Carrie Jorgensen

Carrie Jorgensen

Associate Advisor

Carrie is a proud graduate of Portland State University, where she earned her bachelor’s degree in finance. Her professional journey began in payroll, eventually leading her to the nonprofit sector, where she gained broad experience in finance, payroll, and human resources. Driven by a deep passion for helping others and a strong belief in the power of financial well-being, Carrie made the exciting leap into personal finance in 2023. She quickly obtained her license and is now actively working toward becoming a Certified Financial Planner™ (CFP®).

Outside of work, Carrie finds joy in the great outdoors. Whether she's hiking local trails or heading out on backpacking adventures, she loves spending time in nature with friends and family, whenever her schedule (and the weather) allows.

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