Patrick E. McClelland, CWPP

Director

Pat began his career in financial services over 2 decades ago in the banking sector, ultimately rising to the level of Executive Vice President and Investment Services Manager prior to starting his own company, McClelland Asset Management, LLC in 2004. Joined by Sandra Drennon and Steven Elliott, CAPSTONE Investment Group, LLC was ultimately borne. Pat’s vision and leadership have been critical to the success of CAPSTONE Investment Group, LLC and are likewise indispensable in serving the clients of CAPSTONE Trust.

Pat carries many industry licenses, including series 6, 7, 24, 63 & 65 securities registrations, as well as the Washington State Life, Health & Disability Insurance license. Pat is also a Certified Wealth Preservation Planner as ascribed by the Wealth Preservation Institute.

Pat currently serves on the Board of Evergreen Christian Community. He is married to his wife, Valorie, and they have twin adult sons.

COVID-19 COMPANY STATUS

We at Capstone Trust recognized that these are challenging and unprecedented times. Ramifications from the COVID-19 outbreak are being felt in communities around the world and ours is no exception. Given that new reality, we want to underscore the fact that CAPSTONE Trust and its people are safe, working remotely and continuing to perform the essential function of administrating trusts and settling estates. We stand ready to serve our market and are fully capable of meeting remotely with clients and advisors as we seek to be of service. For more information, please do not hesitate to contact us at 360-515-0281 or info@capstonetrust.net.