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Lily Gortner

Lily is a California native living in Oregon while attending University of Oregon. She's currently a sophomore and exceling at her coursework and pursuing her interest in the financial industry by spending some time each week at our office. She's assisting us with getting our processes and procedures into a digital format to streamline and create more efficiencies, creating more time to serve you and your family better! 

We're excited to have Lily on the team to develop connections with the next generation in finance, as team members, clients and empowering more women in our community.