Cfp® Cdfa®'s Location
Lake Oswego, OR, US
Cfp® Cdfa®'s Work
- Lead Advisor and Dave Ramsey SmartVestor Pro @ Range Financial Group
- Financial Advisor @ Human Investing
- Owner, Advisor @ Living Water Financial Advisors
- VP Operations @ New Vision Wealth
- Program Director II @ BI Incorporated
Cfp® Cdfa®'s Education
- Washington State University
Bachelor’s Degree (Psychology)
1994 - 1998 - University of Phoenix
Master of Business Administration (M.B.A.)
2000 - 2003
Cfp® Cdfa®'s Summary
Cfp® Cdfa®, based in Lake Oswego, OR, US, is currently a Lead Advisor and Dave Ramsey SmartVestor Pro at Range Financial Group, bringing experience from previous roles at Human Investing-A Certified B-Corp, Living Water Financial Advisors, New Vision Wealth and BI Incorporated. Cfp® Cdfa® holds a 1994 - 1998 Bachelor’s Degree in Psychology @ Washington State University.
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