As a member of the TRUE Private Wealth Advisors family, we exist to help our clients succeed. We work with fewer clients by design, so that we can provide those clients the service and transparency they Deserve.
We seek to build long-term, multigenerational relationships with our clients. If you’re looking for a comprehensive, strategic approach to financial success, we believe we’re the team to help you get there, and we would love to hear more about your goals.
Brett has been providing financial and wealth management advice and services for over two decades.
Before founding TRUE Private Wealth Advisors, he was a Senior Financial Advisor with the Merrill Lynch Private Client Group. Brett earned his BS in History and also holds a Master’s degree in Business Administration/Finance from Willamette University.
He has actively served on a number of charitable organizations within the community and has a passion for coaching and mentoring youth. Brett and his wife Catherine have four children.
Steve has been providing wealth management advice since 1996.
Prior to his founding role at TRUE Private Wealth Advisors, he was part of the management team at the Merrill Lynch Private Client Group in the Salem office. Steve graduated from Oregon State University with a BS in Economics in 1991.
He supports a number of local non-profit organizations in the community and has served on the board of directors of Family Building Blocks, a social service agency. Steve and his wife Kirstin have three children.
Becky began working in the financial services industry with First Interstate Bank (which became Wells Fargo) in 1987. In 1997, she joined the Salem Merrill Lynch Private Client office as a registered Senior Client Associate.
Becky is active in various groups at her church; including a community group passionate about serving and supporting local charitable organizations such as Union Gospel Mission and Salem Free Clinics. She is also a volunteer with middle school and high school aged students.
She was previously involved in Youth Impact of Marion and Polk County, which engages with youth through education and mentoring programs. Becky enjoys running, hiking, snowshoeing, bicycling and spending time with friends and family.