Congratulations to Pascale!

Tschetter Group is proud to announce that our Associate Financial Planner, Pascale Dumesnil has passed the CFP® examination and will soon be applying for her CFP® certificate. The CERTIFIED FINANCIAL PLANNER™ certification is largely considered the highest standard in financial planning. It is a rigorous process that requires each advisor candidate to satisfy educational and experience-based metrics as well as pass the certification exam requiring 12+ months of preparation.

Pascale joined our firm June of 2021 and currently is working with Kelli Kingma, CFP® in the planning department. Pascale has pioneered the way we prepare for meetings and enhanced our financial planning capabilities – including running detailed scenario analysis for clients nearing retirement.

As a former Division 1 soccer player at the University of Washington, we are continually impressed by her work ethic and passion for knowledge and passing this exam is just one more measure of this. Her constant pursuit of excellence and commitment to learning and growing continuously is a testament to her character and dedication to provide the highest level of service to our clients. It’s a pleasure to celebrate this career milestone with her!

Kelli Porter, CFP®

I am in the business of helping people always; whether that be in my relationships or my career. I value serving others and there is no greater joy than looking into someone’s eyes and knowing I served them well. I was drawn to this field because of my desire to come alongside people, learn about what is most important to them, and then diligently working to help those goals come into fruition.