Who We Are

WHO WE ARE

con.sil.i.um

A council of wise advisors

Empowering you to confidently make financial decisions, based on your values, so you can boldly pursue your financial goals.

Our Team Approach

We focus on connecting your values, dreams and goals with a tailored plan designed to help you pursue them.

Our goal is to be your financial partner. We want to build a relationship where we can celebrate your victories with you.

No matter where your journey begins, we are passionate in supporting you, so you can experience the future you desire.

Scott Caldwell

LPL Financial Advisor

Scott Caldwell

LPL Financial Advisor

scott@consilium-financial.com

360-714-3373

A financial plan is the key to a confident financial future.

I have worked in this industry for over 15 years and continue to see that people don’t have a plan – either they save because they are supposed to or put it off.

Goals, like saving for retirement, being able to take care of yourself after your working years, and planning for what happens when you are gone, are dismissed as being so long off.

After seeing this pattern repeatedly, I knew I’d found my calling:

To be the inspiration for people to have a path to a successful financial future.

Most people don’t know how to start. It may seem overwhelming or hard to understand. That’s where I come in, I make it easy for you.

Why I am suited to help you:

As a former teacher, I know that educating people on how to manage their money, plan for future goals and establish good savings habits are the key factors to a successful financial plan.

A strong plan can lead to a successful retirement, empower you to make good financial decisions, and give you confidence knowing you will be prepared for any surprises that may suddenly impact you.

My areas of focus:

Retirement Planning for Educators, Families, and Individuals
Investment Management
Company Retirement Plans
Business succession plans

Let’s Start Your Plan

About Me:

In 2004, I began my career as Financial Advisor working with Waddell & Reed and now own Consilium Financial, an independent advisory services firm through LPL Financial.

I graduated from Western Washington University with a degree in Secondary Ed and History and truly enjoyed educating kids. This is where my desire to help teachers understand their retirement started from.

Giving back is important to me. I’ve been involved with many different Non-Profit organizations in Whatcom County over the years including the WCYSA Soccer Board, the Big Brothers/Big Sisters Board (President for 3 years) and the Junior Achievement Board.

In my spare time you can find me playing soccer, running, hiking in the woods, and spending time with my wife Renee, my son Tristan and my daughter Kenzie.

Schedule with Scott

Meredith Mitchell

Advisor Assistant

Meredith Mitchell

Advisor Assistant

meredith@consilium-financial.com

360-714-3388

Guiding you through the process.

Helping others is something I truly enjoy. Planning for your financial future can sometimes feel overwhelming. I work alongside your advisor to help make the process as easy as possible. From gathering and filling out paperwork, to making sure all the details are monitored and completed, I am here to help make the process easy for you!

Reach out to me if you have questions regarding:

Online access and going paperless
Consolidating your Mailed Statements
General account updates and questions

Let’s Talk

About Me:

I grew up near Seattle then moved to Bellingham to attend Western Washington University where I earned my degree in Business Administration/Finance. I was lucky enough to land a store management position just out of college and began my first life selling shoes. Between the store and playing soccer, I met many friends and great Whatcom County folks, including many of you!

After tiring of retail hours, I enjoyed my time with two local companies working in customer service, program management and sales support roles. Much of that time was spent learning systems and migrating to new ones. That experience helped us all transition from Waddell & Reed to LPL!

Outside the office I have spent time volunteering on homeowner, soccer, and PTA boards, typically as Treasurer.

In my free time I enjoy playing soccer, hiking, traveling, and spending time with friends and family including my husband and two teenagers.

If you have questions, let's connect.

Schedule with Meredith

Caleb Statham

Advisor Assistant

Meredith Mitchell

Caleb Statham

Advisor Assistant

CALEB@CONSILIUM-FINANCIAL.COM

360-543-6794

Support That Grows With You

I’ve always found purpose in helping others find clarity and confidence, especially when navigating unfamiliar territory. With years of experience in customer support, I’ve learned how to listen closely, communicate clearly, and provide steady, thoughtful guidance. As an advisor assistant, I enjoy being a part of meaningful conversations and supporting both clients and advisors through each step of the process. I’m always learning, always growing—and always ready to help where I can.

Reach out to me if you have questions regarding:

Scheduling meetings with your advisor
Online access and going paperless
General account updates and questions

Let’s Talk

About Me:

I grew up in Whatcom County, where I learned the value of strong community connections and taking care of the people around you. That foundation has shaped both my personal values and my professional path. Over the years, I’ve built a career in customer support, where I discovered just how much I enjoy connecting with people, understanding their needs, and helping them find clarity in uncertain moments. There’s something deeply fulfilling about being someone others can rely on, and it’s a role I’ve always been proud to fill.

That passion for connection is also what draws me to the financial services world. Supporting clients through important financial decisions isn’t just about numbers—it’s about listening, building trust, and helping them feel confident in their next steps. My background in customer support has given me the tools to do just that: to meet people where they are, communicate clearly, and create a positive, thoughtful experience every time. I believe strong relationships are the foundation of great service, and I carry that belief into every interaction I have.

Outside of work, I enjoy keeping life balanced with a mix of hobbies that keep me active and engaged. Whether I’m out golfing, hiking local trails, reading a new book, or watching a great movie, I appreciate opportunities to unwind and learn something new. These interests help me stay grounded and bring fresh perspective to both my personal and professional life. At the heart of it all, I simply enjoy connecting with people—whether over financial goals, shared interests, or just a good conversation.

Schedule with Caleb