Legacy Advisor Directory

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Kokie E. Adams
Purcell & Adams, Lynnwood

Kirsten Ambach
Karr Tuttle Campbell, Seattle

Kristi S. Anderson
Anderson Law, Seattle

Virginia C. Antipolo-Utt
Antipolo & Paul Law Firm, Everett

Angela C. Baker
Fairview Law Group, Seattle

Warren L. Baker
Fairview Law Group, Seattle

Katharine P. Bauer
Bauer Pitman Lifetime Legal, Olympia

Robert I. Betts
Betts Austin Johnson, Bellevue

Sarah B. Bowman
K&L Gates, Seattle

C. Dennis Brislawn, Jr.
Oseran Hahn, Bellevue

Timothy C. Burkart
Kutscher Hereford Bertram Burkart, Seattle

Dean V. Butler
Carney Badley & Spellman, Seattle

Teresa Byers
Garvey Schubert Barer, Seattle

Nancy L. Cahill
Holman Cahill Garrett Ives Oliver & Andersen, Seattle

Sandy J. Cairns
Hanson Baker Ludlow Drumheller, Bellevue

Vivien K. Chang
Chang Law Group, Bellevue

Brian Thomas Comfort
Comfort, Davies & Smith, P.S., Fircrest

John Creahan
Cairn Law, Seattle

James A. Davies
Rehberg Law Group, Bellevue

Natalie Adams Dearie
Dearie Law Group, Seattle

Dominick V. Driano
Dominick Driano, PLLC, Seattle

Sarah E. Duncan
Adams & Duncan, Everett

Katrina B. Durkin, JD
Brothers & Henderson, P.S., Seattle

George Edensword-Breck
Law Offices of George Edensword-Breck, Bainbridge Island

John E. Ederer
Helsell Fetterman, Seattle

Douglas J. Engel
Seattle

Jeffrey Eulberg, JD, CFP^®
Evergreen Gavekall, Bellevue

Bruce P. Flynn
Perkins Coie Foundation, Seattle

Dorothy K. Foster
Foster Law Group, Bainbridge Island and Seattle

Madeline Gauthier
Gauthier & Associates, Bellevue

Megan Gebhardt
Gebhardt Law Office, Seattle

Wendy S. Goffe
Stoel Rives, Seattle

Thomas C. Gores
Perkins Coie LLP Fiduciary & Investment Services, Bellevue

Claudia A. Gowan
Claudia A. Gowan, Seattle

Janet Gray
Jeppesen Gray Sakai, Bellevue

Jeffrey Michael Grieff
Law Offices of Jeffrey Grieff, Seattle

John A. Holmes
Law Office of John A. Holmes, Bellevue

Alexander E. Hurt
Livengood Alskog, PLLC, Kirkland

Katherine J. Hurt
Brothers & Henderson, P.S., Seattle

Jenna Ichikawa
Stokes Lawrence, Seattle

Sally A. Jeffers
Law Office of Sally A. Jeffers, Seattle

William Hall Johnson
Betts Austin Johnson, Bellingham

Hugh W. Judd
Livengood, Fitzgerald & Alskog, Kirkland

Daniel Kellogg
Law Offices of Daniel Kellogg, Renton

Todd M. Kiesz
Jeffers, Danielson, Sonn & Aylward, Wenatchee

Richard A. Klobucher
Davis Wright Tremaine, Bellevue

Timothy J. Knowling
Law Offices of Timothy J. Knowling, Seattle

Roger S. Kohn
Law Offices of Roger S. Kohn, Seattle

Colleen LaMotte, JD
Skellenger Bender, Seattle

Thomas Lofton
Oseran Hahn, Bellevue

Mike Longyear
Reed Longyear, Seattle

Kenyon Eldridge Luce
Luce & Associates, Tacoma

David T. Lyons
Lyons Sullivan, Bellevue

Jennifer Mackley
Mackley Legal Services, Seattle

Judd R. Marten
LeSourd & Patten, Seattle

Richard P. Matthews
Law Offices of Richard Matthews, Seattle

James K. McBain
Inslee Best Doezie & Ryder, Bellevue

Paul S. McConnell
Law Offices of Hansen, McConnell & Pellegrini, Marysville

Bruce Andrew McDermott
Garvey Schubert & Barer, Seattle

William L. Meyer
Law Offices of William L. Meyer, Port Townsend

M. Scott Mikel
Law Offices of M. Scott Mikel, Seattle

Christy Claire Newman
Proctor Lane, Mercer Island

Virginia Nicholson
Schwabe, Williamson & Wyatt, Seattle

R. Thomas Olson
Helsell Fetterman, Seattle

Joel H. Paget
Ryan, Swanson & Cleveland, Seattle

John S. Palmer
Law Offices of John S. Palmer, Bellevue

Sharon R. Perlin
Flaccus & Associates, Seattle

Lauren A. Pitman
Bauer Pitman Lifetime Legal, Olympia

Stephen Pruss
Ahrens DeAngeli Law Group, Seattle

Lori K. Rath
Lasher Holzapfel Sperry & Ebberson, Seattle

Kristin Lillquist Reeder
Law Office of Kristin Lillquist Reeder, Bellevue

David A. Richdale
Treece Richdale Malone Law Firm, Seattle

Charles Riley
Lane Powell, Seattle

Jeffrey Ropp
Winston Cashatt, Spokane

Brinette Rounds
Oak Street Law Group, Bellevue

Heather M. Roy
Law Offices of Heather Roy, Issaquah

John Rutz
Johnson Rutz & Tassie, Port Angeles

Renee Ryan
McCutchen Group, Seattle

Stuart Scarff, Esq.
Scarff Law Firm, Mercer Island

Susan Schalla
Carney Badley Spellman, Seattle

Robert Schmitt
Law Offices of Robert Schmitt, Bellevue

Frank A. Selden
Frank Selden Law, Bothell

Jane Seymour
Law Offices of Jane Seymour, Freeland

David Ravi Sitlani
Law Offices of David Ravi Sitlani, Seattle

George L. Smith
Smith & Zuccarini, Bellevue

Russell Speidel
Speidel Bentsen, Wenatchee

Elizabeth Ann Stephan
Oak Street Law Group, Bellevue

Akane Suzuki, LLM
Garvey Schubert & Barer, Seattle

David Sweeney
Smith & Zuccarini, Bellevue

Tuella O. Sykes
Law Offices of Tuella O. Sykes, Seattle

Mathew C. Teagarden
Garvey Schubert Barer, Seattle

Susan Teel
Hawkes Law Firm, Shoreline

Laurel L. Tiller
The Tiller Law Group, Centralia

James K. Treadwell
Karr Tuttle Campbell, Seattle

Karen I. Treiger
Seattle

Amy E. Tucker
Perkins Coie, Seattle

Kristina C. Udall
The Law Offices of Kristina Udall, Seattle

Jenni F. Volk
The Volk Law Firm, Seattle

Scott Wallace
Perkins Coie, Seattle

Stephen Michale Waltar
Stephen M. Waltar, PS, Bellevue

Jeffrey M. Werthan
Law Office of Jeffrey M. Werthan, Issaquah

Christopher J. Yoson
Lasher Holzapfel Sperry & Ebberson, Seattle

Laura Zeman
Zeman Law Group, Bellevue

A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z

Camille R. Adair-Hatch, JD
Thrivent Financial, Kirkland

Laurie Adams
Financial Advisor
Eagle Strategies, Bellevue

David Alhadeff
Financial Advisor
Goldman Sachs & Co., Seattle

Marne Anderson, CFA
Vice President–Investments, Wealth Advisor
UBS Financial Services Inc, Seattle

Haris Z. Ansari
Pacific Capital Resource Group, Seattle

Catherine Irby Arnold, AIF
Senior Wealth Management Advisor
US Bank, Seattle

John F. Aronson, CFP^®
Financial Planner
Securian Advisors Northwest, Bellevue

Sara E. Asatiani, CRPS
Vice President, Financial Advisor
Morgan Stanley, Seattle

Perry Atkins
Director
RW Baird & Associates, Seattle

Jon Barwick
Chartered Financial Consultant
Barwick & Partners Inc, Seattle

Mary Basili
First Vice President-Investment Officer, Financial Advisor
Wells Fargo Advisors, Edmonds

David M. Berdine
Wealth Management Professional, Edmonds

Donna Bernard
Vice President, Senior Wealth Strategist
Washington Trust Bank, Bellevue

Chad Blevins
President
Blevins Financial, Sammamish

Marie R. Booker, CFP^®
Vice President, Wealth Management
Columbia Bank, Seattle

Mike Boroughs
Fortis Capital, Seattle

Frederick (Fritz) W. Bowman, CLU, ChFC, CFP^®
Senior Advisor
Conover Capital Management – Conover Securities Corporation, Bellevue

Kathleen E. Boyle, CFP^®
Senior Advisor
UBS Financial Services, Bellevue

Alice Boytz
Senior Partner
Northwest Asset Management, Mercer Island

Brock J. Brady
Investment Advisor Representative
Voya Financial Advisors, Bellevue

Richard Buchan, CFP^®
Vice President
Merrill Lynch Global Wealth Management, Federal Way

Bridget Burgess
Financial Advisor
Laird Norton Wealth Management, Seattle

Suzy Burke-Myers, CFP^®, CRPC^®, AAMS^®
Financial Advisor
Edward Jones, Redmond

Chance W. Butler
Chartered Retirement Planning Counselor, Accredited Wealth Management Advisor
Pacific Landfall, San Tan Valley, AZ

Christopher Cahoon
Nevis Financial, Redmond

Colin Campbell
Financial Advisor
Pacific Capiital, Bellevue

Paul Cantor
VP and Manager
Whittier Trust Company, Seattle

Kyle Caouette
First Vice President, Wealth Management
UBS Private Wealth Management, Bellevue

Marta J. Cappa, CFP^®
Associate Vice President – Investment Officer
Wells Fargo Advisors, Issaquah

Erik Carlson
Financial Advisor
Ameriprise Financial Services, Renton

Jim Carney, CFP^®
Vice President, Financial Advisor
The Aistear Group at Morgan Stanley Smith Barney, Seattle

David Carroll
Vice President, Branch Manager
Banner Bank, Bellevue

Mark A. Chavez
Financial Advisor
Waddell & Reed, Lynnwood

Jason Cherney, CFA
Vice President
Northern Trust Bank, Seattle

Luke Collova
Director of Advisory Services
Bear Mountain Capital, Seattle

Bill Cooney, CLU, ChFC
Sales Vice President
Highland Capital Brokerage Northwest, Seattle

John Crowley, CLU, ChFC
Insurance Broker
J W Crowley Inc, Bellevue

Douglas Custer, CFP^®
Financial Advisor
Appropriate Balance Financial Services, Bellevue

Dan Dake
Investment Advisor Representative
Voya Financial Advisors, Inc, Seattle

Corina L. Davis
First Vice President–Wealth Management
Merrill Lynch, Pierce, Fenner & Smith, Inc., Seattle

Mark Davis
DA Davidson & Co, Seattle

Richard P. Davis, CLU, ChFC
Financial Advisor
Edward Jones, Freeland

David Dellinger III, CFP^®
Assistant Vice President
Merrill Lynch Trust Co., Seattle

Duane Duim, CFP^®
Principal
Paracle, Mercer Island

Richard Ek, LUTCF
Ek & Ek Insurance, Everett

Matt Englizian, CFP^®
Client Advisor and Team Manager
Laird Norton Wealth Management, Seattle

Andrew W. Erisman, CIMA^®
Managing Director
Freestone Capital Management, Seattle

David Fain, CFP^®
MCM, Seattle

Mary Ann Ferreira, CFP^®
Financial Advisor
Appropriate Balance Financial Services, Bellevue

Thomas E. Fowler, CLU, LUTCF
Investment Advisor Representative
The Fowler Group, Bellevue

James Gallagher
Sr. Vice President, Sr. Trust Officer
US Trust, Seattle

Kathryn H. Garrison, CFP^®
Financial Advisor
Moss Adams, Seattle

Seth E. Gililland
Financial Planner
MassMutual Northwest, Seattle

J. Raymond Gimbernat, CIMA^®
First Vice President – Investments
Wells Fargo Advisors, Bellevue

Joseph A. Gogal
Financial Advisor
Edward Jones, Everett

Jeanne Goussev, JD, CTFA
Managing Director, Client Service
Laird Norton Wealth Management, Seattle

Brent Gray, CFP^®
Morgan Stanley, Seattle

Elizabeth Gray
Mass Mutual, Seattle

Matthew Gray
Financial Advisor
Pacific Capital Resource Group, Seattle

Connie Greenwood, CFP^®, MBA, ADPA^®
First Vice President – Investment Officer
Wells Fargo Advisors, Issaquah

David Grenier, CFP^®, CIMA^®, ChFC
Vice President
Merrill Lynch Global Wealth Management, Tacoma

Dave Griffith, CLU
Financial Advisor
Northwestern Mutual Life Insurance, Bellevue

John Grubbs
Advisor
Columbia River Advisors, Bellevue

Robert W. Guild, CLU, ChFC, CFS
Financial Advisor
Robinswood Financial, Kirkland

Samuel R. Gullette, CFP^®, CLU
Voya Financial Advisors, Bellevue

Yvonne Hall, CFP^®, CIMA^®
Managing Director – Investments
Wells Fargo Advisors, Issaquah

James D. Hallett, CFP^®, ChFC, CLU, AIF
Financial Advisor
Hallett & Associates, Port Angeles

Randy K. Hansen
Financial Advisor
PSG WA, Everett

Michael C. Harman
Executive Director, Market Manager
JPMorgan Chase & Co., Seattle

Carter Harris
Farmers Insurance, Seattle

Dick Harsin, CPA, CFP^®
President
Harsin Wealth Management, Inc., Lynnwood

Grant Hartvigson, CFP^®, CLU
Financial Advisor
Rainier Financial Group, Seattle

Douglas Head, CLU, ChFC
Financial Advisor
Edward Jones, Tukwila

Ira Hershkowitz, CFP^®, JD
Sr. VP Wealth Management
Merrill Lynch Global Wealth Management, Seattle

John M. Hoffman, JD
Financial Advisor
Financial Network, Mercer Island

Ardeth Hollo
Managing Director
Cutler Investment Group, Bellevue

Natalie D. Holm, CFA
Financial Advisor
The Caprock Group, Mercer Island

David Hooper
Financial Advisor
Wells Fargo Advisors, Seattle

Kathleen Huckabay, CFP^®
Financial Advisor
Union Bank, Seattle

Naoko S. Huffman
Senior Financial Planner
Key Private Bank, Seattle

LeeAnn Huggins, CFP^®
Vice President, Financial Advisor
Morgan Stanley Wealth Management, Bellevue

John James, CFP^®
Special Solutions, Kirkland

Nathaniel Jarvis, ChFC, CASL, CFP^®
Financial Advisor
Jarvis Financial, Federal Way

Gary Jeweler, CPA, CFP^®, CLU, AIF
Financial Advisor
Jeweler and Associates, Seattle

Brian M. Johnson, CFP^®, CRPC, CEP, APMA
Financial Advisor
Ameriprise Financial Services, Seattle

Howard Johnson, CIMA^®, CFP^®, ChFC, CLU
Private Wealth Advisor
Steadfast Financial Partners, Bellevue

Reed Jones
BNY Mellon Wealth Management, Seattle

Hoon Kang, CPA, PFS. CFP^®, ChFC, CLU
Financial Advisor and COO
Joslin Capital Advisors, Bellevue

Ian R. Kerrigan, CFA
VP, Private Wealth Management
JP Morgan Chase & Co., Seattle

Timothy R. Knapp, CFP^®
President
Asset Management Strategies, Inc., Bellevue

Bala Kodungudi
Partner
Moran Knobel, Bellevue

Tiffany Koenig
Managing Director, Wealth Management Advisor
The Private Client Reserve of US Bank, Bellevue

Shane P. Larson, CFP^®
Financial Advisor
S.P. Larson Financial Planning, LLC, Seattle

Bo Lee
Vice President, Sr. Portfolio Manager
BNY Mellon, Seattle

Helen C. Lee, ChFC, CFP^®
Financial Advisor
Morgan Stanley, Bellevue

Robert Maas, CFP^®, ChFC, CEBS
Financial Advisor
Ameriprise Financial Services, Inc., Seattle

David MacCulloch
Washington Trust Bank, Seattle

Gerry Maurer, CLU
Financial Advisor
Northwestern Mutual Life Insurance, Seattle

Elizabeth (Liz) McGrath, CFP^®, CTFA
Vice President, Senior Relationship Manager
Key Private Bank, Seattle

Stephen G. Meade
President
Lampost Financial, Mercer Island

Jonas A. Means
Financial Advisor
Cutler Investment Group, Bellevue

David R. Metz
Financial Advisor
Ameriprise Financial Services, Bellevue

Michael D. Miller, CFP^®, ChFC
CEO and Senior Wealth Advisor
Capital Planning, Bellevue

Robert Miller
Northern Trust Bank, Seattle

Aaron B. Moulton
First Vice President – Branch Manager
Wells Fargo Advisors, Issaquah

Doug Myers, CFP^®
Financial Advisor
Edward Jones, Des Moines

Matt M. Myers, CFP^®
Financial Advisor
Trutina Financial, Bellevue

Dan R. Mythen
Vice President, Planning Specialist
Mercury Financial Group, Redmond

Chris Niemela
Financial Advisor
Foresee Wealth Advisors, Bellevue

Peter O'Hara
Financial Advisor
Charles Schwab, Seattle

James C. O'Neil
Vice President, Financial Consultant
RBC Wealth Management, Seattle

Brian D. Orton
Financial Advisor
Columbia Pacific Wealth Management, Seattle

Sean V. Owen, CFP^®, CRPC
Financial Advisor
Ameriprise Financial, Seattle

Chad P. Parmenter, CLU, ChFC, CFP^®
Financial Advisor
Mirus Planning, Kirkland

Michael J. Passage
Financial Advisor
Passage Wealth Advisors, LLC, Seattle

Cal Pelly
Executive Vice President
MCM, Seattle

Bareq A. Peshtaz
Vice President, Financial Advisor
The Aistear Group at Morgan Stanley Wealth Management, Seattle

Susan E. Peterson
Managing Director
Cornerstone Advisors Inc., Bellevue

Megan E. Posey
Moss Adams Wealth Advisors, Seattle

Barbara Potter, CFP^®, CTFA
Executive VP, Managing Director of Fiduciary Services
Laird Norton Wealth Management, Seattle

Alan Pratt
President
Pratt Legacy Advisors, Bellevue

Nadia Reynolds
Laird Norton Wealth Management, Seattle

John R. Richmond
Fiduciary Associate
Laird Norton Wealth Management, Seattle

Gregory G. Riggs, CFP^®
Financial Advisor
Riggs Wealth Management, Bothell

Susan K. Risner, RIA
Financial Advisor
Sound Financial Advisors, Port Orchard

Fariba Ronnasi, MBA
President
Elite Wealth Management Inc., Kirkland

Erin J. Scannell, CFP^®, ChFC, CLU, AAMS^®
Heritage Wealth Advisors, Mercer Island

Paul C. Schneider, CPA
Sr. Vice President, Regional Trust Mgr., CPA
Key Private Bank, Seattle

Angie Schrimsher
Vice President, Treasury Relationship Manager
Union Bank, Seattle

Amy H. Secor, AIF
TIAA, Seattle

Lance Sevier, CFEd, CFP^®
Financial Advisor
Pacific Capital Resource Group Inc., Seattle

Vicki Shelton, PhD
Director – Sales
Mellon Financial Corporation, Seattle

Laura S. Shifflette, CWS
Vice Chairman & Chief Operating Officer
Passage Wealth Advisors, LLC, Seattle

Greer T. Smith, CFP^®
Lead Advisor
Brighton Jones, Seattle

Michael G. Smith
Financial Advisor, VP
Merrill Lynch Wealth Management, Bellevue

Ryan M. Smith
Account Manager
Pacific Capital Resource Group, Seattle

Tony Soh, CLU, ChFC, CASL
Financial Advisor
Pacific Capital Resource Group, Bellevue

Patricia A. Solberg, CLU, LUTCF, CFP^®
Financial Advisor
PAS Financial Planning, Seattle

Robert Stankey
Prudential Insurance, Seattle

Paul Darrell Stavig
Senior Vice President
US Trust, Seattle

Kathleen Steele, CFP^®, ChFC, CLU
Financial Advisor
AXA Advisors, Bellevue

William H. Steenis, LUTCF
Financial Representative
Northwestern Mutual Life, Seattle

Susan Smith Stephens
President
Newaukum Wealth Management, Seattle

Anne Marie (Kessler) Stonich, CPA, CFP^®
Managing Director
Paracle, Mercer Island

Doug Tarlton, CLU, ChFC, CFP^®
Principal
TBG Danco, Los Angeles, California

Dale R. Terwedo, CLU, ChFC, CFP^®, ADPA^®
Principal
Terwedo Financial Services, Edmonds

Jennifer S. Theissing, CFP^®, APMA, CLTC
Vice President
Ameriprise Financial Services, Seattle

Douglas A Thompson, CLU
Insurance/Financial Advisor
Bellevue

James W. Thompson
Financial Advisor
Thompson Financial Group, Seattle

Lynn C. Thorburn, CPA/PFS
Senior Vice President, Wealth Consultant
Key Private Bank, Bellevue

Matthew Tilghman-Havens
Senior Wealth Planner
US Bank, Seattle

William G. Tuttle
Financial Advisor
Wells Fargo Advisors, Bellingham

Phillip E. Ussery, CFP^®
Financial Advisor
Edward Jones, Tukwila

Tim Villhauer
Financial Advisor
Edward Jones, Bellingham

Jordan Voss
Northern Trust, Seattle

Kerry Wallingford
Owner
Wallingford Financial Services, Normandy Park

Geir Watland, CFA^®, CAIA
President
Viking Financial Consulting, Seattle

Doug Webb
Financial Advisor
Morgan Stanley Wealth Management, Seattle

Janet M. Welcher, CFP^®
Principal, Managing Director
Fulcrum Capital, Seattle

Matthew J. Westphal, CFP^®
Sr. Vice President – Wealth Management
Merrill Lynch Trust Co., Seattle

Keith R. Whitman, CFP^®, ChFC, CLU
Vice President, Financial Advisory
Morgan Stanley, Bellevue

Ben Wicks, CFP^®
Highland Private Wealth Management, Bellevue

Carla C. Wigen, JD, CPA, LLM (taxation)
Trust and Investment Manager
Wells Fargo, Seattle

Graham P. Williams, MBA, CFP^®
Financial Advisor
Williams Palmer, Bellevue

Breahna Wilson, MA
Associate Client Manager
Cornerstone Advisors, Bellevue

Margaret Youch
Associate VP, Financial Advisor
Ameriprise Financial, Bellevue

Anne Zastko, ChFC
Wealth Management Advisor
TIAA, Bellevue

Tom Zebroski, CFP®, AAMS^®
Managing Partner
Meridian Wealth Management, Bellevue

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David S. Amundson
Amundson & Co Inc. PS, Everett

Don Anderson
Redmond

Lonnie L. Avery
Avery & Associates, CPAs, Bellevue

Philip S. Garnett, EA
Philip S. Garnett CPA, Centralia

Pamela K. Graham
Pamela K. Graham, CPA, Arlington

Charles D. Grass
Charles D. Grass, CPA & Associates, Renton

Ryan Greenway
Greenway & Company P.S., Seattle

Celia Griffin
Celia Griffin CPA, Bothell

Chris Hardman
Hellam Varon & Co., Bellevue

Gary N. Holcomb
Senior Manager, MS (tax), EA
Berntson Porter & Co., Bellevue

Carol Jensen
Laurelhurst Financial Services, Inc., Seattle

Robert Keasal
Peterson Sullivan, Seattle

Scott Kim
Kovarik & Kim, Bellevue

Michael B. Kleiner
Michael B. Kleiner CPA, PLLC, Seattle

Corey Lewis
Tax Accountant
Bader Martin, Seattle

Eric Long, CPA, CFP^®
Eric Long CPA, CFP, Bellevue

Margaret Matthews
Margaret Matthews CPA, PS, Seattle

Ross McIvor
Bauer Evans, Bellevue

Don J. Murphy
Director
Peterson Sullivan, Seattle

David S. Nelson
Nelson & Company CPAs, Fircrest

Ann Norman
Director
Hutchinson & Walter, Bellevue

Cynthia Petrie
Managing Shareholder
Hellam Varon & Co Inc PS, Bellevue

Valerie Pickens
Your Financial Solutions, Seattle

Susan Queary, MAcc
Principal, Tax Services, Director, Trust and Estate Services
Bader Martin, Seattle

Nate Rothbauer
Senior Manager
RSM US, LLP, Seattle

William Super
William Super CPAs & Consultants, Fallbrook, California

Pamela K. Wilcut
Money Cat Advisors, Kirkland

Mary Wilkes
Tax Manager
Clifton Larson Allen, Bellevue

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Elaine P. Adams, JD
President and Founder
Weyburn Fiduciary Services PLLC, Mercer Island

Brenda Baltrusch
Senior Vice President, Trust and Fiduciary Specialist
Wells Fargo Private Bank, Everett

Christine Benson, CFP^®
Vice President, Senior Relationship Manager
Washington Trust Bank, Seattle

Cynthia Crawford
Vice President, Senior Trust Officer
Union Bank, Seattle

Kari L. Dahl, CTFA
Vice President, Personal Trust and Estate Services
Union Bank, Everett

Barbara Potter, CFP^®, CTFA
Executive VP, Managing Director of Fiduciary Services
Laird Norton Wealth Management, Seattle

Paul C. Schneider, CPA
Sr. Vice President, Regional Trust Mgr., CPA
Key Private Bank, Seattle

Shannon Scott
Personal Representative
Scott Estate Services, Mill Creek

Colin Slote
Associate
Ware Egtvet and Associates, Seattle

Timothy Whitty, JD
VP, Senior Trust Officer
Washington Trust Bank, Seattle

Carla C. Wigen, JD, CPA, LLM (taxation)
Trust and Investment Manager
Wells Fargo, Seattle

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John Barrows
Broker
Barrows Commercial Real Estate Group, Federal Way

Kim O. Dales
Managing Broker
Windermere Real Estate, Seattle

Mark A. Gillispie
Broker
Wise Realty, Inc., Olympia

Steven M. Hartley
CEO
Bluestar Construction Development, Inc., Shoreline

Brian S. Huie
Broker
BH Real Estate Group, Seattle

D'Ann Jackson
Agent
Windermere Real Estate, Bellevue

Duncan W. Jones
Loan Officer
Fairway Independent Mortgage Corporation, Seattle

Linda Leland
Realtor
Windermere, Bellevue

Mary Mathison
Realtor
Coldwell Banker Bain, Seattle

James McPherson, ABR, CRS, SRES
Managing Broker – Relocation Specialist
John L. Scott Real Estate, Redmond

Mike Moghaddas
Realtor
Windermere SCA, Kirkland

Tom Moody
Realtor, ABR
Coldwell Banker Bain, Seattle

Christine Moser
Broker, Owner
Trinity Properties and Estate Services, Mukilteo

Michael Petryszak
Broker
John L. Scott, Woodinville

Rosemary Pham
Realtor
Keller Williams Realty, Seattle

Karen Saino, CRS, GRI
Broker
Coldwell Banker Bain, Bellevue

Jeanie van Amen
Residential Specialist
John L. Scott, Bellevue

Petra H. Walker
Certified Residential Specialist
John L. Scott, Mercer Island

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John J. Bamert, JD
Lowe Graham Jones, Seattle

Marla Beck, CSA
President, Home Care Advisor
Andelcare, Bellevue

Lorraine F. del Prado, CSPG
Founder
del Prado Philanthropy, Mercer Island

Sarah Hopper
Philanthropic Advisor
Sound Philanthropy, Bainbridge Island

Alan Pratt
President
Pratt Legacy Advisors, Bellevue

Matthew W. Wesley, JD, MDiv
Founder
The Wesley Group, Langley