Member Directory by Last Name

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

A

Associate Vice President of Development Operations Clark College Foundation
Work 1933 Fort Vancouver Way Vancouver Washington 98663 Work Phone: (360) 992-2787
Categories: Planned Giving Specialist
Updated 8 months ago. Return to top.

B

Senior Client Advisor | Portfolio Manager Rain Capital Management
Work 121 S.W. Morrison Street Suite 850 Portland OR 97204 Work Phone: (503) 902-4625 Work Phone: (360) 314-2780 Work Fax: (503) 227-2398 Website: http://www.sigmainvestment.com
Categories: Associate, Financial Planner
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Riverview Asset Management Corp.
Work 900 Washington Street Suite 900 Vancouver WA 98660 Work Phone: (360) 759-2437 Website: http://www.riverviewbank.com
Categories: Trust
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Floyd Watkins & Associates, Inc.
Work 17813 N.E. 28th Street Vancouver WA 98682 Work Phone: (360) 253-4505 Website: http://www.floydwatkinsassoc.com
Categories: Associate
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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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Boyce Financial Group, LLC
Work 15597 S.E. Mill Plain Boulevard Vancouver WA 98684 Work Phone: (360) 695-0981 Website: http://www.boycefinancialgroup.com
Categories: Financial Planner
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Work 201 N.E. Park Plaza Drive Suite 145 Vancouver WA 98666 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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Riverview Trust Company
Work 900 Washington Street Suite 900 Vancouver WA 98660 Work Phone: (360) 693-7442 Website: http://www.riverviewbank.com
Categories: Trust
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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
Updated 10 months ago. Return to top.
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
Updated 7 months ago. Return to top.
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

Principal Conover Day
Work 10000 N.E. 7th Avenue Suite 210 Vancouver WA 98685 Work Phone: (360) 695-7325 Website: www.conoverday.com
Categories: CPA
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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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Work 100 Kerr Parkway, Suite 31 Lake Oswego OR 97035 Work Phone: (503) 451-0080
Categories: Attorney
Updated 7 months ago. Return to top.
Landerholm, P.S.
Work 805 Broadway Street, Suite 1000 Vancouver WA 98666 Work Phone: (360) 816-2469 Website: http://www.landerholm.com
Categories: Attorney
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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: Trust
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E

Peterson & Associates, P.S.
Work 7917 NE Hazel Dell Avenue Vancouver WA 98665 Work Phone: (360) 574-0644 Website: http://www.vancouvercpa.com
Categories: CPA
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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
Updated 7 months ago. Return to top.
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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Eagle Strategies LLC
Work 111 N. Pacific Avenue, Suite A Kelso WA 98626 Work Phone: (360) 501-4056 Work Fax: (360) 501-4436 Cell Phone: (503) 522-9924
Categories: Financial Planner
Updated 1 month 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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Vice President and Senior Trust Officer Umpqua Bank Wealth Management
Work 1220 Main Street Suite 300 Vancouver WA 98660 Work Phone: (360) 699-4244 Work Fax: (360) 759-3553
Categories: Trust
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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 4702 N.W. 129th Street Vancouver WA 98685 Work Phone: (503) 479-8633
Categories: Planned Giving Specialist
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Sr. Major Gifts & Planned Giving Officer Salmon Creek Hospital Foundation
Work 2211 N.E. 139th Street Vancouver WA 98686 Work Phone: (360) 487-3457 Website: http://www.lhs.org
Categories: Planned Giving Specialist
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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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Relationship Management First Republic Bank
Work 947 S.W. Broadway Portland OR 97205 Work Phone: (503) 471-4969 Work Fax: (503) 525-8801
Categories: Board Member, Financial Planner
Updated 7 months ago. Return to top.
Marsh, Higgins, Beaty & Hatch, P.C.
Work 1112 Daniels Street Suite 200 Vancouver WA 98666 Work Phone: (360) 695-7909 Website: http://www.marsh-higgins.com
Categories: Attorney
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University of Portland
Work 5000 N. Willamette Boulevard Portland OR 97203-5798 Work Phone: (503) 943-8677 Website: http://www.up.edu
Categories: Associate, Planned Giving Specialist
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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
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Attorney Horenstein Law Group PLLC
Work 500 Broadway Street Suite 120 Vancouver WA 98660 USA Work Phone: (360) 696-4100 Work Fax: (360) 696-5859
Categories: Attorney
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Owner, Principal Advisor Victory Independent Planning
Work Post Office Box 532 Camas Washington 98697 United States Work Phone: (971) 806-6475
Categories: Financial Planner
Updated 3 weeks ago. Return to top.

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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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, Board Member
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Riverview Trust Company
Work 900 Washington Street Suite 900 Vancouver WA 98660 Work Phone: (360) 693-7442 Website: http://www.riverviewbank.com
Categories: Trust
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Jackson, Jackson & Kurtz, Inc. P.S.
Work 704 East Main Street, Suite 102 Battle Ground WA 98604 Work Phone: (360) 687-7106 Website: http://www.jjk-law.com
Categories: Attorney
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L

Work 1613 Broadway Vancouver WA 98663 Work Phone: (360) 690-8219 Website: http://www.usbank.com
Categories: Financial Planner
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Administrator
Work Phone: 503-416-6153
Categories: Uncategorized
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Limoges Investment Management
Work 10000 N.E. 7th Avenue Suite 205 Vancouver WA 98685 Work Phone: (360) 694-2752 Website: http://www.limogesinvest.com
Categories: Financial Planner
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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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M

Vice President of Gift Planning Community Foundation for Southwest Washington
Work 610 Esther Street, Suite 201 Vancouver WA 98660 Work Phone: (360) 952-4309
Categories: Board Member, Planned Giving Specialist
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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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Marsh, Higgins, Beaty & Hatch, P.C.
Work 1112 Daniels Street Suite 200 Vancouver WA 98666 Work Phone: (360) 695-7909 Website: http://www.marsh-higgins.com
Categories: Attorney
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English, Lane, Marshall & Vanderwood, PLLC
Work 12204 S.E. Mill Plain Boulevard Suite 200 Vancouver WA 98684 Work Phone: (360) 449-6100 Website: http://www.elmbsv.com
Categories: Attorney
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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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Meier Financial
Work 201 N.E. Park Plaza Drive Suite 286 Vancouver WA 98684 Work Phone: (360) 514-8114 Website: http://www.garymeier.com
Categories: Financial Planner
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Senior Vice President D.A. Davidson & Co.
Work 703 Broadway Street, Suite 103 Vancouver WA 98660 Work Phone: (360) 571-3720 Work Fax: (360) 571-3728 Website: http://www.thresholdinc.net
Categories: Insurance
Updated 6 months ago. Return to top.
Limoges Investment Management P.C.
Work 1104 Main Street Suite 320 Vancouver WA 98660 Work Phone: (360) 694-2752 Website: http://www.limogesinvest.com
Categories: Financial Planner
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CPA Brighton Jones, LLC
Work 111 S.W. Fifth Avenue Suite 4100 Portland OR 97204 Work Phone: (503) 594-7408
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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Allen Trust Company
Work 121 S.W. Morrison Street Suite 875 Portland OR 97204 Work Phone: (503) 292-1041
Categories: Trust
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Edward Jones Investments
Work 404 E. 15th Street Suite 4 Vancouver WA 98663 Work Phone: (360) 695-6431 Website: http://www.edwardjones.com
Categories: Financial Planner
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P

Cascade Consulting
Work 2917 Washington Street Suite 100 Vancouver WA 98660 Work Phone: (360) 750-1002 Website: http://www.cascadeconsult.com
Categories: Financial Planner
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Landerholm, P.S.
Work 805 Broadway Street, Suite 1000 Vancouver WA 98666 Work Phone: (360) 816-2485 Website: http://www.landerholm.com
Categories: Attorney
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Fort Vancouver Investment Management, LLC
Work 1607 Officers Row Vancouver WA 98661 Work Phone: (360) 823-0477 Website: http://www.fortvancouverim.com
Categories: Financial Planner
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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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Vice President & Chief Financial Officer The Community Foundation for Southwest Washington
Work 610 Esther Street, Suite 201 Vancouver WA 98660 Work Phone: (360) 952-4310 Website: The Community Foundation for Southwest Washington
Categories: Planned Giving Specialist
Updated 7 months ago. Return to top.

R

Work 606 S.E. 117th Avenue Suite 100 Vancouver WA 98684 Work Phone: (360) 356-3820 Website: http://www.schillercpa.com
Categories: CPA
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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, Board Member
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Photo of Bill Roller CFA, CFP(R)
BR Capital, Inc.
Work 4400 NE 77th Avenue, Suite 275 Vancouver WA 98662-6857 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

Work 805 Broadway Street, Suite 1000 Vancouver WA 98666 Work Phone: (360) 816-2534 Website: http://www.landerholm.com
Categories: Attorney
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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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Trust Officer Riverview Asset Management & Trust Co.
Work 900 Washington Suite 900 Vancouver WA 98660 USA Work Phone: (360) 693-7442
Categories: Trust
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First Republic Trust Company
Work 900 Washington Street, Suite 800 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

Managing Partner ProRisk Advisors, LLC
Work 916 Main Street Vancouver WA 98660 Work Phone: (360) 828-3790
Categories: Financial Planner
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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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V

Riverview Trust Company
Work 900 Washington Street, Suite 900 Vancouver WA 98660 Work Phone: (360) 759-2484 Website: http://www.riverviewbank.com
Categories: Trust
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W

Frumenti Lander & Wallace, P.S.
Work 703 Broadway Street Suite 600 Vancouver WA 98660 Work Phone: (360) 696-1693 Website: http://www.flwcpas.com
Categories: CPA
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