SUMMARY

At one point or another in your life, financial security likely felt like an impossible dream. Now that you’ve achieved a significant level of success, it’s about working on your own terms, aspiring to significance and enjoying an abundant life.

That’s what I’ve dedicated my career to helping our clients achieve.

Growing up, I remember watching my mother pursue financial security for our family as a financial representative with Northwestern Mutual. I knew she was serving her clients with passion and diligence. I’m proud to carry on that legacy today.

The foundation of our organization is built on two things:
Integrity and Expertise

My team and I are committed to helping clients enjoy abundant lives as they enjoy the freedom and flexibility their hard work has earned them. We help ensure they can do this while preserving their capital, creating tax efficiency on their balance sheet, and removing concern from their day-to-day financial lives.

Reena & Delynn have been a team since 1997. Reena specializes in in-house financial solutions and investment analysis. She works diligently to provide the high level of service that our clients expect for their overall insurance and investments, held with our office. Reena has earned her Life and Health Insurance and Long-Term Care licenses. She is also a registered representative of Northwestern Mutual Investment Services, LLC.

Reena graduated from the University of North Carolina at Chapel Hill and lives in Brier Creek Country Club in Raleigh with her husband, Ward, and children, Raja and Naya. When not working with their clients, Reena enjoys spending time with her family and friends, vacationing down at the beach and travelling.

SUMMARY

I believe that investing and risk management should be a unique experience for every client we serve. The truth is that there is no one size fits all solution when it comes to wealth management and financial planning.

Together in partnership with our incredible team, we create customized solutions that address each client’s goals, values, and concerns as they move through their financial journey.

Our integrated approach helps you execute a tax efficient plan that preserves your capital while giving you the freedom to live out the life of your dreams.

When I’m not working with clients, I’m spending time in my home, Raleigh, North Carolina, with my family.

Summary

You deserve a financial advisor who understands the next financial chapter you are growing into.

As a Wealth Management Advisor with Aria Financial Services, my primary passion is to create the best possible experience for my clients, allowing them to live a life of abundance from a position of financial confidence.

My goal is to help you build a financial plan for a lifestyle you love, and to help you leverage your wealth in a way that creates a legacy you can be proud of.

• This means working because you want to, not because you have to.
• It means the ability to truly enjoy the security of a solid balance sheet, knowing you will never outlive your resources.
• It means having the ability to confidently distribute assets to the organizations you care about, and witness the impact of your generosity.
• It means spending your life truly living.

When I’m not working with clients, I’m spending time with my wife, Kym, and our four children. I enjoy getting outside and stay active golfing and playing soccer. I currently sit on various local boards including the Whatcom Hospice Foundation.

Organizations

• Northwest Washington Estate Planning Council
• National Association of Insurance and Financial Advisors
• Bellingham Chamber of Commerce
• WSU Alumni Association
• Bellingham Bay Rotary

Community Involvement

• Board of Directors – Whatcom Hospice Foundation
• Board of Directors – Bellingham Christian School
• Volunteer Youth Sports Coach - Bellingham Boys & Girls Club
• Pre-School Volunteer – Cornwall Church

Eddie Kenney brings a wealth of experience and dedication to his role at Aria Financial Services. As a retired member of the United States Air Forces, Eddie developed a strong sense of discipline, attention to detail, and a commitment to excellence that he applies to his work with clients.

His role at Aria focuses on helping clients achieve their financial dreams. He understands everyone's goals are unique, so he takes the time to connect personally with his clients, building understanding and trust to fully grasp their needs and aspirations. He wants his clients to feel supported and confident in their financial decisions.

Eddie's dedication and expertise received well-deserved recognition through multiple achievements, including being a multiyear Sterling Award Winner. This prestigious award acknowledges his outstanding performance and exceptional contributions as an advisor. It is a testament to his commitment to providing his clients with the highest level of service and guidance.

Eddie embraces an active lifestyle outside the office and is an Ironman Triathlete. He is deeply passionate about animal welfare, volunteering his time with dog rescue initiatives. He is also dedicated to giving back to his fellow servicemen and women, volunteering with organizations that support veterans.

Education & Licenses

• Bachelor of Arts in Vocal Performance from Wingate University
• Master of Divinity from Southeastern Baptist Theological Seminary
• FINRA Series 7,63,24
• Life and Health Licenses

Professional Background

Jonathan has been with Northwestern Mutual since November 2019 and recently joined Aria Financial Services in October of 2022. As an Associate Wealth Management Advisor, Jonathan works with Ben King in the investment department helping with client onboarding, retirement planning, and investment research and development.

Personal Background

Jonathan and his wife Melody reside in Raleigh, NC, with their two dogs, Zoe and Arlo. Outside of Aria, he enjoys playing ultimate frisbee, leading worship at his church, and traveling.

Kimberly Tobiassen is an accomplished Executive Assistant with Aria Financial Services, bringing a wealth of experience and a passion for learning to the role. A Pacific Northwest native, Kimberly has resided in Ferndale, WA, for the last 20 years. Her 26-year-old son, with whom she is very close, is a Dongbei University of Finance and Economics professor.

Kimberly decided to return to school and earned her Bachelor of Science in Psychology leading her to work with at-risk youths in the Ferndale School District before coming to Aria. She is currently teaching herself Mandarin and loves immersing herself in new cultures.

In the late 90s, Kimberly founded and ran the Single Parents Club of Ashland. She also wrote and self-published a book titled Mom's Advice on Adulting: The Fun Way as a gift for her son's graduation.

In her free time, Kimberly enjoys riding with her husband on their Ninja 1000 sports bike, attending Norwescon, a popular sci-fi and fantasy writer's convention, and participating in medieval-style events.

Kimberly's diverse skill set, passion for learning, and commitment to personal and professional development make her an invaluable member of the Aria team.

Jen Dietrich currently serves as the Relationship Manager for Aria Financial Services. In this role, she is an integral part of the team, dedicated to building strong connections with clients and providing them with exceptional services. Jen believes that solid financial planning is the key to alleviating stress and supporting the unique dreams of the families they serve.

Originally from Pennsylvania, Jen and her husband, Rob, made the move to Atlanta in 2004 and have since made Decatur, GA their home with their three sons. When not wrangling or shuttling their boys, Jen still enjoys an active lifestyle with running, golfing, and planning their family’s next great adventure.

Kathy is an investment operations associate who believes that being highly-individualized and goal-focused is the key to successful financial planning.

She brings a wealth of experience in project management, healthcare, education, and financial services to our Sales Execution Team and has earned her MBA, Series 63 and 7 licenses. Prior to joining the Aria Financial Services team, Kathy served high net-worth families at Fidelity.

Kathy is a Chicago native who moved to North Carolina in 2022. In her free time, she enjoys yoga, cycling, reading, and spending time with her family.

Logan is an Investment Operations Associate at Aria Financial Services, working with advisors to create financial roadmaps for our clients. His understanding of the value of peace of mind that comes with proper financial planning is an incredible asset to our team. Since joining the team in 2024, Logan has admired the team’s constant pursuit of the client’s best interest.

Logan graduated from UNCW in 2010 with a degree in Business Operations Management and currently holds his life & health license, long-term care license, and Series 7 certification. In his free time, he enjoys taking care of his garden, golfing and spending time with friends and family.