Senior Vice President, Client Advisor
Sharon is a Senior Vice President and Client Advisor in Whittier Trust’s Seattle and Portland offices. Sharon works closely with clients to understand their priorities, goals and philosophy with respect to stewardship of their wealth, as well as their personal circumstances and family situations. Her goal is to maintain and nurture the human element of wealth management. Sharon’s advice around planning always reflects clients’ articulated values, with an eye on tax mitigation.
Sharon served for five years as a Senior Fiduciary Advisor for Wells Fargo Private Bank, and one year as a Trust officer for Bank of America Private Wealth Management. Prior to joining the wealth management world, Sharon practiced law as a trust and estate attorney in Seattle, WA. Law was a second career for Sharon. Before moving to Seattle, Sharon worked for the Foreign Service, training foreign service and military personnel who were serving in US embassies in the Middle East.
Sharon obtained her law degree at the University of Washington School of Law, and her undergraduate degree at the University of Pennsylvania. She is married to her high school sweetheart, and has three children. She loves camping, hiking, and reading good novels.