Insights
Location: Portland
June 3, 2025
Bethany Purkapile
(Pronouns: she/her/hers) As a Senior Wealth Management Associate, Bethany works with the families we serve to create achievable financial plans. As a comprehensive wealth management firm, we believe looking at your financial life holistically can bring peace of mind. Bethany focuses on building trusted relationships by understanding each client’s unique financial dynamics and priorities. She [...]
June 3, 2025
Caitlin Lee
(Pronouns: she/her/hers) As a Senior Client Service Associate, Caitlin aids clients with time sensitive tasks and processes client-directed requests. Caitlin makes up part of the client service team and works closely with Wealth Management Associates and Wealth Managers on client relationships. Her primary goal is to ensure the administrative aspects of a client’s comprehensive wealth [...]
June 3, 2025
Damek Fitz-Coy
(Pronouns: he/him/his) As a Client Service Associate, Damek works side-by-side with Wealth Management Associates and Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Damek can provide our clients with worry-free solutions to some of their daily stressors. Damek began his financial [...]
June 3, 2025
David Christian
As a member of the firm’s Executive Team, David is responsible for driving organic growth and leading key practice management initiatives. He works closely with each wealth management team to refine their reach while cultivating talent. David is devoted to developing future leaders, helping team members thrive as an advocate and resource for their professional [...]
June 3, 2025
Debbie Kincaid
As an HR Business Partner & Office Manager in our SW Portland office, Debbie brings a passion for culture and communication to her role. She provides crucial administrative and human resources leadership to our growing team. Debbie works closely with the Regional Human Resources Manager on various initiatives to support a highly collaborative and growth-oriented [...]
June 3, 2025
Meredith Stewart
Pronouns (she/her/hers) As an Associate Wealth Manager, Meredith helps clients identify and achieve their financial goals through a customized and approachable plan. Meredith has a personalized approach – starting with a conversation about you, your life, and what matters most to you. She assesses your financial picture and what’s important to you to tailor a [...]
June 3, 2025
Joe Telafici
As a Salesforce Solutions Engineer, Joe manages our Salesforce Client Relationship Management system and ensures it effectively supports the evolving needs of our wealth management teams. He collaborates with client service leaders to develop a shared vision for the platform, aligning long-term strategy with day-to-day functionality. Joe is known for translating user feedback—pain points, wish [...]
June 3, 2025
Karmela Babakhani
As a Senior Client Team Operations Manager, Karmela oversees the client experience and works with the team to implement new processes and procedures. Dedicated to providing a remarkable client experience, Karmela understands how hectic our clients’ lives can be and provides worry-free solutions to their stressors. With 28 years of experience in the financial industry, [...]
June 3, 2025
Jennifer Estner
(Pronouns: she/her/hers) As an Associate Portfolio Manager, Jennifer works side-by-side with Portfolio Managers to execute daily trades, monitor current portfolio models, and rebalance accounts. Jennifer enjoys the analytical side of investment management, as well as constructing ESG and sustainable investing portfolios. Jennifer is also part of our Investment Strategy Group (ISG) and collaborates with other [...]
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