June 27, 2011 -

Lori Milton joins as VP / Commercial Lending

Lori has over 30-years of experience in banking and finance. Her career started in Seattle, Washington in 1981 and she has worked for community, super-regional and large banks, accumulating a broad background in Private Banking, Commercial Banking and SBA lending. Prior to joining Lewis & Clark Bank, Lori worked for a local Certified Development Company as VP & Sr. Loan Officer financing owner-user commercial real estate for small businesses through the SBA 504 loan program.

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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.

Exciting News: Lewis & Clark Bank to Join Forces with Maps Credit Union

We have entered into a definitive agreement to join forces with Maps Credit Union, a highly respected financial institution serving communities throughout the Willamette Valley.