Multnomah Group announced the addition of Amy Ouellette as a new investment consultant working out of the firm’s Portland, Oregon, office. She will provide consulting services to the firm’s clients in the Pacific Northwest.
Ouellette joins the Multnomah Group most recently from DWC ERISA Consultants, where she served as a principal and team leader. She is a certified financial planner (CFP) professional certified by the CFP Board, an enrolled retirement plan agent (ERPA) approved to practice before the Internal Revenue Service (IRS) on certain retirement plan issues, and a qualified pension administrator (QPA) through the American Society of Pension Professionals & Actuaries (ASPPA).
“We are very excited to have added someone with Amy’s experience in retirement plan consulting. She possesses a keen technical knowledge and background that will complement our clients immediately,” says Erik Daley, principal of the Multnomah Group.
« (b)lines Ask the Experts – Processing 403(b) Loan Defaults