Tawny Ramones specializes in comprehensive financial planning for individuals, families, and business owners. As Director of Financial Planning, she helps clients evaluate the financial impact of important decisions and develop strategies related to retirement, business transitions, insurance, estate planning, and wealth transfer.

She works with clients on a variety of complex planning matters, including business sales, charitable giving, retirement transitions, and multigenerational wealth transfer. She enjoys helping clients understand their options, weigh potential outcomes, and make informed decisions.

Prior to her career in financial planning, Tawny focused on tax planning and compliance for high-net-worth individuals. This experience provides a strong foundation for incorporating tax considerations into the planning process.

Tawny earned a Bachelor of Science degree in Business Administration with an emphasis in Accounting from Portland State University. She is a CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant (CPA), and member of the Estate Planning Council of Portland.