Our Team
Learn more about our team below:
Management Team
Investment Consulting Team
Portland Wealth Managememt Team
Salem Wealth Management Team
Investment Team
President
503-279-3911
Email Sandy
Sandy Mico joined West Coast Trust as President in August of 2002. Ms. Mico has over 40 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 service industry. Sandy earned her B.S. from Oregon State University in 1971 and is a graduate of Pacific Coast Banking School. Sandy serves on the Board of Directors for the Japanese Garden Foundation.
Chief Investment Officer
503-279-3185
Email Rick
Rick Trout is Senior Vice President and 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 for West Coast Trust since 1996. Rick is a graduate of Rice University and The University of Texas School of Law.
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.
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.
Trust 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 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.
Terry PearsonExecutive Assistant
503-279-3179
Email Terry
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.
CRSP and Trust
Business Development Officer
503-279-3153
Email Wendy
Wendy Fuller is a Business Development Officer at West Coast Trust with over 15 years of experience working with institutional retirement plans and trust. Prior to joining West Coast Trust, Wendy was Regional Sales Director for ING and Citistreet, Client Services Manager for U.S. Bancorp, Piper Jaffray, and Business Development Officer for Institutional Trust and Custody at U.S. Bank. Wendy received her B.A. from Warner Pacific College and is a member of the Institute of Certified Bankers. Wendy actively volunteers in her community through The Oregon Food Bank, Oregon Humane Society and Financial Beginnings.
Trust Business
Development Officer
503-279-3152
Email Ed
Ed Tarbell is a Vice President and Business Development Officer at West Coast Trust. He has 30 years of experience in the financial services industry at E.F. Hutton and Smith Barney. Ed received his B.S. from the University of Oregon. He serves the Boys and Girls Aid Society and is on the Warm Springs Indian Power and Water Board.
Sara SwearingenTeam Support
503-399-2995
Email Sara
Portland Wealth Management Team
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.
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.
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.
JD, LLM
Senior Trust Officer
503-279-3189
Email Robin
Robin is a Vice President and Senior Trust Officer. She brings over 12 years of estate and charitable organizations planning and administration experience to West Coast Trust, and specializes in charitable trusts and endowments. Prior to joining West Coast Trust, she worked for some of the top law firms in Portland and Seattle. Robin also served as the Assistant Director of the University of Washington School of Law Graduate Tax Program, where she taught classes on the administration of charitable organizations and planned giving. She received her B.A. from Hamilton College, her M.S. and J.D. from the University of Oregon, and her LL.M. from New York University School of Law. Robin is a member of the Oregon State Bar, The Washington State Bar, the Oregon Bankers Association Trust Committee, and the Northwest Planned Giving Roundtable.
E. Janice HarrisTeam Support
503-279-3182
Email Janice
Demetri Papachristopoulos
Team Support
503-279-3166
Email Demetri
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.
CTFA ,Trust Officer
Salem Wealth Management Team Leader
503-399-2907
Email Chad
Chad Campbell is a Trust Officer and Vice President in the Salem office of West Coast Trust. He joined West Coast Bank in 2004. Prior to West Coast, Chad was with Wells Fargo. He earned his B.A. degree from George Fox University and is a graduate of Cannon Financial Institute. He received his Certified Trust and Financial Advisor designation and is enrolled in Cannon Financial’s Certified Wealth Strategist® program. His community activities include serving on the Oregon Bankers Association Trust Committee. He is also on the board of directors and is Treasurer for the Salem Chamber Orchestra, is an active member of South Salem Rotary, and is on the board of directors of the Willamette Valley Estate Planning Council.
Trust Officer
503-399-3950
Email Cherry
Cherry Daniels is a Trust Officer and Assistant 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. and has completed Cannon Financial Institute Personal Trust, Level III. Her community activities include President-elect of the Salem Kiwanis Club, Vice President of the YWCA Salem Board, Board Member on the Social Services Advisory Board for the City of Salem, Member of the Salem Young Professionals and Associate Member of the Willamette Valley Estate Planning Council.
Kim ShermanTeam Support
503-399-2968
Email Kim
Chief Investment Officer
503-279-3185
Email Rick
Rick Trout is Senior Vice President and 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 for West Coast Trust since 1996. Rick is a graduate of Rice University and The University of Texas School of Law.
JD, MBA Senior
Portfolio Manager
503-279-3159
Email Christopher
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.
Trust Portfolio Officer
503-279-3188
Email Eric
Eric Burnside joined West Coast Trust in 2010 as a Trust Portfolio Officer. Before becoming a member of the Investment Team, Eric worked as a junior consultant at a local firm specializing in tax-qualified retirement plan administration. He received his B.S. in Business Administration, Finance and Economics from Portland State University, where he graduated magna cum laude.
Terry PearsonExecutive Assistant
503-279-3179
Email Terry
Products and services are offered by West Coast Trust Company, Inc. an affiliate of West Coast Bank and a wholly owned subsidiary of West Coast Bancorp. 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 West Coast 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 WEST COAST BANK * MAY GO DOWN IN VALUE