4311 Parkhurst Dr.
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4311 Parkhurst DriveBellingham, WA 98229
Meet the Team
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.
I offer a full library of resources to help boost your financial planning knowledge.
Self-Employed Retirement Plans
The Junk Drawer Approach to Investing