As the Managing Partner of Tribe Financial Group, I have over 10 years of experience in providing comprehensive and customized financial planning services to individuals and families. I hold the Chartered Financial Consultant (ChFC) credential, which demonstrates my advanced knowledge and skills in various aspects of financial planning, such as retirement, estate, investment, and tax strategies.My mission is to help clients make informed and meaningful financial decisions that reflect their values and priorities. I work with clients to understand their current financial situations, goals, and challenges, and to create a personalized financial plan that aligns with their unique aspirations. I also offer advice, direction, and accountability to help clients implement their plan and achieve their financial objectives. I am dedicated to building long-term relationships with clients based on trust, integrity, and excellence.
Tribe Financial Group
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Managing PartnerTribe Financial Group Jun 2020 - PresentLake Oswego And Bend, Or
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Senior Financial PlannerTribe Financial Group Dec 2013 - Jun 2020Lake Oswego And Bend, Oregon
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Catering Director, Co- OwnerSustenance Catering Nov 2007 - May 2014Portland Or
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Financial Planner, Investment Specialist, Registered RepresentativeMetlife Oct 2007 - Nov 2013Lake Oswego, Or -
Senior Financial ConsultantWm Financial Services Nov 2004 - Oct 2007
Mary Dill, Chfc Skills
Mary Dill, Chfc Education Details
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Athenee Royale De Couvin, BelgiumMath And French Emphasis -
Port Angeles High School -
American CollegeFinancial Services
Frequently Asked Questions about Mary Dill, Chfc
What company does Mary Dill, Chfc work for?
Mary Dill, Chfc works for Tribe Financial Group
What is Mary Dill, Chfc's role at the current company?
Mary Dill, Chfc's current role is Managing Partner @ Tribe Financial Group | Senior Financial Planner, Investment Specialist, Registered Representative, ChFC.
What schools did Mary Dill, Chfc attend?
Mary Dill, Chfc attended Athenee Royale De Couvin, Belgium, Port Angeles High School, American College.
What are some of Mary Dill, Chfc's interests?
Mary Dill, Chfc has interest in Cooking, Live Music, Reading, Hiking, Tennis, Nature, Friends.
What skills is Mary Dill, Chfc known for?
Mary Dill, Chfc has skills like Charitable Giving, College Funding Strategies, Disability Insurance, Estate Planning, Financial Needs Analysis, Iras, Life Insurance, Mutual Funds, Retirement Planning, Retirement, Supplemental Retirement Income, Tax Deferred Savings.
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