Meet Our Staff

Most of my working career has evolved around banking and retirement/investment advising. 

  During my 20’s I managed a mortgage loan department at First Wisconsin National Bank. 

After moving to Bellingham, during my 30’s and 40’s I worked closely with employees and clients with their retirement planning and investment decisions.  The most important thing I learned during the past 30 years was that every person has different feelings and goals related to money and their life in general. 

 During this time I also realized and appreciated that my job was to listen to what was important to my clients, ensure they understood what their options were, and then lead them in the direction to accomplish their goals and objectives. 

I have also realized during the last three decades that I have a passion for real estate.  I have owned and remodeled several homes and, as with “retirement planning and investments”, I have learned that every person’s real estate goals and objectives whether it be their “home” or “investment property” are different.