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Katie Lenz

Katie Lenz, CFP®, has a background in personal financial planning in the Pacific Northwest and Southeast Asia. She graduated from Western Washington University with a B.A. in Financial Economics, and, in 2010, achieved the CFP® designation. After her initial fee-only client and investment experience in Washington State, she enjoyed several exciting years living and working in Jakarta, Indonesia. Currently, she and her husband feel fortunate to be raising their curious and energetic toddler in sunny Bend, Oregon.