TRUE Private Wealth Advisors, LLC

Joseph Alstott is a financial advisor at TRUE Private Wealth Advisors, LLC in Salem, OR, holding a Series 65 designation with four years of industry experience. He has worked at TRUE Private Wealth Advisors since 2022 and previously at MDVIP from 2013 to 2021. TRUE Private Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, managing approximately $1.43 billion in discretionary assets. The firm employs a multi-team structure and an investment approach based on Modern Portfolio Theory, with portfolio management overseen by an Investment Committee and supported by advisory groups and third-party managers.

Steven Binns is a financial advisor at TRUE Private Wealth Advisors, LLC with 14 years of industry experience. He previously worked at Peregrin Asset Advisers, Inc. for nine years before joining TRUE Private Wealth Advisors in 2021. Outside of advising, he serves as a principal for Garrett Creek Mitigation Bank, LLC, which sells wetland credits to land developers. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management, financial planning, and institutional consulting. The firm manages approximately $1.26 billion across about 1,478 client relationships, using model portfolios overseen by an Investment Committee and offering tailored portfolio options including ESG exposures at client direction.

Michael Long is a financial advisor with TRUE Private Wealth Advisors, LLC in Salem, Oregon. He holds a Series 66 designation and has 24 years of industry experience. Prior to his current role at TRUE Private Wealth Advisors since 2014, he worked at Purshe Kaplan Sterling Investments, Inc. from 2014 to 2023. He is also a licensed insurance agent. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, including high-net-worth clients, trusts, retirement plans, and other entities. The firm provides discretionary investment management, fee-based financial planning, institutional consulting, and educational seminars, managing approximately $1.26 billion across about 1,478 client relationships.

Thomas Paterson is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with TRUE Private Wealth Advisors, LLC, where he has worked since 2023. Prior to that, he was with Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Outside of advisory work, he is the owner of Patman, LLC, a commercial property holding company. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management and fee-based financial planning. The firm manages approximately $1.26 billion across about 1,478 client relationships and employs a team-based approach to portfolio management under an Investment Committee’s oversight.

Maria Olsen is a financial advisor at TRUE Private Wealth Advisors, LLC with 18 years of industry experience. She holds a Series 65 designation and has previously worked at Goldman Sachs Personal Financial Management, United Capital Financial Advisers, LLC, and Corrigan Wickman Advisory, LLC. Maria also serves as a notary, providing notarization services for client documents as needed without charge. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management, fee-based financial planning, institutional consulting, and educational seminars. The firm manages approximately $1.26 billion across about 1,478 client relationships, utilizing model portfolios overseen by an Investment Committee and offering customized extended portfolios for clients who accept additional risks.

Michael Barr is a financial advisor at TRUE Private Wealth Advisors, LLC in Salem, OR, holding a Series 65 designation with two years of industry experience. Prior to his current role, he worked for Salem Emergency Physician Services for 13 years. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management, fee-based financial planning, institutional consulting, and educational seminars. The firm manages approximately $1.26 billion across about 1,478 client relationships and utilizes model portfolios overseen by an Investment Committee, employing mutual funds, ETFs, and cash management vehicles.

Stephen Altman is a financial advisor with TRUE Private Wealth Advisors, LLC in Salem, OR, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments, Inc. for 11 years. Altman serves on the boards of several local nonprofits, including the Salem Health Foundation, Family Building Blocks, and the Trysting Tree Foundation. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management and fee-based financial planning. The firm manages approximately $1.26 billion across about 1,478 client relationships, utilizing model portfolios developed by Advisory Groups under Investment Committee oversight.

Michael Davis is a financial advisor at TRUE Private Wealth Advisors, LLC with 26 years of industry experience. He has been with TRUE Private Wealth Advisors since 2012. Outside of his advisory role, he is the owner of Rolling D Ranch, LLC, a farming and ranching business with no revenue to date. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management, financial planning, institutional consulting, and educational seminars. The firm manages approximately $1.26 billion across about 1,478 client relationships, utilizing model portfolios overseen by an Investment Committee and offering tailored portfolio options including mutual funds, ETFs, and individual securities.

Landon Davis is a financial advisor at TRUE Private Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked in educational and agricultural roles, including positions with BDS School District and Sweet Grass Ranch. TRUE Private Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm follows a Modern Portfolio Theory-based investment approach and operates through multi-advisor teams that manage discretionary portfolios tailored to client needs.

Todd Gescher is a financial advisor with TRUE Private Wealth Advisors, LLC in Salem, OR, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at TRUE Private Wealth Advisors since 2012 and previously at Purshe Kaplan Sterling Investments. Gescher is also involved as a member of an LLC that owns and manages an office building where his firm is located. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and other entities with discretionary investment management, fee-based financial planning, institutional consulting, and educational seminars. The firm manages approximately $1.26 billion across about 1,478 client relationships and employs a team-based investment approach overseen by an Investment Committee.

Jason Herber is a financial advisor with TRUE Private Wealth Advisors, LLC in Salem, Oregon. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Mr. Herber has been with TRUE Private Wealth Advisors since 2012. Outside of his advisory role, he is involved as a member of an LLC that owns and manages a two-story office building in Salem, which also houses his firm. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management and fee-based financial planning. The firm manages approximately $1.26 billion across nearly 1,500 client relationships and employs a team-based approach to portfolio management overseen by an Investment Committee.