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Katie L
CFP®
Bend, OR
Timberchase Financial, LLC
Katie Lenz is a CFP® professional with 11 years of experience, currently serving at Timberchase Financial, LLC since 2015. She is based in Bend, OR. Outside of her advisory role, she manages several real estate investment properties and performs related administrative tasks. Timberchase Financial, LLC provides personalized financial planning and discretionary investment management primarily to individuals, including high-net-worth clients, and occasionally to trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic passive asset allocation with globally diversified portfolios using no-load mutual funds and ETFs, managing roughly $280 million in discretionary client assets on a fee-only basis.
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