About WBH Financial Services
Our Mission
Our Philosophy - Goals Under Management
Our approach shifts the conversation from "Assets Under Management" to "Goals Under Management." As we develop your unique vision of “The Rich Life,” our process looks far beyond the numbers on a financial statement or tax return.We integrate your values, beliefs, and principles into a planning process that results in more than just a document—it creates a way to intentionally manage your financial life as a seamless part of your overall life goals.
“The purpose of life is not to be happy. It is to be useful, to be honorable, to be compassionate, to have it make some difference that you have lived and lived well”.
- Ralph Waldo Emerson
Financial Peace for Every Milestone
We are here to eliminate financial stress.
About the team
Brent Hamilton
CFP® Founder, Financial Planner,
CFP, CDFA, BFA, AFC, and CTA
After graduating from Portland State University with a dual major in Economics and Finance, Brent Hamilton founded WBH Financial Services. While attending college, Brent assisted in his father’s income tax preparation business. This experience provided his credentials to become a Licensed Tax Consultant which allowed him to make tax consultation and preparation an integral part of his financial planning business.
Daysha Bailey
Chief Amazement Officer
Enriching client engagement & experience
Daysha grew up on the North Oregon Coast and began serving her community early by volunteering at a nonprofit medical clinic that supported underserved rural populations. That experience shaped her commitment to helping people and led her to Portland State University, where she studied finance to build the skills needed to make a practical difference.
For nearly a decade, Daysha worked in retail banking and commercial real estate lending, developing deep financial expertise and a people-first approach to client service. Those roles taught her how to translate complex financial information into clear, actionable plans and how to guide clients through important decisions.
Today, Daysha brings that blend of financial know-how and a genuine desire to help others to WBH Financial Services. She works with individuals and families to create realistic financial plans, reach meaningful goals, and improve their financial lives with clarity, care, and confidence.
Lana Sanderson
Operation Ninja & Growth Marketing Manager
Lana Sanderson joined WBH Financial Services in February 2024, bringing a distinctly Canadian perspective to the team. With a Bachelor of Business Operations from DeVry University, Lana offers a diverse professional background spanning construction consulting, sales, and office management.
Driven by an entrepreneurial spirit, Lana previously launched her own venture with the goal of helping others enrich their business practices and personal lives. She now brings that same proactive energy to WBH Financial Services, where she leverages her sales coordination expertise to streamline internal systems while overseeing the firm's digital engagement, newsletters, and campaign initiatives.
Lana plays a key role in nurturing relationships with prospective clients and developing high-quality deliverables, all while ensuring the team stays focused on strategic growth.
Outside of the office, Lana thrives in the outdoors. You can usually find her hiking, biking, camping, or paddleboarding with her family in the great Canadian wilderness.
Discover how we can work together
"Our commitment to you, is to remove financial stress, whether planning for the financial needs of starting a family, the purchase of a home or planning for retirement.
We have helped families plan for the care of young or older loved ones with special needs."