Ida May is a Portland, Oregon based financial planner who believes in working closely with her clients to develop a deep understanding of what you really need and want. She takes the time to learn about your family, your business and your goals for the future.
One of the aspects that she loves about her job is educating others on how to maximize their finances. She takes the technical knowledge and jargon and refines it to educate, provide options and transparency about the options that best align with your wants and needs.
Ida May has worked in the 401(k)/403(b) markets helping businesses bring robust benefit offerings to their employees. She is well versed in the aspects of various pension plans including governmental plans.
Ida May is a life long Oregonian. She lives in Gresham with her husband of 33 years. Together they have 5 grown sons. She loves hiking with her 2 Standard Poodles and gets quite irritated with them when they get into her garden!