Libby Van Vleet, FPQP™

Paraplanner

I collaborate with you to gather information when crafting and updating your financial plan. I work behind the scenes alongside our financial planners Erik and Sirra, polishing and perfecting your plan to reflect your unique story.

Portland is my home and where I grew up. I have had great adventures in the West – after graduating from Colorado College, I lived in Nevada City and Hollywood, California.

My B.A. is in English and I have a background as a non-profit program director, business etiquette coach, and high school English teacher. Through my work in education and now financial planning, I delight in being a resource for people. Teamwork, professionalism, and lifelong learning help me support clients as I build genuine relationships and help people find financial clarity and confidence.

My husband Kent, dog Daisy and I like to explore the Northwest together. I love visiting my adult children in Utah and Montana. And in my spare time, I enjoy hiking, yoga, tennis, snow skiing, and boating. I have fun at home cooking, gardening, and reading broadly.