Partner and LPL Financial Advisor
Jim joined the practice in 2010 and became partner in 2015. As a son of the founder, he was raised in the business and always knew he would someday play a key role. He prepared for that day with a degree in business administration from Portland State University.
What he likes most about TruLife Financial Advisors is helping clients have the life they want through developing long-term relationships and delivering personalized management of their wealth.
“My goal is to help people who need help,” he says.
One of his focuses as partner is managing his clients’ experience by being accessible and responsive. It’s not unusual for him to personally deliver flowers to a client who has lost her spouse. Nor is it unusual for him to plan fun and educational events that give clients more insight into how he and his team manage their wealth.
“I believe a healthy and fun work environment for both clients and team members is essential to growing clients’ portfolios and our business,” he adds.
When not at the office, he spends time with his wife Trish and their three kids – Truman, Stella and Navy – much of which is spent at children’s sporting events. His other interests include skiing, golf and adventure travel.
“My main goals are supporting and taking care of my family and doing the best job for our clients and team,” he says, “while continuing my own education to be sure I’m doing the very best job possible for my clients.
Licensed Team Member
Shiloh joined TruLife in the Fall 2020, and is a fully licensed team member.
As a true people person, he’s interested in people from all backgrounds. So, he graduated from the University of Oregon with a double major in business administration and Chinese.
Shiloh has taken the lead on the planning and trading software that underpins a modern financial services business. He will be the primary contact when it comes to financial planning preparation and delivery.
“What I like most about TruLife is the freedom to search for the right solution for every need,” he says. “I just want to do the best job at everything I do, large or small.”
Like everyone else at TruLife, his focus is on our clients and doing his best to be sure they feel secure about their financial plan.
When not at work, he enjoys spending time with his wife Jane, whom he met at the University of Oregon. His hobbies include reading, hiking and getting to know people of other cultures.
Shiloh is constantly in pursuit of education and his next career goal is to acquire his CFP (certified financial planner) certification.
Licensed Team Member
Brian joined TruLife in March of 2020, and is a fully licensed team member.
With a goal of being a financial advisor, he double majored in accounting and finance at Portland State University.
Brian has taken the lead on all transfers and transactions for new and existing clients. This work is central to how we support you, and Brian will work with you to make sure that transactions with us are as smooth and painless as possible.
“What I like most about TruLife is working with a tight-knit team and being available to clients when they need help,” he says. “The way I can do that best is to make sure every transaction we do is done safely and securely.”
Away from the office, Brian likes to spend his time with his wife, and high school sweetheart, Sierra and their two “adorable” cats Molly and Daisy. He also enjoys golfing with friends and spending time at the coast.
Brian’s goal is to become a financial advisor, and further be able to serve clients in new ways.
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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