Broker Check

Why Jodie?

to build your financial foundation

 

I am proud and feel very lucky to call Bellingham my home for over 17 years. In 2003, I married Bryan, who is a Math teacher at Fairhaven Middle School. We have two sons and our dog, Chela. In my free time, my husband and I pour our energy into restoring our 1930s Dutch Colonial home while chasing our boys around Bellingham. I enjoy trail running, biking, yoga, gardening, and simply hiking the trails in Bellingham and Whatcom County with friends.

I earned a Bachelor of Arts in Business Administration / Finance from Western Washington University in 2000 and was hired as an assistant to an advisor in 2001. I became a registered representative in 2004 and earned my Chartered Retirement Plans Specialist (CRPS) from the College of Financial Planning in 2009.



I am currently growing my practice as a Financial Advisor with Waddell & Reed, Inc. to provide services and ongoing support to clients. I am a member of the Women's Professional Network and co-founded Whatcom Young Professionals (WYPS). I also volunteer as a virtual mentor to WWU students.

I look forward to visiting with you and seeing how I can be of service. Please contact me today to set up a complimentary, no obligation consultation.

 


Waddell & Reed, Inc. is not affiliated with any of the organizations listed herein.


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