Using a personal and individualized approach, trust client relationships are managed with integrity and complete confidentiality. Portfolios are designed to achieve your investment objectives while being sensitive to your risk tolerance level and particular life issues.
We may act as a sole trustee, co-trustee or as an investment agent. We specialize in estate settlement and management of charitable trusts, such as Charitable Remainder Trusts and can handle bill paying and organization of tax information for our clients.
We believe that our hands-on, personal approach brings peace-of-mind to our clients leaving them free to get on with the business of living life. As your trusted advisor, our ultimate goal is to assist you in building, managing, protecting and preserving your wealth for you, your family and your heirs.
“We offer our clients peace-of-mind in knowing that their affairs will be managed locally by seasoned professionals, and that their wishes will be followed exactly. We listen to our clients and give them the benefit of objective, neutral advice on important financial and estate planning issues.”
Patricia Riley,
Senior VP, Trust Department
patriciar@opbc.com
"Provided we have an intimate understanding of each of our client’s individual needs; and we apply integrity at every juncture, we believe we can exceed the expectations of all parties involved."
Lisa Tine,
AVP, Trust Officer
Coos Bay & Roseburg
lisat@opbc.com
Judy Matheny,
AVP, Trust Officer
Florence
judy@opbc.com
Tina Meyers,
Trust Operations Specialist
Florence
tina@opbc.com
Carol Au Court,
Trust Operations Assistant
Florence
carola@opbc.com
Bobbi Wilson,
Trust Administrative Assistant
Coos Bay
bobbiw@opbc.com
News
Two Oregon Pacific Bank Members Raise Professional Bar
Sept. 1, 2009 – Florence, OR
Two members of Oregon Pacific Bank’s Trust & Wealth Management Department, Lisa Tine and Tina
Meyers, recently earned their Certified Trust and Financial Advisor (CTFA) designation. more >>
Please call 1-800-997-7121 for more information
or download our Trust & Wealth Management Brochure
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