Tassie Medlin CFP®, CMA®, MBA Financial Advisor As a financial advisor, Tassie helps clients make the world a better place, one informed financial decision at a time. Teaching financial fundamentals and goal-focused planning to individuals of all ages and entrepreneurs at all stages is a vital part of her life work. Tassie especially enjoys helping professionals and business owners who are committed to using wealth to accomplish their passion projects through comprehensive financial planning. Contact
Professional Designation CERTIFIED FINANCIAL PLANNER™ professional CERTIFIED MANAGEMENT ACCOUNTANT Life and Health Insurance Licensed in Washington
Education College for Financial Planning Certificate in Financial Planning University of Oregon Master’s in Business Administration Colorado Mesa University Bachelor’s in Computer Science Bachelor’s in Business Administration
Community Involvement Financial Planning Association Accounting & Financial Women’s Alliance Institute of Management Accountants
Personal Interests Exploring new worlds, real and imagined Creative and artistic endeavors Seeking joy in games and technology