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Katie Lenz

Katie Lenz, CFP®, has a professional 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. Katie initially gained client and investment experience at two fee-only firms in Washington State. Most recently, she has spent considerable time in Jakarta, Indonesia, with her husband, Ryan, while he was teaching chemistry at an international school. While abroad, she specialized in investment and tax considerations for Americans living overseas. The Lenz family resides in Bend, Oregon.