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Meet Cassandra

A Southern California Transplant

I grew up in the San Diego area, graduated from UCLA in 1984 with a BA in History and in 1995 obtained my MBA from San Diego State University.

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. LPL Financial acquired Waddell & Reed (and me) in 2020. I have been pleased with the transition and am happy to continue taking care of my clients’ investment and financial planning needs.

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.

My other passions include trail running, gardening, fly fishing (when I have time), outrigger paddling, Labrador Retrievers and my husband and life partner Norm.

My Community

My Community

Fourth Corner Fly Fishers (local fly fishing club) I’ve been an active member since 2014, held a Directorship position on the Board for two terms and spear headed the Club’s biannual Conservation Auction event.

Bellingham Bay Outrigger Canoe Club (BBOP) I’ve paddled two seasons with this glorious group of people (my Ohana) who bring a touch of Aloha to the Pacific Northwest.

I find great joy in the things I do. Otherwise, why do them? Time is fleeting and it is my philosophy to wring every ounce of meaning out of it. I encourage my clients to do the same by taking the time to plan for the best possible outcomes in their future.

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