4311 Parkhurst Dr.
Retirement and Quality of Life
4 Elements of an Estate Strategy
The Wild West of Data Theft
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: Five Facts You Need to Know
Healthcare Costs in Retirement
The Latte Lie and Other Myths