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Katherine Phillips CFP®, CRPC®, CDS®

Associate Wealth Advisor

I work as a member of a team, advising individuals and families on the management of their investment portfolios and providing integrated wealth management solutions through planning. When I got the opportunity to work here at Confluence Wealth Management, I knew this was the ideal place to serve clients in the highest planning capacity at a firm with a reputation for excellence.

I provide far more than just investment management. My philosophy is to focus on the client’s holistic plan and work with them as they progress through their savings years to retirement and beyond.

What is the key to a great client/advisor relationship?

Trust and communication are the foundation of a great client/advisor relationship.

What are you passionate about outside of work?

I love sailing and art. I am a board member of the Oregon Women’s Sailing Association, and a member of the American Sailing Association and the Portland Art Museum.

Who is your hero? Why?

Isabelle Autissier competed at the top level of solo ocean racing during the 1990s and proved once and for all that it was no longer a male-only sport. She inspired many other female sailors to enter the sport