Barbara Morris (she/her) manages the financial aspects of many of our client accounts. This includes general bookkeeping, creating fee petitions, annual accountings, and inventories. She acts as the tax liaison between the many tax preparers who work with our clients. Barbara spent 21 years as an assistant trust officer with First Interstate Bank of Oregon before joining Nancy Doty, Inc. She oversaw conservatorships, estates, and trusts while employed by First Interstate Bank and dealt with fiduciary taxes. Her depth of industry knowledge greatly benefits our clients. Barbara enjoys spending time with her husband of 38 years, as well as their two daughters and families