Rick Steele, CFP, CPA/PFS
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360-937-1396
Rick is the founder and President of Steele Financial Services. He was born and raised in Indiana, graduating from Indiana University in 1977. In 1980 he moved to Bellingham and founded Steele and Co., CPA, PS in 1989. He sold that...
Miranda Petersen
ext. 2
360-937-1396
Miranda is the Vice President and co-owner of the company. Since 2005 she’s managed the financial services operations, including creating financial plans, building portfolios, trading, setting up and maintaining accounts, and handling...
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Leah Talley
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360-937-1396
Leah is the newest member of the Steele Financial team, joining in October 2024. She moved from Arizona to Bellingham in 2017 to attend Western Washington University, where she graduated with a BS in Environmental Science in 2020. In...
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