If it impacts your money, we can help. Investments, tax planning, or just plain plotting your next big life adventure: we are right there with you.
If it impacts your money, we can help. Investments, tax planning, or just plain plotting your next big life adventure: we are right there with you.
The newest member of the CLS team, Jennifer, works as the firm’s operations manager. After graduating from Loma Linda University with a Bachelor of Science degree, Jennifer changed tack and started an accounting degree at the University of Texas San Antonio. A move, and then starting a family, halted the degree plan one class short of completion, and Jennifer is now very excited to finally be working in the financial services field.
Jennifer is a native Californian but relocated to Portland in 1999. She has a passion for travel, is a life-long lover of reading and learning, and enjoys hiking and spending time with friends and her three boys.
You can reach Jennifer at jennifer@clsadvisors.com or by calling our office at 503-244-8879.