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Why Jodie?

 

Jodie began her Bellingham Waddell & Reed practice in 2005.  She likes to work with educators, business owners, and families who want help understanding their retirement plans, investment strategies, and college savings options. 

She is married to Bryan, a Math Teacher at Fairhaven Middle School, and they are raising two active boys.  Outside of the office, you’ll find her digging in her garden, practicing yoga, tinkering on a house project, or hiking and biking on the trails of Whatcom County.

Jodie is a Western Washington University Alumni Lifetime Member.  She is WWU Virtual Mentor to business students, and also volunteers in the classroom at the Bellingham Public Schools.  She was a co-founder of the Whatcom Young Professionals (WYPS) back in 2006 - a division of the Bellingham Whatcom Chamber of Commerce.

She has her Series 7 and 66 securities licenses, and insurance license. In 2009 she earned her Chartered Retirement Plans Specialist (CRPS) designation, and continues her ongoing education.

It all starts with a conversation. Call her today to set up a complimentary, no obligation consultation at the Fairhaven office or by phone 360-714-3378. 



Located in Fairhaven of Bellingham, WA

 

Parking available in the lot, or in one of the two designated spaces in the old drive thru labeled "107"; just park over the arrow either forward or backward.

We have a team of four working in the Fairhaven office: Jodie, Beth, Craig and Travis. We collaborate on projects to make sure we look at a client's situation from every angle, bringing in each of our talents to make solid recommendations for a client's financial foundation. 

 

We have an open-concept workspace to collaborate, and meet with clients in the private conference room during meetings. The garage doors open to a courtyard for warm-weather events. 

 

Even though our desk spaces are open, we take upmost precautions in protecting our clients' information (some of which by using computer monitor privacy screens).

 




Photo taken at Arroyo Park in 2013 - one of Jodie's favorite family hiking trails




Waddell & Reed, Inc. is not affiliated with any other entities referenced.  (04/20)