Lori is part of the original team that started Riverview Trust Company and has been instrumental to our success over the past 18 years. She has an extensive background in wealth management and trust and estate administration. She works closely with clients and their advisors to establish and implement estate, tax, and investment strategies. She is a Senior Vice President, Trust Officer, and Washington Market Leader. Lori is also a member of Riverview’s leadership team, as well as our trust management and investment committees.
Lori’s career in the trust and wealth management industry began at US Bank in 1977, where she was involved in the development of their Special Needs and Preferred Investor Trust teams. Later she was a Vice President and Trust Officer for Northwest Bank, where she developed their trust administration policies and procedures, before leaving to help establish Riverview Trust Company.
Lori is a graduate of the Cannon Financial Institute and is a Certified Trust and Financial Advisor (CTFA). She has also completed the Financial Planning professional education program at Denver College and the American Institute of Bankers banking school. Lori is a member and past officer of the Southwest Washington Estate Planning Council and is deeply involved in the Vancouver Rotary, where is she is a long standing club member and member of the foundation board and the scholarship committee.
Lori and her husband, David, live in Vancouver and are very active in the community. Lori loves the close community that is Vancouver and attends all of the summer concerts that Riverview sponsors at Esther Short Park. She spends as much time as possible with her son and granddaughter and loves music, reading, and the theater. Lori is also an avid Seahawks fan.