently adopted a new puppy named Maxwell.
Phil served in US Navy Sea Bees 1966 to 1970 and duty in Vietnam. He graduated with a degree in Accounting from the University of Hawaii in 1973. Phil serves as the treasurer of the Mukilteo Chamber of Commerce and the Japanese Gulch Group. He is a firm supporter of small businesses and being a good environmental steward. His hobbies, include restoring a 1961 Impala and a 1946 Willis Jeep. He does wire feed welding an all body and mechanical work. He does major renovation on their rental property. Phil has been married 38 years to Faith and has three children and three granddaughters. He has lived in Mukilteo for 22 years. Phil and Faith enjoy camping and traveling.
Mimi Landsberg, CPA
Mimi Landsberg, CPA is an Old Town, Mukilteo based Certified Public Accountant who specializes in Accounting and Bookkeeping Services for Businesses, Non-Profits as well as Individuals. Ms. Landsberg has been a CPA for more than 30 years and enjoys working with small businesses and individuals. Mimi is a graduate of California State University, Los Angeles with Bachelor of Science in Business Administration. Ms. Landsberg has lived in Mukilteo for 13 years. She is an active member in the Mukilteo Community having served on several non-profit boards including the Mukilteo Farmers Market, Mukilteo Chamber of Commerce and Mukilteo Lighthouse Festival. In her free time, Mimi enjoying traveling, crocheting, attending art festivals as well as spending time with her family.
Director of Special Projects
Matt Martin was born in Tucson, AZ and raised in Normal, Illinois. He moved to the Pacific NW in 1989. He graduated Oregon State University in 1995. Matt moved to Mukilteo in 1999 and opened his State Farm Insurance office in 2000. He has been with State Farm for 24 years. Matt is married and has two daughters. Matt has served on the YMCA board for 10 years and is currently on their Endowment committee. He was the charter Vice-Chair of the Mukilteo Lighthouse Festival Association. He has been a member of the Mukilteo Chamber and served on the board of directors since 2000. He is currently serving his 5th term as Chairman Of The Board. He is a Past President and member of Mukilteo Kiwanis. He is President of the Mukilteo Police Department Association and a Mukilteo Police Department volunteer.
As an Edward Jones financial advisor, I believe it's important to understand what clients are working towards. I can help determine the most appropriate financial and retirement savings strategy for more options at retirement. My Edward Jones career began in 2012 as a financial advisor in Mukilteo. A 2002 graduate of Central Washington University, I hold a bachelor's degree in Business Administration Management. In 2014 I participated in the Edward Jones Future Leader's program and was recently appointed as a Field Trainer to help new financial advisors. My wife Angel and I have two daughters. I have lived in Snohomish County since 1979. I enjoy golfing, traveling and spending time with family and friends.
Steve grew up in the Bellevue area and has lived in Kirkland since 1978. He graduated from the University of Washington with degrees in Architecture and Civil Engineering. As an engineer with Kpff he designed many commercial developments in the Puget Sound region and Technology Corridor, north of Bothell, before moving into Real Estate development. He spent over 20 years involved in residential and commercial development within Harbour Pointe with Harbour Pointe Limited Partnership. Beginning in 2005, relocating and restoring 11 - 1923 craftsman homes, in north Everett, kept him quite busy before engaging in real estate work for the Port of Everett in 2009. He currently manages the Marine Terminals capital improvement projects for the Port of Everett. Most free time is spent outdoors hiking, skiing, fishing or playing tennis.
I remember how difficult the college application process was when I was in high school. I was overwhelmed by the number of choices, all of the different applications and what I needed to do in terms of financial aid. There are a lot of great high school counselors, but I did not have one of them. I was at the receiving end of some poor advising and it cost me time and money. (Even if you have one of the great counselors, Washington State has one of the worst counselor-student ratios in the United States.) As frustrating as my experience was, it sparked a drive in me to help other students. I decided that no matter what the arena, I wanted to go into some sort of educational advising. I worked as a private college admissions advisor for a few years and then as an international student advisor at a community college. I returned as a student to higher education and completed a Master’s degree in Education in 2012. Rather than returning to a college position, I reopened my practice as an independent college admissions advisor. I live in the great City of Mukilteo with my husband and two Golden Retrievers. I am an active member of the Kiwanis Club of Mukilteo. Working with students and being involved in my local community is where I thrive.
Our family roots go back several generations in Mukilteo. I feel fortunate to have lived in this fine community for most of my life. I like the fact that everyone who visits our beautiful area wants to enjoy the same quality of life. When people do relocate here, a Real Estate Broker of 32 years, I feel proud to show them the many treasures we hold so dear. Earning my Real Estate license in 1982 and having practice full-time since 1985 allows me the opportunity to serve clients with the thing most near and dear to them: their home. I have enjoyed serving the community through coaching kids at the Mukilteo Boys and Girls Club, teaching Junior Achievement, food drives, litter and graffiti control. Other areas of interest include supporting non-profits such as KSER 90.7 radio, Amnesty International as well as financial support to several other community organizations.
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