Member Directory by Last Name

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

A

Principal Hal J. Abrams Planned Giving Consultant
7426 S.W. 19th Avenue Portland Oregon 97219 Work Phone: (541) 543-3989
Categories: Board Member, Planned Giving Specialist
Updated 4 months ago. Return to top.
JD, CTFA Allen Trust Company
701 Columbia, Suite 104 Vancouver WA 98660 Work Phone: 503-292-1041 Work Fax: 503-243-6708
Categories: Trust
Updated 9 months ago. Return to top.

B

Attorney at Law Stoel Rives LLP
760 S.W. Ninth Avenue, Suite 3000 Portland OR 97205 Work Phone: 503-294-9163 Work Fax: 503-220-2480
Categories: Attorney
Updated 9 months ago. Return to top.
Floyd Watkins & Associates, Inc.
17813 N.E. 28th Street Vancouver WA 98682 Work Phone: (360) 253-4505 Website: http://www.floydwatkinsassoc.com
Categories: Insurance
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CFP®, Wealth Advisor Buckingham Strategic Wealth
1211 S.W. Fifth Avenue, Suite 1200 Portland OR 97204 Work Phone: (503) 221-7595
Categories: Financial Planner
Updated 5 months ago. Return to top.
Attorney at Law Wyse Kadish LLP
900 S.W. Fifth Avenue, Suite 2000 Portland OR 97204 Work Phone: 503-445-4299 Work Fax: 503-226-9980
Categories: Attorney
Updated 9 months ago. Return to top.
Greear Kramer Monaghan PS
900 Washington Street, Suite 1100 Vancouver WA 98660 Work Phone: (360) 696-1693 Work Fax: (360) 694-6720 Website: Boles Company
Categories: Certified Public Accountant
Updated 1 month ago. Return to top.
Trust Relationship Manager Columbia Trust Company
805 S.W. Broadway, Suite 2700 Portland OR 97205 Work Phone: 503-435-9456
Categories: Board Member, Trust
Updated 1 month ago. Return to top.
President / Financial Planner Ambassador Wealth Management
201 N.E. Park Plaza Drive, Suite 148 Vancouver WA 98684 USA Work Phone: (360) 314-6323 Work Fax: (888) 778-2403
Categories: Financial Planner
Updated 7 months ago. Return to top.

C

Senior Vice President | Financial Advisor DA Davidson
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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Senior Trust Relationship Manager U.S. Bank
1613 Broadway Vancouver WA 98663 USA Work Phone: (360) 699-8633
Categories: Trust
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D

CPA Helium Day Tax
12009 N.E. 99th Street, Suite 1420 Vancouver WA 98682 Work Phone: (360) 838-0400
Categories: CPA
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Vice President, Wealth Strategies Advisor Heritage Bank Trust Services
700 Washington Street Suite 300 Vancouver WA 98660 Work Phone: (360) 992-6249 Work Fax: (360) 992-6205
Categories: Board Member, Financial Planner
Updated 4 months ago. Return to top.
Director of Community Investments & Relationships Johnson Bixby
275 West Third Street, Suite 600 Vancouver WA 98660 Work Phone: 360-695-1795
Categories: Associate
Updated 4 months ago. Return to top.
Senior Vice President, Trust Officer Midwest Trust Company
1220 Main Street Suite 500 Vancouver WA 98660 USA Cell Phone: (360) 597-0541
Categories: Board Member, Trust
Updated 4 months ago. Return to top.

E

CTFA, Trust Officer Columbia Trust Company
805 S.W. Broadway, Suite 2700 Portland OR 97205 Work Phone: 503-279-3166 Work Fax: 503-224-9987
Categories: Associate
Updated 1 month ago. Return to top.

F

Senior Vice President/Senior Trust Officer Riverview Trust Company
900 Washington Street, Suite 900 Vancouver WA 98660 Work Phone: (360) 946-0312 Work Fax: (360) 693-7546
Categories: Trust
Updated 7 months ago. Return to top.
Financial Advisor Edward Jones
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
1325 S. 8th Way Post Office Box 1657 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

Gibert eAdvancement LLC
1933 Fort Vancouver Way MS CCF039 Vancouver WA 98663-3598 Work Phone: (360) 992-2301 Website: http://www.clark.edu
Categories: Planned Giving Specialist
Updated 4 months ago. Return to top.
2290 S.W. Benz Farm Court Portland OR 97225
Categories: Emeritus
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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
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
900 Washington Street Suite 900 Vancouver WA 98660 Work Phone: (360) 693-7583 Website: http://www.riverviewbank.com
Categories: Trust
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CTFA, JD Allen Trust Company
5000 Meadows Road, Suite 300 Lake Oswego OR 97035 Work Phone: 503-292-1041 Work Fax: 503-243-6708
Categories: Trust
Updated 9 months ago. Return to top.
Pabst Holland & Reynolds, PLLC
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.
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
5200 Meadows Road, Suite 150 Post Office Box 446 Oregon Lake Oswego OR 97034 Work Phone: 503-481-8159 Work Fax: 503-636-0660
Categories: Insurance
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K

Kell, Alterman & Runstein, LLP
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
1211 SW Fifth Ave, Suite 1200 Portland OR 97204 USA Work Fax: (503) 221-7595
Categories: Financial Planner
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David Jack Keudell CPA
Post Office Box 39 Brush Prairie WA 98606 Work Phone: 360-553-2837
Categories: Emeritus
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L

Attorney at Law Abby Wool
7540 S.W. Hermoso Way Tigard OR 97223 Work Phone: 503-477-8800 Work Fax: 503-447-8809
Categories: Attorney
Updated 9 months ago. Return to top.
Administrator
Work Phone: 503-416-6153
Categories: Uncategorized
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Schwabe, Williamson & Wyatt
700 Washington Street Suite 701 Vancouver WA 98660 Work Phone: (360) 905-1434 Website: http://www.schwabe.com
Categories: Attorney
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Attorney at Law The Law Office of Eva M. Luchini
723 N.E. 4th Avenue Camas WA 98607 Work Phone: 360-817-0007
Categories: Attorney
Updated 3 months ago. Return to top.

M

Attorney Schwabe Williamson & Wyatt
700 Washington Street, Suite 701 Vancouver WA 98660 Work Phone: (360) 905-1116
Categories: Attorney
Updated 1 month ago. Return to top.
Attorney at Law Gunn MacKenzie PLLC
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.
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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3440 N.,W. Vaughn Street Portland OR 97210 Cell Phone: (503) 704-3887
Categories: Planned Giving Specialist
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Markee Valuations LLC
504 N.W. 179th Street Ridgefield WA 98642-5752 Work Phone: (360) 601-0713 Website: http://www.markeevaluations.com
Categories: Board Member, Financial Planner
Updated 4 months ago. Return to top.
Financial Advisors, Inc.
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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5200 S. Macadam Avenue, Suite 330 Portland OR 97239 Work Phone: 503-542-4086 Work Fax: 503-467-5567
Categories: Insurance
Updated 9 months ago. Return to top.
Trust and Charitable Services Officer Allen Trust Company
701 Columbia Street, Suite 104 Vancouver WA 98660 Work Phone: 503-292-1041
Categories: Trust
Updated 1 month ago. Return to top.
ChFC, CLU Lifecycle Solutions
201 NE Park Plaza Dr., Suite 200 Vancouver WA 98684-5871 Work Phone: 360-514-8114 Work Fax: 360-514-8115
Categories: Emeritus
Updated 1 month ago. Return to top.
Middleton & Company
1111 Main Street, Suite 630 Vancouver WA 98660 Work Phone: (360) 524-3517 Website: Middleton & Company
Categories: Financial Planner
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10702 N.E. 30th Avenue Vancouver WA 98686 Home Phone: 360-901-9987
Categories: Emeritus
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CPA Greear Kramer Monaghan PS
900 Washington Street, Suite 1100 Vancouver WA 98660 Work Phone: (360) 696-1693 Work Fax: (360) 694-6720
Categories: Board Member, CPA
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N

Director of Trust Services Allen Trust Company
5000 Meadows Road, Suite 300 Lake Oswego OR 97035 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.
1500 D Street Vancouver WA 98663 Work Phone: 360-696-2069
Categories: Attorney
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CLU, CFP, CLTC Insurance Consulting Services, Inc.
5200 S. Macadam Avenue, Suite 330 Portland OR 97239 Work Phone: 503-542-4085 Work Fax: 503-467-5567
Categories: Insurance
Updated 9 months ago. Return to top.

R

7700 N.E. Greenwood Avenue, Suite 260 Vancouver WA 98662 Work Phone: (360) 356-3820 Website: http://www.schillercpa.com
Categories: CPA
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Pabst Holland & Renolds, PLLC
900 Washington Street, Suite 820 Vancouver WA 98660 Work Phone: (360) 693-1910 Website: Pabst Holland & Reynolds, PLLC
Categories: Attorney
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Attorney at Law Landerholm, P.S.
805 Broadway Street, Suite 1000 Vancouver WA 98666 United States Work Phone: 360-696-3312 Work Fax: 360-696-2122
Categories: Attorney
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Beacon Rock Wealth Advisors
2005 S.E. 192nd Avenue, Suite 200 Camas WA 98607 Work Phone: (360) 735-1900 Website: Beacon Rock Wealth Advisors
Categories: Financial Planner
Updated 3 weeks ago. Return to top.
Senior Vice President – Investments | Senior Financial Advisor Wells Fargo Advisors, LLC
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
602 N.E. 92nd Avenue, Suite 120 Vancouver WA 98664 Work Phone: 360-514-3670
Categories: Planned Giving Specialist
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Senior Vice President, Senior Fiduciary Strategist – Oregon, SW Washington & Alaska Regions Key Private Bank
1211 S.W. Fifth Avenue, Suite 500 Portland OR 97204 Work Phone: 503-790-7552
Categories: Trust
Updated 3 months ago. Return to top.
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 Vice President, Portfolio Management Director, Financial Advisor Morgan Stanley Wealth Management
1701 S.E. Columbia River Drive, Suite 120 Vancouver WA 98661 Work Phone: (360) 992-7990 Work Fax: (360) 992-7999
Categories: Financial Planner
Updated 1 month ago. Return to top.
900 S.W. Fifth Avenue, Suite 2500 Portland OR 97204 Work Phone: (360) 750-0673 Website: http://www.schoenfeldlaw.com
Categories: Attorney
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President and Chief Executive Officer Riverview Trust Company
900 Washington Street Vancouver WA 98660 Work Phone: 360-946-0308
Categories: Trust, Uncategorized
Updated 3 months ago. Return to top.
First Republic Trust Company
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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Trust Officer Riverview Trust Company
900 Washington Street, Suite 900 Vancouver WA 98660 Work Phone: 360-693-7442
Categories: Associate
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Scott W. Swindell, Attorney-At-Law, P.C.
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
900 Washington Street, Suite 900 Vancouver WA 98660 USA Work Phone: (360) 759-2441
Categories: Trust
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W

Work Phone: 360-852-6945
Categories: Emeritus
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Attorney at Law Pettis Webber Pacific P.S.
1500 D Street Vancouver WA 98663 Work Phone: 360-696-2069
Categories: Attorney
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CPA Brighton Jones LLC
2030 First Street, 3rd Floor Seattle WA 98121 Work Phone: 206-258-5011 Work Fax: 206-258-5005
Categories: CPA
Updated 9 months ago. Return to top.
Attorney at Law Schwabe Williamson & Wyatt P.C.
1211 S.W. Fifth Avenue, Suite 1900 Portland OR 97204 Work Phone: 503-796-2477 Work Fax: 503-796-2900
Categories: Attorney
Updated 9 months ago. Return to top.
Wealth Advisor Laurus Wealth Management
314 W. 15th Street, Suite 100 Vancouver WA 98660 Work Phone: 360-514-8300
Categories: Associate
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Z

Reverse Mortgage Specialist American Pacific Mortgage
2737 S.E. 21st Avenue Portland OR 97202 USA Work Phone: 503-754-7088
Categories: Associate
Updated 1 month ago. Return to top.