Contact Jenny Hector - jenny@carterandcarter.com

The idea of creating a financial plan for years down the road can seem like a daunting task, but it doesn't need to be. I can help you identify your goals and create a plan designed to achieve those goals. The sooner you put your financial plan together, the sooner you'll be equipped to take advantage of potential investment opportunities that you may otherwise miss out on. By professionally managing your portfolios, I help ensure that your assets work for you.

My objective is to design a financial plan that meets your specific needs so that you can accumulate wealth over time; or if you are already retired, design a plan for sustainable income. With a sound plan in place, you'll be able to track your progress in realizing your financial goals. Beyond proper asset allocation, I provide professional knowledge and valuable advice to help you preserve your wealth.

My background and credentials are as follows:
• CERTIFIED FINANCIAL PLANNER™
• Graduate of the University of Oregon - BS, MBA
• Member Financial Planning Association (FPA)
• Member University of Oregon Alumni Association
• Rotarian

My hobbies include skiing, hiking, traveling and gardening.

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