About WE Trust

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WE Trust Company

Employees

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, CTFA
Owner, CEO

Ann Easton

Anne

Ann Easton
Chief Operating Officer

Jules Cechony

Jules

Jules Cechony
Director of Family Office

Lora Campbell

Lora Campbell, CDMM®
Senior Associate

Amy Klepadlo

Amy Klepadlo, CDMM®
Associate

Alisa Penttila

Alisa

Alisa Penttila
Senior Associate

Marie Dunn

Marie Dunn

Marie Dunn
Office Administrator

Carolyn Schaefer

Carolyn Schaefer, JD
Director of Estate Administration

Suzanne Cayton

Suzanne Cayton
Associate

Michelle Meyerdierks

Michelle

Michelle Meyerdierks
Associate

Alise Rueckert

Alise Rueckert, CDMM®
Associate

Charlotte Heinecke

Charlotte Heinecke
Controller

Carvell Taylor

Carvell Taylor, CTFA
Director of Trusts

Jeanne Coueuille

Jeanne

Jeanne Coeuille, CSA®, CDMM®
Associate

Kristi Nilson

Kristi Nilson
Associate

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