Before serving as a financial professional, Lori Ellingson remembers her life over twenty years ago as one filled with frustrations over her lack of financial control and independence. It was until after she obtained a personal finance education that she felt free. The empowerment that came from demystifying money is the spark that started her passion for financial planning. Since then, she has been driven to help her clients accomplish the same.
For over 25 years, Lori has worked in the financial service industry, expanding her experience and honing her skills. Today, she feels confident in her ability to simplify financial concepts, provide a personable resource, and offer clients honesty in light of confusion. In the years of her hard work, she has obtained the Chartered Retirement Planning Counselor, CRPC® designation and her Series 6, 63, 65 Securities registration and licenses to sell Life & Health Long Term Care Insurance.
In addition to caring for clients in the office, she is passionate about showing how much she cares for them in the community. That is why she has become a member of the Oregon Pride in Business and designated Agate Financial Partners as an LBTQ friendly firm.