Your Local Trust Professionals

Our trust department has served our communities since 1996. Our local professionals take a holistic approach in crafting custom solutions to help you reach your goal, bringing you peace of mind, and preserving your wealth and values for future generations. 


 

Jay Boelter
Senior Vice President
Director of Trust & Wealth Management Services

Jay grew up in Montana and obtained his Bachelor’s degree from the Pacific Lutheran University in Tacoma, Washington. Jay received his law degree from Gonzaga University School of Law and his LL.M. in taxation from the University of Denver Tax Program. He is currently a member of the Oregon State Bar, the Washington State Bar, and the United States Tax Court. He is also a member of the Estate Planning and Administration Section of the Oregon State Bar and has served as a Section Planner.

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Lisa Amaral
Lisa Amaral, CTFA
Vice President
Trust Officer, Coos Bay

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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Linda Arnold
Linda Arnold
Vice President
Trust Officer, Eugene

Prior to joining Oregon Pacific Bank’s trust department, Linda was a Senior Trust Officer/Manager with South Valley Bank & Trust for 6 years. Previously, Linda was also employed at U.S. Bank in Spokane for 30 years, where she spent 13 years in trust operations and 17 years in trust and estate administration. She is a graduate of the Cannon Financial Institute and is knowledgeable in all aspects of financial management and trust administration.

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Beth Knorr
Beth Knorr, CTFA
Vice President
Trust Officer, Medford

Beth has over 10 years of trust administration experience. She was a trust assistant with South Valley Bank & Trust prior to joining Oregon Pacific Bank in 2012. She has completed her training at the Cannon Financial Institute and holds the designation of Certified Trust and Financial Advisor (CTFA).

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Judy Matheny
Judy Matheny, CTFA
Assistant Vice President
Trust Officer, Florence

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
Tina Meyers, CTFA
Vice President
Trust Officer, Florence

Tina has over 22 years experience as an administrative assistant with an emphasis in accounting procedures. She joined Oregon Pacific Bank’s Trust Department in 1998. 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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Bobbi Wilson, CTFA
Trust Administrator, Coos Bay

Bobbi joined Oregon Pacific Bank in 2008. She has experience working in the areas of insurance, sales and office administration. Bobbi received her Certified Trust & Financial Advisor (CTFA) designation from the Institute of Certified Bankers in 2016.

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