July 14, 2007 -
Marianne Mora Joins as Loan Operations Specialist
Lewis & Clark Bank is pleased to announce the addition of Marianne Mora to the position of Loan Operations Specialist. Ms. Mora has more than 14 years of banking experience. She started her banking career in bankcard customer service, went on to work as a personal banker in a branch, and then made the transition to commercial loan servicing. She has worked for super-regional banks as a loan assistant, credit analyst, customer service operations manager, and business banking representative.
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
Read more...Dive deep into essential topics like cost segregation, tax codes, qualified plans, sheltered funds, real estate tax mitigation, and much more.
Read more...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.
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