Archives: Bio Page Testing

Carvell Taylor

Carvell Taylor, CTFA
Director of Trusts

Carvell joined WE Trust Company in July 2023 with over 20 years of experience in the financial services industry, currently serving as the Director of Trusts. Carvell’s journey in this field has been diverse, holding various positions that have honed his expertise and broadened his perspective. Carvell holds a CTFA (Certified Trust and Fiduciary Advisor) designation from the American Bankers Association, a testament to his specialized knowledge in trust administration. Carvell completed the Trust School program at Cannon Financial Institute. He is currently a member of the East King County Estate Planning Council. Carvell is an active member of the Seattle community and believes in giving back to the community by volunteering at local organizations. Carvell was born and raised in Washington and has a deep appreciation for the beauty and opportunities this region offers. With his spouse as his travel companion, he enjoys exploring the world, immersing himself in diverse cultures and experiences. Tennis is his sport of choice, providing a great outlet for staying active.

Suzanne Cayton

Suzanne Cayton
Associate

Suzanne Cayton brings over 25 years of cruise industry experience in accounting, financial analysis, data analytics and management to the Associate position at WE Trust Company. She loves numbers and delivering client-focused analyses. Suzanne has experience advocating for persons with special needs and devotes time outside of work to being a guardian and representative payee. She and her husband have raised three amazing young men and enjoy boating in the San Juan Islands and throughout the Puget Sound. When not working or boating, you can find Suzanne reading or gardening.

Carolyn Schaefer

Carolyn Schaefer, JD
Director of Estate Administration

Carolyn joined WE Trust Company in November 2021 after working as an estate planning and probate paralegal for over five years. Prior to that, Carolyn worked for eight years in the Washington State Senate, where she helped Senator McAuliffe develop legislation for the 1st Legislative District. Carolyn especially enjoys estate administration and the unique nature of each case. She holds a Paralegal degree and a BA in Law, Economics & Public Policy from the University of Washington. Carolyn completed the APR 6 Law Clerk Program under the Washington Supreme Court Admission and Practice Rules. She sat for the bar exam and was admitted to the bar in July 2022. She is a member of the King County Bar Association. In her free time, she enjoys exploring the Pacific Northwest and visits to her home state of California.

Amy Klepadlo

Amy Klepadlo, CDMM®
Associate

Prior to joining WE Trust Company, Amy Klepadlo worked in the retail banking industry for nine years most recently as an Assistant Branch Manager for US Bank. Her attention to detail and finance background has helped her transition into her Associate role with ease. She is a natural born problem solver and particularly enjoys working on fiduciary trust accounts, tracking trust assets and communicating with the beneficiaries. Amy was born in Taiwan and moved to Washington State when she was eight. She is fluent in Mandarin Chinese and currently finds herself busy with two young toddler daughters. When possible, she likes to travel with her husband Peter and the kids.

Alisa Penttila

Alisa

Alisa Penttila
Senior Associate

Alisa joined WE Trust Company in August of 2018. She has extensive work experience in educational publishing as a workshop and marketing manager. Alisa enjoys volunteering and has used her organizational skills as a member of the local Little League board, as well as in the roles of PTA president and auction chair. Alisa grew up in Bellevue, WA and is a graduate of Pomona College. In her free time she enjoys reading cookbooks, walking with friends and her dachshund, Mochi, and attending baseball games with her husband and teenage son.

Lora Campbell

Lora Campbell, CDMM®
Senior Associate

Lora Campbell came to WE Trust Company in August 2018, after working almost 20 years in the research science industry and teaching college physics courses online.  She enjoys her new career in professional fiduciary services utilizing her skills in problem solving, detailed oriented tasks, and working with many diverse clients.  She graduated from the University of Washington with a BS in Physics and Astronomy and received a MS in Physics from the University of Wyoming.  She lives in Shoreline with her husband, two very active soccer loving teenage daughters, and a menagerie of pets.  In her free time, Lora enjoys reading and gardening.

Michelle Meyerdierks

Michelle

Michelle Meyerdierks
Associate

Michelle joined the WE Trust team in October 2018.  She has over 25 years of experience in office administration and bookkeeping.  Michelle finds great joy working with elders; organizing their home office needs and supporting their dignity while maintaining their privacy.  Michelle’s interests include cooking, reading, hiking, traveling and yoga. She is a certified yoga instructor with 500 clinical hours of training which is focused on practices that ease the grief process. Michelle and her husband have a daughter and a son, both are college age, and an orange tabby cat that is adored!

Jeanne Coeuille

Jeanne

Jeanne Coeuille, CSA®, CDMM®
Associate

Jeanne joined the WE Trust Company in June 2018, after working in management in the homecare industry with seniors and special needs adults for over 18 years. She enjoys the variety of projects and direct client assistance that WE Trust offers. In addition to her work in homecare, Jeanne has also worked as a travel consultant and caterer. A long-term Ballard resident, she loves entertaining, a good book, travel with her husband and is a self-described cat lady. Jeanne is a graduate of Seattle University.

Marie Dunn

Marie Dunn

Marie Dunn
Office Administrator

In April 2018, Marie joined WE Trust Company as Office Administrator.  She brings over 30 years’ experience as a paralegal and legal assistant in major Seattle law firms and at the corporate level.  Her background is in real estate, litigation, commercial property management and as a real estate broker.  Marie is very comfortable helping design, implement and support office systems that allow the WE Trust team to excel.  She has two grown sons who were born and raised in Seattle. In her free time, Marie enjoys reading, hiking, photography and quilting by hand.

Alise Rueckert

Alise Rueckert

Alise Rueckert, CDMM®
Associate

Alise Rueckert joined the WE Trust Company team in January 2016. She has a background in finance and customer service from her 18 years with Costco Wholesale. Alise grew up in Edmonds, WA and graduated from the University of Washington with a BA in Sociocultural Anthropology. When she isn’t supporting our clients, Alise spends her days running around with her very curious and active toddler, Cousteau and his new brother Kepler. When possible, she enjoys heading out on adventures and traveling the world with her husband Jason and their sons.

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