Northwest Trustee &
7307 N. Division #303
PO Box 18969
Spokane WA 99228
Founder and owner, Stephen W. Trefts, has over 30 years of trust management experience. A graduate of Gonzaga Unive
With over 20 years of trust administration experience, Sandy Calbreath handles the more complex client and trust asset issues. She uses her accounting and business background to analyze investment portfolios and assist with investment review. She also provides support staff supervision and marketing assistance. Prior to joining the firm, Sandy was the Director of Administrative Services for Whitworth College Foundation. A graduate of Whitworth University, she has also been employed as an accountant and as a public relations professional. Affiliations include: Spokane Estate Planning Council; Inland Northwest Planned Giving Council; Northland Credit Union, Board of Directors; and Holy Family Hospital Foundation, Board of Directors.
Lavonda Ataide brings to Northwest Trustee & Management Services a career background as a bank loan officer. Although she has administered all types of trusts, she specializes in court supervised trusts, guardianships and conservatorships administered by our firm. Using her degree in accounting, she works directly with the Guardianship Monitoring Program of the Superior Court in Spokane County and the Veteran's Administration to ensure that all of our reports and accountings comply with stringent standards.
Maureen Rickard has been with Northwest Trustee & Management Services since 1995. A graduate of Eastern Washington University, Maureen is certified as an Enrolled Agent to practice before the Internal Revenue Service. Prior to joining the firm, Maureen worked for H & R Block as a tax preparer for individuals and small businesses. Along with trust management duties, Maureen prepares all trust tax returns as well as personal returns for many of our clients. She also oversees the preparation of financial statements and services as the office liaison for computer software and technology.
Cam McGillivray joined our firm as in-house counsel and trust officer. A graduate of City University in Bellevue, Washington, with a Bachelor of Science degree in management, Cam received his Juris Doctor degree from the Seattle University School of Law and was admitted into the Washington State Bar in November 2006. Prior to joining our firm, Cam was an associate at Lyon's Law Offices, P.S., in Seattle, and brings with him experience in estate planning and trust and estate litigation. Cam is a member of the Spokane Estate Planning Council, the Inland Northwest Planned Giving Council, and the Spokane Country Bar Association.
As our Trust Accounting Clerk, Bonny handles processing deposits and disbursements for trusts, processing fees, and provides administrative assistance to the trust officers. A graduate of Shadle Park High School, she received her B.A. in English and History from Kean University.
Jaime has worked for Northwest Trustee and Management Services for many years in different roles and currently serves as Trust Accounting Assistant. She reconciles brokerage and bank statements, assists with the preparation of financial reports, serves as back up for trust deposits and disbursements, and provides other administrative support as needed. Jaime has an A.A.S. degree in Secretarial Administration from Spokane Falls Community College.
Teamwork is a high priority in our firm. This is enhanced by regular reviews of each trust and monthly staff meetings. A collaborative approach to discretionary decision making is very important. While each staff member has specific duties, we are dedicated to cross training internally and professional training externally.
"It is a comfort to have my father's Trust under the care of Northwest Trustee & Management Services. It has always been a pleasure interacting with Steve Trefts and I look forward to many more years of excellent service his personable and professional staff provides."
"In a nutshell, I have been very satisfied with the service I have received from Northwest Trustee & Management Services. The staff has been terrific! I appreciate their sincerity--they did everything they said they would do. As business issues arose, they took care of them immediately to my satisfaction, and I know that they will continue to do so for my family in the future."
“I have worked exclusively with Northwest Trustee & Management since starting my Advisory practice in 1996…The depth and breadth of their expertise and knowledge is enough to set them apart, but it is their deep level of personal service which gives me the assurance that my clients’ best interests are truly considered.”
“I have had the opportunity to work with Northwest Trustee & Management Services on several occasions. I have found Stephen Trefts and his excellent staff to be professional, responsive and efficient with challenging legal and factual situations. My clients have greatly benefited from their experience, professionalism and expertise.”
-J. Patrick Shirey
Attorney at Law
Lyon, Weigand & Gustafson
“It was my great pleasure to deal with Northwest Trust and your people. They were all very personal and professional. We never had communication problems, and your response times were exceptional. …We would not hesitate to use your services in the future and will recommend you to all our future clients with trust needs.”
-Louis J. Gavin
First Vice President
Guided Portfolio Manager
Morgan Stanley Smith Barney
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