Meet the Team

Brett is Managing Director for Midwest Trust Company in the Portland-Vancouver Market Area. Midwest Trust is a multi-billion Wealth Management firm. Prior to this he was the Southern Region Market Executive for Heritage Bank. His community engagements include the past Board Chair of the Community Foundation for SW Washington and past Board Chair of the Clark County Food Bank and past Board Chair of the Peace Health Columbia Network. He currently serves as Board Chair for the Lighthouse Financial Foundation and a Director of Rivermark Community Credit Union and the Clark County Food Bank.

Sherri is an Assistant Trust Officer with Midwest Trust Company and a Project Management Professional (PMP®). She serves on the Lighthouse Financial Foundation Board as well as the Board Secretary for the Dwight Schwab Charitable Foundation. Sherri has over 29 years’ experience working with financial institutions and most of those years in the Wealth Management industry.

Cristhian is a Revenue Integrity Coordinator for PeaceHealth, a Vancouver, WA based not-for-profit Catholic health system offering care to communities in Washington, Oregon and Alaska. He has been a LHCCU board member since October 2015 and has lived in Vancouver for more than 25 years. A graduate of Washington State University Vancouver Campus in 2011, Cristhian was a Business Administration major with a minor in Finance and Spanish. Cristhian also serves on the Clark College Board of Trustees, Community Foundation for Southwest Washington Board of Directors, and council member for St. John the Evangelist Catholic Church and SWWA LULAC Council 47013.

Rebecca is a volunteer for PeaceHealth Hospice Services and Clark County Food Bank.  In addition has interpreted for Spanish speakers receiving dental services in a Medical Teams International in Portland and for a local dental team that travels annually to the Dominican Republic. Rebecca has served Lighthouse Financial Foundation since its beginning, in fundraising, communications and administration. Until recently her professional occupations focused in project management and as both residential and commercial interior design consulting and coordination.

Ryan Halley, Ph.D., CFP® is Vice President of Financial Wellness at Rivermark Community Credit Union. He holds a doctorate in Personal Financial Planning from Texas Tech University and an MBA with a concentration in Finance from The Ohio State University. Ryan has his CERTIFIED FINANCIAL PLANNER™ certification. Dr. Halley is also a Professor of Finance and Financial Planning at George Fox University, where he directs a CFP® Registered Program located near Portland, Oregon. His primary interest areas are financial wellness measures, human factors associated with financial wellness, and financial planning services for non-traditional financial planning audiences.

David is in private practice with more than 30 years experience representing clients in a broad range of transactional matters including real estate, corporations and limited liability companies, financial institution regulation, mergers and acquisitions, contractual matters, non-profit regulation, and general counsel matters. David is a former partner of Miller Nash and of Schwabe, Williamson, and Wyatt. David has served on a number of non-profit boards during his career and is currently a Board Member of the Clark County Food Bank. He is also the former Chief Legal Counsel of First Independent Bank.

Andrew is a managing partner for Human Investing. An Oregon-based and Northwest-focused investment firm. Andrew and his team serve corporate retirement plans, endowments, and foundations throughout the northwest acting as a Fiduciary and consultant. His community engagements include prior board seats for Mentors 360 and Lake Oswego Young Life.

Mr. Capeloto brings more than 35 years financial industry experience and a strong connection to the Clark County community to Lighthouse Financial Foundation. As President, he manages the general operations, public relations and community outreach functions of the foundation. Previously, Kim served as Greater Vancouver Chamber CEO and has held board positions for many community organizations, including WSU Diversity Advisory Board, The Historic Trust, Humane Society of SW Washington, Junior Achievement, and the Community Foundation for SW Washington. His interests include travel, fishing and many other outdoor related activities. He has traveled extensively, studied and lived abroad and is fluent in Italian. He and his Wife of 39 years have two grown children and several grandchildren.

Molly is the Executive Director of Save First Financial Wellness. She has a passion rooted in her deep belief that proper money management is a key element to moving people out of poverty with dignity. Molly is recognized as a leader in the field of asset building, speaking at national conferences on the subject and providing technical assistance in financial wellness program development to non-profits around the country.