Katelyn Cummings, CFP®
Client Relationship Manager
Katie joined Vision Capital in 2016 and is a part of the client team working with individuals and families providing investment management and financial planning advice. She is the lead relationship manager for our Vision Vaxa clients.
- Portland State University President’s List, 2015 to 2017
- The Honor Society of Phi Kappa Phi
- Member, Women’s Foundation of Oregon, 2017 to Present
- Associate of Science Oregon Transfer in Business magna cum laude, Portland Community College, 2015
- Bachelor of Science in Business Administration with a specialization in Management and Leadership summa cum laude, Portland State University, 2017