At this time, Financial Advisors are available for in-person meetings in Western Washington only. Live outside this area? They'd love to connect with you via email or phone.
Linda was instrumental in the formation of BECU Trust Services. With more than 17 years experience in operations, administration, probate and personal trust administration, as well as a working knowledge of real estate and bank collections.
Linda holds a BS degree in Business Administration and a Certified Trust and Financial Adviser designation from the Institute of Certified Bankers.Read more Read less
Mike joined BECU trust services in 2013 and has over 16 years of industry experience. In his role as Senior Trust Officer, Mike works to meet the unique financial needs of each individual client.
Prior to joining BECU Trust Services, Mike held Trust positions with BNY Mellon Wealth Management, The Trust Company of Washington and Pacific Century Trust (also known as Hawaiian Trust Company, ltd. and Bank of Hawaii).Read more Read less
Rachelle joined BECU Trust Services in August 2006 bringing with her seven years of marketing, business development and member relations experience.
Prior to joining Trust Services, she worked for five and a half years as Branch Manager at the BECU Kent Neighborhood Financial Center. Rachelle holds a BA in Communications from the University of Washington with an emphasis in Institutions and Effects.Read more Read less
Becky, with BECU Trust Services since 2007, uses her 10+ years of trust and financial services experience to assist clients.
Becky holds a BS in Business Administration, Project Management emphasis, and a Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers. Becky is committed to personal and community development, and devotes much of her time to educational and charitable pursuits.Read more Read less
Juliann has worked in estate planning, probate and trust administration since 2009. She is dedicated to using her knowledge and experience to help individuals navigate through the estate planning and probate process.
Prior to joining BECU Trust Services, Juliann held paralegal positions at Lane Powell PC and Betts, Patterson & Mines P.S. in Seattle. She graduated from The Ohio State University with a BA in English and also earned her paralegal certificate from the Washington Online Learning Institute.Read more Read less
Brandi joined BECU Trust Services in 2009, bringing with her over 12 years in customer and financial services.
Brandi holds a BS in Business Administration with an emphasis on Accounting. She provides trust administration support for trust officers at BECU Trust Services, always seeking to improve processes and efficiencies. Brandi is a champion for continued education, and consistently seeks new challenges.Read more Read less
Jason R. Ritzenthaler joined MEMBERS Trust Company in 2005, and has been instrumental in developing innovative and successful investment solutions provided to our clients.
Jason graduated from Florida State University with dual degrees in Finance and Management Information. Starting his career in the Private Bank at Bank of America, Jason has over 15 years of experience in the trust and financial services industry. BECU Trust Services, 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.Read more Read less