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Bellingham Financial Advisors and Colleagues

Bellingham Financial Advisors and Colleagues2018-08-20T15:23:49-07:00

Bellingham Financial Advisors Our Colleagues

Bryant

Bryant J. Engebretson, CFP®, CLU®, ChFC®, AIF®, AEP®, CASL®
Managing Principal
bryant@tradewinds.com
Cell: 360.319.2595

CRD#2443248 FINRA Broker Check
BrightScope Information

Kyle

Kyle B. Jackson, CFP®, AIF®, CLU®
Investment Manager
kyle@tradewinds.com
Cell: 360.739.9697

CRD#5125808 FINRA Broker Check
BrightScope Information

Sally

Sally A. Veum, CPA
Chief Financial Officer
sally@tradewinds.com

Krista

Krista L. Williams
Client Service Specialist
krista@tradewinds.com

Kyra

Kyra Johnson
Client Service Specialist
kyra@tradewinds.com

Telephone us

Send us an email

Request an appointment

Telephone us

Bellingham

360.715.9000 phone
877.900.0750 toll free
360.715.9001 fax

Shoreline

206.533.0500 phone
8885338148 toll free
206.533.0525 fax

Email us

BELLINGHAM

Bryant J. Engebretson, CFP®, CLU®, AIF®
bryant@tradewinds.com

Kyle B. Jackson, CFP®, CLU®, AIF®
kyle@tradewinds.com

Sally A. Veum, CPA®
sally@tradewinds.com

Krista Williams
krista@tradewinds.com

SHORELINE

Mark R. Anderson AIF®
mark@tradewinds.com

Colin H. Gray
colin@tradewinds.com

Tressa L Smith
tressa@tradewinds.com

Request an Appointment

BELLINGHAM

In the Bellingham office please contact Cindy L. Plagerman at 360.715.9000 or email cindy@tradewinds.com to schedule an appointment with Bryant J. Engebretson or Kyle B. Jackson.



SHORELINE

In the Shoreline office please contact Tressa L. Smith at 206.533.0500 or email tressa@tradewinds.com to schedule an appointment with Mark R. Anderson or Colin H. Gray.

BELLINGHAM
2211 Rimland Dr. #401
Bellingham, WA 98226

360.715.9000 phone
877.900.0750 toll free
360.715.9001 fax

Hours
Mon-Fri 8:00 - 4:00pm
Sat by appointment
360.319.2595 after hours

LOCATION

2211 Rimland Dr #401
Bellingham, WA 98226
P: 360.715.9000

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