Katelyn Spangler, CFP®

With 10 years of experience in private wealth management, Katelyn specializes in creating sophisticated financial plans for her clients. As an Associate Wealth Manager and CERTIFIED FINANCIAL PLANNER™  professional, she helps prepare for and navigate the unexpected setbacks and opportunities in our clients’ lives, by providing approachable action steps that empower them and instill confidence in their financial future. Katelyn is passionate about meeting her clients where they are at in their financial journey by listening to their stories, hearing their concerns, and asking the questions they may have overlooked when thinking holistically about wealth management.

Katelyn holds a Bachelor’s in Business Management from Linfield College (now Linfield University). She serves on the advisory panel for the Linfield University Women in Leadership certificate program and feels proud to be working for a financial firm that fosters leadership and career growth opportunities for women in finance.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

MOST TREASURED THING I OWN

Jewelry that has been passed down from each of my grandmothers. Each piece represents their individual styles, reminds me of their personalities and their love for beautiful things.

HOBBIES

My husband Jared and I stay busy raising our two boys: Cole and his baby brother Dean. We love going on walks and bike rides to the local park or finding a swimming pool in the summertime. Our family’s happy place is Hawaii – we try to visit once a year! Personally, I love getting together with friends to see the latest Broadway show at Keller Auditorium, a country music concert or to explore Oregon’s beautiful wine country.