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Trust and Wealth Management Roundtable

Trust and Wealth Management Roundtable

 
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Tara Hendison, Chair
Tara Hendison, Chair
_
5000 Meadows Road, Suite 300
Lake Oswego, OR 97035
Allen Trust CompanyAllen Trust Company
Learn More | Show on Map
Adam J. Rohne
Adam J. Rohne
_
17650 NE Sandy Blvd
Gresham, OR 97230
U.S. BankU.S. Bank
Learn More | Visit Site | Show on Map
Beth Knorr
Beth Knorr
_
3250 Hillcrest Park Drive #100
Medford, OR 97504
Oregon Pacific BankOregon Pacific Bank
Learn More | Show on Map
Clinton S. McGarvin
Clinton S. McGarvin
_
5000 Meadows Road, Suite 300
Lake Oswego, OR 97035
Allen Trust CompanyAllen Trust Company
Learn More | Visit Site | Show on Map
David W. Lauer
David W. Lauer
_
45 Fremont Street, 27th Floor
San Francisco, CA 94105
Wells FargoWells Fargo
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Debbie Leiken
Debbie Leiken
_
800 Willamette Street, Suite 100
Eugene, OR 97401 2986
U.S. BankU.S. Bank
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Edgar Paz
Edgar Paz
_
Allen Trust CompanyAllen Trust Company
Learn More
Evan Sowers
Evan Sowers
_
900 Washington Street, Suite 900
Vancouver, WA 98660
Riverview Trust CompanyRiverview Trust Company
Learn More | Show on Map
Howard Hou
Howard Hou
_
333 S Hope Street, Suite 2400 MC: CA9-193-24-01
Los Angeles, CA 90071 1494
Bank of AmericaBank of America
Learn More | Visit Site | Show on Map
Ira Kamerman
Ira Kamerman
_
5000 Meadows Road, Suite 300
Lake Oswego, OR 97035
Allen Trust CompanyAllen Trust Company
Learn More | Visit Site | Show on Map
Jennifer Lessard Stoltey, CFP
Jennifer Lessard Stoltey, CFP
_
302 State Street NE, Suite 200
Salem, OR 97301
U.S. BankU.S. Bank
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Jessica Poehler
Jessica Poehler
_
900 SW 5th Ave, Suite 2550
Portland, OR 97204
U.S. BankU.S. Bank
Learn More | Visit Site | Show on Map
Kaeleigh Aitchison
Kaeleigh Aitchison
_
5000 Meadows Road, Suite 300
Lake Oswego, OR 97035
Allen Trust CompanyAllen Trust Company
Learn More | Visit Site | Show on Map
Kate McGinn
Kate McGinn
_
5000 Meadows Road, Suite 300
Lake Oswego, OR 97035
Allen Trust CompanyAllen Trust Company
Learn More | Visit Site | Show on Map
Katherine de la Forest
Katherine de la Forest
_
1211 SW Fifth Avenue, Suite 560
Portland, OR 97204
KeyBankKeyBank
Learn More | Show on Map
Katherine Estrada
Katherine Estrada
_
900 SW 5th Ave, Suite 2550
Portland, OR 97204
U.S. Bank - Private Wealth ManagementU.S. Bank - Private Wealth Management
LinkedIn
Learn More | Visit Site | Show on Map
Libby Wiseley
Libby Wiseley
_
17650 NE Sandy Blvd
Gresham, OR 97230
U.S. Bank - Private Wealth ManagementU.S. Bank - Private Wealth Management
Learn More | Show on Map
Linda Thomas-Bush
Linda Thomas-Bush
_
800 Willamette Street, Suite 200
Eugene, OR 97401
U.S. BankU.S. Bank
Learn More | Show on Map
Miranda Moy
Miranda Moy
_
U.S. Bank, Portland Tower, 111 SW 5th Avenue
Portland, OR 97204
U.S. Bank - Private Wealth ManagementU.S. Bank - Private Wealth Management
Learn More | Show on Map
Rebecca Zettlemoyer
Rebecca Zettlemoyer
_
1355 US-101
Florence, OR 97439
Oregon Pacific BankOregon Pacific Bank
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Sara Everetts
Sara Everetts
_
PO Box 2305
Salem, OR 97308
Pioneer Trust BankPioneer Trust Bank
Learn More | Show on Map
Sarie Crothers
Sarie Crothers
_
760 SW Ninth Avenue, Suite 1900
Portland, OR 97205
Washington Trust BankWashington Trust Bank
Learn More | Show on Map
Shilo Jeannis
Shilo Jeannis
_
530 SW 5th Ave
Portland, OR 97204
WaFd BankWaFd Bank
Learn More | Visit Site | Show on Map
Steve Spencer
Steve Spencer
_
109 Commercial Street NE
Salem, OR 97301
Pioneer Trust BankPioneer Trust Bank
Learn More | Show on Map
Stuart B. Allen
Stuart B. Allen
_
5000 Meadows Road, Suite 300
Lake Oswego, OR 97035
Allen Trust CompanyAllen Trust Company
Learn More | Visit Site | Show on Map
Tara Denton
Tara Denton
_
5000 Meadows Road, Suite 300
Lake Oswego, OR 97035
Allen Trust CompanyAllen Trust Company
Learn More | Visit Site | Show on Map
Tim Donnelly
Tim Donnelly
_
760 SW Ninth Avenue, Suite 1900
Portland, OR 97205
Washington Trust BankWashington Trust Bank
Learn More | Visit Site | Show on Map
 

 

 
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1149 Court Street NE  •  PO Box 13429  •  Salem, OR 97301
Phone: (503) 581-3522  •  [email protected]


Copyright © 2025 Oregon Bankers Association. All rights reserved.
  • Calendar
  • Advocacy
    • Pacific Northwest Capitol Hill Visit
    • Grassroots
    • Oregon BankPAC
    • Legislative Affairs
    • Regulatory Affairs
    • Comment Letters
    • Access & Inclusion
  • Education & Events
    • Banker Education >
      • Annual Conference & Directors Forum
      • Balance Sheet Strategies Workshop
      • Commercial Lending Development Program
      • Credit Analyst Development Program
      • Engage Conference
      • Executive Development Program
      • Fraud Academy
      • Management Development Program
      • New Accounts Documentation & Compliance Workshop
      • Northwest Bank Directors Series
      • Northwest Bank Operations School
      • Record Retention Guidelines for Financial Institutions
      • Society of Bank Executives
      • Understanding Bank Performance
      • Online Training
    • Bank Webinars
    • Annual Convention
    • Member Mixers >
      • Eugene
      • Portland
      • Salem
    • Oregon Bank Leadership Symposium
    • Pacific Northwest Capitol Hill Visit
    • Peer Group Summit
    • Women in Oregon Banking Luncheon
    • Community Bank Week
    • Event Sponsorships
    • Speaker RFP
  • Member Center
    • Join OBA
    • Already a member? Register Your Membership
    • Member Directory >
      • Bank Members >
        • Community Banks of Oregon
      • Affiliate Members
      • Associate Members
      • Boards of Directors >
        • OBA
        • CBO
        • Foundation
        • Synergy
      • Peer Groups >
        • Agriculture Roundtable
        • Bank Counsel Roundtable
        • Bank Operations Roundtable
        • Community Engagement Roundtable
        • Compliance Roundtable
        • Finance & Accounting Committee
        • FIST
        • Government Relations Committee
        • Human Resources Committee
        • Lending Committee
        • Marketing Roundtable
        • Oregon BankPAC Trustees
        • Technology Roundtable
        • Trust & Wealth Management Roundtable
    • Member Login
    • Publications
    • Peer Groups >
      • Peer Group Summit
      • Join a Peer Group
      • Meeting Calendar
      • Financial Institutions Security Task Force
    • Society of Bank Executives
    • Banking Careers >
      • Interested in a Career in Banking?
      • Find qualified candidates
      • BankTalentHQ Job Board
    • Award Programs >
      • Community Applause Award
      • Oregon Bankers Hall of Fame
      • Frank E. Brawner Advocacy Award
      • Linda W. Navarro Trailblazer Award
      • OBA Presidential Award
    • Bank Alumni
    • Behind the Banker
  • Marketplace
    • Synergy Endorsed Business Partners >
      • ODP Employee Discount Program
    • Associate Members >
      • Become an Associate Member
    • Industry Insights
    • Advertising & Partnerships
  • Community Resources
    • Helpful Links >
      • Find an Oregon Bank Near You
    • Career Center
    • Small Business Resource Center
    • Access & Inclusion
    • Preventing Elder Financial Exploitation
    • Financial Education Resource Guide
    • Cornerstones of Our Communities
    • Community Bank Week
  • Foundation
    • Donate
    • Financial Education Resource Guide
    • Internship Program
    • Scholarships
    • Supporters
    • University Partnerships