Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Chuck has over 40 years of investment industry experience. He achieved a B.A. in Economics from Willamette University and an MBA from the Atkinson School of Management at Willamette University. He has extensive board experience in several community organizations. He has also been named to the 2020, 2021, 2022 and 2023 Forbes Best-In-State Top Wealth Advisors lists in the U.S and an AdvisorHub Advisor to Watch in 2023.
Kelly has over 40 years of investment industry experience. She achieved a B.S. in Business Administration from the University of Oregon. Kelly was named to the Forbes Best-In-State Top Wealth Advisor for 2019, 2021, 2022, and 2023, a Forbes Top Women Wealth Advisor in 2021, 2022, and 2023 and an AdvisorHub Advisor to Watch in 2023. An active community member, Kelly participates on two committees with the University of Oregon; working with their Portland Council department, promoting the University, and with University of Oregon Library Advancement Council, advocating for the library. She is also an active board member of OHSU Foundation and De La Salle North Catholic High School. Kelly has past experience on the board of directors at the Epilepsy Foundation Northwest, as an officer with the National Charity League and as an advisory member of RBC’s FCAC.
Jen Pacific has passed the Series 7 and Series 63 exams. She has been working in the financial services industry for over 15 years and supports the team in their operational needs. Jen graduated from St. Olaf College in Northfield, MN with a Bachelor of Arts degree in English / Literature. Outside of work Jen enjoys playing the cello and travelling with her husband and son.
Registered Client Associate
Hayden started at RBC as an Operations Associate in 2021 before joining the team in July of 2022. He is working on getting fully registered as a client associate. Hayden graduated from the University of Oregon with a Bachelor of Science degree in Business Administration with a Finance Concentration. When away from work, Hayden enjoys playing disc golf, strumming his guitar, and fly fishing.
As a wealth management team, it is gratifying to have our team members recognized with industry awards because it means we are serving our clients well. We are very proud to have received the following prestigious awards.