Link to Tax Services

Your financial plan is prepared and monitored by a Licensed Tax Consultant,  Certified Financial Planner(CFP ® ) and a Chartered Financial Consultant (ChFC™).   Katie has also completed Wharton's Certified Investment Management Analyst® (CIMA®) Program and Loyola's Certified Merger & Acquisitions Advisory (CMAA®) Program.

Virtual or in-person -  Katie can meet with you virtually on-line or at the physical office in McMinnville Oregon.  We use various types of communication, financial planning, and document sharing tools to help bring information to you efficiently and securely.

We know that every client is unique. We do not make recommendations without first understanding you. After our discovery meeting, we develop a financial strategy that is tailored just for you, to help you achieve your goals and reach your full financial potential.

Fully Independent Advice: 

St Ores Wealth Management is a 100% advisor-owned company. We are fiduciaries for our clients.  We work for you!  Unlike commission brokers and bank salespeople, our first duty is to our clients. We align our interests with yours and focus on serving you.  

• Wharton – University of Pennsylvania – Certified Investment Management Analyst program
• Yamhill County  Investment Advisory Committee
• Loyola University – Certified Mergers and Acquisition advisor program
• UC Berkeley– Certificate in Accounting
• The American College– Chartered Financial Consultant
• CFP Board of Standards-  Certified Financial Planner
• Enrolled Agent– Empowered by the U.S. Dept of the Treasury
• Licensed Tax Consultant – Independent Tax Practitioner Licensed by the State of Oregon
• Registered Investment Adviser– Registered with Oregon Division of Financial Regulation
• University of Wisconsin– Masters of Project Management
• Moscow State University-Masters in Administrative Management with Honors
• ACAMS– Certified Anti-Money Laundering Specialist Program
• Markusen & Schwing CPA’s– Tax Accountant
• St. Ores Wealth Management– Financial Consultant, Wealth Advisor
• Series 63  –  Uniform Securities Agent State Law Exam