Lori M. Hawkins, CTFA
Senior Vice President & Trust Officer
“I am particularly proud of our services designed for special needs clients. It’s such a specialized area, but so critical for the well-being of those individuals.”
EXPERTISE
- Financial Advisor and Estate Planning
- Trust and Estate Administration
- Special Needs Trust
EXPERIENCE / COMMUNITY INVOLVEMENT
- 30 years banking experience
- AVP and Trust Officer at U.S. Bank
- Involved in the development of the Special Needs Trust Team at U.S. Bank
- AVP and Trust Officer at NW National Bank
- Southwest Washington Estate Planning Council
- Northwest Trust Conference – Planning Committee Member
- Clark County YWCA – Volunteer/Committee Member
- Southwest Washington Estate Planning Council – Board Member
EDUCATION
- American Institute of Banking – Graduate
- Cannon Financial Trust School – Graduate
- Completed the CFP® Professional Education Program
INTERESTS
- Family
- Volunteer Work
- Book Club
- Gardening
- Heritage Scrapbook Hobby
Contact Lori at:
(360) 693-7442
lorihawkins@riverviewbank.com
Riverview Wealth Management Services
900 Washington St., Suite 900
Vancouver, WA 98660