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Our Team
Learn more about our team below:

Management Team
Investment Consulting Team
Portland Wealth Managememt Team
Salem Wealth Management Team
Investment Team

Management Team

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

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 teams as they develop and manage comprehensive wealth solutions for high net-worth clients, non-profit organizations and retirement plans. Katharine was senior vice president at Key Private Bank for seven years. 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. In her spare time Katharine enjoys traveling, skiing with her family and exploring the arts and culture in Portland.

Thomas H. McGirr
Thomas H. McGirr
JD, CTFA, Manager
Wealth Management and
Business Development
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.

Edward Duvall
Edward Duvall
CRSP/CISP,
Portland Wealth Management Team Leader
503-279-3183
Email Ed

Ed Duvall is a 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.

David P. Bell
David P. Bell
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

 

Investment Consulting Team

Thomas H. McGirr
Thomas H. McGirr
JD, CTFA, Manager
Wealth Management and
Business Development
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.

Sara Swearingen
Sara Swearingen
Trust Relationship Specialist
503-399-2995
Email Sara

Sara Swearingen is a Trust Relationship Specialist in the Salem office of West Coast Trust. Sara joined West Coast Trust in 2010 as a member of the Trust Sales team in marketing and internal relationship development and recently transitioned to a dual role position between Sales and Account Management.  Sara brings over 7 years of retail banking operations experience and 5 years of personal lines  of insurance sales.   Sara is an active participant in the Willamette Valley Estate Planning Council and The Salem Young Professionals.

Portland Wealth Management Team

Edward Duvall
Edward Duvall
CRSP/CISP,
Portland Wealth Management Team Leader
503-279-3183
Email Ed

Ed Duvall is a 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
CTFA, CEBS, CTFA
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 banking 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 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.

E. Janice Harris
E. Janice Harris
Trust Relationship Specialist
503-279-3182
Email Janice

E. Janice Harris joined West Coast Trust in 2010 as a Trust Relationship Specialist.  Janice brings over 18 years of trust experience on every level from compliance to administration.   Janice currently handles all of our 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.

Gillian Eubanks
Gillian Eubanks
Trust Relationship Specialist
503-279-3166
Email Gillian

Gillian Eubanks joined West Coast Trust Company in May 2013.  She brings over seven years of experience in trust and custody, both personal and institutional.  In her former position, she was responsible for personal trust and master custody relationships for a national clientele.  Gillian has extensive knowledge of securities handling and complex client administration.

Gillian is recognized for her excellent client relationship skills and achieved a high level of client retention following an ownership change with her former employer.  Many of her clients expressed appreciation for her competent assistance during a difficult transition.  Gillian looks forward to serving her West Coast Trust clients with the highest level of professional expertise and responsiveness.

Salem Wealth Management Team

Thomas H. McGirr
Thomas H. McGirr
JD, CTFA, Manager
Wealth Management and
Business Development
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.

Cherry Daniels
Cherry Daniels
CTFA,Trust Officer
503-399-3950
Email Cherry

Cherry Daniels is a Trust Officer and Vice President in the Salem office of West Coast Trust. She joined West Coast Trust in 2005. She graduated from Colorado Christian University with a B.S., she has received her Certified Trust and Financial Advisor designation and is a graduate of Cannon Financial. Her community activities include Past President of the YWCA Salem Board of Directors, Member of South Salem Rotary, Board Member on the Social Services Advisory Board for the City of Salem, and Member of the Willamette Valley Estate Planning Council.

Kim Sherman
Kim Sherman
Trust Relationship Specialist
503-399-2968
Email Kim

Kim Sherman is a Trust Relationship Specialist in the Salem office of West Coast Trust. Kim joined West Coast Trust in 2011 after serving West Coast Bank since 2004 in the areas of Real Estate Lending and Retail Branch Services. She received her associates of Applied Science Degree in Business Management & Marketing from Linn Benton Community College. Kim is an active participant in the Willamette Valley Estate Planning Council.

 

Investment Team

Christopher Magana
Christopher Magana
JD, MBA Senior
Portfolio Manager
503-279-3159
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Christopher Magana, Senior Portfolio Manager and Vice President, joined West Coast Trust in 2005 where he is responsible for managing the Leaders Portfolio strategy. Chris is a member of the Trust Management Committee. He received his B.A. in Business Administration from Concordia University and his MBA in Finance and JD from Willamette University. Chris is a member of the Oregon State Bar, and is on the board of directors of Classroom Law Project, The Robert and Dorothy Ryan Charitable Foundation and was named one of the Portland Business Journal's "Forty Under 40" in 2011. He serves as an adjunct professor at Concordia University and Washington State University-Vancouver. Chris is active in the community. He speaks regularly to students, community groups and associations on investment, economic and personal finance related topics.

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.

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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