Our Team

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Karen J. Day , EA, CFP®

_{Financial Advisor}

_{Registered Rpresentative, LPL Financial}

 

 

 

 

 

 

Lisa Kachel, CFP®

_{Financial Advisor}

_{Registered Rpresentative, LPL Financial}

 

 

 

 

Karen (Kay) French, EA, LTC,  Tax Planning Assistant with Householder Group Estate & Retirement Specialists, is a Licensed Tax Consultant with the state of Oregon.  She is an Enrolled Agent, which is a  federally licensed tax practitioner who specialize in taxation.  She has a BS in Business Administration.