November 5, 2007 -

Kevin Conwell joins as Commercial Credit Analyst

Lewis & Clark Bank is pleased to announce the addition of Kevin Conwell to the position of Commercial Credit Analyst. Mr. Conwell has three years of local community banking experience, most recently as a commercial and consumer credit analyst. He has an educational background in business finance and is a recent graduate of the eight-month Commercial Lending School sponsored by the Oregon Bankers Association.

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Lewis & Clark Bank Event Recap: Building Wealth Through Tax Strategies

On May 7th, 24 attendees gathered at the Oregon Wine Reserve in Lake Oswego for an enlightening presentation on "Building Wealth Through Tax Strategies." Scott Bargaehr and Mark Grubbs shared advanced tax mitigation techniques and strategic financial planning insights. The event emphasized proactive tax planning and leveraging advisory teams for optimal wealth management. Attendees engaged in a lively Q&A session, exploring various tax strategies and current IRS conditions

Building Wealth Through Tax Strategies scheduled for 5/7 at Oregon Wine Reserve

Dive deep into essential topics like cost segregation, tax codes, qualified plans, sheltered funds, real estate tax mitigation, and much more.

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