Introduction
KP is responsible for client services, financial planning, as well as trust and estate administration.
KP is a seasoned financial services professional who has spent nearly 20 years advising individuals and families on complex financial matters. KP brings deep experience in estate planning, trust services, investments and banking to deliver client-focused solutions.
Prior to joining Ashurst Perkins Coie Trust Company, KP held roles in private wealth management at U.S. Bank and Umpqua Wealth Management. In this capacity, KP worked closely with high-net-worth individuals and families to design and implement comprehensive wealth strategies aligned with their long-term financial objectives, with a focus on wealth preservation, growth, and intergenerational planning.
Education & credentials
- University of Washington, B.A., Psychology
- U.S. Bank, VP, Private Wealth Advisor, 2023-2025
- Umpqua Bank, Seattle, WA, VP, Private Wealth Relationship Manager, 2018-2023
- Umpqua Bank, Seattle, WA, Private Bank Associate, 2015-2017
- Umpqua Bank, Tacoma, WA, Assistant Manager, 2012-2015