Invested in Your success
Wealth Management Leadership
Our leadership team provides knowledge, expertise, and guidance to our clients and advisors — always committed to earning your trust and helping you meet your financial goals.
Alicia O'Mary, JD
SVP / Managing Director
Spokane, WA
SVP / Managing Director
Spokane, WA
Bill Ramey, JD, LL.M.
SVP / Chief Fiduciary Officer
Spokane, WA
SVP / Chief Fiduciary Officer
Spokane, WA
John Kessler, JD
SVP / Market Leader
Spokane, WA
SVP / Market Leader
Spokane, WA
Peter Allen, JD
SVP / Director of Investments
Spokane, WA
SVP / Director of Investments
Spokane, WA
Tim Donnelly, JD
SVP / Market Leader
Portland, OR
SVP / Market Leader
Portland, OR
Right in your neighborhood
Connect with your local advisor.
Amy
Aherns, JD
VP / Senior Trust Officer
Seattle, WA
Amy
Akins
VP / Trust Officer
Boise, ID
Louise
Zahller
Relationship Manager
Spokane, WA
Spokane, WA
Jessica
Allen, JD, LL.M.
VP / Senior Trust Officer
Spokane, WA
Chris
Barto, CFP®
AVP / Relationship Manager
Spokane, WA
Christine
Benson
VP / Senior Relationship Manager
Bellevue, WA
Patrick
Bannworth
Relationship Manager
Spokane, WA
Spokane, WA
Nicholas
Reynolds, CIMA®
VP / Client Portfolio Manager
Spokane, WA
Matthew
Clarke, CIMA®
VP / Senior Portfolio Manager
Spokane, WA
Colin
Cross
Relationship Manager
Seattle, WA
Sarie
Crothers, JD, LL.M.
VP / Senior Trust Officer
Portland, OR
Joyce
Cutler
SVP / Senior Relationship Manager
Bellevue, WA
Kelly
DesRosiers
AVP / Trust Officer & Relationship Manager
Joseph
Robinson
VP / Senior Client Portfolio Manager
Danielle
Fischer, JD
VP / Senior Trust Officer
Portland, OR
Alex
Gruber
AVP / Relationship Manager
Spokane, WA
Andrew
Hastings, JD, LL.M.
VP / Senior Trust Officer
Spokane, WA
Chad
LeGate
SVP / Senior Trust Officer
Spokane, WA
Greg
Owens, JD, CFP®
VP / Senior Financial Planner
Seattle, WA
Steve
Sherman
VP / Relationship Manager, Employee Benefits
Spokane, WA
Dawn
Spratley, JD
VP / Senior Trust Officer
Seattle, WA
Camilla
Strickler
VP / Senior Trust Officer
Boise, ID
Gretchen
Sturm
AVP / Relationship Manager
Portland, OR
Kristin
Thompson, JD
VP / Senior Trust Officer
Spokane, WA
Matt
Tilghman-Havens, JD
SVP / Director of Wealth Strategy
Seattle, WA
Amanda
Wittmann
VP / Trust Officer
Seattle, WA
Robert
Yi
AVP / Relationship Manager
Seattle, WA