Broker Check

Team

Jodie Beatty, CRPS

Financial Advisor

360-714-3378

360-255-5195

beatty@wradvisors.com

I first joined Waddell & Reed in 2001 and began my own financial advisory practice in 2006. I was drawn to this work because in my heart I knew that through this practice, I would be able to help people organize their financial lives...

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Elizabeth Bierman

Operations Coordinator

360-714-3378

360-255-5195

ebierman@wradvisors.com

    

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Craig Cooper

Financial Advisor

360-714-3378

360-255-5195

cooper@wradvisors.com

I grew up in the suburbs east of Seattle, and came to Bellingham to go to WWU. I spent the early years of my career working at and around the sea. I founded and ran a successful marine services business, I've raced sailboats offshore,...

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Travis Shaflik

Advisor Associate

360-714-3378

360-255-5195

tshaflik@wradvisors.com

I grew up in Federal Way, and came to Bellingham to go to Western, but at first wasn't sure I would stay here. Life has a way of intervening, and since I moved to Bellingham a number of things have happened that convinced me to stay. I...

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