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Meet Cassandra

A Southern California Transplant

A Southern California Transplant

No one told me it snows here…. My husband and I relocated to Bellingham from sunny Southern California in August 2005. We arrived at the height of a quintessentially gorgeous Pacific Northwestern summer. It was a tremendous surprise, at least to me, when the following November white stuff began falling out of the sky. I’ve since recovered from that shock and am I am very happy to call Bellingham home.


After beginning in the financial industry in an administrative role, my financial advisor career began with Edward Jones in the summer of 2012. For eighteen months I hit the pavement and knocked on doors, lots of doors, in an effort to introduce myself to our community. (This is the Edward Jones method of prospecting. It also is an exercise in character building.)


In the spring of 2014 I moved my practice to Waddell & Reed so I could offer comprehensive financial planning to my clients. I earned my CERTIFIED FINANCIAL PLANNER® certificate in 2015.


I am passionate about financial planning. Financial planning is the process of capturing your entire financial life, making sense of where you are now, figuring out where you would like to be later and then putting together a plan to help get you there.


Regardless of your life stage, income or goals, I can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.


As a financial advisor, I offer investments, access to insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, I can help.


I believe the single most valuable thing you can do now is to take action and start planning for the future you would like to have for yourself and your family.

Waddell & Reed is not affiliated with any other entities referenced herein.  05/19

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