The 18 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. 

Sarah B. Bowman
Attorney
K&L Gates, Seattle

Nancy Cahill 
Attorney
Holman Cahill Garrett Ives Oliver & Andersen, Seattle

James R. Carney, CFP® 
VP, Financial Advisor
The Aistear Group, Morgan Stanley Smith Barney, Seattle

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

Mark Davis
D.A. Davidson & Co., Seattle

Matt Englizian, CFP®, Chair, Seattle Children’s Legacy Council
Executive Director
J.P. Morgan Private Bank, Seattle

Jeanne A. Goussev, JD, CTFA
Managing Director, Fiduciary Services
Laird Norton Wealth Management, Seattle

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

Cal Pelly
Executive Vice President
MCM, Seattle

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

Lori K. Rath
Attorney
Lasher Holzapfel Sperry & Ebberson PLLC, Seattle

Shannon Scott
Personal Representative
Scott Estate Services, Mill Creek

Michael G Smith, CPWA®
SVP, Senior Financial Advisor
Equity Plan Consultant
Merrill Lynch, Pierce, Fenner & Smith Inc., Bellevue

Russell Speidel
Attorney
Speidel Bentsen, Wenatchee

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

Ben Wicks, CFP® 
Lead Advisor
Highland Private Wealth Management, Bellevue

Laura H. Zeman
Attorney
Zeman Law Group, Bellevue

Anne Zastko
Wealth Management Advisor
TIAA, Bellevue

Emeritus Legacy Council Members

  • Jon Hearn
  • Liz A. Golublec
  • Jenna Ichikawa, JD
  • Howard Johnson, CFP®, CLU, ChFC®
  • Andrea Kaempf, CTFA
  • James K. McBain, JD
  • Stephen G. Meade
  • Vivienne Mitcell
  • Susan B. Queary, MAcc, CPA
  • Brinette Rounds, JD
  • Patricia A. Solberg
  • Karen Susac