News & Notes: Here’s What’s Happening Around the Northwest
Inspirus to open Lynwood branch; St. Helens Raises $3,260 for food bank; Sound welcomes two new Directors and a VP of Business Lending; OnPoint expands wealth management services.
November 17, 2015
Inspirus Set to Open Lynwood Branch
Inspirus Credit Union will open its third branch in Lynnwood, Washington in early 2016, to better serve their members in the north end and Snohomish County.
Inspirus Credit Union purchased an existing building on 188th street in Lynnwood. The building is located one block south of the Alderwood Mall at 3405 188th St SW.
“Opening this branch will benefit our members who live north of Seattle,” said President and CEO Scott Adkins. “We are here to serve our members and the education community. By opening this branch, we look forward to becoming part of the Lynnwood community, and hope to give our members another convenient location to engage with the credit union.”
The 27,000 square foot building houses six tenants. The credit union plans to lease out the remaining office space.
Renovations on the building are expected to begin in December 2015, with construction completed in March of 2016.
St. Helens Raises $3,260 for Columbia Pacific Food Bank
St. Helens Community Credit Union has wrapped up a successful, two-month lending campaign that raised $3260 for the Columbia Pacific Food Bank. A check was presented to the local charity by St. Helens Community President and CEO, Brooke Van Vleet.
The campaign—titled “Help Others. Reward Yourself.”—offered members the chance to open any new loan from September 1, to October 31, and the credit union would donate $10 to the local food bank.
“The campaign was an amazing success,” stated Brooke Van Vleet, President and CEO of St. Helens Community. “We all have a special place in our heart for Columbia Pacific Food Bank. We know this donation will go to feeding those in need throughout our community, particularly as we head into the upcoming holiday season.”
With a loan from St. Helens Community, members rewarded themselves by working toward their financial goals and dreams, while helping others in the community who may be struggling. The credit union plans to run the campaign again in the future, with the goal to raise even more.
“This donation will provide enough food to generate 9,780 meals for those in need,” said Casey Wheeler, Executive Director for Columbia Pacific Food Bank. “We look forward to working with St. Helens Community members again in the future.”
Barry Wallis and Angie Rose Join the Sound Board
Sound Credit Union recently announced that Barry Wallis and Angie Rose have been appointed to the Board of Directors.
“We are excited to have Mr. Wallis and Ms. Rose joining the Sound Credit Union Board,” said Gary Emmons, Chair of the Board of Directors. “As Sound celebrates its 75th anniversary, it is an opportunity to look back, as well as to the future. The addition of Barry and Angie, who are each highly skilled and knowledgeable, will be a benefit to the organization.”
Mr. Wallis has been the founder and owner of Wallis Law Firm, PLLC since 2007. In that time he has built his firm into a multi-million dollar practice. Areas of focus include business law, contract negotiation, dispute resolution, trust account management, debt restructuring, verifying corporate accounting, and regulatory compliance.
Ms. Rose is a licensed Certified Public Accountant in the state of Washington with years of accounting experience. She joined Sound’s Board after the merger with Port of Seattle Federal Credit Union where she was elected as Chair of the Supervisory Committee. As a Financial Analyst at the Port of Seattle, Ms. Rose has experience working on debt administration, fixed-income portfolios, complex account reconciliations, written procedures for audit purposes and corresponding with both internal and external auditors.
OnPoint Community Credit Union Announces Expansion to Wealth Management and Investment Services
OnPoint Community Credit Union recently announced that they have expanded their relationship with Raymond James Financial Services, Inc. to offer wealth management solutions in addition to investment services. The expansion comes with a new name, OnPoint Wealth Management and Investment Services, and the addition of two advisors.
“Our focus has always been on helping members obtain and create wealth, whatever that might mean to each individual or family.” said Tory McVay, OnPoint’s senior vice president of Retail Delivery. “Our advisors can help identity the most appropriate investment products and services to meet the objectives of our members.”
The name change is effective immediately.
The two new advisors are:
- Patrick Huey, CFP® registered through Raymond James Financial Services, Inc.*, has been serving individuals with investing and financial planning since 2005. As a Wealth Advisor, Patrick’s practice is built around goals based planning and investments that are tailored to the risk and return probabilities needed for success. He holds a Bachelor’s degree in History from the University of Pittsburgh, a Masters of Business from Arizona State and a Certificate in Financial Planning from Boston University. Huey is based at OnPoint’s SW 5th and Stark branch.
- Natalie Wilson, a Financial Advisor through Raymond James Financial Services, Inc.*, is passionate about helping her clients identify and achieve their personal financial goals. She has a Bachelor’s degree and Master’s degree in Philosophy as well as a second Master’s in Business Administration (MBA) with a finance concentration from Portland State University. Wilson is based at OnPoint’s Hillsdale branch.
“We are pleased to welcome Patrick and Natalie to OnPoint Wealth Management and Investment Services,” said OnPoint’s President and CEO, Rob Stuart. “OnPoint has offered investment products for over 10 years, and this more robust relationship with Raymond James not only will continue to focus on helping all members with their financial needs, but allow us to assist high-net worth families, businesses, endowments, and foundations.
Questions about this story? Contact James Pearson: 206.340.4790, [email protected].