Sr. Vice President, Director of Trust & Estates at Riverview Trust Company - Vancouver, WA, US
Riverview Trust Company is a Washington trust company providing investment management, financial planning, and trust services to individuals, families, and non-profits across Washington and Oregon. Established in 1998 we are a wholly owned subsidiary of Riverview Community Bank, which has been providing personalized banking and lending services to the residents of Oregon and Washington for over 90 years. Wealth management is not just about investing and no one's wealth or financial circumstances are exactly like another. Wealth management requires thoughtful planning, risk management, and smart choices. We work closely with each of our clients to develop a financial plan that is designed to incorporate their unique financial circumstances, feelings about their money and the market, and their goals, and then we help them implement that plan, including managing their investments in a disciplined, evidence-based, objective portfolio.