Andelcare is a professional provider of in-home care, assisted living, and companionship services for the elderly, disabled, and patients recovering from surgery and hospitalization. Andelcare enables people to stay independent and in the comfort and security of their own homes. Andelcare puts the needs of clients first by carefully screening and matching caregivers to the wants of each individual.
Andelcare is an award-winning Home Health company that provides over 12,000 hours of care each month to individuals in Seattle, Bellevue and neighboring Puget Sound communities.
In 2011, the Better Business Bureau recognized Andelcare as the Western Washington Business of the Year.
Northwestern Mutual has been helping families and businesses achieve financial security for nearly 160 years. Our financial representatives build relationships with clients through a distinctive planning approach that integrates risk management with wealth accumulation, preservation and distribution. With more than $217 billion in assets, $26 billion in revenues and more than $1.5 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.2 million people who rely on us for insurance and investment solutions, including life, disability and long-term care insurance; annuities; trust services; mutual funds; and investment advisory products and services.
Expand your knowledge of estate planning.
Make lifelong colleagues.
Work with colleagues from different disciplines.
Planning is now underway for our 2017-2018 season set to begin in September.
Stay tuned for further details. --
Welcome to the East King County Estate Planning Council (EKCEPC).
We are a network of premier estate planning professionals. We are attorneys, CPAs, CFPs, CFAs, CLUs, ChFCs, Trust Officers, and others for whom estate planning is a significant practice element.
The goal of the Council is to promote interdisciplinary continuing education and networking among estate planning practitioners from various professions.
Its objective is to supplement each profession's own independent professional organization.
You will benefit from the opportunity to meet new professionals from all disciplines within the estate planning community in a collegial environment. Join us today.
members and counting
Bradley Van Vechten
Private Wealth Management Solutions, LLC
Brad is an independent, fee-only, Registered Investment Advisor specializing in helping families and small to mid-size business owners to plan and manage their financial needs. He founded Private Wealth Management Solutions in 2013 after a brief stint with Charles Schwab’s Bellevue Branch. Brad sold his financial planning and investment management practice in 2010 in order to move to the Seattle area Northern California, where he went to school and became involved in the financial services industry back in 1994. Brad offers two separate and distinct services: Financial Planning (for an hourly rate) and Wealth Management (based on a fixed annual percentage of the assets he helps clients manage).
When he is not helping his clients become fabulously wealthy, he enjoys playing tennis, sailing and cycling.
Voldal Wartelle & Co. P.S.
A former partner at several CPA firms, and VP at a closely held family owned company with over 400 employees. Anna is a problem solver who likes helping families and business owners come up with flexible solutions. She joined the VWC Tax Department in 2012.
Anna specializes in working with businesses and families on sensitive family estates, trusts, and transition issues. She works directly with the client to provide personal service, long term partnership and integrated services to meet the client's objectives.
- Committee Member of the Planned Giving Advisory Committee of the YWCA
- Board Member of the East King County Estate Planning Council
- Member of The Society of Trust and Estate Planning Practitioners (STEP)
- Member of the Washington Women in Tax
- Member of the Washington Society of CPAs
- Member of the American Institute of CPAs
Wells Fargo Private Bank
Margaret is a Trust and Fiduciary Specialist with Wells Fargo Private Bank. She focuses on trust and wealth transfer needs for ultra high net worth families and individuals. She advises multi-generational families on the complexities of transitioning wealth and brings solutions by aligning their trust and estate plan, financial plan, and investment plan with their legacy goals. She brings over 20 years of experience working with clients and their complex financial needs.
Margaret has been active in the community with the Fred Hutchinson Cancer Research Center Planned Giving Advisory Committee, the National Association of Asian American Professionals, and KING Aquatic Club Boosters.
UBS Private Wealth Management
Kyle began his career in private wealth management with UBS in 2006. Since then, he has dedicated himself to helping clients attain their financial goals and aspirations. As a partner within The Cascade Group, he acts as the team’s Chief Operating Officer and Co-Chief Investment Officer. He is responsible for customized portfolio construction, investment research and management of the team and its specialists.
Kyle’s accomplishments and community leadership experience include:
- Chartered Financial Analyst® (CFA®)
- Certified Financial Planner™ (CFP®)
- B.A. in economics, University of Washington
- Board member of the East King County Estate Planning Council
- Member of Seattle Children’s Legacy Advisors
- Member of the CFA Society of Seattle
Kyle is actively involved in the University of Washington’s Alumni Mentorship Program and CFA Society of Seattle. Outside of the office, he is an avid Seattle sports fan and enjoys playing golf.
BECU Trust Services
David M. Griffith
Northwestern Mutual Financial Network
Originally from Spokane, Washington, he graduated from Washington State University with Bachelor’s Degree in Mechanical Engineering. He lived in Wyoming and Montana, seeking out the great outdoors before returning back to Washington. He has been involved in personal financial planning with Northwestern Mutual Life since 1996 and has earned CLU, (Chartered Life Underwriter) ChFC,(Chartered Financial Consultant), CASL (Chartered Advisor for Senior Living), and RICP (Retirement Income Certified Planner) designations.
Dave is a member of the Rotary Club of Downtown Kirkland and serves on the board of East King County Estate Planning Council. He is a blood Donor advocate and coordinated seven blood drives and is a member of the 6 gallon donation club. Dave is also an avid snow skier and golf enthusiast. He is married to Kris, for over 35 years. They reside in Kirkland and have two children, Colson and Linden. They are waiting for their first grandkids, but stopped holding their breath.
Stephen R. King
Somers Tamblyn King Isenhour Bleck PLLC
Steve practices in the areas of estate planning, probate, and elder law. He brings a compassionate, yet pragmatic, approach to his representations, focusing on helping clients understand their legal issues. The guiding principal of Steve’s practice is that legal representation is a collaboration between the client and the attorney. Those who come to see Steve may start off overwhelmed and unclear of their options, but they leave with the knowledge that their plan fits their individual needs and that they have made the right decisions for themselves and their family.
Perkins Coie LLP
Mark McBride, an attorney with the firm's Trust & Estate Planning practice, advises individuals and families in all aspects of trust and estate planning, focusing specifically on multi-generational planning. Mark routinely assists individuals and families to minimize estate, gift, and generation-skipping transfer taxes through the creation of wills, trusts, business entities and charitable organizations and the use of gifts, sales and other wealth transfer strategies. Mark works closely with his clients’ advisors, including accountants, investment advisors and insurance agents, to ensure the client's goals are accomplished in the most common sense and coordinated manner. Mark also represents executors, trustees and other fiduciaries to effectively and efficiently administer trusts, estates, business entities and charitable organizations.
Laura H. Zeman
Zeman Law Group, PLLC
Laura Zeman is the principal of Zeman Law Group. She practices in the areas of estate planning and probate, charitable planning and business planning. She has lectured on related topics before the Washington State Bar Association, the King County Bar Association and other professional groups. She has been the principal of Zeman Law Group for 9 years. Prior to opening Zeman Law Group, Laura practiced law for seven years at a large Seattle law firm.
In addition to her native English, Laura speaks conversational French.
East King County Estate Planning Council
Terry Dam has been the Executive Director of EKCEPC since 1997. Since then, she has enjoyed assisting the organization as its membership has nearly tripled. Terry oversees the administrative tasks required to present our five meetings held each year. She is a graduate of the University of Washington and an ardent NFL fan.