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Our Team of Experts

We Embrace Complexity

Pacific Trust Company doesn’t simply hire the best. Because to truly serve our clients, it requires something more than experience and knowledge. It requires building relationships first, then diving into the complexity and solving challenges with creativity and consistency. This is what makes us come alive, and this is what makes working with us a special experience.

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Martin Waiss

President

Angela Humphreys

Vice President, General Counsel

Amy Labossiere, CPA

Vice President, Accounting & Client Lead

Phil Cook, CPA

Senior Director, Client Relationships

Katie Marshall

Director of Operations

Sarah Garrott

Council, Compliance Officer

Felicia Montoya, CPA

Accounting Manager, Trust Officer

Tyler Martis

Accounting Manager, Analyst

Andrew Fedak

Senior Accountant

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Jaimeson Preuit

Compliance & Operations Associate

Amanda Harbart

Staff Accountant

Julie Hamby

Accounting & Trust Associate

Haja Sankoh

Staff Accountant

The Pacific Trust Company team is fabulous to work with! They are prompt and thorough with their communication. They are conscious of your time. PTC has been involved in many monumental moments in my life. They facilitated my marriage agreements, the drafting of my will, and helped me secure life insurance. The financial reporting they provide is also super helpful.

TRUST BENEFICIARY

Find out more

Our only agenda is attending to yours

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