As a Senior Wealth Management Associate, Thanh (pronounced “Tawn”) works closely with advisors to collect and analyze financial data in order to develop customized financial plans that empower our clients to reach their goals. Thanh provides ongoing support to clients and works with the firm’s other departments to deliver tailored solutions. Thanh’s background in the public and private accounting space allows her to stay atop constantly evolving income and estate tax changes. She breaks down complex tax matters for our clients, which includes but is not limited to: income and estate tax reduction strategies, the use of long-term capital gains and losses for maximum benefit, and the impact of preferred dividends and municipal bond revenue.
Thanh graduated from Portland State University with bachelor’s and master’s degrees in finance, and holds her CPA license. Thanh is also bilingual in Vietnamese and can speak some Mandarin Chinese as well.
Thanh enjoys staying active in her community. She participates in Portland’s Korean Food Festival, where she has been a chef assistant to “Koreatown” author Deuki Hong and Portland chef Johanna Ware. She also performs in the Thrill of the World, an annual global community project that inspires others to break down barriers and connect people of all cultures as they dance simultaneously to Michael Jackson’s iconic song “Thriller.” Additionally, when Thanh was a Director of Diversity and Inclusion at Portland State University, she helped the City of Portland in planning, organization, and execution of a project to translate the City’s Popular Annual Financial Report (PAFR) into other languages. This project was done in an effort to make the City’s financial information more accessible to the Portland community.
THE MOST TREASURED THING I OWN
The relationships with myself, family, friends, and others.
ONE PIECE OF ADVICE
Surrounding yourself with people who care and hear your voice will be your greatest asset.
When I’m not meeting with clients, I love practicing yoga, cooking, listening to audiobooks, singing, and playing the organ.