We understand that each person who has a trust account with us has unique needs and deserves personalized attention and care. Our team is dedicated to making sure you feel heard and that your needs are addressed with compassion.
Cici joined The Arc Oregon in 2012 and began her current position as Program Manager for the Oregon Special Needs Trust (OSNT) Program in 2016. As a family member to a person experiencing an Intellectual/ Developmental Disability (I/DD), Cici was introduced to The Arc at a young age. Prior to joining The Arc Oregon, Cici worked at her local school district in the ESL, Title I, and Special Education Programs. She is passionate about working in a field that advocates for all people and enjoys serving in her position to enhance the quality of life for people who experience disabilities and their families.
Paula served as the OSNT Program Director for over three years before leaving to work as Executive Director for Oregon Training and Consultation (OTAC). Paula returned to The Arc Oregon in November 2017 as the Executive Director. Her background includes small business management, nonprofit board development and visioning, financial planning support for families, and insurance training and compliance. As a family member to a person who experiences an Intellectual/Developmental Disability (I/DD), Paula is passionate about helping families plan for a safe and secure future that allows their loved ones with I/DD to live a full life of their own choosing with the financial security needed to achiever their goals and dreams.
Jessica joined our team in October 2017 and has quickly become a strong resource for our trust and other clients; she is here to help answer questions and assist with your needs, or find the right person to do so. Before coming to The Arc, she worked for a non-profit organization in Coos Bay and fell in love with everything that the non-profit world stands for. She loves getting to know/meet the people that call or stop by the office, sometimes just to say “Hi!”.
After a 15-year retail management career, Susan decided to switch gears and focus on helping the community in a more meaningful way. She joined our team in December 2017, and is excited to learn about the world of non-profit and to start helping everyone connected to The Arc. She is particularly excited to learn everything about the Special Needs Trust program and is available to help you with any questions or concerns about your OSNT account.
After thoroughly researching and vetting potential trustees in 2015, we chose to partner with Key Bank National Association to serve as the trustee and professional investment manager of the OSNT. We chose Key Bank because of their commitment to nonprofit work, low fees, and value-added services.
Having a professional investment advisor to manage the assets of the Trust allows The Arc of Oregon to focus on what they know best – administering sub-trust accounts to serve the best interests and protect government assistance for all trust beneficiaries. Our personal Portfolio Manager, John Gomez, has 18 years of experience in investment management, and works closely with the staff and advisory committee to protect and preserve the trust assets for the future.
The OSNT Advisory Committee serves to support and advise the OSNT staff on matters of policy and compliance related to effective management of the pooled trust, and reports and makes recommendations to The Arc Oregon Board of Directors.
Committee Chair, Immediate Past President
Board President, family member
Drew Smith, MBA
Community Bridges Consulting Group
Community Support Services
Person-Centered Thinking Trainer
John Watson, MD
Retired physician, family member