Independent. Committed. Accomplished.
Fred Schoen Fiduciary Services is a family-owned, independent trust company certified by the Washington State Department of Financial Institutions.
Our team has more than 50 years of combined experience in the legal and financial industries. We pride ourselves on offering greater flexibility and a more personal experience than larger corporate fiduciaries, building relationships that allow each client to make the best decisions for their specific situation.
As a company that helps clients plan for the future, we recognize the importance of looking ahead. That’s why we recently shifted our own structure, adding a board of directors and expanding our team of experienced professionals. These changes provide additional stability and protection — they reflect our commitment to clients, and enhance our ability to serve them.
Fred Schoen, Founder
In 1978, Fred founded Fred Schoen Fiduciary Services to share his expertise with a wider range of clients and work with CPAs and investment professionals, as well as law firms. And the responsibility he felt toward his clients was immense.
A lifelong Seattle resident, Fred attended Washington State University and was actively involved with the Pride Foundation.
Darel Gillespie, CTFA, CFP®, President, Senior Trust Officer
Darel Gillespie has more than 25 years of experience across the spectrum of financial services, the last 15 of which have been spent managing and administering trusts.
He joined Fred Schoen after several years at Key Private Bank, where he served as a Senior Trust Officer and Vice President. Darel has broad expertise in trusts, estates and estate planning, investments and relationship management.
As a Certified Trust and Financial Advisor (CTFA) and Certified Financial Planner (CFP), Darel takes an analytical approach to address problems and create solutions. He’s a graduate of Central Washington University with a degree in Business Administration, Finance and Management.
He enjoys home remodeling and the outdoors, including fishing, hunting, boating and camping — and he volunteers with organizations that reflect those interests. Darel is a boat captain for Salmon for Soldiers, which serves veterans who have experienced traumatic injuries; he also works with Habitat for Humanity of Snohomish County.