For the Gescher Herber Group of TRUE Private Wealth Advisors, our most deeply held principle is that as a client, you come first.
We work as a team serving a variety of high-net-worth clients with their needs, including corporate retirement plans, cash management accounts, non-profit organizations, family offices and individual investment accounts.
Our practice focuses on comprehensive, long-term financial planning, asset allocation and portfolio rebalancing, along with a proprietary technical approach that allows us the ability to scale in and out of all markets in a timely manner, minimizing the impact of volatility. We design portfolios to take advantage of the efficiencies in modern portfolio theory with consideration given to current and future tax implications.
As a multi-disciplined team, our mission is to partner with you to create financial comfort, helping and protecting your families or business, and building a legacy. We are driven to provide objective, tailored solutions that enhance your life, and are committed as fiduciaries to maintaining the highest standards of integrity and professionalism in our relationship with you. We endeavor to know and understand your specific financial situation and provide you with only the highest quality service and advice to help you.
Todd Gescher
Todd brings over 25 years of experience and a dedication to personal relationships to the Gescher Herber Group. His decision to leave the Merrill Lynch Wealth Management group in 2012 to co-found TRUE Private Wealth Advisors was driven by his passion for people and the desire to advise clients without compromise. He sought freedom to make decisions in the client’s best interest, not that of the company. More than ever, that commitment is central to his client relationships today. Todd holds a B.S. in Business Economics from Willamette University. He is actively involved with two local non-profit organizations. Todd enjoys upland bird hunting, water sports during the summer, a variety of winter sports and spending time with his wife Brenda and their four children.
Jason Herber
An industry pro since 1999, Jason applies over two decades of experience to creating unique solutions to clients’ unique scenarios and goals. Since co-founding TRUE Private Wealth Advisors in 2012, Jason has served as Partner and CFO, helping guide and grow the group into the award-winning firm it is today. Like his fellow founders, Jason broke away from life at the big investment houses because he wanted the freedom to advise clients according to their goals and best interests, without limitations or conflicts of interest.
Jason has served as past Board Chair for the non-profit organization Family Building Blocks. He holds a BS in Education with a minor in Business from Western Oregon University. Jason enjoys spending time with his family, coaching youth sports, reading and playing golf. He has four daughters with his wife Kimberly.
R A C H E L E L L I S
The newest addition to The Gescher Herber Group, Rachel has joined the team after 10 years in the service industry. With a dual degree in Speech & Hearing Science and Health Innovation, Rachel previously focused on an individual’s physical well-being, and has enjoyed moving her focus to our clients’ financial and emotional well-being. Rachel loves spending time with her family, and she spends her weekends camping, hiking, and testing new recipes.
