We all have goals, but without specific next steps, they can drift and become vague. Financial goals are often about lifestyle. Whatever your goal is, whether spending time with family, traveling the world, or getting lost in a good book, I am grateful for an opportunity that allows me to help. I enjoy personally connecting with my clients and members of my community and will be at your side adjusting your personalized strategy to reflect your new goals.
I was born and raised here in Whatcom County. I grew up in Bellingham, WA with my four older brothers in a neighborhood that my family has lived in for the past four generations. I have served my community by living at and working with multiple fire departments. During my time with them, I met my wonderful wife, Christine. I found I had a unique perspective on finances and retirement due to my community involvement. This led me to pursue a rewarding and fulfilling career with Edward Jones.
When I'm not in the office, you can find me enjoying the outdoors, spending time with family and hitting the mountains whenever possible. We look for every opportunity to get outside, enjoying sports of all seasons - especially skiing.
I look forward to the opportunity to get to know you and learn about your financial goals. Give me a call and let's talk!
- Business Retirement Plans
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
My Personal Interests
- Outdoor Enthusiast
Office Address6912 Hannegan Rd
Lynden, WA 98264
Phone NumberKellan Herndon at (360) 306-3542
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