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SHC Team

Steve Cox, CPA

Personal CFO

 

"Helping You Make Smart Financial Decisions”

Steve joined the SHC Financial team in January 2005 after over 24 years as an audit partner and CPA in an international accounting firm.   During his public accounting career he worked closely with business owners and corporate management teams of growing businesses to address their financial opportunities.  Helping businesses succeed was his primary focus.  Many times this involved accessing the capital markets for debt and equity funding, managing relationships with key finance sources, solving complex executive compensation issues, and explaining complex transactions to investors, employees and funding sources.  In his corporate career, Steve worked to maintain trusted relationships while understanding objectives, setting clear goals and developing plans to achieve those goals. 

Since joining SHC in 2005, Steve has worked to serve individual clients and their families by helping set clear goals and objectives seeking a successful financial future.  Steve uses a holistic approach to understand everything a client owns, owes, earns and spends to create a clear picture of the current state.  He then asks questions to understand what is important to the client and where a client wants to be in five, ten and twenty years.  Once the desired destination is identified, a plan for the management of a client’s assets and their investment portfolio can be developed and implemented.  While at SHC, Steve and his business partners have worked to create a systematic, non-emotional, active investment management process that seeks to meet a client’s financial goals by protecting what they have earned, managing the many risks inherent in financial markets, and seeking investment growth in a reasonable and conservative manner.

Steve graduated with honors from the University of Texas in 1980 and from the Harvard Business School Owner/President Management Program in 1996.  At Harvard, Steve was part of a group of 100 business owners from around the world, and it is here he became keenly aware of the personal needs of business owners and his interest in serving them.  Businesses in transition were Steve’s primary focus in his public accounting career, and business owners and key executives in transition are his primary interest now.  Applying a personal CFO approach to help successful business owners, executives and their families identify and select financial objectives, model economic consequences of financial choices, and becoming a catalyst to implement selected strategies best describe Steve’s financial planning approach.

Steve resides in the Seattle, Washington area with his wife Patrice.  They have three children. He has been actively involved with youth sports as a coach and board member and currently is a board member of Sound Generations.  Steve is an avid Texas Longhorn and Seattle Mariner fan.  His hobbies include golf, travel, beginner guitar and reading.

Photo of team member

Preston Hart

Chief Investment Officer

   

“Seeking to Grow and Protect Our Clients’ Wealth”

With nearly 20 years of Investment Management and Financial Planning experience, Preston has successfully navigated his clients through two of the most challenging Bear Markets in recent decades by utilizing the firm’s active investment management process.  In addition to helping preserve client assets during risky periods, he has helped pivot those challenges into opportunities.  However, his ultimate mission is to assist his clients in striving toward their personal financial goals and objectives.  He has a passion for designing and implementing strategies that aid his clients in pursuing their distinct financial vision.

Preston lives in his hometown of Portland, OR with his wife and daughters.  He loves writing music, snowboarding and fitness.

Laura Knox

Laura joined SHC Financial in 2011 as a Client Services Manager.  Laura works closely with clients to schedule and prepare for planning meetings with their advisor. She helps clients through the new account opening process by obtaining the required information and establishing online access to each account.  Laura also helps clients with cash management transactions, account statements and tax documents, and is generally available to assist clients in getting answers to their account related questions.

Laura is a graduate of the University of Illinois with a Bachelor of Arts in Education. Before joining SHC, she taught in the Chicago Public School District and the Riverview Washington School District.

Laura resides in Duvall, WA with her family and dog King Arthur. She enjoys bridge, reading, travel, theater, and family game night.

Lisa Troutman, CFS

Lisa joined the SHC Financial team in 2015 as the Operations Manager. She has 25 years in the financial industry. She holds series 6, 7, 63 and 66 registrations with LPL Financial.

Lisa works closely with the advisors. Lisa assists with the processing of paperwork, financial planning as well as problem solving. Lisa also assists clients by answering questions regarding their accounts. Lisa enjoys helping them to understand account and tax statements.

Lisa lives in Lake Oswego, OR. She is a volunteer for the American Lung Association, helping with their Climb for Clean Air program. She enjoys hiking, climbing, biking, travel and just being outside.

 

Colin Benjamin

Colin joined SHC Financial in 2015 as an Investment Research Assistant after graduating from the University of Washington in Seattle with a Bachelor of Science in Economics and a minor in Political Science.  While at UW he created a small investment group with other economics and finance students that met weekly to analyze, discuss and invest in various stocks and bonds.  He also led study groups in Calculus, Economics, Physics, Chemistry, Political Science, and Statistics.  His passion for research, mathematics, and investing make him a key member of our investment research and portfolio management staff. Colin recently passed his General Securities exam and obtained his Series 7 securities registration, which is held with LPL Financial.

Colin is an enthusiastic Seattle Seahawks fan and his hobbies include backpacking, skiing, and swimming.

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SHC Lake Oswego
4800 SW Meadows Road
Lake Oswego, OR 97035

 
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  •  Washington: 425-998-9680
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