4311 Parkhurst Dr.
Risk Tolerance: What’s Your Style?
Retiring in a Post-Pandemic World
Dreaming Up an Active Retirement
Encore Careers: Push Your Boundaries
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.
Social Security: Two Benefit Strategies Eliminated
Assess Life Insurance Needs
The Real Cost of a Vacation Home