Story of Origin
Our commitment to empathy and listening is rooted firmly in our firm’s origins. Founded by Christine Over, a single mother of three, our original mission was to provide clients more personalized wealth management based on integrating their financial goals with their personal goals. Key to this mission was responsive service and building long-term personal client relationships.
Christine started the business in 2003 with her accounts at Waddell & Reed Financial, Inc., a highly respected American asset management and financial planning company founded in 1937. Her uniquely personal and empathetic style made other women comfortable, and her business grew thanks in part to the many women who chose her to manage their assets.
Even during the 2008-2009 financial crisis, she remained faithful to her core principles, persevered and was able to grow the business during a time when many other financial services companies failed.
As a single parent, she raised her sons in the business. So, as a natural progression, her son Jim Strauch joined the business in 2010. In 2015, he became a partner, and we changed our name to Over & Strauch.
The last several years have brought many changes, the greatest of which was the acquisition of the Waddell & Reed wealth management division by LPL Financial Holdings, Inc., the largest independent broker-dealer in the U.S*. This move has given us access to even greater service and support to benefit our clients.
Another change for us was achieving a lifelong goal of establishing an independent office building in our home base in the Portland metropolitan area in Tigard, Oregon. Having our own building has enabled us to have greater control over our own assets and provide our team a place to coalesce and grow.
Another huge change, one that affected us all, was the COVID-19 pandemic. Through it all, we have remained focused on the core principles of our founder, who remains today as an advisor to the business.
Today we are proud and grateful to see our beautiful offices filled with long-term productive relationships. As the current generation takes us into the next phase of our history, we have changed our name to TruLife Financial Advisors to reflect our mission more clearly. As we look to the future, we know we will continue to build on our relationships, offer our clients personalized service and grow, no matter what challenges may come our way.
*Based on Total Revenues, Financial Planning Magazine June 1996 – 2020
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Talk to us today to start planning for the life you want tomorrow.
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971-317-7071, Ext 1