ABOUT ME

 

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 2006. I help clients succeed by providing comprehensive wealth management strategies tailored to their specific needs. I direct a team of wealth specialists, such as attorneys and accountants, to provide services that help clients work toward their goals.

I live in Portland, and serve clients in Portland and Vancouver. I enjoy spending time with my husband, Tom, and our two children, Nick and Kate. I am an active member of the community, serving as vice chair of the Associate Board for the Boys & Girls Clubs of Portland Metropolitan Area, as well as on the Governing Board for Girls Inc. of the Pacific Northwest. I also like traveling, cooking, downhill skiing and tennis.

My areas of focus: Business owners, Executives, Retirees

Education

  • Portland State University: Bachelor of Science, health sciences and community health
MY OFFICE

 

111 SW 5th Ave
Portland, OR 97204

advisor address map to111 SW 5th Ave
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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.