Legacy Advisor Directory
Seattle Children’s Legacy Advisors are attorneys, financial advisors and other professionals who are committed to helping individuals create meaningful, charitable legacies.
If you are looking for someone to help you draft your will, trust or other estate planning documents, below is a complete list of our Legacy Advisors. Each of our Legacy Advisors acts independently and will provide unbiased, confidential advice and is not employed or endorsed by Seattle Children’s.
If you are interested in becoming a Legacy Advisor, read more about the benefits of joining and fill out our online enrollment today.
Have questions or need more information?
Email us or call 206-987-5098.
Seattle Children’s Legacy Advisors
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Kokie E. Adams
Adams Law Group, P.S., LynnwoodKirsten Ambach
Karr Tuttle Campbell, SeattleKristi S. Anderson
Anderson Law, SeattleVirginia C. Antipolo-Utt
Antipolo & Paul Law Firm, EverettAngela C. Baker
Fairview Law Group, SeattleWarren L. Baker
Fairview Law Group, SeattleJohn J. Bamert, JD
Bamert Regan, SeattleBrinette Bobb
Oak Street Law Group, BellevueSarah B. Bowman
K&L Gates, SeattleC. Dennis Brislawn, Jr.
Oseran Hahn, BellevueJoshua L. Brothers
Brothers & Henderson, P.S., SeattleTimothy C. Burkart
Kutscher Hereford Bertram Burkart, SeattleDean V. Butler
Carney Badley & Spellman, SeattleTeresa Byers
Ogden Murphy Wallace, SeattleNancy L. Cahill
Holman Cahill Garrett Ives Oliver & Andersen, SeattleSandy J. Cairns
Wells Fargo Private Bank, BellevueDonna M. Calf Robe
Brothers & Henderson, P.S., SeattleVivien K. Chang
Chang Law Group, BellevueBrian Thomas Comfort
Comfort, Davies & Smith, P.S., FircrestJadrian M. Coppieters
Scarff Law Firm PLLC, Mercer IslandJohn Creahan
Cairn Law, SeattleJames A. Davies
Rehberg Law Group, BellevueNatalie Adams Dearie
Dearie Law Group, SeattleDominick V. Driano
Dominick Driano, PLLC, SeattleSarah E. Duncan
Adams & Duncan, EverettKatrina B. Durkin, JD
Brothers & Henderson, P.S., SeattleJohn E. Ederer
Helsell Fetterman, SeattleDouglas J. Engel
SeattleJeffrey Eulberg, JD, CFP®
Evergreen Gavekall, BellevueBruce P. Flynn
Perkins Coie Foundation, SeattleDorothy K. Foster
Foster Law Group, Bainbridge Island and SeattleMadeline Gauthier
Gauthier & Associates, BellevueMegan Gebhardt
Gebhardt Law Office, SeattleWendy S. Goffe
Stoel Rives, SeattleThomas C. Gores
Perkins Coie LLP Fiduciary & Investment Services, BellevueShannon A Gould
Maple Leaf Law, SeattleClaudia A. Gowan
Claudia A. Gowan, SeattleJanet Gray
Jeppesen Gray Sakai, BellevueJeffrey Michael Grieff
Law Offices of Jeffrey Grieff, SeattleChristopher M. Henderson
Brothers & Henderson, P.S., SeattleJohn A. Holmes
Law Office of John A. Holmes, BellevueAlexander E. Hurt
K&L Gates, SeattleKatherine J. Hurt
Brothers & Henderson, P.S., SeattleJenna Ichikawa
Stokes Lawrence, SeattleSally A. Jeffers
Law Office of Sally A. Jeffers, SeattleWilliam Hall Johnson
Betts Austin Johnson, BellinghamHugh W. Judd
Livengood, Fitzgerald & Alskog, KirklandDaniel Kellogg
Law Offices of Daniel Kellogg, RentonTodd M. Kiesz
Jeffers, Danielson, Sonn & Aylward, WenatcheeRichard A. Klobucher
Davis Wright Tremaine, BellevueTimothy J. Knowling
Law Offices of Timothy J. Knowling, SeattleRoger S. Kohn
Law Offices of Roger S. Kohn, SeattleColleen LaMotte, JD
LaMotte Law, PLLC, SeattleJulia M. Lindeman, J.D.
Three60 Law Group, BellevueThomas Lofton
Oseran Hahn, BellevueMichael J. Longyear
Reed Longyear Malnati Corwin & Burnett, PLLCKenyon Eldridge Luce
Luce & Associates, TacomaDavid T. Lyons
Lyons Sullivan, BellevueJudd R. Marten
LeSourd & Patten, SeattleRichard P. Matthews
Law Offices of Richard Matthews, SeattlePaul S. McConnell
Law Offices of Hansen, McConnell & Pellegrini, MarysvilleBruce Andrew McDermott
Ogden Murphy Wallace, SeattleWilliam L. Meyer
Law Offices of William L. Meyer, Port TownsendKonrad A. Miernowski
Lasher Holzapfel Sperry Ebberson, SeattleM. Scott Mikel
Law Offices of M. Scott Mikel, SeattleChristy Claire Newman
Proctor Lane, Mercer IslandR. Thomas Olson
Helsell Fetterman, SeattleJoel H. Paget
Ryan, Swanson & Cleveland, SeattleJohn S. Palmer
Law Offices of John S. Palmer, BellevueSharon R. Perlin
Flaccus & Associates, SeattleLauren A. Pitman
Bauer Pitman Lifetime Legal, OlympiaStephen Pruss
Ahrens DeAngeli Law Group, SeattleLori K. Rath
Cirrus Law, SeattleKristin Lillquist Reeder
Law Office of Kristin Lillquist Reeder, BellevueJoshua M. Reinertson
Reed Longyear Malnati & Ahrens PLLC, SeattleDavid A. Richdale
Treece Richdale Malone Law Firm, SeattleCharles Riley
Lane Powell, SeattleJeffrey Ropp
Winston Cashatt, SpokaneHeather M. Roy
Law Offices of Heather Roy, IssaquahJohn Rutz
Johnson Rutz & Tassie, Port AngelesRenee Ryan
McCutchen Group, SeattleStuart Scarff, Esq.
Scarff Law Firm, Mercer IslandSusan Schalla
Carney Badley Spellman, SeattleRobert Schmitt
Law Offices of Robert Schmitt, BellevueJane Seymour
Law Offices of Jane Seymour, FreelandDavid Ravi Sitlani
Law Offices of David Ravi Sitlani, SeattleGeorge L. Smith
Smith & Zuccarini, BellevueRussell Speidel
Speidel Bentsen, WenatcheeJames W. Spencer
Brothers & Henderson, SeattleElizabeth Ann Stephan
Oak Street Law Group, BellevueAkane Suzuki, LLM
Perkins Coie, SeattleTuella O. Sykes
Law Offices of Tuella O. Sykes, SeattleMathew C. Teagarden
Dorsey & Whitney, SeattleSusan Teel
Hawkes Law Firm, ShorelineLaurel L. Tiller
The Tiller Law Group, CentraliaAmy E. Tucker
Perkins Coie, SeattleKristina C. Udall
The Law Offices of Kristina Udall, SeattleLauren M. Visoria, J.D., LL.M.
Miller Nash Graham & Dunn, SeattleJenni F. Volk
The Volk Law Firm, SeattleScott Wallace
Perkins Coie, SeattleStephen Michale Waltar
Stephen M. Waltar, PS, BellevueChristopher J. Yoson
Lasher Holzapfel Sperry & Ebberson, SeattleLaura Zeman
Zeman Law Group, Bellevue -
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Camille R. Adair-Hatch, JD
Thrivent Financial, KirklandLaurie Adams
Financial Advisor
Eagle Strategies (The Summit Partners), BellevueDavid Alhadeff
Financial Advisor
Goldman Sachs & Co., SeattleMatt R. Amick
Financial Advisor
MassMutual Northwest, BellevueMarne Anderson, CFA
Vice President–Investments, Wealth Advisor
UBS Financial Services Inc, SeattleHaris Z. Ansari
Pacific Capital Resource Group, SeattleCatherine Irby Arnold, AIF
Senior Wealth Management Advisor
US Bank, SeattleJohn F. Aronson, CFP®
Financial Planner
Securian Advisors Northwest, BellevueSara E. Asatiani, CRPS
Vice President, Financial Advisor
Morgan Stanley, SeattlePerry Atkins
Director
The Atkins Moe Group, SeattleBruce Bailey
SVP, Senior Relationship Manager
Seattle Bank, SeattleJon Barwick
Chartered Financial Consultant
Barwick & Partners Inc, SeattleMary Basili
First Vice President-Investment Officer, Financial Advisor
Wells Fargo Advisors, LynnwoodDavid M. Berdine
Wealth Management Professional, EdmondsDonna Bernard
Senior Vice President, Senior Wealth Strategist
Washington Trust Bank, BellevueChad Blevins
President
Blevins Financial, SammamishMike Boroughs
Fortis Capital, SeattleKathleen E. Boyle, CFP®
Senior Family Advisor
UBS Financial Services, BellevueBrock J. Brady
Investment Advisor Representative
Voya Financial Advisors, BellevueRichard Buchan, CFP®
Principal
180 Wealth Advisors, Federal WayBridget Burgess
Financial Advisor
Laird Norton Wealth Management, SeattleSuzy Burke-Myers, CFP®, CRPC®, AAMS®
Financial Advisor
Edward Jones, RedmondChance W. Butler
Chartered Retirement Planning Counselor, Accredited Wealth Management Advisor
Pacific Landfall, San Tan Valley, AZChristopher Cahoon
Nevis Financial, RedmondColin Campbell
Financial Advisor
Pacific Capiital, BellevuePaul Cantor
VP and Manager
Whittier Trust Company, SeattleKyle Caouette
Wealth Advisor & Shareholder, Wealth Management
Parallel AdvisorsErik Carlson
Financial Advisor
Ameriprise Financial Services, RentonJim Carney, CFP®
Wealth Manager, Retired
Whidbey IslandDavid Carroll
Vice President, Branch Manager
Banner Bank, BellevueMark A. Chavez
Financial Advisor
Waddell & Reed, LynnwoodJason Cherney, CFA
Vice President
Northern Trust Bank, SeattleMatt D. Childs
OneAccord, KirklandTimothy P. Chryst, CFP
Financial Advisor
New York Life, BellevueLuke Collova
Director of Advisory Services
Bear Mountain Capital, SeattleMaria Del C. Colon CPA, PFS
Financial Advisor
Edward Jones, IssaquahBill Cooney, CLU, ChFC®
Sales Vice President
Highland Capital Brokerage Northwest, SeattleJohn Crowley, CLU, ChFC®
Insurance Broker
J W Crowley Inc, BellevueDouglas Custer, CFP®
Financial Advisor
Viridian Advisors, BothellDan Dake
Investment Advisor Representative
Voya Financial Advisors, Inc, SeattleCorina L. Davis
Managing Director
The Davis Group, BellevueMark Davis
DA Davidson & Co, SeattleRichard P. Davis, CLU, ChFC®
Financial Advisor
Edward Jones, FreelandDavid Dellinger III, CFP®
Senior Vice President, Wealth Management Advisor
Merrill Lynch Trust Co., SeattleSean Diven
Pacific Capital Resource Group, BellevueDuane Duim, CFP®
Principal
Paracle, Mercer IslandJason R. Dunbar, CFA, ASA
Senior Financial Analyst
Zillow, SeattleMatt Englizian, CFP®
Executive Director
J.P. Morgan Private Bank, SeattleAndrew W. Erisman, CIMA®
Managing Director
Freestone Capital Management, SeattleKevin A. Erwert, CFP®
Financial Planner
Vestory, BellevueDavid Fain, CFP®
MCM, SeattleMary Ann Ferreira, CFP®
Financial Advisor
Viridian Advisors, BothellThomas E. Fowler, CLU, LUTCF
Investment Advisor Representative
The Fowler Group, BellevueJames Gallagher
Sr. Vice President, Sr. Trust Officer
US Trust, SeattleKathryn H. Garrison, CFP®
Financial Advisor
Moss Adams, SeattleSeth E. Gililland
Financial Planner
MassMutual Northwest, SeattleJ. Raymond Gimbernat, CIMA®
First Vice President
Morgan Stanley Wealth Management, KirklandJoseph A. Gogal
Financial Advisor
Edward Jones, EverettJeanne Goussev, JD, CTFA, Chair, Seattle Children’s Legacy Council
Senior Wealth Strategist
Northern Trust, SeattleMatthew Gray
Financial Advisor
Pacific Capital Resource Group, SeattleAndrew Gregor
Morgan Stanley, SeattleDavid Grenier, CFP®, CIMA®, ChFC®
Vice President
Merrill Lynch Global Wealth Management, TacomaDave Griffith, CLU
Financial Advisor
Northwestern Mutual Life Insurance, BellevueJohn Grubbs
Advisor
Columbia River Advisors, BellevueRobert W. Guild, CLU, ChFC®, CFS
Financial Advisor
Robinswood Financial, KirklandSamuel R. Gullette, CFP®, CLU
Cetera Wealth Partners, BellevueYvonne Hall, CFP®, CIMA®
Managing Director – Investments
Wells Fargo Advisors, IssaquahJames D. Hallett, CFP®, ChFC®, CLU, AIF
Financial Advisor
Hallett & Associates, Port AngelesRandy K. Hansen
Financial Advisor
PSG WA, EverettMichael C. Harman
Executive Director, Market Manager
JPMorgan Chase & Co., SeattleCarter Harris
Farmers Insurance, SeattleGrant Hartvigson, CFP®, CLU
Financial Advisor
Beacon Pointe Advisors, SeattleDick Harsin, CPA, CFP®
President
Harsin Wealth Management, Inc., LynnwoodGrant Hartvigson, CFP®, CLU
Financial Advisor
Rainier Financial Group, SeattleBlair T. Henning
J.P. Morgan, SeattleIra Hershkowitz, CFP®, JD
Sr. VP Wealth Management
Merrill Lynch Global Wealth Management, SeattleJohn M. Hoffman, JD
Financial Advisor
Financial Network, Mercer IslandNatalie D. Holm, CFA
Financial Advisor
The Caprock Group, Mercer IslandDavid Hooper
Financial Advisor
Wells Fargo Advisors, SeattleKathleen Huckabay, CFP®
Financial Advisor
Union Bank, SeattleNaoko S. Huffman
Senior Financial Planner
Key Private Bank, SeattleLeeAnn Huggins, CFP®
Vice President, Wealth Management
Raymond James Financial Services, KirklandJohn James, CFP®
Special Solutions, KirklandPhilip Jang
Financial Advisor
Merrill Lynch Wealth Management, BellevueNathaniel Jarvis, ChFC®, CASL, CFP®
Financial Advisor
Jarvis Financial, Federal WayGary Jeweler, CPA, CFP®, CLU, AIF
Financial Advisor
Jeweler and Associates, SeattleBrian M. Johnson, CFP®, CRPC®, CEP, APMA®
Financial Advisor, Partner
Vinoble Group, SeattleHoward Johnson, CIMA®, CFP®, ChFC®, CLU
Private Wealth Advisor
Johnson Financial Partners, BellevueKyle W. Johnston, CLU CFP®
Tallus Capital Management, SeattleReed Jones
Northern Trust Wealth Management, SammamishHoon Kang, CPA, PFS. CFP®, ChFC®, CLU
Financial Advisor and COO
Joslin Capital Advisors, BellevueIan R. Kerrigan, CFA
VP, Private Wealth Management
JP Morgan Chase & Co., SeattleTimothy R. Knapp, CFP®
President
Asset Management Strategies, Inc., BellevueBala Kodungudi
Partner
Moran Knobel, BellevueTiffany Koenig
Managing Director, Wealth Management Advisor
Private Wealth Management, BellevueShane P. Larson, CFP®
Senior Associate Financial Planner
Mainspring Wealth Advisors, TukwilaBo Lee
Vice President, Sr. Portfolio Manager
BNY Mellon, SeattleHelen C. Lee, ChFC®, CFP®
Financial Advisor
Morgan Stanley, BellevueJessica H. Lee, CTFA
Northern Trust, SeattleStacie L. Leslie
Vice President, Business Development Executive
Marsh McLennan Agency, SeattleCJ M. Lovsted
New York Life, BellevueDavid J. Lund, ChFC®, RICP®, FIC
Wealth Advisor
Thrivent Financial, Mountlake TerraceRobert Maas, CFP®, ChFC®, CEBS
Financial Advisor
Ameriprise Financial Services, Inc., SeattleDavid MacCulloch
Washington Trust Bank, SeattleElvira P. Makarevich
Financial Advisor
Thrivent Financial, BellevueGerry Maurer, CLU
Financial Advisor
Northwestern Mutual Life Insurance, SeattleJames K. McBain
Wells Fargo Private Bank, BellevueElizabeth (Liz) McGrath, CFP®, CTFA
Vice President, Senior Relationship Manager
Key Private Bank, SeattleDavid K. McIntosh, CFP®
Coldstream Wealth Management, Mercer IslandStephen G. Meade
President
Lampost Financial, Mercer IslandJonas A. Means
Financial Advisor
Cutler Investment Group, BellevueDavid R. Metz
Financial Advisor
Ameriprise Financial Services, BellevueMichael D. Miller, CFP®, ChFC®
CEO and Senior Wealth Advisor
Capital Planning, BellevueRobert Miller
Northern Trust Bank, SeattleMike Milojevich, CFP®
Highland Private Wealth Management, BellevueAaron B. Moulton
Senior Vice President – Branch Manager
Wells Fargo Advisors, IssaquahJoanna M. Mummert, CRPC
Alpha Omega Wealth, Normandy ParkDoug Myers, CFP®
Financial Advisor
Edward Jones, Des MoinesMatt M. Myers, CFP®
Financial Advisor
Trutina Financial, BellevueDan R. Mythen
Vice President, Planning Specialist
Mercury Financial Group, RedmondChris Niemela
Financial Advisor
Foresee Wealth Advisors, BellevuePeter O'Hara
Financial Advisor
Charles Schwab, SeattleJames C. O'Neil
Vice President, Financial Consultant
RBC Wealth Management, SeattleBrian D. Orton
Financial Advisor
Columbia Pacific Wealth Management, SeattleSean V. Owen, PhD, CFP®, CRPC®, APMA®
Financial Advisor, Partner
Vinoble Group, SeattleChad P. Parmenter, CLU, ChFC®, CFP®
Financial Advisor
Mirus Planning, KirklandMichael J. Passage
Financial Advisor
Passage Wealth Advisors, LLC, SeattleCal Pelly
Executive Vice President
MCM, SeattleMarie L. Perilman, CFP®
Senior Vice President, Wealth Advisor
Columbia Bank, BellevueBareq A. Peshtaz
Vice President, Financial Advisor
The Aistear Group at Morgan Stanley Wealth Management, SeattleSusan E. Peterson
Managing Director
Cornerstone Advisors Inc., BellevueAdam S. Pitt, IAR
Voya Financial Advisors, BellevueRiley G. Poppy, CFP®, BFA™, CTS™
Seattle, WABarbara Potter, CFP®, CTFA
Executive VP, Managing Director of Fiduciary Services
Laird Norton Wealth Management, SeattleAlan Pratt
President of Northwest Region
The Signatry, SeattleJason E. Richert, CRPC
McKay Retirement Consultants, TukwilaJohn R. Richmond
Associate Advisor
Fulcrum Capital, SeattleGregory G. Riggs, CFP®
Financial Advisor
Riggs Wealth Management, BothellSusan K. Risner, RIA
Financial Advisor
Sound Financial Advisors, Port OrchardFariba Ronnasi, MBA
President
Elite Wealth Management Inc., KirklandJeff S. Sain, CFP®, CTFA
Laird Norton Wealth Management, SeattleErin J. Scannell, CFP®, ChFC®, CLU, AAMS®
Heritage Wealth Advisors, Mercer IslandPaul C. Schneider, CPA
Sr. Vice President, Regional Trust Mgr., CPA
Key Private Bank, SeattleAngie Schrimsher
Vice President, Treasury Relationship Manager
Union Bank, SeattleAmy H. Secor, AIF
TIAA, SeattleLance Sevier, CFEd, CFP®
Financial Advisor
Alaska USA Federal Credit Union, SeattleVicki Shelton, PhD
Director – Sales
Mellon Financial Corporation, SeattleElaina Shemeta, CFP
Team Lead & Wealth Manager
Coldstream Wealth Management, ShorelineLaura S. Shifflette, CWS
Vice Chairman & Chief Operating Officer
Passage Wealth Advisors, LLC, SeattleBrittany D. Slater-Gautreau
Financial Advisor
Clarity Capital Partners, BellevueGreer T. Smith, CFP®
Lead Advisor
Brighton Jones, SeattleMichael G. Smith, CPWA®
Managing Director
Emerald Advisors, LLC., BellevueRyan M. Smith
Account Manager
Pacific Capital Resource Group, SeattleTony Soh, CLU, ChFC®, CASL
Financial Advisor
Pacific Capital Resource Group, BellevueRobert Stankey
Prudential Insurance, SeattlePaul Darrell Stavig
Senior Vice President
US Trust, SeattleKathleen Steele, CFP®, ChFC®, CLU
Financial Advisor
Equitable, BellevueWilliam H. Steenis, LUTCF
Financial Representative
Northwestern Mutual Life, SeattleSusan Smith Stephens
President
Newaukum Wealth Management, SeattleAnne Marie (Kessler) Stonich, CPA, CFP®
Managing Director
Paracle, Mercer IslandOlivia B. Summerhill, CFP®, CRPS®, BFA™
Wealth Manager
Summerhill Wealth Management, KirklandCherish A. Sutull, CFA, CFP®
Paracle Advisors, Mercer IslandDoug Tarlton, CLU, ChFC®, CFP®
Principal
TBG Danco, Los Angeles, CaliforniaDale R. Terwedo, CLU, ChFC®, CFP®, ADPA®
Principal
Terwedo Financial Services, EdmondsJennifer S. Theissing, CFP®, APMA, CLTC
Vice President
Ameriprise Financial Services, SeattleJesse L. Thomas
Cornerstone Advisors, BellevueDouglas A Thompson, CLU
Insurance/Financial Advisor
BellevueJames W. Thompson
Financial Advisor
Thompson Financial Group, SeattleMatthew Tilghman-Havens
SVP, Market Leader
Washington Trust Bank, SeattleWilliam G. Tuttle
Financial Advisor
Wells Fargo Advisors, BellinghamPhillip E. Ussery, CFP®
Financial Advisor
Edward Jones, TukwilaTim Villhauer
Financial Advisor
Edward Jones, BellinghamJordan Voss
Northern Trust, SeattleKerry Wallingford
Owner
Wallingford Financial Services, Normandy ParkGeir Watland, CFA®, CAIA
Senior Vice President
Broadmark Realty Capital Inc., SeattleDoug Webb
Financial Advisor
Morgan Stanley Wealth Management, SeattleJanet M. Welcher, CFP®, AEP
Principal, Managing Director
Fulcrum Capital, SeattleMatthew J. Westphal, CFP®
Sr. Vice President – Wealth Management
Merrill Lynch Wealth Management., SeattleKeith R. Whitman, CFP®, ChFC®, CLU
Vice President, Financial Advisory
Morgan Stanley, BellevueBen Wicks, CFP®
Highland Private Wealth Management, BellevueCarla C. Wigen, CAP, JD
Managing Director of Fiduciary Strategy
Laird Norton Wealth Management, SeattleMegan E. Wiley
Badgley & Phelps Wealth Managers, SeattleGraham P. Williams, MBA, CFP®
Financial Advisor
Williams Palmer, BellevueBreahna Wilson, MA
Business Banking Relationship Specialist
U.S. Bank, RentonRoss S. Wolf, IAR, CLU, ChFC®
President, Estate and Tax Planning Specialist
Pacific Financial Advisors, BellevueMargaret Youch
Financial Advisor, Associate Vice President
Ameriprise Financial, BellevueAnne Zastko, ChFC®
Financial Consultant
Fidelity Investments, BellevueTom Zebroski, CFP®, AAMS®
Managing Partner
Meridian Wealth Management, Bellevue -
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David S. Amundson
Amundson & Co Inc. PS, EverettDon Anderson
RedmondLonnie L. Avery
Avery & Associates, CPAs, BellevuePhilip S. Garnett, EA
Philip S. Garnett CPA, CentraliaPamela K. Graham
Pamela K. Graham, CPA, ArlingtonCharles D. Grass
Charles D. Grass, CPA & Associates, RentonRyan Greenway
Greenway & Company P.S., SeattleCelia Griffin
Celia Griffin CPA, BothellChris Hardman
Hellam Varon & Co., BellevueGary N. Holcomb
Senior Manager, MS (tax), EA
Berntson Porter & Co., BellevueCarol Jensen
Laurelhurst Financial Services, Inc., SeattleJonny R. Jonson
Bear Mountain Capital, SeattleRobert Keasal
BDO USA, SeattleScott Kim
Kovarik & Kim, BellevueMichael B. Kleiner
Michael B. Kleiner CPA, PLLC, SeattleCorey Lewis
Tax Accountant
Bader Martin, SeattleEric Long, CPA, CFP®
Eric Long CPA, CFP, BellevueMargaret Matthews
Margaret Matthews CPA, PS, SeattleRoss McIvor
Bauer Evans, BellevueDon J. Murphy
Director (Senior Tax Consultant)
Peterson Sullivan (Donald J. Murphy Inc.), SeattleDavid S. Nelson
Nelson & Company CPAs, FircrestAnn Norman
Director
Hutchinson & Walter, BellevueSusan Queary, MAcc
Principal, Tax Services, Director, Trust and Estate Services
Bader Martin, SeattleNate Rothbauer
Managing Director, Family Office Services
Ascent Private Capital Management, SeattleHarold Speer, CPA
Hellam Varon & Co., BellevueWilliam Super
William Super CPAs & Consultants, Fallbrook, CaliforniaPamela K. Wilcut
Money Cat Advisors, KirklandMary Wilkes
Tax Manager
Clifton Larson Allen, Bellevue -
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Elaine P. Adams, JD
President and Founder
Weyburn Fiduciary Services PLLC, Mercer IslandBrenda Baltrusch
Baltrusch Wealth Consulting LLC, SnohomishChristine Benson, CFP®
Vice President, Senior Relationship Manager
Washington Trust Bank, SeattleCynthia Crawford
Vice President, Senior Trust Officer
Union Bank, SeattlePaul C. Schneider, CPA
Sr. Vice President, Regional Trust Mgr., CPA
Key Private Bank, SeattleShannon Scott
Personal Representative
Scott Estate Services, Mill CreekColin Slote, CTFA
Vice President, Relationship Manager
First American Trust F.S.B., ShorelineTimothy Whitty, JD
VP, Senior Trust Officer
Washington Trust Bank, SeattleCarla C. Wigen, JD, CPA, LLM (taxation)
Trust and Investment Manager
Wells Fargo, SeattleJosh D. Williams, MBA
Seattle Bank, Seattle -
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John Barrows
Broker
Barrows Commercial Real Estate Group, Federal WayAlbert Bui
Mortgage Planner
Avenue One Capital Inc, BellevueKim O. Dales
Managing Broker
Windermere Real Estate, SeattleMark A. Gillispie
Broker
Wise Realty, Inc., OlympiaSteven M. Hartley
CEO
Bluestar Construction Development, Inc., ShorelineBrian S. Huie
Broker
BH Real Estate Group, SeattleDuncan W. Jones
Loan Officer
Fairway Independent Mortgage Corporation, SeattleLinda Leland
Realtor
Windermere, BellevueMary Mathison
Realtor
Coldwell Banker Bain, SeattleJames McPherson, ABR, CRS, SRES
Managing Broker – Relocation Specialist
John L. Scott Real Estate, RedmondMike Moghaddas
Realtor
Windermere SCA, KirklandTom Moody
Realtor, ABR
Coldwell Banker Bain, SeattleChristine Moser
Broker, Owner
Trinity Properties and Estate Services, MukilteoJim P. Murphy
Loan Officer
Caliber Home Loans, KirklandMichael Petryszak
Broker
John L. Scott, WoodinvilleRosemary Pham
Realtor
Keller Williams Realty, SeattleKaren Saino, CRS, GRI
Broker
Coldwell Banker Bain, BellevueJeanie van Amen
Residential Specialist
John L. Scott, BellevuePetra H. Walker
Certified Residential Specialist
John L. Scott, Mercer Island -
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Lorraine F. del Prado, CSPG
Founder
del Prado Philanthropy, Mercer IslandDerek A. Frizzell
Business Development Manager
Parker Staffing Services, SeattleSarah Hopper
Philanthropic Advisor
Sound Philanthropy, Bainbridge IslandLisa Leslie
Founder & CEO
ibouge, inc, SeattleAlan Pratt
President
Pratt Legacy Advisors, BellevueMatthew W. Wesley, JD, MDiv
Founder
The Wesley Group, Langley
