Our Team

Teamwork is one of the highest priorities in our company. This is enhanced by reviewing each trust with not only our relationship managers, but with a multitude of team members to ensure quality and care for our clients. A collaborative approach to discretionary decision making is very important. While each employee has their own specific duties, we work together to deliver the service we are known for and that makes us all successful. Because of this, we know “Great things in business are never done by one person, they’re done by a team of people.” – Steve Jobs

GREG BOWMAN

Chief Executive Officer
Finance & Business Development

Greg Bowman, CPA, is a native of Auckland, New Zealand, and oversees the financial, human resources and operational functions at Northwest Trustee & Management Services. He also works closely with the President to coordinate business development plans. Greg joined the team in 2013 with over a decade of experience in the area of accounting, finance, investments and organizational strategy. He is a graduate of George Fox University majoring in Business Administration (Finance) and Accounting. Greg previously worked as a Senior Accountant for KPMG and a Manager at Deloitte, New Zealand, where he managed projects and teams in mergers and acquisitions, corporate valuations and financial due diligence. After leaving New Zealand, Greg held the role of Chief Financial Officer for a large not-for-profit organization in Africa. In addition to leading a team of 10 staff in the finance department, he worked closely with the Board of Directors to restructure the organization and ensure the long term financial sustainability of the not-for-profit. Greg has served on various charitable Boards in New Zealand, Indonesia, and Kenya. He is currently a member of the Washington State Board of Accountancy, the Spokane Estate Planning Council and the Spokane Financial Planning Association.

STEPHEN TREFTS

President & Founder

President and Founder, Stephen W. Trefts, has over 30 years of trust management experience. A graduate of Gonzaga University School of Law, he was admitted to the Washington State Bar in 1976. Since founding Northwest Trustee & Management Services in 1989, he has successfully served thousands of clients, including those with a wide variety of complicated family situations and complex assets by providing highly responsive and hands-on professional trust and estate management services. Due to his depth of experience, he often works with individuals and their advisors to develop and implement trust plans that will meet the goals and objectives of both the individual and the family. Passionate for both community and professional organizations, Steve is currently affiliated with: the Washington State Bar Association, the Spokane County Bar Association, the Spokane Estate Planning Council, and the Inland Northwest Planned Giving Council.

Mark Clemons

Chief Fiduciary Officer

As Chief Fiduciary Officer, Mark oversees all fiduciary functions and provides oversight and direct supervision of the trust officers and trust administrators at Northwest Trustee. Graduate of the University of Dayton and the University of Toledo College of Law, Mark has over 35 years of trust and estate management experience, including extensive experience in fiduciary risk management.

He is an active member of the Bellingham Sunrise Rotary Club and serves as a mentor in the Whatcom Community College business mentorship program. He has a passion for both community and philanthropic organizations and was active in multiple Foundation Boards prior to returning to Washington in the Spring of 2021.

JOHN VAN ENGELEN

Chief Financial Officer

John joined our firm in 2020 as our Chief Financial Officer. He brings significant experience in tax, insurance, risk management and financial services. Prior to joining Northwest Trustee, John owned a public accounting firm for several years, specializing in tax and accounting services. He also held executive management positions in the insurance sector. John is a Certified Public Accountant (CPA), Certified Financial Planner (CFP®), a Chartered Life Underwriter (CLU) and a graduate from Boise State University with a BBA in accounting. He has served on numerous boards, including most recently, the Twin Falls Public Library and the Twin Falls Housing Authority. John’s diverse background of accounting, taxes, insurance and financial services gives him a unique blend of knowledge and experiences to share with those who need help with trust and estate administration.

SUSAN MITCHELL

Chief Compliance Officer

As our Chief Compliance Officer and with over 25 years of experience specializing in corporate, securities, mergers, acquisitions, real estate and regulatory matters, Susan ensures compliance with laws, regulatory requirements, policies and procedures. Prior to joining Northwest Trustee, Susan studied Accounting and Economics at Rocky Mountain College in Billings, Montana and was an Executive Assistant/Paralegal for the General Counsel of a bank and one of the largest law firms in Spokane. 

In her free time, Susan and her husband volunteer with the Second Harvest Food Bank, Coats for Kids, and the annual Liberty Lake Cruising with the Cops fundraiser for Special Olympics. They are avid car collectors, supporters of Stevens County Home Again Lost and Found Pets and divide whatever time they have left with their rescue dogs and twin granddaughters.

DAVID COOPER

Idaho Regional Manager
Trust Officer

David brings great depth of fiduciary, financial and legal experience to the role of Idaho Regional Manager and Trust Officer for Northwest Trustee & Management Services. He is recent past president of the Idaho State Bar and is a Bar Commissioner representing the Fourth Judicial District, president of the Boise Estate Planning Council and a past president for the Treasure Valley Estate Planning Council. Prior to joining Northwest Trustee, David led the Boise wealth management office for a privately-owned Northwest regional bank, where he managed a complex book of trust and investment accounts and was chairperson for the firm’s Trust Administration Committee. David began his legal career as a law clerk for a State Court Judge in Ketchikan, Alaska, and is licensed to practice law in Idaho and Alaska. He holds the designations of Certified Financial Planner (CFP) and Certified Trust & Financial Advisor (CTFA).

David’s goal is to help clients avoid trust or estate planning problems through both common sense and creative solutions. He is adept at working with complex properties and challenging family situations.

RAELENE VOGELSANG

Senior Trust Officer

With over 30 years of professional experience, Raelene joined our team in 2015 as our Senior Trust Officer. She has held roles as Gift Planning & Development Director for both Northwest Christian Schools and, most recently, for Christ Clinic/Christ Kitchen which included sophisticated trust and estate planning strategies and leading teams to complete marketing initiatives. In addition to serving as Senior Trust Officer, Raelene heads up our special needs trust department working with teams of professionals to serve those with limitations while coordinating with federal and state benefits. Often this includes trips to Alaska where Raelene serves a large number of our clients. Previously, she held the role of Vice President of the consulting division of a community bank in California (Foothill Independent Bank), and subsequently as an independent consultant in Spokane. She received her Bachelor of Science in Business Administration from California State Polytechnic University in Pomona.

Raelene is a member of the Spokane Estate Planning Council and her and her husband enjoy traveling throughout the Northwest in search of the perfect hot spring. They have two daughters who are both in college.

CAM MCGILLIVRAY

In-House Counsel
Trust Officer

Cam joined our firm in 2010 as In-house Counsel and Trust Officer. A graduate of City University in Bellevue, Washington, with a Bachelor of Science degree in Management, Cam received his JD degree from Seattle University School of Law and was admitted into the Washington State Bar in November 2006. Prior to joining our firm, Cam served as a litigation associate in a Seattle firm. He brings with him experience in trust and estate litigation. In addition to his legal background, Cam served six years of active duty on a nuclear submarine in the U.S. Navy before receiving an honorable discharge. As In-House Counsel, Cam handles the legal issues relating to trust litigation after coordinating our firm’s efforts with outside lawyers. Additionally, his focus involves real estate management and sales, court reporting for our guardianships and special needs trusts.

JEFF HERBSTER

Trust Officer

Jeff joined our team as Trust Officer and has over 25 years of professional experience. After graduating from Gonzaga University School of Law in 1993, he practiced as both a solo attorney and partner in the Spokane law firm of Winston and Cashatt, focusing primarily on probate, estate planning and general business consultation. He is licensed to practice law in both Idaho and Washington and received his undergraduate degree from Montana State University with a B.S. in Industrial and Management Engineering.

Proudly participating in the Spokane community, Jeff is a founding member of the board of directors for the Boys and Girls Club of Spokane County (serving for over five years including one year as President), a long-standing member of the North Spokane Exchange Club, and formerly trustee for Joya Child and Family Development Center. 

LINDA ARNOLD

Trust Officer

Linda joined Northwest Trustee & Management Services with over 30 years of experience in trust and estate administration and all areas trust management. She is a Spokane native and worked for US Bank for 20 years before moving to Oregon where she was a Trust Officer for Oregon Pacific Bank in both Medford and Eugene and was involved in establishing a new trust office in Eugene in 2015. Linda has a great ability to connect with clients and leverage her career to help them through a wide variety of personal, technical or trust concerns and questions. She has served on various boards over the years as well as being a member of the Estate Planning Council in Spokane, Medford and Eugene. She is currently a member of Spokane Preservation Advocates, which is dedicated to preserving and enhancing the historic character of Spokane and Spokane County. She is very happy to have joined Northwest Trustee & Management Services to assist clients across the entire country.

CINDY OSSO

Executive Assistant to Stephen Trefts
Trust Officer

Cindy joined Northwest Trustee in 2016 and was promoted from Trust Administrator to Trust Officer, where she enjoys working with clients with a variety of circumstances and life situations. Previous experience includes working for 12 years as an Administrative Assistant for an executive of Bank of America. Cindy is passionate about living out our core values both on and off the job. When not at work, Cindy enjoys spending time with her children and grandchildren.

ANGELINA CORONA

Trust Officer

Angelina serves as a Trust Officer, focusing on real estate projects in trust administration. In her previous work as Estate Administrator for the beneficiary; the Washington State Department of Revenue, she was introduced to trust and estate management. With over fifteen years of experience providing executive level services to high-net-worth clients, including business and product development, and real estate management, Angelina came to Northwest Trustee after serving as a trustee in Bellevue, Washington. Graduating from Oral Roberts University with a Bachelor of Science in Marketing, Angelina enjoys continuing her education.  

Her unique background in trusts and estate administration, client care, and business management allows her to easily connect with our clients to provide the care and support they need.

Janelle J. Woody

Senior Trust Officer

With over twelve years of experience in trust administration, investment management and financial planning, Janelle joins our team as a Trust Officer in our Boise office. She enjoys helping others navigate through life and realize their goals. She is a graduate of the Cannon Financial Trust School and earned her bachelor’s degree from Eastern Washington University, where she played tennis for the Eagles all four years. She also holds the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers. 

Janelle has a passion for helping youth and was the Executive Director of Milton-Freewater Youth Services in Oregon for seven years. Janelle grew up in the Pacific Northwest and loves living in the Treasure Valley. She supports Girls on the Run and is active with Boise Estate Planning Council and Idaho Conservation League serving as a wilderness steward. You might find Janelle out on the trails with the Boise Area Runners club, as she is an avid runner.

ANNA BURGESON

Trust Administrator

With over 25 years of experience in the film industry, Anna joined Northwest Trustee in 2018 and is currently a Trust Administrator. Anna works as a team member in our Special Needs department.  With her vast background in HR, management and film industry, Anna brings a thoughtful and hands on approach to helping our clients. In her free time, Anna and her husband enjoy camping, off-roading and are active volunteers in the Spokane County community.

Support TEAM



  Operations

Jess Colvin
Jess joined the team as Director of Operations. Prior to Northwest Trustee, Jess spent 15 years administrating employees, volunteers, facility, and ministries of a large church organization in the Spokane area. Jess’ experience and background in facilities, organizational management and human resources are great assets which help support and facilitate the function and direction of Northwest Trustee.
 

  Specialty Services

Shirley Padilla
As Trust Investment Administrator and Executive Assistant to Greg Bowman, CEO, Shirley joined our administration department in 2010 and has over 25 years of legal and business background. Her role entails working closely with Greg and Investment Advisors in the administration of investment accounts. She also handles and manages a wide variety of business administration for Greg and our firm and assists as a Spanish translator for non-English speaking clients. Shirley has a Bachelor of Science in Business Management and an Associate Degree in Paralegal Studies. 

Krista Fitzpatrick
Krista works as our Business Development Manager organizing and assisting Greg Bowman, CEO, Stephen Trefts, President and Founder, and David Cooper, Idaho Regional Manager, and the office in all new business and potential client matters. Additionally, she oversees and coordinates our marketing and business development efforts.
 

Francesca Mabon
Francesca joined Northwest Trustee as Mark Clemons’ Executive Assistant. She has extensive experience working as both an executive assistant and trust administrator. After a break from a ten-year career with a well-known, national trust company, Francesca is very pleased to be back in trust administration! Born and raised in New York City, she’s been a Seattle resident of more than 20 years. 

Carole Trefts
Carole is our part-time business accountant. She reconciles the firm's trust account and handles the quarterly tax accounting. She graduated with honors from Colorado College with a degree in Economics.

 

 

  Trust Assistants

JoEllen Warren
As a Trust Assistant, JoEllen assists David Cooper, Idaho Regional Manager, Attorney & Trust Officer. After graduating from the University of Minnesota and moving to Boise, Idaho, JoEllen worked as a paralegal for several law firms for over 10 years. She then worked as a trust assistant at Tresco of Idaho which specializes in conservatorships, as well as, trust and estate administration.

Teri Williams
As a Trust Assistant, Teri supports the trust officers in a wide variety of administrative tasks.  Prior to joining our staff, Teri worked in the office Kingdom Kids Adoption Ministries. She has also worked as a bank teller and in customer service.
 


Alexx Wallette
Recently graduating from Spokane Community College with Legal Administrative Assistant and Paralegal Degrees, Alexx spent the past few years as a Legal Assistant in a local mediation office. She is currently assisting our in-house counsel and our growing team of Trust Officers as a Trust Assistant. Alexx is passionate about helping people and it shows in her work ethic.

Maren Faux
As a Trust Assistant, Maren greatly assists our in-house counsel. During and after college, Maren worked in the banking industry for over 17 years. Later, she worked as a legal assistant for the Washington State Attorney General’s Office for seven years. She then worked for five years as a paralegal with two top attorneys—specializing in guardianship, estate administration and litigation. 

Jordyn Hanson
As a Trust Assistant and Legal Associate, Jordyn assists our trust officers on a wide variety of trust administration duties. Graduate of University of Idaho College of Law in Moscow, Idaho, Jordyn has a variety of legal experience ranging from work in the Family Law Division at the Spokane County Prosecutor’s Office, criminal defense in Coeur d’ Alene, and Social Security disability and estate planning law at local firms in Spokane.

Barbara Baxter 
Barbara assists Steven Elliott in our Puget Sound office as Trust Assistant. Barbara began her career in the industry over two decades ago as a paralegal in family law, probate, guardianship, SSI disability, and adoptions. Her wealth of knowledge and experience is an invaluable asset to our team.
 

Lisa Corning
Lisa works as a Trust Assistant, supporting trust officers in a variety of tasks. Before joining our staff, she was a public-school teacher and co-manager of a concrete construction company. Lisa has a Master’s Degree in Professional Studies and was a National Board-Certified teacher. 
 

Karie Lucas
Karie joins our team as a Trust Assistant. With over 25 years of real-estate experience as a licensed Realtor, Karie supports the trust officers in a wide variety of administrative tasks.  


 

Eliza Buxton
Eliza works as a Trust Assistant in our Boise office, supporting Janelle Woody in a variety of tasks. Eliza graduated from Boise State University, where she earned her bachelor’s degree in Criminal Justice, with an emphasis on Family Support. 

 

 

  Accounting

Jaime Morrison
Jaime has worked for Northwest Trustee and Management Services for many years in different roles and currently serves as Trust Accounting Manager. She reconciles brokerage and bank statements, assists with the preparation of financial reports, serves as back up for trust deposits and disbursements and provides other administrative support as needed. Jaime has an A.A.S. degree in Secretarial Administration from Spokane Falls Community College.

Janie Schwartz
As the Trust Account Clerk, Janie processes deposits, disbursements and fees for trusts, maintains financial data and spreadsheets, and provides specialized reports to assist with trust administration. Prior to joining our firm, Janie was an accountant for a legal firm. A native of Boston, she attended Eastern Nazarene College where she studied Social Work.
 

Shelley Mowatt
As an Accounting Assistant, Shelley assists John Van Engelen processing payroll, reconciling investment statements, and facilitating the tax preparation and filing of client tax returns. Shelley worked as a as payroll, billing and contract administrator for a commercial landscape company for over 20 years. She studied Business Management at Orem University in Utah and at VCC in California.

Tsenguun Enkhbat
Tsenguun joined our team as an intern and resumed her role as an accountant after the completion of her B.B.A with concentrations in Accounting and Finance at Whitworth University. Her main duties involve reconciling brokerage and bank statements, processing fees for trusts and assisting Greg Bowman and John Van Engelen with trust accounting tasks. She is currently pursuing her CPA license.

 

  Front Office

Cerise Deslauriers
As an Office Assistant, Cerise is the first point of contact for our company and is our primary receptionist and greeter. She administers inner-office operations, directs all shipping and mail and considers her primary task to be keeping her team comfortable and well-equipped. Cerise grew up in Central Africa and later attended the Rift Valley Academy in Kijabe, Kenya. She has a BA in Music Pedagogy and has extensive experience running the front end of businesses.

Andrew Frazier
As Business Specialist, Andrew’s primary duty is to assist John Van Engelen with accounting related projects, while fielding the occasional curve ball from Greg Bowman. Andrew has a BS in Economics and a BA in Geography, Sustainability and Development and is currently pursuing his MBA at Gonzaga, with a concentration in Finance.
 

Rachel Bennett
Rachel works as an Office Assistant answering the phones, scanning, sorting the incoming mail to the appropriate Trust Officers and the outgoing financial letters to clients. She received her B.A. in Liberal Studies from CSU Stanislaus. Prior to joining our staff, she assisted an accountant as an office manager. 
 

Amy Guarisco
As an Office Assistant, Amy helps others with a multitude of administrative duties. Before joining us, she worked and traveled throughout China for two years. She graduated from the University of Washington with a B.A. in International Studies in East Asia.

"We  wish to express our deepest appreciation for your thoughtfulness and thoroughness in handling Helen's financial matters during the past nearly eight years.  Everyone who we had contact with was helpful and always expressed a personal interest in Helen.  We would certainly be remiss in not mentioning the various visits, gifts, and cards that Helen received from Northwest Trustee and its personnel.  In any event, we are thankful  for our relationship and opportunity to have become acquainted with a number of new friends at Northwest Trustee and Management.  We are pleased to have been pointed to your direction."

Bernice and Glenn