Idahoans making good in banking and finance

bizcom@idahostatesman.com © 2013 Idaho StatesmanJuly 23, 2013 

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Espinola joins Zions

Margaret Espinola has been named executive banking relationship manager in Zions Bank’s Meridian Silverstone Financial Center at 3715 E. Overland Road. She will provide specialized service for clients in the executive banking portfolio.

Espinola has 17 years of banking experience, most recently as manager of Banner Bank’s Meridian branch. Before that, she was a customer service manager at Zions Bank’s Boise Fairview and Cole Financial Center.

A resident of Meridian, Espinola is an ambassador for the Meridian Chamber of Commerce and a member of the Meridian Kiwanis Club.

Valentine joins Zions

George Valentine has been named business banking sales manager at Zions Bank, responsible for supporting the growth of commercial and small-business lending within the state. He is based at 9th and Main streets in Downtown Boise.

Valentine joins Zions Bank from Wells Fargo, where he was principal banking relationship manager. He has 30 years of experience in commercial and consumer lending, with an emphasis on loan quality and administration, marketing, training, customer service and personnel management.

Valentine is a volunteer with the Boy Scouts of America. He and his wife, Tammy, have five children and live in Meridian.

Jones joins Idaho First

Adrian Jones has been named a senior commercial loan officer for Idaho First Bank.

Jones has 25 years experience in commercial lending and specializes in SBA and USDA government-guaranteed loan programs. He was an SBA Lender of the Year in Treasure Valley.

Jones graduated from the University of California Berkeley with a degree in economics. He has volunteered for the Salvation Army, the Boise Rescue Mission and the City Light Home for Women and Children.

Alvarado joins Icon

Shawn Alvarado has been named manager of the Chinden office of Icon Credit Union. Alvarado will lead Icon’s newest branch at 12598 West Explorer Drive, Boise. He spent the last 12 years in consumer finance.

Morriss joins CapEd

Ethan Morriss has been named vice president of lending at Capital Educators Federal Credit Union. Working in the Meridian office, Morriss will manage all the lending activities of the credit union and will start a new commercial lending department.

Morriss worked at Wauna Credit Union in St. Helens, Ore., where he was senior vice president/chief lending officer and supervised all mortgage, consumer and commercial lending activities. He has 19 years of experience in the financial services industry and holds several certifications in commercial lending, sales and service, and executive leadership.

Claman joins Banner

Wendy Claman has been named vice president, treasury-management sales officer, of Banner Bank.

She will develop new business relationships and manage current treasury-management client accounts. Claman will focus on Idaho’s Treasure and Magic valleys and eastern Oregon.

Claman brings 23 years of industry experience, including work in retail banking branch operations and commercial treasury management. Educated at Kilgore College in business administration, she is a member of the national and Idaho state chapters of the Association of Financial Professionals. She will be based at Banner’s 10th and Bannock Commercial Banking office in Boise.

Winner joins Evans

Chantayn Winner has been appointed by D.L. Evans Bank as cash management and business development officer for the Treasure Valley.

Winner has 15 years of banking experience and is a Boise State University graduate. She volunteers at Make-A-Wish of Idaho, the Boise Metro Chamber of Commerce, the Downtown Business Association and Boise Young Professionals. She also served as a loaned executive for the United Way of Treasure Valley.

Wilfong joins Beto

Brad Wilfong has been named an associate at Beto Financial Group in Boise.

Wilfong was a financial specialist at U.S. Bank for six years. He is a graduate of the University of Idaho. He has been in the Boise area for 30 years.

Beto Financial Group has been serving investors for 15 years. It oversees and coordinates the financial affairs of a small group of families in Idaho and throughout the country.

Wilfong joins Jerry Beto, senior vice president and managing principal; Brian Randolph, senior financial adviser; and Kathleen Hatch, registered operations manager and administrative assistant.

McQuesten affiliates with Raymond James

Daniel W. McQuesten has joined Raymond James Financial Services Inc. at 7761 W. Riverside Drive, Suite 110, Garden City.

McQuesten has five years of industry experience and has obtained his Certified Financial Planner certification. He will offer clients customized plans that may include asset management services, stocks, bonds, mutual funds and federally insured certificates of deposit.

McQuesten works with small-business owners.

“Business owners have special needs,” said McQuesten. “Some want to establish retirement plans for employees. Others are interested in planning for their own retirement or possibly setting up an estate or business continuation plan for their heirs.

“As their business grows and tax situations change, they often require tailored advice for managing their unique situation and financial affairs.”

Jones joins Harmonic

Patrick K. Jones has joined Harmonic Investment Advisors as a research analyst.

Jones received his bachelor’s degree in business administration/finance from the University of Colorado, Boulder.

Tinker joins Mountain West Bank

Bret Tinker has been named vice president and commercial banker in the Boise commercial lending department of Mountain West Bank.

Tinker, who began his banking career in Pocatello at Idaho Bank & Trust, which later became KeyBank, has worked with commercial businesses for 28 years. He serves as co-director of Ride Idaho, a seven-day cycling tour through Idaho.

He is a board member of the Terraces at Harris Ranch and a board member for the Idaho Pedestrian and Bicycle Alliance. He attended Idaho State University.

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