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CB Trust Services Team

Meet our Columbia Bank Trust Services Team

Our team provides services to individuals and families, to owners and employees of privately held businesses and to the boards of community foundations. We help you to develop sustainable strategies that support the people and causes that matter most to you.

Susan L Brinkman Trust Team Leader 1301 A Street Tacoma, WA 98402 253-305-0757

Susan Brinkman has gained a strong expertise in the administration of personal and charitable trust and investment management accounts throughout her 22 years in the trust industry. Susan uses her broad experience and fiduciary knowledge to find solutions for her clients’ financial, tax, investment and estate planning needs. Her experience has taught her to be attentive to her clients’ needs and goals and to look for appropriate solutions that add value. Susan believes that the key to providing a high level of service to her clients is building strong relationships.

Susan Brinkman is a graduate of the Cannon Trust School. In addition, Susan is an honors graduate of the ABA’s National Graduate Trust School. She attended Colorado State University.

Susan is an active participant in her community, volunteering with several organizations. She currently works with Awana Clubs International and is the former CEO of the National Organization Caring for Kids (NOCK). Susan previously served on the boards of Gig Harbor Academy and the Tacoma Symphony.

Rob D Howell Director of Investments 1301 A Street Tacoma, WA 98402
Katharine Coakley Director, Trust & Investments 1000 SW Broadway Ste 1100 Portland, OR 97205 503-279-3189
Dale Schuman Trust Market Manager 200 West Neider Ave Coeur d'Alene, ID 83815 208-415-5732

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Consider This

Wealth Management Solutions:  • Private Banking  • Professional Banking  • CB Financial Services1  • Trust and Investment Services2
1 Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: • Not FDIC insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
2 Columbia Bank Trust and Investment Services operates through Columbia Bank, a wholly owned subsidiary of Columbia Banking System. Investments are: • Not a deposit • Not FDIC insured • Not insured by any federal government agency • Not guaranteed by the bank • May go down in value • Consult your attorney as to your applicable situation.

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