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Our Team of Experts

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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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Angela Humphreys

Vice President, General Counsel

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Amy Labossiere, CPA

Vice President, Accounting & Client Lead

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Amanda Mohnk, CTFA, CIS

Vice President, Client Lead

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Phil Cook, CPA

Senior Director, Client Relationships

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Katie Marshall 

Director of Operations

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Sarah Garrott

Counsel, Compliance Officer 

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Felicia Montoya, CPA

Accounting Manager, Trust Officer

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Jaimeson Preuit

Compliance & Operations Associate

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Amanda Harbart 

Executive Assistant & 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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