We are thrilled to share that Multnomah Group has recently welcomed two new team members, Stella Harkness and Jake Larson.
Stella Harkness is an investment operations analyst here at Multnomah Group. She is responsible for preparing standardized client investment deliverables, collecting and maintaining investment data, and coordinating investment changes.
Stella earned dual Bachelor of Science degrees in Mathematical Economics and History from Oregon State University.
Jake Larson is an associate financial advisor here at Multnomah Group. He works with personal financial planning clients in developing personalized financial plans by analyzing their financial status, goals, and risk tolerance. He provides support in investment management, retirement planning, and tax strategies to help clients achieve their financial objectives.
Prior to entering the financial planning field in 2021, Jake worked for a non-profit organization that provided financial literacy and coaching to community members and spent time as a high school math teacher and tennis coach.
Jake is a CERTIFIED FINANCIAL PLANNER™. He earned a Bachelor of Sciences in Mathematics from George Fox University and a Master’s Degree in Secondary Education and Teaching from Adams State University.
Welcome to the team Stella and Jake!!
Multnomah Group is a registered investment adviser, registered with the Securities and Exchange Commission. Any information contained herein or on Multnomah Group’s website is provided for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Multnomah Group does not provide legal or tax advice.