Samantha joined Riverview Trust Company in 2016 and serves as Director of our Private Wealth Services and as relationship manager for our high-net-worth families in Oregon. She is a CPA and Certified Trust and Financial Advisor (CTFA) with over 13 years of financial and wealth management experience. With an extensive background in taxation, accounting, and finance she and her team help individuals, families, and nonprofits. She helps people manage and protect wealth through comprehensive wealth planning, asset management, and trust and estate services. As Private Wealth Director, Samantha is a member of the firm’s leadership team and also she serves on the firm’s trust management and investment committees.
Samantha began her career as an accounting specialist for a national restaurant chain and then spent a number of years in government taxation and finance. After earning her CPA designation, she spent the next seven years providing tax and accounting services to individuals, families, and business owners at Moss Adams and then Pittman & Brooks. In 2013, Samantha joined Wells Fargo Private Bank where she advised many of the bank’s largest clients. In 2016, she joined Riverview Trust Company, where she combines all of these experiences as she leads our Private Wealth Team.
Samantha graduated Magna Cum Laude from Portland State University with her bachelor’s degree in business administration & accounting. She is a member of the Estate Planning Council of Portland, Oregon Society of CPAs, American Institute of Certified Public Accountants, American Bankers’ Association, and Financial Planning Association. Samantha is also Chair of the Finance Committee for Young Audiences of Oregon and SW Washington, and is an accounting mentor for Portland State University.
In her free time, Samantha loves spending time with her husband and two young children. To relax, Samantha enjoys reading (although she rarely has time to finish a book), crafting, painting, playing piano, and good wine.