Claire is a Senior Financial Advisor at Summitry. She primarily works with the Private Client Group and appreciates being in the trusted role with clients needing to make significant financial decisions who seek partnership and sound perspective. She believes managing finances is like a jigsaw puzzle where there may be initial challenges in putting pieces together, but tenacity and discipline help a picture come clearly into focus. Claire is a CERTIFIED FINANCIAL PLANNER™ professional and obtained her CFP® in 2011.
Prior to joining Summitry, Claire earned a degree from the University of California, Davis in 2000. Having almost two decades of tenure with Summitry, she derives great value from the decade’s long relationships with clients and in serving the next generation. Claire guides clients towards investment management strategies which fit their goals and objectives best. She also takes care and in coordinating the partnerships for clients in other areas like estate and tax planning.
Claire is a Bay Area native and recently relocated to Portland, Oregon with her family. She lives with her husband, two young children and two English Bulldogs. Being in the Pacific Northwest she enjoys spending time with her family, hiking, gardening, and on rainy days will be found indoors with a crossword puzzle and good cup of tea.
