Courtney Koch | Wealth Management Associate | Lake Oswego, OR | U.S. Bancorp Wealth Management

Client Associate in Lake Oswego Courtney Koch

Wealth Management Associate
U.S. Bancorp Investments

503.697.3128

Primary office
333 S. State Street
Lake Oswego, OR 97034

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For general account support, call 888-330-6918
ABOUT ME

 

It is my pleasure to serve the financial needs of people in Lake Oswego and Camas. My experience in the financial industry started in 2018 and I became a Wealth Management Associate in 2018. I hold a Bachelor of Science in biology from Washington State University, Vancouver.

I want to make managing your finances as easy as possible for you. As your financial associate, I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

Outside of work, I volunteer with Humane Society for Southwest Washington. In my free time, I enjoy camping, riding my four wheeler and cheering on the Portland Winterhawks and Seattle Seahawks.

Area of focus

Client service

Research

Proactive client contact

Wealth team support

Administration

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.

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