Susan K. Barham, CTFA
Vice President & Trust Operations Officer
“My clients turn to me for solutions. They need a road map, and often a guide‚ and that’s what I provide.”
EXPERTISE
- Trust Operations
- Trust Administration
- Tax Planning
- Fiduciary Income Tax
EXPERIENCE / COMMUNITY INVOLVEMENT
- 30 years trust experience
- Certified Trust and Financial Advisor
- Trust Officer – U.S. Bank
- Vice President and Trust Relationship Manager – Key Private Bank
- Southwest Washington Estate Planning Council – Member
- Estate Planning Council of Portland – Member
- Greater Clark County Rotary Club
- Boy Scouts of America- Silver Star District
EDUCATION
- B.S. – Oregon State University
- Certified Trust and Financial Advisor
- Cannon Trust School; Graduate
INTERESTS
- Traveling
- Gardening
- Spending Time at Home with Family and Dogs
Contact Susan at:
(360) 693-7442
suebarham@riverviewbank.com
Riverview Wealth Management Services
900 Washington St., Suite 900
Vancouver, WA 98660