Our Team
Learn more about our team below:
Management Team
Wealth Management & Trust Salem Team
Wealth Management & Trust Portland Team
Managed Account Team/Investments & Retirement Services
Investment Team
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President
503-279-3911
Email Sandy
Sandy Mico joined West Coast Trust as President in August of 2002. Ms. Mico has over 30 years of experience in the wealth management business. Sandy was Marketing Director at Copper Mountain Trust from 1995 to 1998 and Senior Vice President and Regional Manager of Trust Sales and Marketing for First Interstate Bank prior to that. Before joining West Coast Trust, Sandy was a sales coach and marketing consultant in the financial services industry. Sandy earned her BS from Oregon State University in 1971 and is a graduate of Pacific Coast Banking School. Sandy serves on the Board of Directors for Northwest Business for Culture and the Arts and the Japanese Garden Foundation.
Rick TroutChief Investment Officer
503-279-3185
Email Rick
Rick Trout is the Chief Investment Officer of West Coast Trust Company, which he joined in 1996. Rick chairs the Trust Investment Committee and has worked in wealth management and business planning since 1974. He began performing fixed income management for bank portfolios in 1986 and has been directly involved in the development of investment strategies for trust and investment clients of West Coast since 1997. Rick is a graduate of Rice University and The University of Texas School of Law.
Tim WhalenManaged Account Team
503-279-3153
Email Tim
Tim Whalen is Vice President and Manager of Asset Management and Retirement Services with over 10 years of experience working with institutional retirement plan and private wealth clients. He specializes in managing client relationships. Prior to joining West Coast Trust, Tim was the Director of Client Services for Dougherty Petroff Associates, a full-service retirement benefits consulting firm. He served as Client Services Manager for retirement plans at Columbia Management Advisors before DPA's acquisition of their middle market retirement business in 2005. He received his B.A. from the University of California, Santa Cruz.
David P. BellTrust Operating Services
503-279-3162
Email David
David Bell joined West Coast Trust in 1997 and is Senior Vice President and Manager of Operating Services. He is chairman of the Trust Operations and Compliance Committee. Dave has over 19 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.
B. Edward DuvallCRSP/CISP
Portland Trust
Team Manager
503-279-3183
Email Ed
Ed Duvall is Vice President and Portland Trust Team Manager with 20 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. Ed is a member of the Institute of Certified Bankers and Western Pension and Benefit Conference.
Thomas H. McGirrCTFA
Salem Trust
Team Manager
503-399-2901
Email Tom
Located in Salem, Tom oversees relationships throughout our Coast/Valley region. As an attorney with 30 years of experience, Tom helps business owners and high net worth individuals grow and transfer their wealth. Prior to joining West Coast Trust, Tom was an Account Executive with Copper Mountain/Union Bank of California. He spent 24 years at First Interstate Bank where he ultimately served as Regional Trust Manager. Tom is a graduate of Lewis & Clark School of Law and is a Certified Trust and Financial Advisor. He is active in local Estate Planning organizations, as well as Salem Rotary and Chamber of Commerce and Marion/Polk County Food Bank.
Terry PearsonExecutive Assistant
503-279-3179
Email Terry
Wealth Management & Trust Salem Team
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CTFA
Salem Trust Team Manager
503-399-2901
Email Tom
Located in Salem, Tom oversees relationships throughout our Coast/Valley region. As an attorney with 30 years of experience, Tom helps business owners and high net worth individuals grow and transfer their wealth. Prior to joining West Coast Trust, Tom was an Account Executive with Copper Mountain/Union Bank of California. He spent 24 years at First Interstate Bank where he ultimately served as Regional Trust Manager. Tom is a graduate of Lewis & Clark School of Law and is a Certified Trust and Financial Advisor. He is active in local Estate Planning organizations, as well as Salem Rotary and Chamber of Commerce and Marion/Polk County Food Bank.
Lori BowmanCTFA
Trust Officer
503-399-2995
Email Lori
Lori has over 31 years of financial services experience, 15 years in trust administration. Prior to joining West Coast Trust, she was a Trust Officer with Copper Mountain Trust/Union Bank of California and First Interstate Bank/Wells Fargo. Lori is a graduate of the University of Oregon and is a Certified Trust and Financial Advisor. She is a member of the Willamette Valley Estate Planning Council and serves on the planning committee for Marion/Polk Food Share's Chefs Nite Out.
Chad CampbellTrust Officer
503-399-2907
Email Chad
Chad Campbell is a Trust Officer in the Salem office of West Coast Trust. He joined West Coast Bank in 2004. Before joining West Coast, Chad was with Wells Fargo. He earned his B.A. degree from George Fox University and has completed Cannon Financial Institute Personal Trust Level II. His community activities include serving on the Oregon Bankers Association (OBA) Trust Committee. He is also on the board of the Salem Chamber Orchestra, is an active member of South Salem Rotary, and is an associate member of the Willamette Valley Estate Planning Council.
Lorel LargeTrust Officer
503-399-2968
Email Lorel
Lorel Large is a Trust Officer in the Salem office of West Coast Trust, where she provides trust and asset management services to clients. She joined West Coast Trust in 1988 and has over 10 years of extensive training and experience in IRA regulatory and compliance issues. Lorel earned her bachelor's degree from Western Washington University in Bellingham, Washington, and is active in community affairs.
Cherry DanielsTrust Officer
503-399-3950
Email Cherry
Cherry Daniels is a Trust Officer in the Salem office of West Coast Trust. She joined West Coast Trust in 2005. Prior to coming to West Coast Trust, Cherry managed her own business in Arizona. She is actively working towards her Certified Trust and Financial Advisor Designation through Cannon Financial Institute. Her community activities include serving on the Historic Deepwood Estate Board and she is active in the Salem area Young Professionals.
Wealth Management & Trust Portland Team
CRSP/CISP
Portland Trust
Team Manager
503-279-3183
Email Ed
Ed Duvall is Vice President and Portland Trust Team Manager with 20 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. Ed is a member of the Institute of Certified Bankers and Western Pension and Benefit Conference.
Elizabeth ClarkeCTFA and Trust Officer
503-279-3180
Email Elizabeth
Elizabeth Clarke is a Vice President and Trust Officer with West Coast Trust. She has over 20 years of personal trust expertise, and specializes in administering personal trusts, probate estates and conservatorships. She received her B.S. from the University of Tampa, Florida, and is a Certified Trust and Financial Advisor.
Helen RobinsonCTFA and Trust Officer
503-279-3164
Email Helen
Helen Robinson is an Assistant Vice President and Trust Officer with West Coast Trust. Helen brings over 10 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.
Sharon HughesRelationship Officer
503-279-3182
Email Sharon
Janet Meany
Trust Assistant
503-279-3166
Email Janet
Managed Account Team/Investments & Retirement Services
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Tim Whalen
Manager
503-279-3153
Email Tim
Tim is Vice President and Manager of Asset Management and Retirement Services with ten years of experience working with institutional retirement plan and private wealth clients. He specializes in managing client relationships. Prior to joining West Coast Trust, Tim was the Director of Client Services for Dougherty Petroff Associates, a full-service retirement benefits consulting firm. He served as Client Services Manager for retirement plans at Columbia Management Advisors before DPA's acquisition of their middle market retirement business in 2005. He received his B.A. from the University of California, Santa Cruz.
Beverly E. ReichardCTFA and CEBS
Relationship Manager
503-279-3155
Email Beverly
Beverly is a Vice President and Relationship 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.
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Rick Trout
Chief Investment Officer
503-279-3185
Email Rick
Rick Trout is the Chief Investment Officer of West Coast Trust Company, which he joined
in 1996. Rick chairs the Trust Investment Committee and has worked in wealth management
and business planning since 1974. He began performing fixed income management for bank
portfolios in 1986, and has been directly involved in the development of investment strategies
for trust and investment clients of West Coast since 1997. Rick is a graduate of Rice University
and The University of Texas School of Law.
JD, MBA
Portfolio Manager
503-279-3159
Email Christopher
Christopher Magana joined West Coast Trust in 2005 as Portfolio Manager. Prior to joining West Coast Trust, Chris worked in the brokerage industry. He received his B.A. in Business Administration from Concordia University. In addition he received his MBA in Finance and a JD from Willamette University. Chris is a member of the Oregon State Bar. He is also on the board of directors of the Dorothy and Robert Ryan Charitable Foundation and Classroom Law Project. He serves as an adjunct professor of investment management at Concordia University.
Nikolaas SchuurmansPortfolio Officer
503-279-3188
Email Nikolaas
Nikolaas Schuurmans recently joined West Coast Trust as a Portfolio Officer. He received his B.A. in Finance from Washington State University. In addition Nik is enrolled in the Chartered Financial Analyst Program and is a Level II Candidate.
Terry Pearson
Executive Assistant
503-279-3179
Email Terry
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