Kris has been in private banking for nearly two decades, helping clients navigate their financial lives in the Greater Portland area. She loves digging into portfolios to fill gaps, fix problems and find balance so that she can take her client’s finances to the next level. She has extensive experience in trusts and planning, and she’s also proactive in bringing in Umpqua experts to help fully round out a client’s financial road map. Kris also lives for those “aha! moments”, when she can offer up a solution that her clients never thought of, making a real difference in their financial lives.
She devotes all her spare time to her family, including her husband and two boys. They love traveling, soaking up diverse cultures and going on adventures. They’ve snorkeled in Hawaii, zip-lined in Belize and explored Washington D.C.’s history – just to name a few. You can also find her tuning up her green thumb in her garden, when it’s not raining, of course.
Check the background of this investment professional on FINRA’s BrokerCheck.