Multnomah Group announced today the addition of Amy Ouellette, CFP®, ERPA, QPA as a new Investment Consultant working out of the firm’s Portland, OR office. Amy will provide consulting services to the firm’s clients in the Pacific Northwest.
“We are very excited to have added someone with Amy’s experience in retirement plan consulting. She possesses a keen technical knowledge and background that will complement our clients immediately,” said Erik Daley, CFA, and Principal of the Multnomah Group.
Amy joins the Multnomah Group most recently from DWC ERISA Consultants where she served as a Principal and Team Leader. Amy is a CERTIFIED FINANCIAL PLANNER™ professional certified by CFP Board, an Enrolled Retirement Plan Agent approved to practice before the IRS on certain retirement plan issues, and a Qualified Pension Administrator (QPA) through the American Society of Pension Professionals & Actuaries (ASPPA).