Kristen Connor - Heritage Bank

Allen Trust Company is a financial institution based in Portland, Oregon, specializing in wealth management and trust services. With a focus on personalized solutions, they assist clients in managing and growing their assets. Committed to providing reliable and confidential support, Allen Trust Company offers a range of financial planning options tailored to individual needs and goals. Their experienced team works closely with clients to help them navigate the complexities of wealth management with integrity and expertise. Generated from their business information

IPX1031 is the nation's largest and leading Qualified Intermediary, specializing in providing proven tax deferred 1031 Exchange solutions to help clients enhance their investments and protect their equity. With a focus on preserving wealth and maximizing returns, IPX1031 offers expert guidance and support to navigate the complexities of 1031 Exchanges, ensuring clients achieve their financial goals with confidence. Generated from their website's infomation

Elise Bouneff - Heritage Bank is a trusted banking institution located in Portland, OR, offering a wide range of personalized financial services for businesses and individuals. With over 30 years of experience in senior leadership positions, Elise Bouneff, the Relationship Banking Officer, specializes in commercial banking and lending, providing tailored financial solutions to meet the specific needs of businesses, nonprofits, professional firms, public entities, and law firms. Elise's expertise lies in maximizing cash flow, utilizing electronic payments, optimizing return on excess cash, and streamlining information reporting. Committed to her community, Elise actively supports and volunteers at local organizations, serving on various boards and committees. Partnering with Elavon, Heritage Bank offers unique merchant services that enable businesses to accept a wide range of payment methods from customers worldwide. Additionally, through the Heritage Bank Community Development Entity, the bank finances businesses in economically distressed areas, revitalizing low-income communities. With the convenience of Heritage Direct Mobile Check Deposit, businesses can easily deposit checks using the bank's mobile app. As a banking partner, Heritage Bank is dedicated to empowering its customers with news and information through their free quarterly publication, Banking Business Magazine, to make informed banking decisions. Committed to serving their local markets, Heritage Bank provides a complete array of banking services and tools, helping customers build their heritage and achieve their financial goals.Generated from the website