Darcy MacLaren, CFA, joined Davidson Trust Co. in June 2005. She is a Senior Vice President and representative of Davidson Trust Co.'s Seattle branch. She also acts as Davidson Trust Co.'s Senior Investment Officer with oversight of all investment related business. She has held the Chartered Financial Analyst designation since 1983, is Series 65 licensed and holds a MBA in Finance from the University of Washington.
Darcy has extensive and broad-based experience in the asset management arena and has worked in the trust environment most recently with Safeco Asset Management, where she served as Director of Equity Research and Vice President of the Safeco Insurance Company. She has previously served as a Co-Founder and Manager of Meridian Capital Management and is a past President of the Seattle Society of Financial Analysts.
Holli Rankin
Vice President, Trust Officer
Holli Rankin serves as Vice President, Senior Trust Officer and Branch Manager, overseeing more than 300 accounts with an asset size of over $100 million. Since joining Davidson Trust Co. in 1998, she has excelled as a leader and role model in the estate planning profession. Holli's work focuses on personal trusts, probates and guardianships and, although she has clients nationwide, her practice is concentrated in western Montana.
Holli is experienced in assisting people with the creation and implementation of their estate plans and the administration of plans both during life and after death. She takes immense pride in Davidson Trust Co.'s ability to provide truly personalized service.
She earned two bachelor's degrees from the University of Montana and is a graduate of Cannon Financial Institute's Trust School. She has long been active in the community and is a member of Soroptimist International of Missoula, Childcare Reserouces and her local Estate Planning Council.
Jonathan (Todd) Edmonds
Vice President, Trust Officer, Branch Manager
Mr. Edmonds brings to Davidson Trust Co. more than 30 years of experience in all aspects of trust services, serving for many of those years as a Vice President and Trust Officer. Before joining Davidson Trust Co., he was with the Old National Bank of Washington, which merged with U.S. Bank. Todd graduated with a B.S. in Business Administration from the University of Idaho and holds the professional designations of Certified Trust and Financial Advisor (CTFA) and Certified Financial Planner (CFP). He is active in the community and serves as a member of the Spokane and Coeur d'Alene Estate Planning Councils, on the Foundation Board for the Community Colleges of Spokane and with the Board of Trustees for the Vanhessa Behan Crisis Nursery.
Gale Kreitzberg
Vice President, Trust Officer
Gale Kreitzberg serves as Vice President, Senior Trust Officer and Branch Manager, overseeing more than 350 accounts with an asset size of over $100 million. Since joining Davidson Trust Co. in 1997, she has excelled as a leader and role model in the estate planning profession. Gale's work focuses on estate planning, personal trusts, probates and guardianships and, although she has clients nationwide, her practice is concentrated in southeastern Montana and Wyoming.
Gale is experienced in assisting people with the creation and implementation of their estate plans and the administration of plans both during life and after death. She takes immense price in Davidson Trust Co.'s ability to provide truly personalized service.
Gale is a Certified Public Accountant who earned her bachelor's degree in accounting from the University of Montana. In addition to being a graduate of Cannon Financial Institute's Trust School, she holds a Series 7 license. An active participant in her community, Gale is Past Presdient and active member of Optimists International and serves as a national board member for the American Society of Women Accountants.
Karen Bishop
Assistant Vice President, Trust Officer
Ms. Bishop earned BA degrees in Psychology and Sociology at the State University of West Georgia. Her trust career began with Northwestern Union Trust Co. in 1980 and graduated from Pacific Coast Banking School in 1985. She then managed the Trust Department at First Interstate Bank from 1986 - 1989. Karen enjoyed working as a registered investment adviser with Piper Jaffray and most recently served as Membership Coordinator for the C.M. Russell Museum for five years before returning to the trust industry with Davidson Trust Co. in February of 2003.
Karen Grove
Assistant Vice President, Trust Officer
Ms. Grove serves as a Trust Officer and Relationship Manager. She received her training through Cannon Financial Institute, and in 1997 received the ICB designation as a Certified Retirement Service Professional. Ms. Grove joined Davidson Trust in October of 1981 and has spent 11 of those years in Employee Benefits. Ms. Grove recently moved into the Personal Trust department where her main focus is customer relations.
JoAnn Cory
Assistant Vice President, Trust Officer
Ms. Cory began her career with Davidson Trust Co. in 1974. She left her position as Vice President and Trust Officer in 1990 to become co-owner of Bill & Jo’s Westside Grocery. Wanting to reenter the financial world again, Jo Ann assumed the position of Head Teller Supervisor for the Russell Federal Credit Union in 1991. She resumed the position of Personal Trust Officer at Davidson Trust Co. in October of 2002, and has brought her full circle. Ms. Cory has attended University of Morris, Minnesota, taken numerous AIB classes, as well as taught one on Older Bank Customers and holds a certificate as a Financial Paraplanner. Ms. Cory has seen many changes in the company as it has grown over the years and is very pleased to have the opportunity to use all of the knowledge she has compiled to assist current and future clients.
Doris Gillespie
Trust Officer
Ms. Gillespie joined Davidson Trust Co. February 26, 2002 as a Personal Trust Administrator. In 1979, she received her B.S. degree in Business Administration, Accounting Option from Montana State University-Billings. She has been a Certified Public Accountant in the state of Montana since 1981. Prior to returning to Montana, Ms. Gillespie was Controller for Perkins & Company, a public accounting & consulting firm, located in Portland, Oregon.
Lisa Martin
Personal Trust Officer
Lisa Martin serves as a Trust Officer and is responsible for the administration of more than 300 personal trust accounts. She values her clients and takes pride in her personalized service. She joined Davidson Companies in 1998 where she was trained in the Estate Transfer Department and retail side of D.A. Davidson & Co. prior to joining Davidson Trust Co.'s team. She is a graduate of Cannon Trust School and holds a Series 65 license.
Leanne Heisler
Employee Benefits Trust Officer
Ms. Heisler joined Davidson Trust in April 2001. She has a degree in Business Administration from the University of Montana and is currently attending MSU-College of Technology to earn an Associates Degree in Computer Technology. She is responsible for the participant recordkeeping and necessary compliance testing for 401k, pension and profit sharing plans along with the annual 5500 government reporting. Ms. Heisler has participated in various retirement plan industry seminars and training events.
Julie Demarais
Trust Business Analyst
Ms. Demarais joined Davidson Trust Co. in January 2007. She holds a B.S. degree in Business Administration from Colorado State University and an MBA from the University of Colorado at Denver. Previously, Julie worked as Davidson Trust Co.'s Compliance Officer and also held various positions at Allstate Insurance Company including Technology Consultant and Financial Analyst. Julie is responsible for Davidson Trust Co.'s marketing initiatives, business and budget analysis and some compliance-related functions. She holds Series 6, 7, 66, Property and Casualty and Life and Health insurance licenses.