Our Family Office Services team is equipped to handle each aspect of your family’s financial situation. We approach each client with utmost care and are committed to supporting your family’s goals for generations to come.
Robin Skeen, CPA
Senior Vice President, Family Office Services Executive
Robin Skeen is Senior Vice President and Family Office Services Executive at Seattle Bank. Robin joined the Bank in 2016, initially as Chief Internal Auditor. She is a CPA and has almost 25 years’ experience in accounting, audit, and risk management. In addition to over 15 years of experience working with financial institutions, Robin’s career includes consulting, audit, and tax work for both personal and business clients. Robin earned a degree in Accounting from Washington State University, is a graduate of the ABA Stonier Graduate School of Banking at the University of Pennsylvania/Wharton, and holds a certificate in leadership from the Wharton School. She serves on the board of directors of Lahai Health.
Vice President, Operations
Katrin Dietz is Vice President of Operations with Family Office Services at Seattle Bank. Katrin joined the Family Office Services team in 2017. She provides operations oversight and leads the coordination of deliverables to ensure accurate and on-time completion of client requests. With over 14 years of family office experience, Katrin has worked with affluent families to provide administrative and project management support, lead human resource efforts for private households, and directed the planning and coordination of family educational events and conferences. Katrin earned a Bachelor of Science in Business Administration from the University of Nevada Las Vegas and holds a SHRM-CP certification in Human Resources.
Client Accounting Manager
Katherine Pace is a Client Accounting Manager with Family Office Services at Seattle Bank. Katherine has been with the Family Office Services team since January 2016. During her time with the Bank, she has served as the accountant for a variety of clients, including foundations, small family businesses, and high net-worth individuals. Katherine has over nine years of accounting experience in a variety of capacities, including personal financials, accounts payable, accounts receivable, collections, payroll, underwriting, and general business accounting. Katherine earned a Bachelor of Arts degree in Business Administration Accounting from Seattle University.
Sr. Client Service Associate
Candace Braaten is a Senior Client Service Associate with Family Office Services at Seattle Bank. Candace joined the Family Office Services team in 2014, and assists with various clients including family foundations, high net-worth individuals, and family offices. In addition to over six years’ experience working with family office services, she brings over 15 years of customer service experience working in Los Angeles; New York; and Sydney, Australia; in various industries including hospitality, high-end fashion showroom sales, and the nonprofit sector. Candace earned a degree in Merchandise Marketing from the Fashion Institute of Design & Merchandising. Candace actively volunteers with The Homestead Community, an organization that supports children living in foster care in Pierce County.
Client Service Manager
Alyssa Opland has been a Client Service Manager with the Family Office Services team at Seattle Bank since 2015. Alyssa has supported a variety of clients in the foundation, philanthropy, impact investing, and family office spaces. She holds a certificate with Foundant, a grants-management software program, and has experience supporting clients in both ongoing and project-based back-office support. Alyssa earned a master’s degree in Sustainable Economic Development and a bachelor’s degree in Political Science & Environmental Policy. Alyssa serves in a leadership role on the Tacoma Mountaineer’s Alpine Climbing Committee.
Carmen Shepherd, CPA
Senior Client Accounting Manager
Carmen Shepherd is a Senior Client Accounting Manager with Family Office Services at Seattle Bank, and joined the bank in 2019. Carmen is a CPA, with over seven years’ experience working with family office clients, specializing in high net-worth clients with complex financial structures, including family partnerships, trusts, and investments. Her experience includes extensive collaboration with clients and client advisors for tax, estate, and investment planning and analysis to provide a holistic approach to client financial services. Carmen earned a degree in Business Administration from the University of Washington and has a master’s in Business Administration along with a master’s in Accounting and Financial Management. She serves on the board of directors for MustLuvBoxers Rescue.