Lottie Knippen, FPQP®
Lottie Knippen
FPQP®
Client Service Admin & ParaPlanner
Ms. Knippen handles the inflows and outflows of cash, ensures that account opening and maintenance paperwork is complete, provides cost basis research, updates accounts, and schedules meetings. Prior to joining DeDora Capital, she served as a Personal Banker at Umpqua Bank.
