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
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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...
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Isabel Castro
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360-937-1396
Isabel joined the Steele Financial Services team in October, 2018. After graduating from Humboldt State with a BA in Liberal Studies-Elementary Education, she lived and worked as an educator, and on various organic farms, in Costa Rica...