Katelyn Spangler, FPQP™
Client Relationship Manager
Katelyn holds a bachelor’s in business management from Linfield College. She is a Financial Paraplanner Qualified Professional™ (FPQP™).
Katelyn is an avid puzzle-doer and this well-honed skill helps in a key aspect of her job:
She interfaces with each client, each of whom is unique and presents his or her own financial-planning puzzle, which she enjoys analyzing as time, circumstances, and goals dictate. Challenging and sometimes unexpected transitions occur in life, and Katelyn likes helping her clients prepare for and, when they occur, navigate them and achieve peace of mind in the process. Her areas of expertise at Rosenbaum Financial include customer service and cash-flow planning, as well as wealth management.
When away from the office, Katelyn loves getting out. Seeing a Broadway show tops the list, followed by shooting pool, spending time with friends and family, wine tasting, and hitting the pavement for long runs. In addition to caring deeply about working to solve child hunger, Katelyn is passionate about financial literacy.
Licensed for Insurance Sales in OR.