FINANCIAL SERVICES
Cheryl Springer recently joined Investment Property Exchange Services, a subsidiary of Fidelity National Financial, as account executive for the statewide territory. Prior to Fidelity National Financial acquiring her former company, Springer supervised and expanded the service region from Southern Oregon to five states. She has actively facilitated 1031 exchanges since 1995.

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FINANCIAL SERVICES
Stuart B. Allen, founder of Allen Capital Management | Allen Trust Company, recently was elected to the board of directors for the Association of Trust Organizations. He will serve a two-year term, effective immediately. Allen is a Certified Trust and Financial Advisor (CTFA) and an attorney with decades of experience in trust services and investment management.

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FINANCIAL SERVICES
Allen Trust Co. recently added Julie Bryan as portfolio manager. She is responsible for performing investment research and analysis, conducting trades, and assisting in all aspects of managing client portfolios. She has worked in the investment business for over 25 years. She previously served as vice president, director of research and portfolio manager for MKG Financial Group.

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FINANCIAL SERVICES
Wells Fargo Advisors has hired Katherine Drew as a financial adviser in Portland. She previously was a financial adviser at Merrill Lynch for 16 months. In her new role, Drew provides financial products and services to help clients succeed financially.

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FINANCIAL SERVICES
Tom Foran recently joined Standard Insurance Co. as vice president of underwriting and product development for the employee benefits group. He previously was vice president of group life and disability at Symetra. He has 30 years of experience in the insurance industry.

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FINANCIAL SERVICES
NBS Financial Services recently promoted Matt Illias to associate finance officer in its Portland office. He joined the firm in 2013, and has assisted the team with his skills in research and analytics. He helps clients including major life companies, conduits, REITs and pension funds meet borrowing and investment needs.

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FINANCIAL SERVICES
Allen Trust Co., a full-service trust and investment management organization, recently added Anna Arredondo as marketing manager. She is responsible for developing and executing all marketing strategies and tactics, including management of events, sponsorships and social media channels. She previously worked for two Portland-based corporate law firms.

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FINANCIAL SERVICES
Rosenbaum Financial recently added Georgia Hussey as a Certified Financial Planner. She works with entrepreneurs and creative professionals, and most recently served as a financial adviser.

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FINANCIAL SERVICES
Confluence Wealth Management last month acquired Chinook Capital Management. Chinook’s Greg Houser and Lantz Stringham are joining Confluence partners Kathleen Kee, Marilyn Bergen and David Morganstern. The combined firm now has 17 employees, and assets worth more than $600 million under management.

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FINANCIAL SERVICES
John Hooper will join Standard Insurance Co. as vice president of human resources, effective March 17. He previously was senior vice president of human resources at Weyerhaeuser Co. He also founded People Management Resources, a management consulting firm specializing in leadership effectiveness, best practices, human resources strategy and change management.

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