Financial and Property Managers

Financial Managers for Ohana manage the financial affairs for specifically assigned clients, which includes budget preparation, cash flow management, bill-paying, oversight of domestic employee compensation, investment monitoring, income tax return coordination, and other financial issues unique to given clients' circumstances. They work closely with the persons involved with the management of our clients' care to ensure that each client's unique needs and preferences are upheld in the process of managing the financial affairs.

Ohana's Property Manager assumes responsibility for oversight of our clients' real and personal property; timely payment of real property taxes, insurance premiums, and mortgage payments; management of maintenance and repairs to real property; coordination with contracted property managers for multiple-dwelling buildings; inventory of our clients' personal possessions; and management of storage units and safe deposit boxes.


 Lynn

Lynn M. Tilger, CPG

SENIOR Financial Manager

Lynn came to Ohana in 2011 with approximately 20 years of experience in bookkeeping, office management, and property management positions that also involved financial reporting, budget management, tax reporting, audit facilitation, event organization, and property management. She has worked as an on-call bank teller as well.  In 2016, after 5 years of superb performance for Ohana, Lynn was promoted to the position of Senior Financial Manager, and in that role she provides oversight and training for our financial management staff.

Lynn holds Bachelor of Arts degrees in English and Norwegian, as well as a Washington State Teachers Certification.


 Bill

William J. McCrea

Financial Manager

Bill joined Ohana in 2014, and has worked in trust administration, financial management and fiduciary services to vulnerable adults since 1980. As a trust officer with two major banks for a total of 11 years, he worked with guardianship and power of attorney relationships as well as trust administration, with a special focus on special needs trusts. He gained understanding of the financial, legal and tax considerations in serving seniors and persons with disabilities. Moving to the fiduciary firm industry in 1992, he developed expertise in care management services in addition to his financial management expertise.

Bill holds a Bachelor of Arts degrees in Social Welfare (cum laude) from University of Washington, and a certificate in Personal Trust Administration from Cannon Financial Institute.


 Scott

Scott A. Hardaway

Financial Manager

Scott joined Ohana in 2014 after moving from Michigan where he served as a pastor for 12 years. His responsibilities as a pastor included supervising paid staff and volunteer workers, overseeing the financial reporting, managing the operating budget, and coordinating the complex church schedule. He has gained personal perspective on the fiduciary industry through his family experiences of caring for his first wife who was incapacitated by, and eventually passed away from, cancer in 2012, and adoption of his youngest son out of the foster care system.

Scott's recently earned paralegal certificate is utilized at Ohana to assist with preparation of pleadings and documents for court reports. Scott holds a Bachelor of Arts degree in History and Bible/Religion from Huntington University in Huntington, IN (magna cum laude), a Master of Divinity degree from Asbury Theological Seminary in Wilmore, KY (summa cum laude), and an Advanced Paralegal Certificate focusing on guardianship, trusts, power of attorney, and other estate planning and probate related tools from Edmonds Community College. 

Scott will be leaving Ohana in mid-2017 to embark on a planned multi-year mission to a remote region of the world.


 Rose

Tammy L. Williams

Financial Manager

Tammy joined Ohana after spending many years working in the fiduciary industry, first as a home care site supervisor assisting clients with living independently and providing oversight and coaching to staff, then as a client service manager handling clients financial affairs.  Her duties included managing communication with clients, staff, and outside agencies including DSHS, Social Security, and Section 8.  She also worked as a payroll assistant for an in-home care agency, managing payroll records and compliance.  

Tammy obtained an Associate of Arts from Cascadia Community College in 2003 and her Bachelor of Science in Psychology & Anthropology from Washington State University in 2005.

 


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Maria E. Luna

Financial Manager

Maria joined Ohana after working for over 20 years in property management and medical practice administration.  Prior to those roles, Maria worked as a trust account administrator with a local fiduciary service firm.  Maria's broad experience in all three areas gives her technical knowledge and skill in communicating with clients to allow her to excel as a financial manager for Ohana. 

Maria holds a Bachelor of Arts in Music Theory and Composition from IEIM in Buenos Aires, Argentina.  Maria is trilingual with fluency in English, Spanish, and Italian.  She also operates her own craft shop on the side.


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Kailani M. DeVille

Financial Manager

 

 

Originally from the island of Kaua'i, Kailani moved to the Pacific Northwest to attend college.  After graduating from college and working briefly in a contract paralegal role for a real estate company, Kailani joined Ohana as a financial manager.  Kailani has always been very active in government and non-profit service, working as an intern for the Teacher Standards and Practices Commission in Oregon, an administrative assistant with the Oregon Alliance of Children's Programs, an intern for a senator in Washington D.C., and as a database manager intern for the Kaua'i Department of Parks & Recreation.  Kailani brings that same level of commitment and service to her work at Ohana.

Kailani holds a Bachelor of Arts in Politics from Willamette University.


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Janice E. Breen

FINANCIAL MANAGER

Janice Breen joined Ohana after many years in the finance and legal industries.  Janice is a licensed attorney who started her career working for an insurance defense firm in Chicago.  After her time there, she began her transition into the finance industry, working as a financial consultant for an investment management company. 

Janice holds a J.D. from the Cleveland-Marshall College of law.


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J.R. Page

Financial Manager

James ("J.R.") Page worked for several years as a claims examiner, administrative hearing officer, and personal representative for clients with a wide range of physical and psychological impairments.  As an attorney, J.R. served for many years as a Rating Veterans Service Representative for the Department of Veterans Affairs in Seattle.  Prior to that, he worked for a law firm in Chicago in the areas of estate planning and real estate and elder law.  J.R. brings a passion for advocating for clients along with a strong legal foundation to his work at Ohana.

J.R. holds a Bachelor of Arts in Philosophy from Connecticut College and a Juris Doctor from the John Marshall Law School in Chicago.


 Catherine

Catherine H. McCarthy

Property Manager

Catherine McCarthy joined Ohana in 2009, bringing valuable experience in property management, real estate and accounting. In her property management roles, she has been responsible for collection of and accounting for rents, inspection of units for tenant compliance, leasing of vacant units, coordination of maintenance and repairs, on-site management of a complex, accounts payable for multiple properties, and monthly financial reporting. She has been licensed as a real estate agent as well. Catherine's accounting experience ranges from simple bookkeeping duties to tax reporting and preparation of financial reports.

Catherine has a Bachelor's Degree in Law and Justice, with a Minor in Psychology. She completed the GAAP of Government Accounting seminar in 1992, and the Fundamentals of Assessor's Office course in 1991.


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Drew G. Hilen

Assistant Property Manager and bookkeeper

Drew started with Ohana in 2017 and brings with him knowledge and experience from the banking industry, as well as, expertise in property and financial transactions gained through a family enterprise.  His background includes conservation research for municipal government, hospitality and family business ownership and management, as well as, outdoor education and recreation.  He has worked for REI, Patagonia, Seattle City Light, as well as Outward Bound.  When not at work he is either at home with his wife and three boys, or planning his next outdoor adventure. 

Drew earned a BA in Anthropology from Franklin and Marshall College and an MA in Policy Studies from University of Washington, Bothell.  At Ohana, Drew’s duties include client financial management, and assisting with property management and accounting.