Brett Davis

Brett has been providing financial and wealth management advice and services for over two decades.

Before founding TRUE Private Wealth Advisors, he was a Senior Financial Advisor with the Merrill Lynch Private Client Group. Brett earned his BS in History and also holds a Master’s degree in Business Administration/Finance from Willamette University.

He has actively served on a number of charitable organizations within the community and has a passion for coaching and mentoring youth. Brett and his wife Catherine have four children.

Steve Altman

Steve has been providing wealth management advice since 1996.

Prior to his founding role at True Private Wealth Advisors, Steve was a Director on the Merrill Lynch Private Client Group management team in Salem, Oregon.  During that time, Steve was twice honored as the Merrill Lynch  National Resident Director of the Year.  Steve graduated from Oregon State University with a BS in Economics.

Steve and his late wife Kirstin have supported several non-profit organizations within the community over the last twenty years. Currently, Steve is actively serving as a board member on Salem Health Foundation and Family Building Blocks, a social service agency focused on child health from 0-3 years in age. Steve has three children and enjoys skiing, golf, and travel. 

TOMMY PATERSON

TOMMY PATERSON HAS BEEN IN THE FINANCIAL INDUSTRY FOR OVER A DECADE. HE HELPS CLIENTS ESTABLISH A STRONG FOUNDATION FOR MAKING CONFIDENT FINANCIAL DECISIONS.

With a background in professional baseball for the Philadelphia Phillies and Chicago White Sox, Tommy brings a unique perspective to his work in the wealth management space. He has worked at Goldman Sachs Personal Financial Management as Vice President, Head of Office and as an advisor at Merrill Lynch, bringing years of experience to his role. Tommy is a CERTIFIED FINANCIAL PLANNER™ practitioner and earned his Bachelor of Science degree in Finance from Linfield University.  (www.cfp.net)

Tommy enjoys time outdoors playing golf and spending time with his wife and three daughters. He is also actively involved with McMinnville Young Life.

Becky Engeln

Becky began working in the financial services industry with First Interstate Bank (which became Wells Fargo) in 1987. In 1997, she joined the Salem Merrill Lynch Private Client office as a registered Senior Client Associate.

Becky is active in various groups at her church; including a community group passionate about serving and supporting local charitable organizations such as Union Gospel Mission and Salem Free Clinics. She is also a volunteer with middle school and high school aged students.

She was previously involved in Youth Impact of Marion and Polk County, which engages with youth through education and mentoring programs. Becky enjoys running, hiking, snowshoeing, bicycling and spending time with friends and family.

DEBBIE BARTOL

A NEW MEMBER OF THE DAVIS ALTMAN paterson GROUP, DEBBIE HAS A LENGTHY HISTORY OF OVER 3 DECADES OF SERVING CLIENTS IN THE FINANCIAL SERVICES INDUSTRY.   PRIOR TO JOINING OUR TEAM, DEBBIE WORKED AT MERRILL LYNCH AS A REGISTERED SENIOR CLIENT SERVICES ASSOCIATE.

Debbie works alongside Becky Engeln in providing a variety of administrative tasks including account openings, transfers, and inquiry resolutions.  Debbie’s knowledge of the industry and exemplary customer care reinforces our commitment of best of class service to you. 

MARIA OLSEN

MARIA HAS WORKED IN THE FINANCIAL SERVICE SECTOR SINCE 2004.

Maria started her career in the Financial Services Industry in 2004 at Wickman Paterson Corrigan in McMinnville, Oregon. She progressed to positions of increasing responsibility, eventually serving as a Vice President/Business Operations Manager at Goldman Sachs.

She obtained a Human Resource Certificate from Linfield University and earned a BA in Sociology from the University of Pittsburgh, and holds a series 65 registration. Apart from her professional experience, Maria is actively involved in the McMinnville Area Chamber of Commerce, Soroptimist, and has volunteered with Junior Achievement. In her leisure time, Maria enjoys practicing yoga, hiking, and playing pickleball.

Mike Altman

A new member of the financial services community,  Mike brings to True Private Wealth Advisors over 20 years of experience in business development and customer engagement activities  while working  in the telecom industry.

His work focuses on establishing a comprehensive understanding of client objectives and then developing teams and resources to meet those goals. Past engagements include Fortune 500 companies, start-ups and enterprise customers seeking to enhance their operations and customer experience.

Mike has an MBA from the W.P Carey School of Business at Arizona State University and Series 65 examination.