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Our Team
Learn more about our team below:

Management Team
Portland Wealth Management Team
Salem Wealth Management Team
Investment Team

Management Team

Katharine Coakley
Katharine Coakley
SVP, Managing Director
503-279-3189
Email Katharine

Katharine Coakley is Senior Vice President and Managing Director, Trust and Investments at West Coast Trust. With an extensive background in wealth management, Katharine has a strong track record for establishing wealth management groups for community banks and providing strategic counsel on trust and investment needs to high net worth clients. She also leads Columbia Bank’s trust and investment team as they develop and manage comprehensive wealth solutions for high net-worth clients, non-profit organizations and retirement plans. Katharine previously was senior vice president at Key Private Bank where she served as regional market manager for a private banking team and had direct client responsibility for several high net-worth families.

Katharine obtained a bachelors degree in business administration/finance from the University of California, Berkeley. She also graduated from the Berkeley Advanced Management Program and has the Certified Wealth Strategist® designation. Active in her community, Katharine is a member of the City Club of Portland, Oregon Bankers Association Trust Committee and Estate Planning Council of Portland. She currently works with Business for Culture & the Arts and has been a long-time senior member of the National Ski Patrol.

Ron Howell
Rob Howell
SVP, Director of Investments
503-279-3185
Email Rob

Rob Howell is Director of Investments for West Coast Trust with more than 35 years of industry experience. He specializes in development and management for a variety of trust and investment disciplines, including asset allocation strategies, risk management and strategic client solutions. Rob takes a very active approach to client relationships to ensure a complete understanding of each individual client’s goals. He works closely with clients to instill a sense of confidence so they can work together to mutually arrive at financial solutions. Rob believes the success of any business is determined by building and maintaining strong relationships. He believes West Coast Trust has a genuine philosophy of doing what is right for clients and that to be a “trusted advisor” is not only what you are, but what you have earned. Based in Tacoma, Rob leads the investment teams covering the entire Oregon and Washington footprint for Columbia Bank and its wholly owned subsidiary, West Coast Trust. In the past he has volunteered with the American Red Cross, among others.

Edward Duvall
Edward Duvall
CRSP/CISP
SVP, Oregon Trust Manager
503-279-3183
Email Ed

Ed Duvall is a Senior Vice President at West Coast Trust and Oregon Trust Manager with over 25 years of trust, retirement planning and portfolio management experience. Prior to joining West Coast Trust in September 2006, Ed managed the Retirement and Benefit Group of AMG National Trust Bank and the Personal Trust Department for Key Private Bank in Denver, Colorado. He received his B.S. from Central Washington University and graduated from Cannon Financial Institute Trust and Sales School. Ed is also certified in retirement plans and IRAs. He is an Advisory Board Member to Central Washington University's Gift and Estate Planning Council. Ed is a member of the Institute of Certified Bankers, the Western Pension and Benefit Conference, the Portland Business Alliance and an active participant in the Portland Estate Planning Council.

Thomas H. McGirr
Thomas H. McGirr
JD, CTFA
SVP, Salem Market Manager
503-399-2901
Email Tom

Tom McGirr is a Senior Vice President with responsibility for overseeing Business Development, Investment Consulting and Wealth Management. With 38 years of experience, Tom helps business owners and high net worth individuals grow and transfer their wealth. Prior to joining West Coast Trust in 2003, Tom was an Account Executive with Copper Mountain/Union Bank. He spent 24 years with First Interstate/Wells Fargo Bank where he ultimately served as Regional Trust Manager. Tom received his B.A. in Political Science from Whitman College and is a graduate of Lewis and Clark School of Law. He is a Certified Trust and Financial Advisor. Tom is active in several Estate Planning organizations, and serves as a board member for the Salem Rotary Foundation.

David P. Bell
David P. Bell
SVP, Chief Operating Officer
503-279-3162
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David Bell joined West Coast Trust in 1997 and is Senior Vice President and Chief Operating Officer. He is chairman of the Trust Operations and Compliance Committee. Dave has over 24 years of experience in the financial services industry. Prior to joining West Coast Trust, Dave was with U.S. Bank as a Project Manager in its Operations Services Group from 1995 to 1997. He was Vice President and Consolidation Project Manager of First Interstate Bank's Trust Operations from 1992 to 1995. He has completed the Cannon Trust Operations School.

Nicole Rodriguez
Administrative Officer
503-279-3179
Email Nicole

 

Portland Trust Administrative Team

Edward Duvall
Edward Duvall
CRSP/CISP,
SVP, Oregon Trust Manager
503-279-3183
Email Ed

Ed Duvall is a Senior Vice President at West Coast Trust and Portland Trust Team Manager with over 25 years of trust, retirement planning and portfolio management experience. Prior to joining West Coast Trust in September 2006, Ed managed the Retirement and Benefit Group of AMG National Trust Bank and the Personal Trust Department for Key Private Bank in Denver, Colorado. He received his B.S. from Central Washington University and graduated from Cannon Financial Institute Trust and Sales School. Ed is also certified in retirement plans and IRAs. He is an Advisory Board Member to Central Washington University's Gift and Estate Planning Council. Ed is a member of the Institute of Certified Bankers, the Western Pension and Benefit Conference, the Portland Business Alliance and an active participant in the Portland Estate Planning Council.

Beverly E. Reichard
Beverly E. Reichard
CFP, CEBS, CTFA
VP, Senior Trust Officer
503-279-3155
Email Beverly

Beverly is a Vice President and Senior Trust Officer, specializing in administering retirement plans, IRAs and private custody accounts. She has 30 years of trust experience. Beverly received her B.S. from Portland State University. She is a CFP, CEBS and CTFA and is active in the Estate Planning Council of Portland. Beverly is a member of the Institute of Certified Bankers and the International Society of Certified Employee Benefit Specialists.

Helen Robinson
Helen Robinson
CTFA and
VP, Senior Trust Officer
503-279-3164
Email Helen

Helen Robinson is a Vice President and Senior Trust Officer with West Coast Trust. Helen brings over 12 years of personal trust expertise to West Coast Trust, and specializes in Special Needs Trusts, personal trusts and estates. Helen graduated from Cannon Financial Institute, and received her Certified Trust and Financial Advisors accreditation in 2006. She is the secretary of the Beaverton Senior Citizen Advisory Committee.

Gillian Eubanks
Gillian Eubanks
Trust Officer
503-279-3166
Email Gillian

Gillian Eubanks joined West Coast Trust in 2013 and is a Trust Officer. She brings over eight years of experience in both personal and institutional trust administration. Gillian has extensive knowledge of the fiduciary issues affecting complex client relationships. She has been recognized for her outstandng relationship skills and takes pride in bringing service satisfaction to her many clients.

Jessica Bryant
Trust Assistant
503-279-3178
Email Jessica

 

Salem Trust Administrative Team

Thomas H. McGirr
Thomas H. McGirr
JD, CTFA
SVP, Salem Market Manager
503-399-2901
Email Tom

Tom McGirr is a Senior Vice President with responsibility for overseeing Business Development, Investment Consulting and Wealth Management. With 38 years of experience, Tom helps business owners and high net worth individuals grow and transfer their wealth. Prior to joining West Coast Trust in 2003, Tom was an Account Executive with Copper Mountain/Union Bank. He spent 24 years with First Interstate/Wells Fargo Bank where he ultimately served as Regional Trust Manager. Tom received his B.A. in Political Science from Whitman College and is a graduate of Lewis and Clark School of Law. He is a Certified Trust and Financial Advisor. Tom is active in several Estate Planning organizations, and serves as a board member for the Salem Rotary Foundation.

E. Janice Harris
E. Janice Harris
Trust Officer
503-279-3182
Email Janice

E. Janice Harris joined West Coast Trust in 2010 and is a Trust Officer. Janice brings over 18 years of trust experience on every level from compliance to administration. Janice currently handles Irrevocable Life Insurance Trusts in addition to her relationship management duties on various personal trust, special needs, agency, and IRA accounts. She is currently working toward her Certified Trust Financial Advisor (CTFA) designation.

Naomi Zagar
Trust Assistant
503-399-2968
Email Naomi

 

Investment Team

Ron Howell
Rob Howell
SVP, Director of Investments
503-279-3185
Email Rob

Rob Howell is Director of Investments for West Coast Trust with more than 35 years of industry experience. He specializes in development and management for a variety of trust and investment disciplines, including asset allocation strategies, risk management and strategic client solutions. Rob takes a very active approach to client relationships to ensure a complete understanding of each individual client’s goals. He works closely with clients to instill a sense of confidence so they can work together to mutually arrive at financial solutions. Rob believes the success of any business is determined by building and maintaining strong relationships. He believes West Coast Trust has a genuine philosophy of doing what is right for clients and that to be a “trusted advisor” is not only what you are, but what you have earned. Based in Tacoma, Rob leads the investment teams covering the entire Oregon and Washington footprint for Columbia Bank and its wholly owned subsidiary, West Coast Trust. In the past he has volunteered with the American Red Cross, among others.

Debbie Wilkins
Debbie Wilkins
VP, Trust Portfolio Manager
503-279-3159
Email Debbie

Debbie Wilkins joined West Coast Trust in 2015 as a Trust Portfolio Manager. Debbie has spent the past 30 years as a fixed income specialist, specifically with Oregon municipal issues. Debbie is a member of the strategy team and will be providing research on the domestic economy and municipal fixed income securities. Debbie will be the portfolio manager for several of our Oregon client relationships.

Austin Hill-Kleespie
Austin Hill-Kleespie
Trust Investment Analyst
503-279-3188
Email Austin

Austin Hill-Kleespie joined West Coast Trust in 2013 as a Trust Investment Analyst. Before joining the investment team, Austin received a Bachelor’s degree in Kinesiology from the University of Arizona. Austin then attended the Atkinson Graduate School of Management at Willamette University where he graduated with an MBA in finance. While in graduate school Austin was vice president of the Atkinson Finance Association and part of the student team that managed the O’Neill Student Investment Fund.

Michael Lawrence
Relationship Specialist
503-279-3154
Email Michael

Nicole Rodriguez
Administrative Officer
503-279-3179
Email Nicole

 

Products and services are offered by West Coast Trust Company, Inc. an affiliate of Columbia State Bank and a wholly owned subsidiary of Columbia Banking System Inc. The professionally managed investments of West Coast Trust Company are not a deposit; not FDIC insured; not insured by any government agency; not guaranteed by Columbia State Bank; and are subject to investment risk, including the risks of a decline in value or potential loss of the entire investment.

* NOT A DEPOSIT * NOT FDIC-INSURED * NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY * NOT GUARANTEED BY COLUMBIA STATE BANK * MAY GO DOWN IN VALUE

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