About Rene and Our Team

Kathleen was born in Michigan to an Air Force family and moved around the country throughout her childhood. To this day, she still loves to pack and move and discover new places. She graduated from high school in Oregon, went to...

Greetings! I believe financial planning is a life-long process that is created and adapted based on your needs, values and unique situation and important that we build a long term relationship with all my clients. It is through such a...