SENIOR TRUST OFFICER, CTFA, NCG
Connie Potter is President of Potter Fiduciary Services, Inc., a private fiduciary service company founded in 2009, operating in Portland, Oregon and Southwest Washington. The firm accepts appointments as trustee, personal representative or administrator, conservator, attorney-in-fact and agent for fiduciary. It also provides consulting services to individuals who are planning for themselves or a family member who has special needs or who is in transition, enabling them to confront altered circumstances and make informed and timely choices.
Before founding Potter Fiduciary Services, Ms. Potter was a Vice President and Trust Officer for two national banks, U.S. Bank and U.S. Trust Bank of America. During her years as a trust officer, Ms. Potter was responsible for administration of complex trusts, estates and charitable foundations holding assets totaling $500,000 to $150 million in value, including residential and commercial properties, farms, stocks and bonds and operating businesses. She also provided estate planning advisory services to private bank clients and acted as project manager in implementing client decisions through a team of internal and external partners and asset managers.
Earlier in her career, Ms. Potter was a paralegal for the Portland law firm of Stoel Rives, LLP, where she was responsible for administering trusts, estates and conservatorships for high net worth clients, and for preparing transfer tax returns and fiduciary and individual income tax returns. She has strong technical skills and knowledge of state and federal laws and statutes relating to trust and estate administration and taxation.
Ms. Potter is known among her clients and referral sources as a professional who is personally invested in helping her clients and beneficiaries. She works with them to identify and implement their goals and objectives while considering their available resources and the structure of the governing document.
Ms. Potter is a member of the Estate Planning Council of Portland and a member and past board member for the Estate Planning Council for Southwest Washington. She has also served for various not-for-profits.
Bachelor of Science, Portland State University;
Certified Trust & Financial Advisor (CTFA), Institute of Certified Bankers
National Certified Guardian (NCG), National Guardianship Association
TRUST OFFICER, MBA
MaryBeth Olson has over 15 years of experience in trust administration, wealth management and trust operations. She provides client management services, cash flow planning and processing, discretionary distributions and client team coordination for Potter Fiduciary. In addition, Ms. Olson provides operational and planning support.
Ms. Olson previously worked for Wells Fargo Bank as a trust administrator of personal trusts, estates and conservatorships for high net worth clients. Earlier in her career, Ms. Olson was an operations officer for U.S. Bank Trust Operations where she trained personnel across the Western Division on the use of operating systems. She focused on several large projects and was later part of a key group working on two bank mergers and the eventual shutdown of the operations group.
Ms. Olson is patient and kind and truly enjoys working for those who may need assistance.
Master of Business Administration with a focus in accounting. Keller Graduate School, with honors
Bachelor of Science, Oregon State University
Cannon Financial Institute, with honors
PEO (Philanthropic Educational Organization)
Beaverton School District, Volunteer
Arthritis Foundation, Volunteer