Mindy Tabor, FPQP<span>®</span>

Mindy Tabor, FPQP®


Mindy joined our team in June of 2022 as an Administrative Assistant, but quickly proved herself and was promoted to a ParaPlanner and acquired her Paraplanner Certification (FPQP®) in November 2022. Mindy will be taking the next steps in starting courses to prepare her for the exams required to become a CERTIFIED FINANCIAL PLANNER (CFP®) in the near future.

Mindy brings with her many years of experience working at Whatcom Community College where she worked in the Business Office for 14 years assisting in the Accounting Department as well as assisting students. Mindy enjoys getting to know all of our amazing clients while preparing the most accurate financial plans. She is very excited for the next step in becoming an advisor.

2 Years of Experience