Meet our Wealth Management Advisors


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
Alicia O'Mary, JD
SVP / Managing Director
Spokane, WA
Bill Ramey
Bill Ramey, JD, LL.M.
SVP / Chief Fiduciary Officer
Spokane, WA
John Kessler
John Kessler, JD
SVP / Market Leader
Spokane, WA
Peter Allen
Peter Allen, JD
SVP / Director of Investments
Spokane, WA
Tim Donnelly
Tim Donnelly, JD
SVP / Market Leader
Portland, OR












Right in your neighborhood

Connect with your local advisor.

Amy Ahrens
Amy
Aherns, JD
VP / Senior Trust Officer
Seattle, WA
Amy Akins
Amy
Akins
VP / Trust Officer
Boise, ID
Louise Zahller 
Louise
Zahller
Relationship Manager
Spokane, WA
Jessica Allen
Jessica
Allen, JD, LL.M.
VP / Senior Trust Officer
Spokane, WA
Chris Barto
Chris
Barto, CFP®
AVP / Relationship Manager
Spokane, WA
Christine Benson
Christine
Benson
VP / Senior Relationship Manager
Bellevue, WA
Patrick Bannoworth
Patrick
Bannworth
Relationship Manager
Spokane, WA
Nicholas Reynolds
Nicholas
Reynolds, CIMA®
VP / Client Portfolio Manager
Spokane, WA
Matt Clarke
Matthew
Clarke, CIMA®
VP / Senior Portfolio Manager
Spokane, WA
Collin Cross
Colin
Cross
Relationship Manager
Seattle, WA
Sarie Crothers
Sarie
Crothers, JD, LL.M. 
VP / Senior Trust Officer
Portland, OR
Joyce Cutler
Joyce
Cutler
SVP / Senior Relationship Manager
Bellevue, WA
Kelly Desrosiers
Kelly
DesRosiers
AVP / Trust Officer & Relationship Manager
Joseph Robinson
Joseph
Robinson
VP / Senior Client Portfolio Manager
Danielle Fischer
Danielle
Fischer, JD
VP / Senior Trust Officer
Portland, OR
Alex Gruber
Alex
Gruber
AVP / Relationship Manager
Spokane, WA
Andrew Hastings
Andrew
Hastings, JD, LL.M.
VP / Senior Trust Officer
Spokane, WA
Simon Bean
Simon
Bean, CFA
VP / Senior Client Portfolio Manager
Portland, Oregon
Chad Legate
Chad
LeGate
SVP / Senior Trust Officer
Spokane, WA
Garrett Williams
Garrett
Williams
Relationship Manager
Vancouver, WA





Greg Owens
Greg
Owens, JD, CFP®
VP / Senior Financial Planner
Seattle, WA










Steve Sherman
Steve
Sherman
VP / Relationship Manager, Employee Benefits
Spokane, WA
 Dawn Spratley
Dawn
Spratley, JD
VP / Senior Trust Officer
Seattle, WA





Camilla Strickler
Camilla
Strickler
VP / Senior Trust Officer
Boise, ID
Gretchen Strum
Gretchen
Sturm
AVP / Relationship Manager
Portland, OR
Kristin Thompson
Kristin
Thompson, JD
VP / Senior Trust Officer 
Spokane, WA
Matt Tilghman-Havens
Matt
Tilghman-Havens, JD
SVP / Director of Wealth Strategy
Seattle, WA





Amanda Wittman
Amanda 
Wittmann
VP / Trust Officer
Seattle, WA
Robert Yi
Robert
Yi
AVP / Relationship Manager
Seattle, WA






























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