Operations and Processing

Landra Macy

Landra was born and raised in the Portland, OR area. Her and her husband, Ben, live in Prosser, WA and have a son, Linus, and dog, Ella.  

Landra began her financial services career almost 20 years ago.  She has a bachelors in finance from Portland State.  

Landra wears two hats at Pacific Crest Planning.  She works as an Investment Advisor Representative and helps her clients plan and navigate their financial futures.  She is also Pacific Crest Planning's operations manager and is responsible for overseeing complex asset transfers, trades, and transactions for the organization. 

Landra is known in the office for her incredibly vast shoe collection.  She enjoys traveling and spending time with family and friends.

 

Jill Ivey

Jill is a Tri-Cities native and Kamiakin High School graduate.  Prior to her career at Pacific Crest Planning, she was a manager at Macy's Department Store in Kennewick. 

Jill is a master of client service.  As a member of Pacific Crest's operations team, she works largley with Niles' clients in helping them accomplish complex service requests and money movement transactions.  

Jill and her husband, Rob, have two children.  They like to travel to visit friends and have been involved in the Tri-Cities music scene for years.  

 

Casey Demory

Casey was raised in Ellensburg, WA.  She played sports growing up and participated on the soccer team at Columbia Basin College and Central Washington University before graduating with a degree in anthropology and museum studies. 

Casey enjoys the outdoors.  She likes to hike, backpack, and rock climb.  She is an avid reader and history buff.  

Casey is a member of Pacific Crest's operations teams.  She assists mostly Ryan's clients to accomplish service and operational items for them.  Casey is currently studying to obtain her securities, investment advisor, and insurance licenses.  

 

Mary Orthmann

Mary is from Terrance Heights in the Yakima, WA area.  She is the youngest of seven children and loves being an aunt to fourteen nieces and nephews. 

Mary attended Central Washington University.  She studied Business Administration obtained a degree with an emphasis in marketing.  

Mary began her financial services career at New York Life.  Mary is a member of Pacific Crest Planning's operations team and works mainly with Kyle's clients to assist them with service and financial matters.  

Mary is an artist and loves to craft.  She loves her dog, Hemi, and somehow seems to be related to almost anyone in the Tri-Cities and Yakima area.