Yvette is a seasoned professional in trust and fiduciary services, bringing over 30 years of expertise in wealth management and fiduciary account administration. She specializes in managing complex trust structures—including marital trusts, charitable foundations, dynasty trusts, private foundations, and irrevocable life insurance trusts (ILITs)—for high-net-worth clients and institutions.

Yvette provides strategic guidance on wealth transfer, tax-efficient planning, and asset protection, working closely with estate planning attorneys, CPAs, and investment advisors to deliver integrated solutions. Her leadership in risk management, regulatory compliance, and client relationship management has earned her recognition for elevating service standards and operational efficiency.

She holds the Certified Trust and Fiduciary Advisor (CTFA) designation and previously served as a member of the Estate Planning Council of Southwest Washington. Known for her compassion and diligence, Yvette excels in building trust and understanding across multi-generational families.

Outside of work, Yvette enjoys creating art with her grandchildren, biking, and clamming along the Washington coast.