Daylene is a Senior Vice President, Client Advisor in Whittier Trust’s Nevada office. Daylene provides financial and fiduciary services to high net worth clients and works closely with multi-generational relationships representing a wide variety of clients to include grantors, trustees, beneficiaries, and business owners. She works extensively with her clients in the areas of trust and agency administration including document review, fiduciary accounting, investments, finance, real estate, taxes and estate planning.
Daylene has 30 years in the trust and fiduciary services industry. Prior to joining Whittier Trust, she was a Vice President and Manager at Nevada State Bank in Reno. Her experience includes five years of trust operations and accounting and 25 years as a trust administrator/client advisor.
Daylene is a native of Nevada and attended the University of Nevada, Reno (UNR). She is a graduate of Cannon Trust School and has obtained her Series 65 designation. Daylene is a long time member and past President of the Northern Nevada Estate Planning Council.