"Making the world a better place, one informed financial decision at a time"
Teaching financial fundamentals and goal-focused planning to individuals of all ages and entrepreneurs at all stages is a vital part of Tassie's life work. For over 15 years, she has especially enjoyed helping professionals and business owners who are committed to using wealth to accomplish their passion projects.
Your dreams, expectations, and financial realities matter to me because they matter to you. Together we clarify your financial goals, assess your complex needs, and pursue effective financial strategies that help you simplify your money by design.
In her free time, Tassie pursues creative and artistic endeavors including design, drawing, and writing. At heart, she is a seeker and can be found wandering in the light of many worlds, real and imagined. If you’re curious, ask her about mountains in Nepal, rapids in the Grand Canyon, waves in Saipan, or fish in Feathermoon.
CFP®, CERTIFIED FINANCIAL PLANNER™ professional
CMA®, Certified Management Accountant
Securities licenses: Series 7 and 66
Life/Health Insurance Underwriter
*Tassie Medlin is a Registered Representative offering securities and advisory services through United Planners Financial Services, Member FINRA, SIPC. 5 POINT Financial and United Planners are not affiliated.
Financial Planning Association, since 2016
Institute of Management Accountants, since 2003
Accounting & Financial Women's Alliance, since 2014
CFP certification, College for Financial Planning
MBA, University of Oregon
Bachelor of Science in Computer Science, Colorado Mesa University
Bachelor of Business Administration, Colorado Mesa University
Advanced Certified QuickBooks ProAdvisor, 2005-2015
Check the background of this investment professional on FINRA's BrokerCheck
What is currently playing on your phone?
Firework by Katy Perry. Ask again later - it will change.
What do you want to be when you grow up?
A Tiger. If we must grow up, dream big!
What’s the #1 destination on your bucket list?
Feathermoon. Oh, you mean on Earth? New Zealand.
Hometown: Snohomish, WA