Maggie Burns, CFP® & AFIM™
Trust Officer
“My philosophy is to always think broad scope. With each client, I’ll consider a wide variety of investment options before designing a plan – because one size does not fit all.”
EXPERTISE
- Portfolio Analysis
- Investment Management
- Trust Administration
EXPERIENCE / COMMUNITY INVOLVEMENT
- 8 years banking experience
- Certified Financial Planner®
- Accredited Fiduciary Investment Manager™
EDUCATION
- B.A. – Willamette University, Magna Cum Laude
- Phi Beta Kappa National Honor Society – Member
- Honor Graduate – Cannon Financial Institute Investment Management School
- Executive Certificate in Financial Planning – University of Portland
INTERESTS
- Skiing
- Enjoying the Outdoors
- Traveling
- Playing the Violin
Contact Maggie at:
(360) 693-7442
maggieburns@riverviewbank.com
Riverview Wealth Management Services
900 Washington St., Suite 900
Vancouver, WA 98660