CONTACT INFORMATION717 West Sprague Ave.
Spokane, WA 99201
Bill is an Assistant Vice President and Trust Officer for Washington Trust Bank᾽s Wealth Management & Advisory Services in Portland, Oregon. Bill is also an experienced estate and gift tax attorney, and is licensed in Oregon and Idaho. As an attorney in practice, Bill advised high-net-worth individuals, estate and trust relationships on current estate, tax and financial planning strategies.
As a part of your wealth management team, Bill partners with your existing legal and tax advisors to expertly implement the best wealth planning strategies for your unique circumstances and goals.
- Trust and Estate Administration
- Relationship Management
- Licensed with Oregon and Idaho State Bars
- American Cancer Society—Hope Ball Sponsorship Committee Member
- Susan G. Komen—Planned Giving Advisory Council Member
- Oregon Bankers Association—Trust Committee Member
- JD, Vermont Law School
- LL.M. Taxation, University of Florida
- BA, Whitworth College