JUNE 1, 2020 – LAKE OSWEGO, ORE. – Aldrich Wealth is pleased to announce that Shirley McMillan joins the company as Chief Operating Officer effective June 1, 2020. McMillan was most recently Senior Vice President and Chief Operating Officer at M Benefit Solutions in Portland, Ore., where she managed operations and strategy for a team of 40, servicing 250 corporate and financial institution clients, including 24 Fortune 500 companies, with $8 billion of asset value and $2 billion of executive retirement plan liability.
In her capacity as COO, McMillan will guide Aldrich Wealth management on operational efficiency, advanced technology capabilities, professional development for staff, and scaling the business for future growth. She is known as an expert in utilizing technical expertise and financial information to develop solutions for clients. She has additional expertise in strategic planning to streamline operations and implementing programs in a fast-paced environment.
Scott Barchus, Aldrich Wealth’s President and Chief Executive Officer, said of the announcement, “We are very excited to have Shirley join our team. She brings a great deal of management experience in the financial services industry, which will be very impactful on our future growth, people development and client experience. This addition of a COO role will further our goal of being the preeminent wealth management firm in the region.”
“It is an honor to have the opportunity to join Aldrich Wealth as COO. Scott, the Partners and management team make an excellent commitment to creating a culture that places a high value on the experience of its people and its clients,” said McMillan. “I look forward to joining the team and finding ways to help the firm achieve its long-term strategic goals in the wealth management space.”
Aldrich Wealth LP is a fee-based Registered Investment Advisory firm that provides a comprehensive and customized financial services suite to individuals, businesses and trusts. These integrated services offer clients the opportunity to grow and preserve their personal and business wealth. Aldrich Wealth’s Individual services weave together goal-based wealth management, financial and estate planning, and tax planning and preparation. Aldrich Wealth’s Corporate Retirement Plans services include investment management, recordkeeping consulting, fiduciary governance services and employee education services. Aldrich Wealth is part of the Aldrich Group of Companies, including Top 100 Accounting Firm, Aldrich CPAs + Advisors, Aldrich Benefits, Aldrich Retirement Services, Aldrich Technology and Aldrich Capital.