Financial Planning in Bend
Meet Katie Lenz, your financial planner in Bend, Oregon, and your connection to Timberchase Financial’s team-based approach to planning.
Katie is dedicated to helping families in Bend with retirement planning, tax planning, investment strategies, and financial confidence. She brings a thoughtful, down-to-earth approach to every relationship and Katie offers personal support backed by the strength of a collaborative team.
Meet Katie’s Team
Bryan Hancock, MBA, CFP®
Tyler Moore, CPA/PFS, CFP®
Jessica Sweatt
Molly Guin
Peyton Watts
Zack Billante