Broker Check

Our Team

Local Advisors. Local Values.

Our team has 40 years combined of working in finance here in Bellingham. 

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Nicole Burdick, AAMS

Financial Advisor



I'm blessed to live in the beautiful Pacific Northwest with my husband Josh, who runs a local video production business. We became parents in 2017 and are loving raising our sweet, friendly, strong-willed little girl. We enjoy running,...

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Scott Caldwell

Financial Advisor


Scott Caldwell has been a Financial Advisor with Waddell & Reed for the past 13 years. He works with clients/businesses to plan for retirement, insurance and estate planning needs throughout Washington State and several other states....

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Marvin DeGraaff, CFP®

Financial Advisor


Marvin was born and raised in Whatcom County near Lynden, graduating from Lynden High School. He earned his BA from Washington State University, and is a lifelong loyal Coug. After working for state parks for several years, he started...

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Meredith Mitchell

Advisor Assistant


Meredith recently joined our team after taking some time off to focus on being a mom. She's got some great experience and we believe she is going to be a huge asset to our team, helping us take amazing care of the clients we love so...
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