Legacy Advisors
Seattle Children's Legacy Advisors are estate and financial planning professionals who share Seattle Children's Foundation's commitment to advancing philanthropy by educating the public on tax-wise and values-based planning.
Many people are unaware of tax-exempt planning strategies that help them leave a charitable legacy, reduce taxes and maximize benefits from their assets.
By educating ordinary people on the benefits of charitable planning, members of Seattle Children's Legacy Advisors hope to inspire a new community of philanthropists who are able to address their needs for financial security and family legacy while investing in programs that enhance the health and well-being of children.
Expectations
- Help share your knowledge of Seattle Children’s mission with your network, as appropriate.
- Act in accordance with your profession’s standards of conduct and provide appropriate waivers of conflict, disclosures, and disclaimers regarding your relationship with Seattle Children’s.
Benefits
- Advisors’ names are listed in the Seattle Children’s Legacy Advisors Reference List, which is distributed to Seattle Children’s constituents, such as those undergoing the estate planning education series.
- Connection, Seattle Children’s quarterly magazine.
- For more information, download our informational brochure.
If you are ready to join Seattle Children’s Legacy Advisors now, please complete this enrollment form.
Feel free to contact us by email or call 206-987-5098 if you would like to update your current Legacy Advisor Directory listing, have any questions or would like to learn more.
Legacy Council
The members of Seattle Children’s Legacy Council serve as the executive committee of our Legacy Advisors. They provide advice on charitable planning and strategize on outreach activities to ensure that Seattle Children’s Legacy Advisors program remains responsive to the needs of professional advisors and their clients.
Current Legacy Council members
Bruce Bailey
SVP, Senior Relationship Manager
Seattle Bank, Seattle
Chad Blevins
President
Blevins Financial, Sammamish
Sarah B. Bowman
Partner
K&L Gates, Seattle
Nancy Cahill
Attorney
Holman Cahill Garrett Ives Oliver & Andersen, Seattle
Kathleen E. Carbone, CFP®, Vice Chair, Seattle Children’s Legacy Council
Principal – Director of Advisory | Senior Family Advisor
Parcion Private Wealth, Bellevue
James R. Carney, CFP®
Wealth Manager, Retired
Whidbey Island
Matt Englizian, CFP®
Executive Director
J.P. Morgan Private Bank, Seattle
David Fain, CFP®, MBA
Producer
AssuredPartners
Jeanne A. Goussev, JD, CTFA
Seattle
Alex E. Hurt
Attorney
K&L Gates, Seattle
Katie J. Hurt
Attorney
Feeney Law Office, PLLC, Richland
Robert G. Maas, CFP®, ChFC®
Financial Advisor
Ameriprise Financial Services, Inc., Seattle
Brian Olive
Private Client Advisor
The Partners Group, Renton
Bareq A. Peshtaz, CIMA®, CPWA®
Senior Vice President, Family Wealth Director
The Aistear Wealth Management Group at Morgan Stanley, Seattle
Shannon Scott
Personal Representative
Scott Estate Services, Mill Creek
Debra Smiley, CTFA
Wealth Manager and Trust Services
Laird Norton Wetherby, Seattle
Michael G Smith, CPWA®
Managing Director
Emerald Advisors, LLC., Bellevue
Harold Speer
Shareholder
Hellam Varon & Co Inc., Bellevue
Randi Stratman
Vice President, Business Specialist
Northern Trust Wealth Management, Seattle
Amanda K. Whitely
Attorney
Lasher Holzapfel Sperry & Ebberson PLLC, Seattle
Ben Wicks, CFP®, Chair, Seattle Children’s Legacy Council
Lead Advisor
Highland Private Wealth Management, Bellevue
Ross S. Wolf, IAR, CLU, ChFC®
President, Estate and Tax Planning Specialist
Pacific Financial Advisors, Bellevue
Peter Zevenbergen
Mortgage Advisor
NEO Home Loans, Newcastle
- Bill Cooney, CLU, ChFC®
- Jon Hearn
- Liz A. Golublec
- Jenna Ichikawa, JD
- Howard Johnson, CFP®, CLU, ChFC®
- Andrea Kaempf, CTFA
- James K. McBain, JD
- Stephen G. Meade
- Vivienne Mitchell
- Cal Pelly
- Cynthia Petrie
- Susan B. Queary, MAcc, CPA
- Lori K. Rath
- Brinette Rounds, JD
- Patricia A. Solberg
- Karen Susac
- Janet M. Welcher, CFP®
- Anne Zastko
- Laura H. Zeman
Contact Us
Please contact us if you would like additional information on these services.
Email: [email protected]
Phone: 206-987-5098