Send us a message to set up an appointment, or give us a call!

Call : 503-344-4422 

Email :

Address : 9221 SW Barbur Blvd #310 Portland, OR 97219

Lucia Reynolds
Financial Advisor, Planner and Coach, Bilingual in Spanish

Trusted Financial advisor for over 19 years, former IRS Corporate Auditor and Credit Manager.Assisting business owners and individuals work towards financial success through planning, budgeting, and investment advice. Coaching clients to align their dreams and goals, then implement sound financial decisions.”My passion is making a difference in someone’s life, especially during life transitions such as divorce, career change, retirement, or loss of a loved one.”


  • Registered Securities Representative
  • Investment Advisor Representative
  • Licensed Insurance Agent
  • Enrolled Agent (EA) IRS

Tanya Mena
Administrative Assistant

Tanya is a junior at Portland State University and is pursuing her Bachelors’ degree in accounting; she also plans to further her education by studying for her CPA license. Tanya is passionate about accounting and pursuing her goals.

Working along with Lucia has given Tanya a great insight into the financial field and adding to her work experience. She expects to become successful in her chosen field and to be able to give back to the Hispanic community.

Tanya enjoys furthering her knowledge as well as spending time with loved ones; her hobbies include: crafting and crocheting as well camping with family and friends.

Tanya was born in southern California and raised in a Hispanic culture and is fully bilingual in English and Spanish.

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