Heidi rejoined Gene Bell & Associates in 2019 after moving back to Bellingham from Arizona, where she lived for four years. She originally started with Gene Bell & Associates team in 1999. Heidi brings with her several years of knowledge and expertise in the areas of tax and administrative financial planning functions and has held various securities and insurance licenses as well as tax and financial para-planner designations.
Heidi has pertinent knowledge in the financial planning process, personal financial statements, cash flow management, time value of money, equities and debt instruments and tax, retirement, and estate planning. She currently supports our tax department.
A Bellingham native, Heidi's many loves include cooking, traveling, reading, exploring Whatcom County with her dog Dot, and yoga.