Legacy Advisors Directory

Seattle Children’s Legacy Advisors are independent attorneys, financial advisors and estate professionals dedicated to helping you create a meaningful charitable legacy.

If you need assistance drafting a will, trust or other estate planning documents, explore our member directory below. Each of our Legacy Advisors acts independently and will provide unbiased, confidential advice and are not employed or endorsed by Seattle Children’s.

Have questions or need more information?

Email us or call 206-987-5098.

Revise Your Search

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  • Directory Category
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  • C.J. Lovsted, CFP

    Investment Advisor Representative

    Sound Planning Group

    [email protected]

  • Financial and investment professional
  • ,

  • David Lund, ChFC, RICP, FIC

    Wealth Manager

    Thrivent Financial

    [email protected]

  • Financial and investment professional
  • Kirkland, WA
  • King

  • Bob Maas, CFP, ChFC, CEBS

    Private Wealth Advisor

    Amerprise Financial Services

    [email protected]

  • Financial and investment professional
  • Mercer Island, WA
  • King

  • David MacCulloch

    Managing Director, Senior Trust Officer

    Bank Of America

    [email protected]

  • Financial and investment professional
  • Seattle, WA
  • King

  • Aaron Marberg

    Principal | Financial Advisor

    Bernstein Private Wealth Management

    [email protected]

  • Financial and investment professional
  • Seattle, WA
  • King

  • Hailey Marlow

    Financial Advisor

    SCS

    [email protected]

  • Financial and investment professional
  • Bellevue, WA
  • King

  • Mary Mathison

    Realtor

    Coldwell Banker Bain

    [email protected]

  • Real estate professional
  • Seattle, WA
  • King

  • Margaret Matthews

    CPA

    Margaret Matthews CPA, PS

    [email protected]

  • Certified public accountant
  • Seattle, WA
  • King