Dedicated To Your
Financial Success
Your Financial Partner For life is more than just a phrase. It is a vision for how people should be treated and served. We have carefully assembled a team of experts that believe in our cause and work cohesively together to ensure you receive unbiased advice and highly responsive service.
Meet the Team
Lee Adams
Chairman of the Board, Adams Enterprises
J. Tyler Haberling, CFP®
Founder, Board Member
Eric Pearson
Chief Executive Officer
Bruce Ratchford
Board Member, Apollo Mechanical, Inc.
Nicole Berg
Board Member, Berg Farms, LLC
Ryan Ratchford
Board Member, Apollo Mechanical, Inc.
Darrick Dietrich
Board Member, Basin Disposal, Inc.
Jim Arneson
Chief Operating Officer
Matthew Backlund
Chief Lending Officer
Craig A. Scott
Chief Information Officer
William Wang, CFP®
Managing Director, HFG Trust
Greg Burck, CPA
Chief Financial Officer
Staci Leduc
Human Resources Director
Jamin Clark
Mortgage Department Manager
Wendy Williams
Mortgage Operations Manager
Danielle King
Director Branch Banking
Drew Westermeyer, CPA
Director of Operations
Tracy Bai
Portfolio Analyst
John Stadsvold, CTFA, AEP®
Senior Trust Officer
Ben Messinger, CFP®
Financial Advisor
Michael Tallman, CFP®, CTFA
Financial Advisor
Bob Lagonegro, CPCU, CTFA, CFP®
Financial Advisor
Stephen Palm, CFP®
Financial Advisor
Megan Nichols, CFP®
Financial Advisor
Rick Prime, CFP®
Financial Advisor
K. Paul Hansen, CFP®, CPA
Financial Advisor
Garrick Russell
Financial Advisor
Anthony Smith, CFA, CFP®
Financial Advisor
Brent Schafer, CFP®
Financial Advisor
Cody Beaumont, CPA, CFP®
Financial Advisor
Nicholas Haberling, CFP®
Financial Advisor
R. Tyler Pearson, CFP®
Financial Advisor
Brenda Bravo
Branch Manager, Pasco
Margarita Gourley
Branch Manager, Richland
Jared Waibel
Branch Manager, Connell
Tracy Henry
Branch Manager, Kennewick
Krista Roy
Branch Operation Supervisor
Antoinette Burnside
Product Manager
Melissa Callaway
Director of Credit Administration
Cameron Stephens
Director of Commercial Banking
Scott Willes
Credit Manager
Rick Pullen
Construction & Consumer Banker
David Doak, MBA
Business Banker
Amanda Jones
Business Banker
Jesus Melendez
Business Banker
Cassandra Arey
Business Banker
Tanner Erickson
Senior Credit Analyst
Ethan Robinson
Senior Credit Analyst
Derek Robinson
Mortgage Consultant
Max Lucas
Mortgage Consultant
Sebastian Vijil
Mortgage Consultant
Melissa Ulmen
Mortgage Processor
Kerri Davidson
Mortgage Processor
Julianne Rogers
Mortgage Processor
Callie Fortier
Loan Officer Assistant
Shyanne Fralick
Loan Officer Assistant
Andrew Bellon
Private Banking Relationship Manager
Rachael Gonzales
Relationship Banker, Kennewick
Patty Pruett
Personal Banker, Connell
Jennifer Pautz
Personal Banker, Kennewick
Liset Ouderkirk
Personal Banker, Richland
Katherine Smith
Personal Banker, Kennewick
Megan Barry
Personal Banker, Kennewick
Jack Westphal
Universal Banker
Noelia Roman
Universal Banker
Mary Ann Goebel
Trust Administrator
Evelyn Ramos
Wealth Planning Manager
Sam Ward
Wealth Planner
Liliya Berezovskiy
Wealth Planner
Kody Borja
Wealth Planner
Jacob Marcusen, CFP®
Client Services Manager
Allison Smith
Senior Client Service Consultant
Martha Gonzalez, FPQP®
Client Services Consultant
Jennie Prince
Client Services Consultant
Samantha Barham, FPQP™
Client Service Consultant
Shaina Anderson, FPQP®
Client Services Consultant
Alexis Peenstra
Client Services Consultant
Supanie Williams
Client Services Representative
