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Tammi Ortega, BS, MBA, CFP™

Tammi Ortega, BS, MBA, CFP™

Founder and President

Tammi works closely with clients to help them identify and reach for their distinct goals and unique values. She learns about their financial and life history and then builds, customizes and manages portfolios that help each of our clients to invest according to their values, risk tolerance, time horizon and other requirements.

Tammi has been serving clients since 2001. Prior to starting Alpina Wealth Management, Tammi’s experience includes positions as portfolio managers and analysts with Columbia Management and other wealth advisory companies. Tammi earned her Bachelor’s degree in Electrical Engineering, Optics, Physics, and Mathematics from New Mexico State University and her Master of Business Administration in Finance from Portland State University. She is a CERTIFIED FINANCIAL PLANNER ™ professional and holds Series 24, 7, 63, and 65 securities licenses through LPL Financial.

Tammi lives in Lake Oswego with her husband, Nathan, their daughters, Charlize and Abrielle, their German Shepard, Zeus and their cat Jax. When not at the office, she enjoys outdoor activities, traveling with her family and Marvel movies.