Vice President and Team Leader, Washington Trust Bank Wealth Management & Advisory Services
Chapter Board - Portland
Tim is a Vice President and Team Leader for Washington Trust Bank Wealth Management & Advisory Services in Portland, Oregon. As a key member of the WM&AS management team and a regional leader, Tim leads a team of highly credentialed and experienced advisors. Also an attorney, Tim counsels clients and prospects on the real life consequences of their estate and legacy planning by combining his legal expertise and experience administering trusts and estates. Tim effectively collaborates with clients and their existing legal and tax advisers to plan for each family’s unique circumstances. Whether implementing lifetime gifting strategies to shift wealth to the next generation, serving as a neutral arbiter during periods of family discord, or advising small business owners on the value of proper succession planning, Tim engages his clients impartially and honestly to develop and meet their financial goals.
Tim lives in Portland, Oregon with his wife, Devri an elementary school teacher, and their children, Cooper and Quinn who are both early in their youth sports career. Tim credits his lifelong love of sports and his firsthand knowledge, both as a player and a coach, of the long-lasting impact coaches can have on athletes for his commitment to PCA. And Go Zags! (Tim is a proud graduate of Gonzaga Law School).