Using a personal and individualized approach, trust client relationships are managed with integrity and complete confidentiality. Portfolios are designed to achieve your investment objectives while being sensitive to your risk tolerance level and particular life issues.
We may act as a sole trustee, co-trustee or as an investment agent. We specialize in estate settlement and management of charitable trusts, such as Charitable Remainder Trusts and can handle bill paying and organization of tax information for our clients.
We believe that our hands-on, personal approach brings peace-of-mind to our clients leaving them free to get on with the business of living life. As your trusted advisor, our ultimate goal is to assist you in building, managing, protecting and preserving your wealth for you, your family and your heirs.
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Patricia Riley, J.D. & C.T.F.A.
Senior Vice President, Director of Trust & Wealth Management Services
patricia.riley@opbc.com
“We offer our clients peace-of-mind in knowing that their affairs will be managed locally by seasoned professionals, and that their wishes will be followed exactly. We listen to our clients and give them the benefit of objective, neutral advice on important financial and estate planning issues.”
Pat has over 20 years of trust administrative and investment experience, first with Bank of America, then with Union Bank of California, and most recently with Oregon Pacific Bank. Pat received a B.A. and a Masters degree in Social Work (MSW) from Portland State University and her law
degree from Northwestern School of Law at Lewis and Clark College in Portland, OR. She attended the National Graduate Trust School in Evanston, Ill. and is an Honors Graduate. Pat is a member of the Oregon State Bar and holds the designation
of Certified Trust and Financial Advisor (CTFA).
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Lisa Tine, C.T.F.A.
Vice President, Trust Officer
Coos Bay & Roseburg
lisa.tine@opbc.com
"Provided we have an intimate understanding of each of our client’s individual needs; and we apply integrity at every juncture, we believe we can exceed the expectations of all parties involved."
Lisa has over 21 years of banking experience and is knowledgeable in all aspects of financial services and trust administration. Lisa has held positions in trust administration, portfolio management and private banking services with Northern Trust Company of Chicago, worked as a business development officer for U.S. Bank and as branch manager for Umpqua Bank. Lisa received her B.A. degree from University of California, Los Angeles. She holds the designation of Certified Trust and Financial Advisor (CTFA). |
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Judy Matheny, C.T.F.A.
AVP, Trust Officer
Florence
judy.matheny@opbc.com
Judy has over 22 years of experience in bank operations and trust and investment management. She was employed with Bank of America, U.S. National Bank and Wells Fargo Bank before coming to Oregon Pacific Bank. She holds a Series Seven (7) securities license and the Certified Trust and Financial Advisor designation (CTFA).
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Tina Meyers, C.T.F.A.
AVP, Trust Operations Specialist
Florence
tina.meyers@opbc.com
Tina has over 22 years experience as an administrative assistant with an emphasis in accounting procedures. Tina received her B.A. degree from California State University Sonoma and holds the designation of Certified Trust and Investment Advisor (CTFA).
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Carol Au Court,
Trust Operations Assistant
Florence
carol.aucourt@opbc.com
Carol joined Oregon Pacific Bank in 2006. She has over 20 years of experience in administrative and executive assistant positions. |
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Bobbi Wilson,
Trust Administrative Assistant
Coos Bay
bobbi.wilson@opbc.com
Bobbi joined Oregon Pacific Bank in 2008. She has experience working in the areas of insurance, sales and office administration. |
NEWS:
Oregon Pacific Bank expands with new Trust office in Medford, Oregon!
Click here for more>>
Please call 1-800-997-7121 for more information
or download our Trust & Wealth Management Brochure.
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