Member Directory by Last Name

A B C D E F G H J K L M N P R S T W

A

Principal Hal J. Abrams Planned Giving Consulting
Work 7426 S.W. 19th Avenue Portland Oregon 97219 Work Phone: (541) 543-3989
Categories: Board Member, Planned Giving Specialist
Updated 3 days ago. Return to top.

B

Floyd Watkins & Associates, Inc.
Work 17813 N.E. 28th Street Vancouver WA 98682 Work Phone: (360) 253-4505 Website: http://www.floydwatkinsassoc.com
Categories: Insurance
Updated 3 months ago. Return to top.
Boles Company
Work P.O. Box 261 Vancouver WA 98666 Work Phone: (360) 953-8797 Website: Boles Company
Categories: Certified Public Accountant
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Trust Relationship Manager Columbia Trust Company
Work 805 S.W. Broadway, Suite 780 Portland OR 97205 Work Phone: 503-435-9456
Categories: Trust
Updated 3 months ago. Return to top.
Work 314 W. 15th Street, Suite 100 Vancouver WA 98660 Work Phone: (360) 514-8300 Website: http://www.lwmllc.com
Categories: Financial Planner
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President / Financial Planner Ambassador Wealth Management
Work 201 N.E. Park Plaza Drive, Suite 148 Vancouver WA 98684 USA Work Phone: (360) 314-6323 Work Fax: (888) 778-2403
Categories: Board Member, Financial Planner
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C

Senior Vice President | Financial Advisor DA Davidson
Work 703 Broadway Street, Suite 103 Vancouver WA 98660 Work Phone: (360) 571-3710 Cell Phone: (360) 921-1250 Work Fax: (360) 571-3728
Categories: Financial Planner
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President and COO Riverview Trust Company
Work 900 Washington Street, Suite 900 Vancouver WA 98660 Work Phone: (360) 759-2478 Work Fax: (360) 693-7546
Categories: Board Member, Trust
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Sustainable Wealth Management Landerholm, P.S.
Work 300 E 17th Street Vancouver WA 98663 Work Phone: (360) 597-4570
Categories: Associate
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Senior Trust Relationship Manager U.S. Bank
Work 1613 Broadway Vancouver WA 98663 USA Work Phone: (360) 699-8633
Categories: Trust
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D

CPA Helium Day
Work 12009 N.E. 99th Street, Suite 1420 Vancouver WA 98682 Work Phone: (360) 838-0400
Categories: CPA
Updated 4 months ago. Return to top.
Vice President and Trust Officer Riverview Trust Company
Home 900 Washington Street, Suite 900 Vancouver WA 98660 Work Phone: (360) 759-2438
Categories: Associate
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Vice President, Wealth Strategies Advisor Heritage Bank Trust Services
Work 700 Washington Street Suite 708 Vancouver WA 98660 Work Phone: (360) 992-6249 Work Fax: (360) 992-6205
Categories: Financial Planner
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Director of Community & Client Relations Integrated Tax Services
Work 275 West Third Street, Suite 500 Vancouver WA 98660 Work Fax: 360-695-1120
Categories: Associate
Updated 1 week ago. Return to top.
Senior Vice President and Trust Manager Columbia Trust Company
Work 1000 S.,W. Broadway Suite 1100 Portland OR 97203 USA Work Phone: (503) 279-3183
Categories: Board Member, Trust
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E

CTFA, Trust Officer Columbia Trust Company
Work 805 S.W. Broadway, Suite 780 Portland OR 97205 Work Phone: 503-279-3166 Work Fax: 503-224-9987
Categories: Associate
Updated 2 months ago. Return to top.

F

Trust Officer D.A. Davidson Trust Company
Work 703 Broadway Street Suite 103 Vancouver WA 98660 Work Phone: (360) 571-3727
Categories: Board Member, Trust
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Financial Advisor Edward Jones
Work 9901 N.E. 7th Avenue Suite A102 Vancouver WA 98685 USA Work Phone: (360) 573-6604 Work Fax: (888) 578-3756
Categories: Financial Planner
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Flynn Financial Partners
Work 2501 N.E. 134th Street, Suite 305 Ridgefield WA 98642 Work Phone: (360) 501-4056 Work Fax: (360) 501-4436 Cell Phone: (503) 522-9924
Categories: Board Member, Financial Planner
Updated 3 months ago. Return to top.

G

Clark College Foundation
Work 1933 Fort Vancouver Way MS CCF039 Vancouver WA 98663-3598 Work Phone: (360) 992-2301 Website: http://www.clark.edu
Categories: Planned Giving Specialist
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Chief Operating Officer NW Equity Holdings LLC
Work 1220 Main Street Suite 500 Vancouver WA 98660 Work Phone: (360) 699-4311 Website: http://www.nwehi.com
Categories: Trust
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Work 805 Broadway Street, Suite 1000 Vancouver WA 98666 Work Phone: (360) 816-2477 Website: http://www.landerholm.com
Categories: Attorney
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Sam B. Gunn Law Firm, PLLC
Work 10000 N.E. 7th Avenue Suite 370 Vancouver WA 98685 Work Phone: (360) 949-7480 Website: http://www.gunn-law.com
Categories: Attorney
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H

Riverview Trust Company
Work 900 Washington Street Suite 900 Vancouver WA 98660 Work Phone: (360) 693-7583 Website: http://www.riverviewbank.com
Categories: Trust
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Pabst Holland & Reynolds, PLLC
Work 900 Washington Street Suite 820 Vancouver WA 98660 Work Phone: (360) 693-1910 Website: http://www.phr-law.com
Categories: Attorney, Board Member
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J

Landerholm, P.S.
Work 805 Broadway Street, Suite 1000 Vancouver WA 98666 Work Phone: (360) 816-2479 Website: http://www.landerholm.com
Categories: Attorney
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Candace Jennings Consulting
Work 5200 Meadows Road, Suite 150 Post Office Box 446 Oregon Lake Oswego OR 97034 Work Phone: 503-481-8159
Categories: Insurance
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K

Kell, Alterman & Runstein, LLP
Work 520 SW Yamhill Street, Suite 600 Portland OR 97204 Work Phone: (503) 222-3531 Website: http://www.kelrun.com/rKabacy.htm
Categories: Attorney
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Senior Wealth Advisor Buckingham Strategic Wealth
Work 1211 SW Fifth Ave, Suite 1200 Portland OR 97204 USA Work Fax: (503) 803-9379
Categories: Financial Planner
Updated 9 months ago. Return to top.
David Jack Keudell CPA
Work 800 N.E. Tenney Road, Suite 114 Vancouver WA 98685 Work Phone: 360-696-3647 Work Fax: 360-576-9041
Categories: Emeritus
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Personal Trust Administrator D.A. Davidson Trust Company
Work 703 Broadway Street, Suite 103 Vancouver WA 98660 Work Phone: 360-571-3712
Categories: Associate
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L

Administrator
Work Phone: 503-416-6153
Categories: Uncategorized
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Schwabe, Williamson & Wyatt
Work 700 Washington Street Suite 701 Vancouver WA 98660 Work Phone: (360) 905-1434 Website: http://www.schwabe.com
Categories: Attorney
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Development Officer Lutheran Community Services NW
Work 1933 Fort Vancouver Way, MS CCF039 Vancouver WA 98663-3598
Categories: Planned Giving Specialist
Updated 3 months ago. Return to top.

M

Attorney at Law Gunn MacKenzie PLLC
Work 10000 N.E. 7th Avenue, Suite 370 Vancouver WA 98685 Home Fax: (360) 949-7480
Categories: Attorney
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Columbia Associates Financial Group, Inc.
Work 16508 S.E. 24th Street, Suite 104 Vancouver WA 98683 Work Phone: 360-896-5757 Work Fax: 360-896-6070
Categories: Emeritus
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Work 3440 N.,W. Vaughn Street Portland OR 97210 Cell Phone: (503) 704-3887
Categories: Planned Giving Specialist
Updated 3 months ago. Return to top.
Markee Valuations LLC
Work 412 W. 12th Street Vancouver WA 98660 Work Phone: (360) 601-0713 Website: http://www.markeevaluations.com
Categories: Board Member, Financial Planner
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Financial Advisors, Inc.
Work 315 W. Mill Plain Boulevard Suite 200 Vancouver WA 98660 Work Phone: (360) 693-9253 Website: http://www.financialadvisorskms.com
Categories: Financial Planner
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Middleton & Company
Work 1111 Main Street, Suite 630 Vancouver WA 98660 Work Phone: (360) 524-3517 Website: Middleton & Company
Categories: Financial Planner
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Home 10702 N.E. 30th Avenue Vancouver WA 98686 Home Phone: 360-901-9987
Categories: Emeritus
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CPA Greear Kramer Monaghan PS
Work 900 Washington Street, Suite 1100 Vancouver WA 98660 Work Phone: (360) 696-1693 Work Fax: (360) 694-6720
Categories: Board Member, CPA
Updated 7 months ago. Return to top.

N

Landerholm, P.S.
Work 805 Broadway Street, Suite 1000 Vancouver WA 98666 Work Phone: (360) 816-2489 Website: http://www.landerholm.com
Categories: CPA
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Attorney at Law Miller Nash Graham & Dunn LLP
Work 500 Broadway Street, Suite 400 Vancouver Washington 98660 Work Phone: (360) 619-7014
Categories: Attorney
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Director of Trust Services Allen Trust Company
Work 121 S.W. Morrison Street, Suite 875 Portland OR 97204 Work Phone: 503-292-1041 Work Fax: 503-243-6708
Categories: Trust
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P

Attorney at Law Pettis Webber Pacific P.S.
Work 1500 D Street Vancouver WA 98663 Work Phone: 360-696-2069
Categories: Attorney
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Potter Fiduciary Services, Inc.
Work 6420 S.W. Macadam Avenue Portland OR 97239 Work Phone: (503) 245-4420 Website: http://www.potterfiduciary.com
Categories: Trust
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R

Work 606 S.E. 117th Avenue Suite 100 Vancouver WA 98684 Work Phone: (360) 356-3820 Website: http://www.schillercpa.com
Categories: CPA
Updated 6 months ago. Return to top.
Pabst Holland & Renolds, PLLC
Work 900 Washington Street, Suite 820 Vancouver WA 98660 Work Phone: (360) 693-1910 Website: Pabst Holland & Reynolds, PLLC
Categories: Attorney
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Community Foundation of Southwest Washington
Work 610 Esther Street, Suite 201 Vancouver WA 98660 Work Phone: 360-952-4311 Work Fax: 360-737-6335
Categories: Financial Planner
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Attorney at Law Landerholm, P.S.
Work 805 Broadway Street, Suite 1000 Vancouver WA 98666 United States Work Phone: 360-696-3312 Work Fax: 360-696-2122
Categories: Attorney
Updated 3 months ago. Return to top.
Beacon Rock Wealth Advisors
Work 2005 S.E. 192nd Avenue, Suite 200 Camas WA 98607 Work Phone: (360) 735-1900 Website: BR Capital, Inc.
Categories: Financial Planner
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Senior Vice President – Investments | Senior Financial Advisor Wells Fargo Advisors, LLC
Work 700 Washington Street Suite 501 Vancouver WA 98660 Work Phone: (360) 993-3750 Work Fax: (360) 993-3780
Categories: Financial Planner
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S

Chief Development Officer PeaceHealth Southwest Medical Foundation
Work 602 N.E. 92nd Avenue, Suite 120 Vancouver WA 98664 Work Phone: 360-514-3670
Categories: Planned Giving Specialist
Updated 3 months ago. Return to top.
Work 201 N.E. Park Plaza Drive, Suite 261 Vancouver WA 98684 Work Phone: (360) 828-1801 Website: http://www.edwardjones.com
Categories: Financial Planner
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Senior Portfolio Manager, Financial Advisor Morgan Stanley Wealth Management
Home 1701 S.E. Columbia River Drive, Suite 120 Vancouver WA 98661 Work Phone: (360) 992-7990 Work Fax: (360) 992-7999
Categories: Financial Planner
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Work 1610 C Street, Suite 207 Vancouver WA 98663 Work Phone: (360) 750-0673 Website: http://www.schoenfeldlaw.com
Categories: Attorney
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First Republic Trust Company
Work 1220 Main Street, Suite 210 Vancouver WA 98660 Work Phone: (360) 695-6047 Website: First Republic Private Wealth Management
Categories: Trust
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Scott W. Swindell, Attorney-At-Law, P.C.
Work 205 E. 11th Street, Suite 102 Vancouver WA 98666-0264 Work Phone: (360) 693-5883 Work Fax: (360) 567-0165 Website: http://www.sws-law.net
Categories: Attorney
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T

Assistant Vice President and Trust Officer Riverview Trust Company
Work 900 Washington Street, Suite 900 Vancouver WA 98660 USA Work Phone: (360) 759-2441
Categories: Trust
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W

Categories: Emeritus
Updated 4 months ago. Return to top.
Attorney at Law Pettis Webber Pacific P.S.
Work 1500 D Street Vancouver WA 98663 Work Phone: 360-696-2069
Categories: Attorney
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Advancement Director Columbia Land Trust
Work 850 Officers’ Row Vancouver WA 98661 Work Phone: 360-696-0131
Categories: Planned Giving Specialist
Updated 1 month ago. Return to top.