Our Team
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Gene Bell is the Principal and CEO of Gene Bell & Associates, Inc. He provides personal and business tax preparation and planning; as well as wealth management services. Gene is an Enrolled Agent (EA) with the Internal Revenue Service and is also a Certified Financial Planner(CFP)®. He is an Accredited Tax Preparer (ATP) with the Accreditation Council for Accountancy and Taxation, an Investment Advisor Representative through H.D. Vest Investment ServicesSM, and is Insurance licensed in the state of Washington and Oregon. He is a past president and a current member of the Washington Association of Accountants (WAA). Other memberships include the National Society of Accountants (NSA), National Association of Enrolled Agents (NAEA), Financial Planning Association (FPA), and the American Institute of Professional Bookkeepers (AIPB). He is also a Mentor in the Field Leaders Program with HD Vest Investment ServicesSM. Gene is a practiced public speaker. He has presented entertaining, instructional and informative presentations to several professional organizations at both the State and National level. He is an NSA featured speaker at the IRS Nationwide Tax Forums. Born in Ohio, Gene is a veteran of the US Army; he enjoys fly-fishing, golf, and spending time with his wife Brenda. Favorite authors include Groucho Marx, Steven Covey and John Maxwell. |
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Seth Lake is our Wealth Management Advisor. He holds his series 66 and 7 licenses, and is Insurance licensed in the states of Washington and Oregon. A graduate of Washington State University, Seth spent three years in the wealth management division of a large, international firm. Desiring a more interactive relationship with clients and missing the liquid sunshine, Seth returned to his home state and joined Gene Bell & Associates in 2010. Seth's background in financial services covers the spectrum from personal and business retirement planning and asset allocation modeling to family protection, legacy and estate planning, as well as education funding. Seth loves to spend time with his family and friends, as well as reading, cooking, and numerous outdoor activities. |
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Heidi Henderson leads our Financial Services Department as our Financial Services Coordinator, under the direction of Gene. She holds her Series 6 and 63 securities licenses and manages financial planning administrative functions including account setup, maintenance, correspondence, and mutual fund trading. She is Insurance licensed in the state of Washington. Heidi is a Registered ParaplannerSM (RP®) designee through the College of Financial Planning. She has practical knowledge in areas such as the financial planning process, personal financial statements, cash flow management, time value of money, equities and debt instruments, tax planning, retirement planning, and estate planning. Heidi is an Accredited Tax Preparer (ATP) with the Accreditation Council for Accountancy and Taxation and well versed in basic bookkeeping functions. A long-time Bellingham resident, she joined the firm in 1999. Her many loves include cooking, travel, reading, foreign films, and running. |
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Becki Lawson heads our Accounting & Write-up Department and is our Full Charge Bookkeeper. She joined Gene Bell & Associates in 2007 with 12+ years of experience. She is a member of the Washington Association of Accountants, The American Institute of Professional Bookkeepers, the National Society of Accountants, and she is a QuickBooks ProAdvisor and Certified Bookkeeper. After studying Vocal Performance, Musical Theater, Architecture, & Interior Design, Becki earned a degree in Zoology with a minor in Chemistry from Eastern Illinois University. She has been a Corporate flight attendant, managed restaurants, and owned three businesses. Becki is an avid volleyball player and fisher (wo)man, She enjoys singing, dancing, fine food & beverages, and staying busy. |
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Jenelle O’Brien is our Front Desk Coordinator and Executive Assistant. She is your first point of contact. Jenelle is responsible for greeting clients and visitors, maintaining our database and files, and coordinating administrative support for the team. She also works on various projects as needed to assist in making sure the office runs smoothly. Jenelle joined Gene Bell & Associates in 2009. Jenelle is a long-time Bellingham resident. She brings with her an extensive history of administrative and customer service experience. She graduated from Western Washington University in 2008 with a Bachelor of Arts in Psychology. In her free time she enjoys spending time with her family and friends, playing outdoors, and reading. |
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Jennifer Williams | Marketing Coordinator |
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Jennifer Williams, an organization enthusiast, is our Marketing Coordinator. Jennifer joined our team in 2009. She aides the Gene Bell team, ensuing order and organization in preparation for tax season. Born and raised in Bellingham, Jennifer graduated from Bellingham High School. She later went on to attend the Fashion Institute of Design and Merchandising in Los Angeles, California, where she graduated with an Associates of Arts degree in Merchandise Marketing. Jennifer's marketing studies and extensive Customer Service background has enable a smooth transition at Gene Bell & Associates. Jennifer enjoys traveling, cooking, competitive sports, reading, and pop culture. |
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