Client Advisory

Biography

Durham is an Associate in the Portland office. He works alongside advisors and clients to support comprehensive financial planning and wealth management strategies. In his role, Durham assists with client meetings, financial planning analysis, investment modeling, and ongoing client communication to help ensure a thoughtful and seamless planning experience.

In his spare time, Durham enjoys exploring new destinations and spending time with family. He appreciates the diverse offerings of the Pacific Northwest including white water rafting, snowboarding, and boating.

Education

  • B.S. – Finance, Oregon State University
  • A.S – Business Administration, Linn-Benton Community College

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