Jason joined MEMBERS Trust Company in 2005 and has been instrumental in developing the innovative and successful investment solutions provided to our clients. Jason graduated from the Florida State University with an undergraduate degree in Finance and Management Information Systems in 2001. With over 10 years of experience in the trust and financial services industry, Jason believes investment management is a fiduciary commitment focused on defining an investor’s personal risk and return objectives then tailoring a comprehensive investment strategy to meet both short and long-term goals. Jason earned the prestigious Chartered Financial Analyst®, CFA®, designation in 2009. He graduated with academic honors from the Florida Graduate Trust School and obtained his Certified Trust and Financial Advisor®, CTFA®, certification in 2006.

Jason is a member of the Institute of Certified Bankers, the CFA Institute, and the CFA Society of Chicago. At the 2008 CFA European Conference, Jason joined global portfolio managers and analysts to study significant trends and issues facing the investment industry, including: Behavioral Finance, Global Asset Allocation, and the role of Sovereign Wealth Funds and Emerging Markets. Most recently, Jason studied with leading financial professionals at Harvard University to gain insight into the latest academic thinking on investment strategy and the current and future economic landscape.

BECU Trust Company, partnering with MEMBERS Trust Company, is dedicated to offering our clients and members professional investment management services delivered with the highest of integrity adhering to the fiduciary standard you deserve. Get a complete introduction to the entire investment team of MEMBERS Trust Company.

While there, her duties included operations and administration. Other trust experience includes, working five years with Key Trust Company in the area of probate and personal trust administration. She also has working knowledge in the area of real estate and bank collections.

Linda holds a BS degree in Business Administration and a Certified Trust and Financial Advisor designation from the Institute of Certified Bankers. She has also attended Cannon Financial Institute specializing in personal trust administration and Sungard Institutional Operations training and was instrumental in the establishment of BECU Trust Company’s operations department. She is a member of the Eastside and Seattle Estate Planning Council.

Before joining BECU Trust Company, he worked for 19 years at Key Trust Company; most recently serving as Vice President and Trust Administrator.

Mike holds a Certified Trust and Financial Advisor designation from the Institute of Certified Bankers. He holds an Associate Degree in Business Administration with a major in accounting from Whatcom Community College and is a graduate of Cannon Financial Institute, specializing in personal trusts. He is a member of the Tacoma Estate Planning Council and serves on other professional and community boards.

Prior to coming to BECU Trust Company, Chris was employed with BECU. Starting as a Member Service (MS) Representative in January 1994 with the opening of the new Everett Facility, she was soon promoted as an Administrative Assistant to the manager and eventually to the MS Director/VP in Tukwila. Her training and skills in working with executives and members, building relationships, finding solutions, holding confidentialities and advocating a positive member experience provided a seamless transition to BECU Trust Company where she continues to use those skills in her role as Trust Administrator.

Chris is pursuing her CTFA designation and continues with her education to increase her knowledge and trends of the trust industry.

Prior to joining BECU Trust Company, Rachelle spent seven years working at the BECU Kent Neighborhood Financial Center, five and a half of those years as Branch Manager.

Rachelle holds a BA in Communications from the University of Washington with an emphasis on Institutions and Effects. She has completed Cannon Financial Institute’s course in Cannon Trust Fundamentals and Pohl Consulting and Training, Inc’s course in Relationship Sales Training. Rachelle received her Leadership Certification from the Leadership Institute of South Puget Sound. Rachelle was involved with the King County community serving as an active member in the Rotary Club, the Kent Chamber of Commerce and the Covington Chamber of Commerce.