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.”
Greg Bowman, CPA
Chief Executive Officer
Allison Bren Ferris, JD, CTFA
Chief Fiduciary Officer
F. Jackson Lewis II, JD
Oregon Market Leader
& Senior Trust Officer
Aaron McMurray, PHD
Strategic Growth Officer
Krista Fitzpatrick, CTFA
Business Development Manager
Karin Jensen Barber, CTFA
Director of Family
Office Services
Susan Mitchell
Chief Compliance Officer
Brian Jensen
Chief Operating Officer
Trust Officers
F. Jackson Lewis II, JD
Oregon Market Leader
& Senior Trust Officer
Karin Jensen Barber, CTFA
Director of Family
Office Services
RAELENE VOGELSANG
Senior Trust Officer
Kristin (Thompson) Mathison, JD
Senior Trust Officer
JEFF HERBSTER, JD
Senior Trust Officer
YVETTE STEWART, CTFA
Senior Trust Officer
JANELLE J. WOODY, CTFA
Senior Trust Officer
TAMI STOVER, CTFA
Trust Officer
Cindy Osso
Trust Officer
ALEX NAZARCO
Trust Officer
ANNA BURGESON
Trust Officer
LINDA ARNOLD
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.
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.
Stephenie Vanwert
As a Business Development Associate, Stephenie works closely with our team to build connections with potential clients and industry professionals. She keeps our business development efforts on track through thoughtful follow-ups, organized reporting, managing key administrative processes, and reliable day-to-day support. A Spokane native, Stephenie earned her bachelor’s degree in communication disorders from Eastern Washington University. Known for her friendly communication style and attention to detail, she enjoys helping our team create positive experiences for every client we serve.
Jonathon Busch
As Business Development Coordinator, Jonathon is the first point of contact for prospective clients and referral partners. He coordinates scheduling, trip planning, and business development events while ensuring each interaction reflects the company’s commitment to personalized trust and estate management services. Jonathon earned his Bachelor’s degree in Business Management from Eastern Washington University and is passionate about building strong relationships and creating positive first impressions.
Samantha Sherman
As the Onboarding and Closing 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.
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
A graduate of Indiana University, Meg earned a bachelor’s degree in Economic Consulting and Public Policy Analysis. Once a probate and trust administration paralegal, Meg finds fulfillment in supporting and guiding clients through intimate life transitions, complicated family dynamics, and complex business matters, and strives to alleviate those challenges in her role as a Trust Associate in our Portland office.
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.
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.
Sarah Knop
As Trust Associate, Sarah assists with trust administration in our Portland, Oregon, office. Prior to joining Northwest Trustee, Sarah worked as a legal assistant in the probate and trust department of a local law firm and has previous experience working as an intern at a lobbyist firm. Sarah is passionate about serving clients and remains focused and enthusiastic about delivering the highest level of service.
Katherine Turrell
As Trust Associate, Katherine assists with trust administration in our Portland office. Prior to joining the team, she worked in banking and brings experience from fast-paced, customer-focused environments. Katherine earned her bachelor’s degree in Business Administration and Applied Economics from the University of Oregon.
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.
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.
"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