Claire serves as a Senior Financial Advisor in the Private Client Group. She 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. Having almost two decades of tenure with Summitry, she derives great value from the decades 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 CERTIFIED FINANCIAL PLANNER™ professional and obtained her CFP® in 2011. Though a Bay Area native and graduated from UC Davis in 2000, Claire and her family relocated to Portland, Oregon. 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.
