Helping Clients Succeed Financially

After starting my career as a Financial Consultant in 1999 with RBC Wealth Management, I joined Wells Fargo Advisors in 2007. I hold dual degrees from Western Washington University a bachelor’s and an MBA from the College of Business and Economics. My industry designations include CERTIFIED FINANCIAL PLANNER® certification and Certified Investment Management Analyst™. Currently serving on the Investments & Wealth Institute™ Professional Review Board. As a prior volunteer from 2014-2023 for the Western Washington University Foundation Board, I chaired the Investment Committee and served on the Finance Committee. In my community I served on the board for Northwest Youth Services from 2007 to 2015. Originally from Forks Washington. I still have strong ties to my hometown community. I frequently travel to the Olympic Peninsula to visit family and friends. In my free time, I enjoy reading, cooking, entertaining and traveling to sunny destinations in the United States and coastal Mexico.
CA Insurance License Number: 0H41638. Resident State WA.

After a successful career in Public, Utility, and Governmental Accounting I became a Financial Advisor. Currently a non-practicing CPA, I’ve drawn on my years of experience serving clients' financial needs to help clients of Wells Fargo Advisors. I hold a bachelor's degree in Business Administration with a minor in Accounting from Western Washington University as well as the Chartered Retirement Plan Specialist® and Accredited Investment Fiduciary® designations. I have served on committees at church and am a former officer of the Anchorage Estate Planning Council. Deb and I have two adult sons and enjoy spending time with their families. My passion outside of work is winter sports, and spending time at our cabin in the woods.
CA Insurance License Number: 4100674. Resident State AK.

After completing a Bachelor’s Degree in Economics from Western Washington University in Bellingham, WA, I entered the financial services industry and have been actively listening to, helping, and serving individual and business clients ever since. A lifelong learner, I hold the Accredited Investment Fiduciary® and Chartered Retirement Plan Specialist® designations, and am currently studying Spanish. My free time is spent reading, hanging out with family and friends, traveling internationally, hosting out of town
visitors, and crafting. I am grateful for the beauty of the natural world and enjoy each and every season relaxing or working at our rustic cabin. Active in children’s ministries at church, and serving as a board member at The Food Bank of Alaska for many years has expanded my sense of community and connected me to many wonderful people. Alan and I are delighted and proud of our two grown sons and their families.
CA Insurance License Number: 4100669. Resident State AK.

With more than 20 years of financial services experience, Jennifer strives to provide each client with personalized attention and solution-oriented service. While completing her Bachelor of Science degree at Western Washington University, Jennifer began her financial services career at Piper Jaffray, and joined Wells Fargo Advisors in 2000. She maintains her Series 7, 63, and 65 securities registrations, as well as insurance licenses in several states. Away from the office, Jennifer enjoys spending her time practising classical guitar, learning piano, and camping with her family. Jennifer and her husband Andrew have lived in Bellingham since their marriage in 2004, and are kept busy raising their three teenaged children.
CA Insurance License Number: 0H89075. Resident State WA.

Tara entered the finance industry directly out of college in 2006. She holds a Bachelor’s Degree in Finance and a Bachelor’s Degree in Public Relations from Syracuse University. In 2007, she joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors. Tara focuses on providing exceptional service to clients. She is an active member of the Anchorage ERISA Forum and maintains her Series 7 and 63 securities registrations. Tara and her husband grew up in upstate New York but they now call Alaska home where they are enjoying raising their three children. In her free time, she enjoys visiting with friends, traveling, and watching her daughters on the soccer field.

Mariah entered the financial services industry in 2021 when she joined Wells Fargo Advisors. As the newest member of the team, she works closely with all members of our team, keeping our administrative and operational needs flowing smoothly, and working towards her FINRA Series 7 securities registration. Mariah was born and raised in rural Alaska and has lived in Anchorage since 2019. Outside of the office, she loves any activity in nature, crocheting, baking, and visiting with friends and family.