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 M. Tilger, CPG
SENIOR Financial Manager
Lynn Tilger 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.
Lynn holds Bachelor of Arts degrees in English and Norwegian, as well as a Washington State Teachers Certification.
William J. McCrea
Bill McCrea 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 A. Hardaway
Scott Hardaway 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.
K. Rose Hughes
Rose Hughes joined Ohana in 2015 after working for many years in roles in which she helped people, businesses, and non-profits manage their financial assets. She owned and managed her own business as an administrative and fiscal strategist focused on efficiency, integrity, and effective coordination with diverse stakeholders in private, public, and nonprofit organizations. In addition to running her own business, Rose has worked as a controller and business manager and served in various executive and board positions. Rose has also served in several volunteer positions within the community, including as a teacher in financial integrity education programs.
Rose holds a Bachelor of Arts degree in Economics and Adult Education from Evergreen State College.
Patricia L. Chipman, CPA
Trish Chipman began working at Ohana in 2016 after a career as a CPA specializing in taxation. She has worked on both sides of the tax desk, first as an IRS agent, then most recently as a tax consultant for a CPA firm in Silverdale, WA. In between she worked in the Trust and Estate department of a law firm in Vancouver, WA. During her time working in the tax industry, she learned complex technical details of individual and fiduciary tax compliance and has developed skill in communicating and educating people on those details, and advocating for their rights.
Trish obtained her BA in Business Administration in 2008 from Washington State University, graduating Magna Cum Laude. After passing the CPA exam in 2009, she became a CPA in 2013.
Catherine H. McCarthy
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.