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Jacque Lefore Location
Portland, OR, US
Jacque Lefore Work
Chief Wealth Strategist @ (May 2026 - Present)
Owner @ (June 2014 - Present)
Owner @ LeFore Consulting, LLC (April 2003 - May 2014)
Case Design @ (February 2002 - March 2003)
Case Design @ (June 1996 - January 2002)
Registered Representative @ (June 1993 - May 1996)
Assistant Manager Consumer Loans @ (January 1992 - June 1993)
Assembly Worker @ (June 1987 - August 1987)
Jacque Lefore Education
Oregon State University
BS (Mathematics)
1985-1991
Jacque Lefore Skills
401k
Anaconda
Budgets
Business Planning
CFS TaxTools
Disability Insurance
Employee Benefits
Estate Planning
Estate Tax Planning
Finance
Financial Planners
Health Insurance
IRAs
Income Protection
Income Tax
Insurance
Investment Advisory
Investment Strategies
Jupyter
Jupyter notebook
Life Insurance
Long Term Care Insurance
Matplotlib
Mergers
Mergers & Acquisitions
Microsoft Excel
Mutual Funds
NumPy
Pandas
Pensions
Personal Finance
Personal Tax Planning
Python
Python (Programming Language)
QuickBooks
Quicken
Retirement Planning
Risk Management
Seaborn
Securities
Small Business
Strategic Financial Planning
Tax
Term Life Insurance
TimeSolv
Wealth Accumulation
eMoney
Jacque Lefore Summary
Jacque Lefore, based in Portland, OR, US, is currently a Chief Wealth Strategist at Womack Wealth Management. Jacque Lefore brings experience from previous roles at Outsource Financial Planning, LLC, LeFore Consulting, LLC, MetLife Financial Services and Allmerica Financial. Jacque Lefore holds a 1985 - 1991 BS in Mathematics @ Oregon State University. With a robust skill set that includes 401k, Anaconda, Budgets, Business Planning, CFS TaxTools and more. Jacque Lefore has 1 emails and 2 mobile phone numbers on RocketReach.
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