A member of our trust team, Margaret brings over 15 years of trust administration and industry knowledge to our clients every day. Handling all aspects of trust and estate administration, Margaret brings a positive attitude and compassionate nature in helping families with all the critical stages of their lives. She works closely with trust beneficiaries and family advisors to ensure their experience is consistent and the estate plan is carefully implemented.
Margaret also manages Riverview’s private foundations and other philanthropic accounts. Providing efficient administration, Margaret ensures grants are reviewed and distributions are made according to IRS standards and are tax compliant. She keeps things running smoothly, so you can concentrate on your charitable goals.
In addition to earning the Certified Trust and Financial Advisor certification from the Institute of Certified Bankers, a recognized standard of excellence for trust and wealth advisors, Margaret is a graduate of the Cannon Financial Institute.
Outside of the office, Margaret has been an avid volunteer with the American Red Cross and served her community through Southern Baptist Disaster Relief. You can also find her enjoying time with her husband, Ken, working on various remodeling projects or absorbed in her latest hobby, wildlife photography.
900 Washington Street, Suite 900
Vancouver, WA 98660