Insights
Team: Wealth Management
June 3, 2025
Hannah Collette
As a Client Service Associate, Hannah works side-by-side with Wealth Management Associates and Managers to manage client accounts. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Hannah is able to provide our clients with worry-free solutions to some of their daily stressors. Originally from the Pacific [...]
June 3, 2025
C.J. McRae
(Pronouns: he/him/his) As a Client Team Operations Manager, C.J. oversees the client experience in our SW Portland office and works with the team to implement new processes and procedures. He also works with our clients to make sure their well-thought-out financial plans are memorialized and achievable. C.J. creates meaningful relationships with our clients to ensure [...]
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
Klansi Hess
As a Senior Client Service Associate, Klansi aids clients with time sensitive tasks and processes client-directed requests. Klansi 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 plan are [...]
June 3, 2025
Margaret Rettinger
As a Senior Client Service Associate, Margaret aids clients with time sensitive tasks and processes client-directed requests. Margaret 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 plan are [...]
June 3, 2025
Meredith Stewart
As an Associate Wealth Manager, Meredith is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. She coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in their overall financial life. [...]
Loading...