About WE Trust

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WE Trust Company


Cherie Ware founded Ware & Associates in 1997, performing primarily estate administration services. In 2002, Amy Egtvet joined, and in 2006 the two women formalized their partnership and became Ware, Egtvet & Associates, LLC.

Over time, the company’s services expanded, and Ware Egtvet was named in their client’s estate planning documents as Executor, Attorney-In-Fact, and Trustee. They also began to offer personal assistance as a financial advocate and a family officer manager.

In 2016, the company established WE Trust Company, incorporated in the State of Washington, and went through a rigorous process and earned Trust Powers by the State of Washington Department of Financial Institutions. Since the beginning of 2017, the company conducts its daily business as WE Trust Company.

In addition to growing our services and client base, we have also added to the WE Trust Team. Learn more about our dedicated team of professionals below.

Cherie Ware

Cherie Ware, Owner & President

Amy Egtvet

Amy Egtvet, Owner, CEO, CTFA

Jules Cechony


Jules Cechony, Director of Family Office

Marie Dunn

Marie Dunn, Office Administrator

Lora Campbell

Lora Campbell, Senior Associate

Nancy Gilbert


Nancy Gilbert, Associate

Michelle Meyerdierks


Michelle Meyerdierks, Associate

Alise Rueckert

Alise Rueckert, Associate, CDMM®

Ann Easton


Ann Easton, Chief Operating Officer

Charlotte Heinecke

Charlotte Heinecke, Controller

Suzanne Cayton

Suzanne Cayton, Associate

Amy Klepadlo

Amy Klepadlo, Associate, CDMM®

Kristi Nilson

Kristi Nilson, Associate

Carolyn Schaefer

Carolyn Schaefer, Dir. of Estate Administration

Christy Higgins

Christy Higgins, Internal Auditor

Jeanne Coueuille


Jeanne Coeuille, Associate, CSA®, CDMM®

Serena Koo

Serena Koo, Associate

Alisa Penttila


Alisa Penttila, Senior Associate

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