Intrustment Northwest
A Washington State and Oregon Out-of-State Chartered Trust Company The Intrustment Northwest team is made up of professionals who have significant backgrounds in financial and human services. Collectively, their experience encompasses all areas of financial management and person-centered planning. The Intrustment Northwest team’s management philosophy ensures a consultative approach to every financial and person-centered decision, which is made through thoughtful consideration and careful oversight. With experience handling the most complex trust and person-centered services for individuals, Intrustment Northwest offers a full complement of trust services that are personalized for each client’s requirements and priorities. The Intrustment Northwest team prides itself on its ability to work closely with Executive Trust Officers in order to provide the best decision possible for each and every client. MISSION: Intrustment Northwest's mission is to enhance lives and protect assets by providing access to individual worth and dignity through trust and fiduciary services. Intrustment Northwest is local, established, and prepared to offer trust and fiduciary services tailored to each client’s specific needs. Proper care of assets begins with customized planning designed to meet the specific requirements of an individual. A comprehensive plan is developed to provide the client with what they desire in terms of investments, accounting, advising, distribution of assets, tax filings, communications with interested parties, payment of bills, filing of claims, and real estate or personal property management. OUR SERVICES Person-Centered Services: Guardian of the Person Trust Services: Probate and Testamentary Trust, Asset and Investment Management Fiduciary Services: Guardian of the Estate/Conservator Pooled Trusts: First Party Pooled Trust, Third Party Pooled Trust
7-day free trial · no credit card
Verified contacts
8
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
64
organic / mo
Sign up free to see all 8 verified contacts at Intrustment Northwest
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- DT
Donna Thomas
Director of Operations, Senior Vice President · Operations
EmailPhone - JT
Jimmy Tucker
Financial Specialist · Finance & Accounting
EmailPhone - MS
Melissa Schlager
Director of Person-centered Services · Other
EmailPhone - MB
Michael Burdick
Consultant · General Business & Management
EmailPhone - GB
Gary Beagle
Chief Executive Officer · General Business & Management
EmailPhone - RM
Robert McMonigal
Chief Operating Officer and Senior Executive Trust Officer · Other
EmailPhone
Showing 6 of 8 verified contacts
Top roles at Intrustment Northwest
8 distinct titles indexed · top 8 shown.
- 1board member and investment committee chair
- 1chief executive officer
- 1chief operating officer and senior executive trust officer
- 1consultant
- 1director of operations, senior vice president
- 1director of person-centered services
- 1financial specialist
- 1trust officer
Sign up to unlock all 8 contacts at Intrustment Northwest
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 8 verified contacts at Intrustment Northwest
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.