Joanne Humphrey's Location
Portland, OR, US
Joanne Humphrey's Work
- Director @ AKT Wealth Advisors LP
- Director @ AKT CPAs, Advisors, Consultants
- President and Investment Advisor @ Tandem Asset Management, LLC
- CPA firm partner @ CREAMER & ASSOCIATES, P.C.
Joanne Humphrey's Education
- Northwest Nazarene University
BS is accounting and business (accounting and business)
1977 - 1981 - Jefferson High School, Jefferson, Ohio
Joanne Humphrey's Skills
- Investments
- Financial Planning
- Estate Planning
- Retirement Planning
- Small Business
- Portfolio Management
- Asset Management
- Finance
- Financial Advisory
- Tax
Joanne Humphrey's Summary
Joanne Humphrey, based in Portland, OR, US, is currently a Director at Aldrich Wealth LP, bringing experience from previous roles at Aldrich CPAs + Advisors, Salem Asset Management, LLC and Creamer & Associates, PC. Joanne Humphrey holds a 1977 - 1981 BS is accounting and business in accounting and business @ Northwest Nazarene University. With a robust skill set that includes Investments, Financial Planning, Estate Planning, Retirement Planning, Small Business and more, Joanne Humphrey contributes valuable insights to the industry. Joanne Humphrey has 1 email on RocketReach.
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