Our Team

Teamwork is a top priority at Northwest Trustee. Every trust is reviewed not only by our relationship managers but also by a diverse group of team members, ensuring both quality and personalized care for our clients. We believe that a collaborative approach to discretionary decision-making is essential. While each employee brings unique expertise and handles specific responsibilities, it’s our collective effort that drives the level of service we’re known for—and ultimately, our shared success. As Steve Jobs wisely said, “Great things in business are never done by one person; they’re done by a team of people.”

F. Jackson Lewis II, JD

Oregon Market Leader
& Senior Trust Officer

Trust Officers

F. Jackson Lewis II, JD

Oregon Market Leader
& Senior Trust Officer

JEFF HERBSTER, JD

Senior Trust Officer

ANNA BURGESON

Trust Officer

SPECIALTY SERVICES

Shirley Padilla

Shirley has been with the company for over 15 years and is our Trust Investment Administrator and Executive Associate to Greg Bowman, CEO. She supports Greg with Investment Reviews and a wide variety of business administration. Shirley has an Associate’s degree in Paralegal Studies and a B.S. in Business Administration.

Aidan Smith

As Investment Administrator, Aidan assists Greg and Shirley in investment processes for trust accounts. After graduating from Whitworth University with a Bachelor of Business Administration (concentration in Finance), Aidan started his career working in Investment Operations at Fulcrum Capital, an RIA in Seattle. He also is a Level II candidate in the CFA program and hopes to sit for the Level II exam in the coming future.

Outside of work, Aidan enjoys spending time with his baby, twin boys.

Samantha Guzy

As the Onboarding and Fiduciary Specialist, Samantha plays a crucial role in ensuring a seamless transition for our clients. She expertly manages the onboarding and closing of fiduciary relationships, collaborating closely with our dedicated team of Trust Officers and Trust Associates. With a strong foundation from her start in our business development department, Samantha brings invaluable expertise and insights to her position. Her Associate of Applied Science degree further enhances her ability to provide exceptional service and support to our clients, making her an essential asset to our team.

Stephenie Vanwert

As Business Development and Communications Coordinator, Stephenie works directly with potential clients and referrals to understand their needs, answer questions and facilitate connections with our Business Development team. A Spokane native, Stephenie graduated from Eastern Washington University with a Bachelor’s degree in Communication Disorders.

Eliza Buxton

As Fiduciary Services Specialist, Eliza plays a pivotal role in supporting the CEO and CFO in the oversight and daily operations of the Fiduciary Services department. Drawing from her solid foundation as a Trust Associate, Eliza actively contributes to both the ongoing functions of the department and strategic initiatives across the organization. Eliza’s deep knowledge of Northwest Trustee’s software, systems, policies, and procedures help her provide solid solutions and support to team members. Eliza holds a bachelor’s degree in criminal justice, with an emphasis on Family Support, from Boise State University.

TRUST ASSOCIATES

Teri Williams

As Trust Associate, Teri supports our Special Needs Trust Department 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.

JoEllen Warren

As Trust Associate, JoEllen assists with trust administration in our Boise office. 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 Associate at Tresco of Idaho which specializes in conservatorships, as well as, trust and estate administration.

Alexx Wallette

Before graduating from Spokane Community College with Legal Administrative Assistant and Paralegal degrees, Alexx spent three years as a Legal Assistant in a local mediation office. As Trust Associate, Alexx is involved with trust administration in our Spokane office.

Meg Pearl

As Trust Associate, Meg assists with trust administration in our Portland, Oregon office. Graduate of Indiana University, she earned a Bachelor’s degree in Economic Consulting and Public Policy Analysis. Upon graduation, Meg moved to Portland with her husband and worked as a probate and trust administration legal assistant.

Danielle Murray

As a Trust Associate, Danielle assists our trust officers in an array of trust administration duties. Danielle worked in the agriculture industry as an office manager for the last 17 years before she joined our team in the Spokane office.

Francesca Mabon

As a Trust Associate supporting our Seattle-area clients, Francesca expertly coordinates all aspects of fiduciary administration. Drawing on more than a decade of experience with national trust companies, both as an Executive Assistant and in Trust Administration, she brings a blend of organizational expertise and client-centric focus. Known for her proactive approach and attention to detail, Francesca ensures that each client’s needs are addressed promptly and effectively. Her commitment to clear communication and exceptional service makes her a valued member of our team and a trusted resource for those we serve.

Peggy Fitzgerald

As Trust Associate, Peggy assists with trust administration in our Oregon market and has spent over 22 years in financial services spanning banking, trust services and investment management. While working in trust services, Peggy specializes in fiduciary and investment management support, as well as overseeing the client experience in various markets throughout the Pacific Northwest. Peggy attended California State University, Long Beach, and earned a B.A. in Liberal Studies.

Lana Buettner

As a Trust Associate, Lana works with our trust administration team in our Spokane office. Previously, Lana worked in the health insurance industry. She has extensive experience with customer service and has a passion for assisting clients with their individual needs.

Jennifer Corder

As a Trust Associate, Jennifer focuses on providing efficient account administration and timely client service. Prior to joining NWTMS, she spent many years in the mortgage industry as a customer success representative where she honed her skills in building relationships, problem-solving, and identifying ways to improve the client experience. Jennifer holds a master’s degree in business from Oregon State University and enjoys exploring Portland’s outdoor spaces and culinary landscape.

Bonnie Streufert

As a Trust Associate in the Boise office, Bonnie brings over 20 years of transferable legal, administrative, and customer service experience with various law firms, businesses, real estate companies, and the airline industry. For the last four years, she worked as a tax coordinator in a fiduciary capacity, partnering with accountants and financial institutions. Bonnie graduated with a Bachelor’s degree in Political Science and a paralegal certificate from Boise State University.

Janine Pauletto

Janine works in the Spokane office as a Trust Associate. She is a graduate of Cannon Trust School and comes to us with over 14 years of experience in the wealth management industry, specifically in trust and estate administration.

Destiny Daley

As a Trust Associate, Destiny supports trust administration for our Seattle office. She brings over 10 years of banking experience and enjoys building strong client relationships and working through complex issues. Originally from Cleveland, Ohio, Destiny earned her degree in Applied Science of Criminal Justice.

Torie Schaeffer

Trust Associate Torie Schaeffer is an insightful problem-solver dedicated to providing clients with personalized support. Torie’s previous roles—as an Assistant Branch Manager at Banner Bank and as a Customer Support Specialist at Wells Fargo—honed her skills in account administration, client communication, transaction processing, and compliance with operational and regulatory requirements.

FRONT OFFICE

Cerise Deslauriers

As Office Administrator, 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 B.A. in Music Pedagogy and has extensive experience running the front end of businesses.

ACCOUNTING

Jaime Morrison

As Trust Accounting Manager, Jaime has worked for Northwest Trustee for more than 18 years in different roles. 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.

Shelley Mowatt

As Accounting Associate, Shelley assists the accounting team 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.

Maren Faux

As Trust Accounting Clerk, Maren greatly assists our accounting department. During and after college, Maren worked in the banking industry for over 17 years—titles she held were personal banker, service manager, executive assistant to area vice president, and commercial lending associate. Later, she worked as a legal assistant for the Washington State Attorney General’s Office for seven years and then worked for five years as a paralegal with two top attorneys.

Matthew Grover

As a Trust Accounting Associate, Matthew assists our accounting department. He graduated from Gonzaga University with his Bachelor’s degree in Mathematics and Economics. After graduation, he worked for an e-commerce company based in Spokane.

Barbara Welk

As a Financial Office Associate, Barbara supports the finance team with various administrative tasks in our Spokane office. As a Spokane native, Barbara graduated from Spokane Falls Community College with a General Business Degree. She has held various office support positions in finance and social services.

Candelaria Faulhaber

As Financial Office Associate, Candie supports our finance team with various administrative tasks in our Spokane office. Since graduating from Gonzaga University in 2000 with a Bachelor’s degree in General Studies with a concentration in Business, Candie has worked in financial institutions, schools, and medical offices.

"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