Barbara Root, CTFA, AIF®

VP, Senior Trust Relationship Manager

Barbara has over 25 years of experience in trust administration and estate settlement. She has an extensive background in estate taxation, guardianships and court supervised trusts. Barbara is a member of both the Tacoma Estate Planning Council and Kitsap County Estate Planning Council and sits on the Investment and Grant Committees for the Kitsap County Foundation. She is a member of South Sound Planned Giving Council and an advisory member for the MultiCare Professional Legacy Council. Barbara is a Certified Trust and Financial Advisor (CTFA) and an honors graduate of the Cannon Trust School.

Tacoma Headquarters
1301 A Street
Suite 800
Tacoma, WA 98402
Phone: 253-305-0536
Fax: 253-305-1529