Seattle Children's Legacy Advisors

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.

Bruce Bailey
SVP, Senior Relationship Manager
Seattle Bank, Seattle

Chad Blevins
Blevins Financial, Sammamish

Sarah B. Bowman
K&L Gates, Seattle

Nancy Cahill 
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
AssuredPartners MCM

Jeanne A. Goussev, JD, CTFA

Alex E. Hurt
K&L Gates, Seattle

Katie J. Hurt
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
Hellam Varon & Co Inc., Bellevue

Randi Stratman
Vice President, Business Specialist
Northern Trust Wealth Management, 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

Laura H. Zeman
Zeman Law Group, Bellevue

Emeritus Legacy Council Members

  • 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