Account Managers and Property Managers

Account Managers serve as the primary contact at Ohana for their clients. In doing so, they also manage their clients’ financial affairs, which includes budget preparation, cash flow management, bill-paying, 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 came to Ohana as a Financial Manager 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. Lynn was promoted to the position of Senior Manager in 2020.

Lynn holds Bachelor of Arts degrees in English and Norwegian, as well as a Washington State Teachers Certification. She became a Certified Professional Guardian in 2016.

Tammy Williams

SENIOR ACCOUNT 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.

Stacia joined Ohana after working as a financial manager for over fourteen years with one of Seattle’s long established guardianship agencies. Prior to entering the fiduciary industry, Stacia worked in animal conservation and research, both at Woodland Park Zoo and Roger Williams Park Zoo in Rhode Island.

Stacia holds a Bachelor of Science in Zoology/Psychology from the University of Wisconsin and a Master of Science in Zoology/Psychology from the University of Wyoming.

Prior to joining Ohana, Dannie worked for nearly ten years in various roles with Symetra Life Insurance gaining strong familiarity with investment products and expertise in dealing with financial institutions.

Dannie holds a Bachelor’s degree in Interdisciplinary Studies from Eastern Washington University. Dannie is also fluent in Vietnamese.

Bill joined Ohana after doing similar work with another fiduciary company for two years. Prior to entering the fiduciary industry, Bill worked as a family counselor at funeral homes, and as an insurance producer. He owned his own business for many years, and also worked as a journalist while serving in the U.S. Navy.

Bill holds a Bachelor of Arts in Communications from Western Washington University.

Evan Jordan

account manager

Evan joined Ohana after entering the fiduciary industry with another trust company in 2021. Prior to that, Evan worked for several years in the banking industry and as a financial advisor at an insurance/retirement product company.

Evan holds a Bachelor of Science in Business Economics from Washington State University.

Heidi joined Ohana as a Financial Assistant, primarily supporting Account Managers with processing routine tasks. After a short stint as an assistant, owing to her excellent performance she was promoted to Account Manager. Prior to joining Ohana, Heidi started her career in the non-profit industry, working initially in event support and then on the finance team as the Database Administrator for a local branch of a national non-profit organization.

Heidi holds a Bachelor of Arts in Business Administration with a focus in Finance from the Michael G. Foster School of Business at the University of Washington.

Jason Rossignol

account manager

Jason joined Ohana after working with the Social Security Administration as a Teleservice Representative and as an accounting technician for the U.S. Air Force. Before these roles working for the government, Jason worked in ministry-related roles for organizations in Texas and Washington DC and as a high school teacher and youth counselor.

Jason holds a Bachelor of Arts in Philosophy from D’Youville College, a Master of Arts in Spiritual Counseling from Marylhurst University, and a Master of Divinity in Philosophy and Theology from Oblate School of Theology. Jason is also fluent in both Spanish and French.

Karen Travis, PhD, CPG

account Manager

Karen spent the majority of her career in academia as a professor of economics at Pacific Lutheran University. That career culminated in her role as Chair of the Department of Economics. After several years in that role, Karen became driven by an interest to serve clients and make a difference in peoples’ lives. She enrolled in the Washington State Certified Professional Guardianship Accreditation program and joined Ohana shortly after completion of the course and certification as a CPG.

Karen holds a Bachelor of Science in Physics and Mathematics from the University of Puget Sound and a PhD in Economics from the University of Washington.

Trevor Billingsley

Property manager

Trevor joined Ohana after working for nearly ten years at a property management company. Trevor brings extensive experience in real property management, vehicle management, including boats, and security.

Trevor holds a Bachelor of Business Administration in Human Resources Management from American InterContinental University/Colorado State University. Trevor is also a veteran of the U.S. Marine Corps.