KatieJane Gerling
Individualized planning to help navigate your financial future.
State(s) Licensed: AZ, MT, OK, OR, WA
8600 SW Salish Lane Suite 3
Wilsonville, OR 97070
Individualized planning to help navigate your financial future.
State(s) Licensed: AZ, MT, OK, OR, WA
We all need people in our trust circle in order to navigate this wild, exciting life of ours....Hi, my name is KatieJane and together we can organize, protect, and invest your finances.
Are my finances secure? Do I have enough for this goal? Is my money working for me or causing me more stress?
To answer these questions, I will give you straight forward information to help you make informed decisions. Together, we will create a financial relationship where we work together to achieve the investing and protection you want and need for yourself or family.
Having a short & long term plan for your finances gives back time and energy so you can concentrate on living a full life now. Are you ready? Click HERE to get started on the journey.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Wilsonville Office
- Phone:
- 907-505-0787
Hours
M – F: 7:30 a.m. – 6 p.m.