Broker Check

Our Team

How We Work

How We Work

AS A MEMBER OF THE TRUE PRIVATE WEALTH ADVISORS FAMILY, WE EXIST TO HELP OUR CLIENTS SUCCEED. WE WORK WITH FEWER CLIENTS BY DESIGN, SO THAT WE CAN PROVIDE THOSE CLIENTS THE SERVICE AND TRANSPARENCY THEY DESERVE.

We seek to build long-term, multigenerational relationships with our clients. If you’re looking for a comprehensive, strategic approach to financial success, we believe we’re the team to help you get there, and we would love to hear more about your goals.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

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...

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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...

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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...
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Landon Davis

Landon Davis joined the Davis Altman Paterson team in July of 2024. He has thoroughly enjoyed building strong relationships with clients in the Willamette Valley, and beyond. The son of Brett Davis, Landon has been in and around the 

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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...
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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,...

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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...

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