Meet the Team
Steward Legacy Group was built from experience, not a business plan. We've administered trusts for people we loved, and we know what the role asks of a person: the phone calls, the paperwork, the decisions that have to be made while you're still grieving. We started this firm so Oregon families would have someone they could trust to carry that for them.
The People Who Carry the Responsibility
Risa Davis
Vice President and Founder
Risa has administered multiple trusts for people she loved, so she understands the role from the family's side: the grief, the uncertainty and the weight of getting every decision right. She brings 25 years of experience guiding people through major financial decisions and emotionally significant transitions. Risa leads client relationships and works closely with the attorneys who refer families to Steward Legacy Group.
Carmen Shah
Co -Founder
Carmen brings 25 years of operations management and 6 years in mortgage lending to every trust we administer. She makes sure the details are handled precisely: records, deadlines, accounts and the many professionals involved in settling a trust. Families and attorneys rely on her for fast, clear communication and work that's done right the first time.
Neutrality
No stake in family dynamics, so every decision is fair.
What we stand for
Independence
No products to sell, no commissions, ever.
Responsiveness
Families and attorneys hear back from us quickly.
Care
Every trust represents a life and a family. We treat it that way.