Background

I am an estate planning and administration professional in Portland, Oregon. I moved here from Washington in 2013 to work as a litigation attorney for a law firm. I decided that litigation was not the right fit for me and took a position as a trust officer for a local trust company in 2015, which exposed me to the world of trust and estate administration and gave me a breadth of experience with different types of fiduciary relationships. In 2018, I earned my Certified Trust and Fiduciary Advisor designation from the American Bankers Association. In 2019, I decided to gain more in-depth legal experience with trusts and estates, so I went back into practice as a lawyer and learned how to draft estate plans from some of the smartest lawyers in town.

Licenses and Certifications:

• Attorney since 2010 (WA); 2013 (OR)

• Certified Trust and Fiduciary Advisor (August 2018)

• National Certified Guardian (May 2022)

Why did I start Succession PDX?

I have been an attorney for over a decade and have been working in the trust and estate planning field since 2015. I founded Succession PDX because, after working as an estate planning attorney and as a trust officer at a corporate trust company, I became frustrated with the limited number of professional fiduciaries in Oregon, making it difficult for regular families and individuals to get the help they need.  I combine my experience in estate planning and administration, along with my genuine and disarming nature, to be your best advocate and quarterback in developing and administering your estate plan.