Location

Lake Oswego, OR

Tell us more about who you are, what you do and where you want to be. What are your main business challenges? (Tip: provide your current Job Title, Industry, company or/and paste your Linkedin profile here). Use as many relevant keywords as possible. Tell us what you can offer the community. What sorts of discussions, events, and activities you can participate in.

I am an award-winning certified financial planner with a mission to educate and mentor others on understanding how to plan their money lives for the future

I am interested in

Speaking engagements, Expertise requests