EAST KING COUNTY ESTATE PLANNING COUNCIL MEMBERSHIP DIRECTORY
ENTIRE MEMBERSHIP



The East King County Estate Planning Council has a total of 147 members

    

  Abeel, Merry
Certified Financial Planner
9780 NE 13th Street
Bellevue, WA 98004
 Tel: 425-455-4242
Fax: None
Email: meabeel@mindspring.com
Website:
Designation: CFP		  
   


   

  Anderson, Mick
Northwestern Mutual Financial Network
11120 NE 2nd Street, Suite 250
Bellevue, WA 98004
 Tel: 425-454-5955
Fax: 425-451-2998
Email: mick.anderson@nmfn.com
Website:
Designation: CLU		  
   


   

  Anderson, Paul F.
Paul Anderson, CPA
114 2nd Avenue South, Suite 103
Edmonds, WA 98020
 Tel: 425-778-3189
Fax: 425-778-4499
Email: panderson@hansen-mclaughlin.com
Website: www.hansen-mclaughlin.com
Designation: CPA		  
   


   

  Au, Anna
Hellam Varon
1750 112th Avenue NE, Suite E200
Bellevue, WA 98004
 Tel: 425.922.6603
Fax: 425.453.2755
Email: aau@hellamvaron.com
Website: www.hellamvaron.com
Designation: CPA		  
   


   

  Baker, Kevin
Bernstein Global Wealth Management
601 Union Street, Suite 4650
Seattle, WA 98101
 Tel: 206-342-1380
Fax: 206-342-1375
Email: kevin.baker@bernstein.com
Website: www.bernstein.com
Designation: At Large		  
   


   

  Beck, Marla
Andelcare
1273 120th Avenue NE
Bellevue, WA 98005
 Tel: 425.283.0408
Fax: Call
Email: marla@andelcare.com
Website: www.andelcare.com
Designation: At Large		  
   


   

  Beit, Georgia
BECU Trust Company
12770 Gateway Drive M/S: 1017-1
Tukwila, WA 98168
 Tel: 206-812-5308
Fax: 206-439-5888
Email: georgia.beit@becu.org
Website: www.becu.org
Designation: CTFA		  
   


   

  Benson, Christine
BNY Mellon Wealth Management
1201 3rd Avenue, Suite 5010
Seattle, WA 98101
 Tel: 206-664-8813
Fax: 206-664-8842
Email: christine.benson@bnymellon.com
Website: www.bnymellon.com
Designation: CFP, Trust Officer		  
   


   

  Bergstrom, Robert L.
Attorney at Law
5400 Carillon Point
Kirkland, WA 98033
 Tel: 425-482-2564
Fax: Unlisted
Email: rbideas@verizon.net
Website:
Designation: Attorney		  
   


   

  Berry, Kevin S.
U.S. Trust, Bank of America Private Wealth Mgmt
10500 NE 8th Street, 5th Floor
Bellevue, WA 98004
 Tel: 425-467-9704
Fax: 425-467-9717
Email: kevin.s.berry@ustrust.com
Website: www.ustrust.com
Designation: Trust Officer		  
   


   

  Betts, Robert I.
Betts Austin, PLLC
11120 NE 2nd Street, Suite 200
Bellevue, WA 98004
 Tel: 425-450-3305
Fax: 425-450-3310
Email: rbetts@nwtaxlaw.com
Website:
Designation: Attorney		  
   


   

  Biederman, Kurt M.
Douglas L. Phillips, PLLC
10655 NE 4th Street, Suite 701
Bellevue, WA 98004
 Tel: 425-283-0542
Fax: 206-225-2039
Email: kbiederman@gmail.com
Website: www.phillipsestatelaw.com
Designation: Attorney at Law		  
   


   

  Binning, Kent W.
Team Financial Partners
1634 Porter Street, Suite A
Enumclaw, WA 98022
 Tel: 360-802-9191
Fax: 360-615-9560
Email: kent.binning@oasecurities.com
Website: www.tfpartners.net
Designation: CFP, CLU, ChFC, LUTCF		  
   


   

  Bishop, Paul S.
Vander Wel, Jacobson, Bishop & Kim, PLLC
10500 NE 8th Street, Suite 1900
Bellevue, WA 98004
 Tel: 425-462-7070
Fax: 425-646-3467
Email: paul@vjbm.com
Website:
Designation: Attorney		  
   


   

  Bockner, Nichole H.
Wells Fargo Private Bank
205 108th Avenue NE, Suite 600
Bellevue, WA 98004
 Tel: 425-450-8165
Fax: 425-450-8035
Email: nichole.h.bockner@wellsfargo.com
Website: www.wellsfargo.com
Designation: At Large		  
   


   

  Bolson, David L.
Morgan Stanley
225 108th Avenue NE, Suite 800
Bellevue, WA 98004
 Tel: 425-455-8065
Fax: 425-462-0651
Email: david.bolson@morganstanley.com
Website: http://www.morganstanley.com/fa/David.Bolson
Designation: CFP		  
   


   

  Borriello, Tama
Wells Fargo Advisors, LLC
777 108th Avenue NE, Suite 2400
Bellevue, WA 98004
 Tel: 425-646-4873
Fax: 425-455-5099
Email: tama.borriello@wellsfargoadvisors.com
Website: www.themeydenbauergroup.com
Designation: CFP		  
   


   

  Bowra, Kelly
Smith & Zuccarini, P.S.
2155 112th Avenue NE
Bellevue, WA 98004
 Tel: 425-453-4455
Fax: 425-453-4454
Email: k.bowra@smithzuccarini.com
Website: www.smithzuccarini.com
Designation: Attorney		  
   


   

  Brannan, Elizabeth
McGladrey & Pullen, LLP
600 University Street, Suite 1100
Seattle, WA 98101
 Tel: 206-281-4444
Fax: 206-285-8677
Email: liz.brannan@rsmi.com
Website:
Designation: CPA		  
   


   

  Brennen, Bruce
New York Life
11400 SE 8th Street, Suite 300
Bellevue, WA 98004-5431
 Tel: 425-462-4900
Fax: 425-462-4821
Email: bbrennen@ft.newyorklife.com
Website: www.brennen.nylagents.com
Designation: CLU, ChFC		  
   


   

  Brewer, Rob
U.S. Trust
10500 NE 8th Street, 5th Floor
Bellevue, WA 98004
 Tel: 425.467.8786
Fax: 425.467.9817
Email: rob.brewer@ustrust.com
Website: www.ustrust.com
Designation: CLU		  
   


   

  Chang, Gina
Hellam Varon & Co.
1750 112th Avenue NE, Suite E200
Bellevue, WA 98004
 Tel: 425-453-9192
Fax: 425-453-2755
Email: gchang@hellamvaron.com
Website: www.hellamvaron.com
Designation: CPA		  
   


   

  Chang, Vivien K.
Chang Law Group PC
12715 Bel-Red Road, Suite 204
Bellevue, WA 98005-2630
 Tel: 425-605-1234
Fax: 425-307-3503
Email: vivien.chang@changlawgroup.com
Website: www.changlawgroup.com
Designation: Attorney		  
   


   

  Cherney, Jason
Northern Trust
1414 Fourth Avenue
Seattle, WA 98101
 Tel: 206.381.8342
Fax: 206.381.8353
Email: jdc6@ntrs.com
Website: www.ntrs.com
Designation: CFA		  
   


   

  Chicha, Andree R.
Hanson Baker Ludlow Drumheller, P.S.
2229 112th Avenue NE
Bellevue, WA 98004
 Tel: 425-454-3374
Fax: 425-454-0087
Email: achicha@hansonbaker.com
Website: www.hansonbaker.com
Designation: Attorney		  
   


   

  Clavere, Jeanne Marie
Attorney at Law
2135 112th Avenue NE, Suite 280
Bellevue, WA 98004
 Tel: 425-603-9649
Fax: 425-451-2661
Email: claverelaw@msn.com
Website:
Designation: Attorney		  
   


   

  Cohen, Ronald L.
Attorney at Law
2155 112th Avenue NE
Bellevue, WA 98004
 Tel: 425-454-0915
Fax: 425-637-1740
Email: ron@rlcohen.com
Website:
Designation: Attorney		  
   


   

  Cole, Terry R.
Senior Financial Advisors, Inc.
11911 NE 1st Street, Suite 312
Bellevue, WA 98005
 Tel: 425-635-0600
Fax: 425-635-0056
Email: tcole@sfai.net
Website:
Designation: CFP		  
   


   

  Cone, Matthew
Foundation Source
1005 East Roy Street, Suite 19
Seattle, WA 98102-4635
 Tel: 206-310-6016
Fax: 206-352-7500
Email: mcone@foundationsource.com
Website: www.foundationsource.com
Designation: At Large		  
   


   

  Cutler, Joyce
U.S. Bank
10800 NE 8th Street, Suite 500
Bellevue, WA 98004
 Tel: 425-450-5907
Fax: 425-450-5697
Email: joyce.cutler@usbank.com
Website:
Designation: Trust Officer, CTFA		  
   


   

  Davenport, Linda
BECU Trust Company
12770 Gateway Drive / MS1017-1
Tukwila, WA 98168
 Tel: 206-439-5751
Fax: 206-439-5888
Email: ldavenport@becu.org
Website: www.becu.org
Designation: Trust Officer		  
   


   

  Davies, Jim
Albertson Law Group, PS
124 4th Avenue South, Suite 200
Kent, WA 98032
 Tel: 253-852-8772 x312
Fax: 253-852-8770
Email: jim@albertsonlaw.com
Website: www.albertsonlaw.com
Designation: Attorney, CPA		  
   


   

  DeKay, Dennis
Smith & DeKay, P.S.
600 108th Avenue NE, Suite 1030
Bellevue, WA 98004-5110
 Tel: 425-455-6600, ext. 2
Fax: 425-455-6626
Email: dad@smithdekay.com
Website:
Designation: CPA		  
   


   

  Dent, Margaret
Cowlitz Bank Trust Services
10500 NE 8th Street, Suite 1750
Bellevue, WA 98004
 Tel: 800-340-8865
Fax: 360-501-4462
Email: mdent@cowlitzbank.com
Website: www.cowlitzbank.com
Designation: Trust Officer		  
   


   

  Dill, Patti
Laird Norton Tyee
801 Second Avenue, Suite 1600
Seattle, WA 98104
 Tel: 206-464-5265
Fax:
Email: p.dill@lntyee.com
Website: www.lntyee.com
Designation: At Large		  
   


   

  Duim, Duane
BluePrint Financial Partners
36930 SE Braeburn Street
Snoqualmie, WA 98065
 Tel: 425-233-2635
Fax: Call
Email: duane@blueprintpartner.com
Website: www.blueprintpartner.com
Designation: CFP		  
   


   

  Eghtedari, Jessi K.
LeMaster Daniels
3000 Northup Way, Suite 200
Bellevue, WA 98004
 Tel: 425-828-9420
Fax: 425-827-6884
Email: jeghtedari@lemasterdaniels.com
Website: www.lemasterdaniels.com
Designation: CPA		  
   


   

  Eickerman, Doug
Kairos Capital Management, LLC
14205 SE 36th Street, Suite 100
Bellevue, WA 98006
 Tel: 425-649-1149
Fax: 425-255-2092
Email: doug@kairoscm.com
Website: www.KairosCM.com
Designation: Trust Officer		  
   


   

  Erickson, James
James Erickson & Co., P.S.
2025 112th Avenue NE, Suite 100
Bellevue, WA 98004-2943
 Tel: 425-451-8400
Fax: 425-451-7427
Email: jim@cpahotline.com
Website: www.cpahotline.com
Designation: CPA		  
   


   

  Evered, Donna
Evered & Associates
PO Box 40329
Bellevue, WA 98015-4329
 Tel: 425-641-5846
Fax: 425-641-5861
Email: donna@everedandassoc.com
Website: www.everedandassoc.com
Designation: Attorney		  
   


   

  Feek, James
Feek Justice Financial
11250 Kirkland Avenue, Suite 203
Kirkland, WA 98033
 Tel: 425-828-1400
Fax: 425-822-0668
Email: jimf@conoverfeek.com
Website:
Designation: At Large		  
   


   

  Fleming, Ryan T.
Pacific Capital Resource Group
10900 NE 8th Street, Suite 1250
Bellevue, WA 98004
 Tel: 425-641-8788
Fax: 425-641-8778
Email: rfleming@htk.com
Website:
Designation: ChFC, CASL		  
   


   

  Forrey, Jeanne E.
Robinswood Financial
3425 Carillon Point, Building 3000, 4th
Kirkland, WA 98033
 Tel: 425-296-1611
Fax: 425-296-1612
Email: jeanne@robinswoodfinancial.com
Website: www.robinswoodfinancial.com
Designation: CFP		  
   


   

  Furgason, Samuel L.
Samuel L. Furgason, Inc., P.S.
800 Bellevue Way NE, Suite 400
Bellevue, WA 98004-4273
 Tel: 425-649-1122
Fax: Call
Email: sam@furgasons.com
Website: www.furgasons.com
Designation: Attorney		  
   


   

  Gauthier, Madeline
Attorney at Law
11033 NE 24th St Ste 200
Bellevue, WA 98004
 Tel: 425-637-3019
Fax: 425-454-4289
Email: madelinegauthier@msn.com
Website:
Designation: Attorney		  
   


   

  Gores, Thomas C.
Perkins Coie LLP
10885 NE 4th Street, Suite 700
Bellevue, WA 98004
 Tel: 425-635-1444
Fax: 425-635-2444
Email: tgores@perkins.com
Website: www.perkinscoie.com
Designation: Attorney		  
   


   

  Goussev, Jeanne
Whittier Trust Company of Washington
520Pike Street, Suite 1004
Seattle, WA 98101-4092
 Tel: 206-332-0836
Fax: 206-332-0846
Email: jgoussev@whittiertrust.com
Website: www.whittiertrust.com
Designation: Attorney		  
   


   

  Griffith, David M.
Northwestern Mutual Financial Network
11120 NE 2nd Street, Suite 201
Bellevue, WA 98004
 Tel: 425-455-0156
Fax: 425-451-2998
Email: dave.griffith@nmfn.com
Website:
Designation: CLU		  
   


   

  Griggs, Francine
Morgan Stanley Smith Barney
500 108th Avenue NE, Suite 1900
Bellevue, WA 98004
 Tel: 425-453-5829
Fax: 425-453-5802
Email: francine.griggs@smithbarney.com
Website: www.smithbarney.com
Designation: CLU		  
   


   

  Guild, Robert W.
Robinswood Financial
3425 Carillon Point, Building 3000, 4th
Kirkland, WA 98033
 Tel: 425-296-1611
Fax: 425-296-1612
Email: bob@robinswoodfinancial.com
Website: www.robinswoodfinancial.com
Designation: CLU, ChFC, CFS		  
   


   

  Gutierrez, Robert F.
Smith & Zuccarini, P.S.
2155 112th Avenue NE
Bellevue, WA 98004
 Tel: 425-453-4455
Fax: 425-453-4454
Email: r.gutierrez@smithzuccarini.com
Website: www.smithzuccarini.com
Designation: Attorney, CPA		  
   


   

  Hall, Yvonne D.
Hall Wealth Mgmt Group of Wells Fargo Advisors
1180 NW Maple Street, Suite 150
Issaquah, WA 98027
 Tel: 425-369-5102
Fax: 425-369-5198
Email: yvonne.hall@wfadvisors.com
Website: www.hallwmg.com
Designation: CFP		  
   


   

  Hardman, Chris
Clothier & Head, P.S.
1301 5th Avenue, 28th Floor
Seattle, WA 98101
 Tel: 206.622.1326
Fax: 206.622.4486
Email: chardman@c-h.com
Website: www.clothierandhead.com
Designation: ChFC, CLU, CPA		  
   


   

  Hawkes, Renee
Berntson Porter & Company, PLLC
155 108th Avenue NE, Suite 510
Bellevue, WA 98004
 Tel: 425-454-7990
Fax: 425-454-7742
Email: rhawkes@bpcpa.com
Website: www.bpcpa.com
Designation: CPA		  
   


   

  Head, Douglas R.
Edward Jones
901 Rainier Avenue North, Suite B100
Renton, WA 98057
 Tel: 206-772-0587
Fax: 888-542-7140
Email: doug.head@edwardjones.com
Website:
Designation: CLU		  
   


   

  Heller, Elaine
Coldstream Capital Management
One 100th Avenue NE, Suite 102
Bellevue, WA 98004-5629
 Tel: 425-283-1600
Fax: 425-885-2063
Email: elaine@coldstream.com
Website:
Designation: CFA		  
   


   

  Hennick, James
CPA
11227 NE 109th Lane, Apt. L-105
Kirkland, WA 98033
 Tel: 414.477.4431
Fax: 206.225.2027
Email: jhenix35@yahoo.com
Website:
Designation: CPA		  
   


   

  Hill, Gail
AXA Advisors, LLC
27641 Covington Way SE, Suite 1
Covington, WA 98042
 Tel: 253-630-6745
Fax: 253-630-6544
Email: gail.hill@axa-advisors.com
Website:
Designation: CLU, ChFC		  
   


   

  Hoexter, Laura E.
Helsell Fetterman LLP
1001 4th Avenue, Suite 4200
Seattle, WA 98154
 Tel: 206-689-2153
Fax: 206-340-0902
Email: lhoexter@helsell.com
Website:
Designation: Attorney		  
   


   

  Hollin, Clara L.
Sagemark Consulting
826 6th Street South, Suite 201
Kirkland, WA 98033
 Tel: 425-646-8800
Fax: 425-828-0589
Email: clara.hollin@lnc.com
Website: www.lfg.com
Designation: CFP		  
   


   

  Home, Greg
Greg Home, Inc., P.S.
800 Bellevue Way NE, Suite 400
Bellevue, WA 98004
 Tel: 425-455-1008
Fax: 425-990-5597
Email: homelaw@msn.com
Website:
Designation: Attorney		  
   


   

  Hueffed, Kathy T.
Berntson Porter & Co., PLLC
155 108th Avenue NE, Suite 510
Bellevue, WA 98004
 Tel: 425-454-7990
Fax: 425-454-7742
Email: khueffed@bpcpa.com
Website: www.bpcpa.com
Designation: CPA		  
   


   

  Hunter, Sharon
LeMaster Daniels
3000 Northup Way, Suite 200
Bellevue, WA 98004-1446
 Tel: 425-828-9420
Fax: 425-827-6884
Email: shunter@lemasterdaniels.com
Website: www.lemasterdaniels.com
Designation: Enrolled Agent		  
   


   

  Hutchinson, Marc
Bashey, Hutchinson & Walter, PLLC
11033 NE 24th Street, Suite 100
Bellevue, WA 98004
 Tel: 425.455.1620
Fax: 425.455.1623
Email: marc@hutchcpa.com
Website: www.hutchcpa.com
Designation: CPA		  
   


   

  James, John R.
Solomon Planning Group
4030 Lake Washington Blvd NE, Suite 208
Kirkland, WA 98033-7870
 Tel: 425-889-7487
Fax: 425-822-7959
Email: john.james@lfg.com
Website:
Designation: CFP		  
   


   

  Janci, Mark
Halbert Hargrove
10811 Main Street
Bellevue, WA 98004
 Tel: 425.451.3123
Fax: 425.457.7768
Email: mjanci@halberthargrove.com
Website: www.halberthargrove.com
Designation: CFP		  
   


   

  Jantos, James S.
James S. Jantos, Attorney at Law
PO Box 258
Mercer Island, WA 98040
 Tel: 206-232-0639
Fax: 206-232-0993
Email: jantos@speakeasy.net
Website:
Designation: Attorney		  
   


   

  Johnson, Anneliese
Attorney at Law
777 108th Avenue NE, Suite 1900
Bellevue, WA 98004
 Tel: 425-455-1234
Fax: 425-635-7720
Email: ajohnson@insleebest.com
Website: www.insleebest.com
Designation: Attorney		  
   


   

  Johnson, Ben
Laird Norton Tyee
801 2nd Avenue, Suite 1600
Seattle, WA 98104
 Tel: 206-464-5104
Fax: 206-464-5267
Email: b.johnson@lntyee.com
Website: www.lntyee.com
Designation: CFP		  
   


   

  Joslin, Michael D.
Joslin Capital Advisors
411 108th Avenue NE, Suite 2080
Bellevue, WA 98004
 Tel: 425-688-0555
Fax: 425-688-0556
Email: mikej@joslincapital.com
Website: www.joslincapital.com
Designation: CPA, CIMA		  
   


   

  Kang, Hoon
Elliott Bay Advisors, Inc.
8420 NE 152nd Street
Kenmore, WA 98028
 Tel: 206-274-5936
Fax: 206-577-4523
Email: hoon.kang@elliottbayadvisors.com
Website: www.elliottbayadvisors.com
Designation: CFP, CPA		  
   


   

  Kempf, R. August
Kempf & Company
8195 166th Avenue NE, Suite 100
Redmond, WA 98052
 Tel: 425-881-8572
Fax: 425-881-7963
Email: auggie@kempfco.com
Website:
Designation: CLU, CFP		  
   


   

  Kettel, Bryan
Strategic Planning Partners, LLC
16150 NE 85th Street, Suite 204
Redmond, WA 98052
 Tel: 425-882-4349 x2
Fax: 425-881-6368
Email: bryan.kettel@prudential.com
Website:
Designation: CFP, CLU, ChFC		  
   


   

  Kilbreath, Ken
Inslee Best Doezie & Ryder, P.S.
777 108th Avenue NE, Suite 1900
Bellevue, WA 98004
 Tel: 425-455-1234
Fax: 425-635-7720
Email: kkilbreath@insleebest.com
Website: www.insleebest.com
Designation: Attorney		  
   


   

  Kinateder, Tara
Bernstein Global Wealth Management
601 Union Street, Suite 4650
Seattle, WA 98101
 Tel: 206.342.1314
Fax: 206.342.1375
Email: tara.kinateder@bernstein.com
Website: www.bernstein.com
Designation: At Large		  
   


   

  Klobucher, Richard A.
Davis Wright Tremaine LLP
777 108th Avenue NE, Suite 2300
Bellevue, WA 98004
 Tel: 425-646-6131
Fax: 425-646-6199
Email: rickklobucher@dwt.com
Website:
Designation: Attorney		  
   


   

  Kohl, Alexander C.
Alexander C. Kohl & Co.
16541 Redmond Way, PMB 265-C
Redmond, WA 98052-4482
 Tel: 425-702-9100
Fax: 425-702-8888
Email: alex@ackohl.com
Website:
Designation: At Large		  
   


   

  Kokesh, Laura
Comprehensive Estate Planning Services, Inc.
2227 112th Avenue NE, Suite C
Bellevue, WA 98004
 Tel: 425-289-0310
Fax: 425-646-1037
Email: laurak73@comcast.net
Website:
Designation: Attorney		  
   


   

  Kriha, April D.
Certified Financial Planner
PO Box 15717
Seattle, WA 98115-0717
 Tel: 206.524.0136
Fax: 206.225.2027
Email: aprilkriha@msn.com
Website:
Designation: CFP		  
   


   

  Krueger, Walter R.
Attorney at Law
520 Kirkland Way, Suite 400
Kirkland, WA 98033-6256
 Tel: 425-828-7800
Fax: 425-827-8725
Email: walt@kruegerwlaw.com
Website:
Designation: Attorney		  
   


   

  Larson, Melissa
Pacific Capital Resource Group, Inc.
10900 NE 8th Street, Suite 1250
Bellevue, WA 98004-4449
 Tel: 425-641-8788
Fax: 425-641-8778
Email: mlarson@htk.com
Website: www.pcrg.com
Designation: CFP, CLU, ChFC		  
   


   

  Launceford, John
Berntson Porter & Company, PLLC
155 108th Avenue NE, Suite 510
Bellevue, WA 98004
 Tel: 425-454-7990
Fax: 425-454-7742
Email: jlaunceford@bpcpa.com
Website:
Designation: CPA		  
   


   

  Lee, Vince
Coldstream Capital Management, Inc.
One 100th Avenue NE, Suite 102
Bellevue, WA 98004
 Tel: 425-283-1600
Fax: 425-283-5100
Email: vince@coldstream.com
Website: www.coldstream.com
Designation: CPA CFP		  
   


   

  Little, Bernie
Bernie Little, P.S.
P.O. Box 87
Kirkland, WA 98083-0087
 Tel: 425-889-5381
Fax: 425-827-8725
Email: bernie@bernielittlecpa.com
Website: www.bernielittlecpa.com
Designation: CPA		  
   


   

  Liu, Margaret
U.S. Trust, Bank of America Private Wealth Mgmt
800 5th Avenue, Suite 3200
Seattle, WA 98104
 Tel: 206-358-3144
Fax: 206-358-0728
Email: margaret.liu@ustrust.com
Website:
Designation: Trust Officer		  
   


   

  Livingston, Scott E.
5 Point Financial Group
9925 NE 134th Court, Suite 100
Kirkland, WA 98034-1933
 Tel: 425-825-8585
Fax: 425-825-8586
Email: scott@5pointfinancial.com
Website: www.5pointfinancial.com
Designation: CFP		  
   


   

  Lo, Irene
RBC Wealth Management
1201 3rd Avenue, Suite 2500
Seattle, WA 98101
 Tel: 206-621-2132
Fax: 206-621-2110
Email: irene.lo@rbc.com
Website: www.rbc.com
Designation: At Large		  
   


   

  Lucas, Cynthia M.
Lucas & Lucas, P.S.
919 124th Avenue NE, Suite 101
Bellevue, WA 98005
 Tel: 425-454-3302
Fax: unlisted
Email: cindylucas@lucasandlucas.net
Website: www.lucasandlucas.net
Designation: Attorney		  
   


   

  Marsh, Jay
Continental Investors Services
12709 SE 25th Place
Bellevue, WA 98005
 Tel: 425-747-3079
Fax: 425-644-8604
Email: jaymarsh@speakeasy.org
Website:
Designation: CFP		  
   


   

  Martin, Glen M.
AXA Advisors, LLC
10500 NE 8th Street, Suite 1600
Bellevue, WA 98004
 Tel: 206-956-6249
Fax: 206-956-6202
Email: glen.martin@axa-advisors.com
Website:
Designation: CLU, ChFC		  
   


   

  Maurer, Mitchell
AXA Advisors, LLC
10500 NE 8th Street, Suite 1600
Bellevue, WA 98004-4360
 Tel: 206-956-6256
Fax: 206-956-6202
Email: mitchell.maurer@axa-advisors.com
Website: www.axa-advisors.com
Designation: CFP, ChFC		  
   


   

  McBain, James
Ahrens & DeAngeli, PLLC
1001 4th Avenue Plaza, Suite 4333
Seattle, WA 98154
 Tel: 206.652.5564
Fax: 206.223.2230
Email: jmcbain@ahrenslaw.com
Website: www.ahrenslaw.com
Designation: Attorney		  
   


   

  Merrill, Rachel
Hanson Baker Ludlow Drumheller, P.S.
2229 112th Avenue NE, Suite 200
Bellevue, WA 98004
 Tel: 425-454-3374
Fax: 425-454-0087
Email: rmerrill@hansonbaker.com
Website: www.hansonbaker.com
Designation: Attorney		  
   


   

  Merz, Robert D.
The Merz Agency, Inc.
9 Lake Bellevue Drive, Suite 210
Bellevue, WA 98005
 Tel: 425-453-1264
Fax: 425-646-5999
Email: bob@merzagency.com
Website: www.merzagency.com
Designation: CLU, ChFC		  
   


   

  Meyer, David R.
The Meyer Law Firm, P.C.
2200 112th Avenue NE, Suite 200
Bellevue, WA 98004
 Tel: 425-455-1002
Fax: 425-455-0513
Email: david@meyerlaw.net
Website: www.meyerlaw.net
Designation: Attorney		  
   


   

  Meyer, Steve
Fedelta Home Care
155 NE 100th Street, Suite 404
Seattle, WA 98125
 Tel: 206.362.2366
Fax: 206.957.5390
Email: smeyer@fedeltahomecare.com
Website: www.fedeltahomecare.com
Designation: At Large		  
   


   

  Miller, Kathleen
Miller Advisors, Inc.
11 10th Avenue
Kirkland, WA 98033
 Tel: 425-822-8122
Fax: 425-822-1622
Email: k.miller@kathleenmiller.com
Website:
Designation: CFP		  
   


   

  Miller, Tammy
Wells Fargo Private Bank
999 Third Avenue, Suite 4000
Seattle, WA 98104
 Tel: 206-292-8340
Fax: 206-292-3853
Email: tammy.miller@wellsfargo.com
Website: www.wellsfargo.com
Designation: CFP, Trust Officer		  
   


   

  Moser, Scott
Moser & Company CPAs
2135 112th Avenue NE, Suite 100
Bellevue, WA 98004
 Tel: 425-818-9400
Fax: 425-818-9440
Email: scott@mosercpas.com
Website: www.mosercpas.com
Designation: CPA		  
   


   

  Nakagaki, Mitch
Sterling, Kuder & Company, PS
7525 SE 24th Street, Suite 110
Mercer Island, WA 98040
 Tel: 206-275-4228 x17
Fax: 206-275-4231
Email: mitch@sterlingkuder.com
Website: www.sterlingkuder.com
Designation: CPA		  
   


   

  Nakayama, Curtis Y.
James Erickson & Co., P.S.
2025 112th Avenue NE, Suite 100
Bellevue, WA 98004
 Tel: 425-451-8400
Fax: 425-451-7427
Email: curt@cpahotline.com
Website:
Designation: CPA		  
   


   

  Panos, Athena
Athena A. Panos, PLLC
6522 127th Avenue SE
Bellevue, WA 98006
 Tel: 425-401-1505
Fax: none
Email: athenapanos@comcast.net
Website:
Designation: Attorney, CPA		  
   


   

  Pendergast, John
LeMaster Daniels
3000 Northup Way, Suite 200
Bellevue, WA 98004
 Tel: 425-828-9420
Fax: 425-827-6884
Email: jpendergast@lemasterdaniels.com
Website: www.LeMasterDaniels.com
Designation: CPA		  
   


   

  Petrie, Cynthia H.
Hellam Varon & Co., Inc., PS
1750 112th Avenue NE, Suite 200
Bellevue, WA 98004
 Tel: 425-453-9192
Fax: 425-453-2755
Email: cpetrie@hellamvaron.com
Website:
Designation: At Large		  
   


   

  Phillips, Douglas L.
Douglas L. Phillips, PLLC
10655 NE 4th Street, Suite 701
Bellevue, WA 98004
 Tel: 206-686-8877
Fax: 206-225-2039
Email: doug@phillipsestatelaw.com
Website:
Designation: Attorney		  
   


   

  Pierce, Mark A.
Stewardship Financial Management, Inc.
22232 17th Avenue SE, Suite 203
Bothell, WA 98021
 Tel: 425-485-2700
Fax: 425-485-7788
Email: m.pierce@stewardshipfinancialmanagement.com
Website: www.stewardshipfinancialmanagement.com
Designation: CFP		  
   


   

  Price, Glenn D.
Price & Farrington
12501 Bel-Red Road, Suite 215
Bellevue, WA 98005
 Tel: 425-451-3583
Fax: 425-452-0153
Email: glenn@pricefarrington.com
Website:
Designation: Attorney		  
   


   

  Ritola, Martha
Hellam Varon & Co. Inc., P.S.
1750 112th Avenue NE, Suite E-200
Bellevue, WA 98004
 Tel: 425-453-9192
Fax: 425-453-2755
Email: mritola@hellamvaron.com
Website: www.hellamvaron.com
Designation: CPA		  
   


   

  Romanchuk, Wendy
Laird Norton Tyee Trust Company
801 2nd Avenue, Suite 1600
Seattle, WA 98104
 Tel: 206.464.5251
Fax: None
Email: w.romanchuk@lntyee.com
Website: www.lntyee.com
Designation: CTFA		  
   


   

  Rounds, Brinette B.
Oak Street Law Group, PLLC
155 108th Avenue NE, Suite 510
Bellevue, WA 98004
 Tel: 425-454-7990
Fax: 425-454-7742
Email: brounds@oakstreetlaw.com
Website: www.oakstreetlaw.com
Designation: Attorney		  
   


   

  Russell, Lori D.
Sweeney Conrad, P.S.
2606 116th Avenue NE
Bellevue, WA 98004
 Tel: 425-629-1990
Fax: 425-629-1999
Email: lorir@sweeneyconrad.com
Website:
Designation: Attorney, CPA		  
   


   

  Ryan, Renee
Perkins Coie LLP
1201 Third Avenue, Suite 4800
Seattle, WA 98101-3099
 Tel: 206.359.8000
Fax: 206.359.9000
Email: rryan@perkinscoie.com
Website: www.perkinscoie.com
Designation: Attorney		  
   


   

  Scharnhorst, Ryan
Soundmark Wealth Management
11400 98th Avenue NE, Suite 301
Kirkland, WA 98033
 Tel: 425-820-1769
Fax: 425-820-1769
Email: rscharnhorst@soundmarkwealth.com
Website: www.soundmarkwealth.com
Designation: CPA		  
   


   

  Schliiter, Todd
KMS Financial Services, Inc.
5000 Carillon Point, 4th Floor
Kirkland, WA 98033
 Tel: 425-605-9533
Fax: None
Email: todd@kmsadvisor.com
Website: www.kmsadvisor.com
Designation: CFP		  
   


   

  Schulz, Kevin F.
Kevin F. Schulz & Associates
40 Lake Bellevue, Suite 100
Bellevue, WA 98005
 Tel: 425-452-0313
Fax: 425-451-9438
Email: kevin@kfschulz.com
Website:
Designation: CFP		  
   


   

  Scott, Arja
AXA Advisors, LLC
10500 NE 8th Street, Suite 1600
Bellevue, WA 98004
 Tel: 206-956-6207
Fax: 206-956-6202
Email: arja.scott@axa-advisors.com
Website:
Designation: CLU, ChFC		  
   


   

  Searing, Tim
RSM Magladrey, Inc.
600 University Street, Suite 1100
Seattle, WA 98101-3119
 Tel: 425-226-6200
Fax: 425-271-7092
Email: tim.searing@rsmi.com
Website:
Designation: CPA		  
   


   

  Selden, Frank
Selden and Youngs PLLC
10900 NE 4th Street, Suite 2300
Bellevue, WA 98004
 Tel: 425-284-1769
Fax: 425-671-0485
Email: frank@seldenyoungs.com
Website: www.seldenyoungs.com
Designation: Attorney		  
   


   

  Sheffield, Scott
Sovereign Wealth Management, LLC
777 108th Avenue NE, Suite 1880
Bellevue, WA 98004
 Tel: 425-289-4222
Fax: 425-289-4224
Email: scotts@emailswa.com
Website:
Designation: CFP		  
   


   

  Shelton, Donald E.
Perry, Shelton, Walker & Associates, PLLC
13555 SE 36th Street, Suite 260
Bellevue, WA 98006
 Tel: 425-562-6899
Fax: 425-562-6386
Email: don@pswa.com
Website: www.pswa.com
Designation: CPA		  
   


   

  Simmons, Angela B.
Wells Fargo Advisors, LLC
1201 3rd Avenue, Suite 3500
Seattle, WA 98101
 Tel: 206-344-6697
Fax: 206-344-6698
Email: angela.simmons@wfadvisors.com
Website: www.thegsgroup.wfadv.com
Designation: CFP, CDFA		  
   


   

  Smith, George L.
Smith & Zuccarini, PS
2155 112th Avenue NE
Bellevue, WA 98004
 Tel: 425-453-4455
Fax: 425-453-4454
Email: g.smith@smithzuccarini.com
Website: www.smithzuccarini.com
Designation: Attorney, CPA		  
   


   

  Smith, Perry L.
Perry L. Smith Consulting
800 Bellevue Way NE, Suite 400
Bellevue, WA 98004
 Tel: 425-462-2072
Fax: 425-462-5638
Email: pls@msn.com
Website:
Designation: CLU, ChFC		  
   


   

  Smith, Terry
Smith & DeKay, PS
600 108th Avenue NE, Suite 1030
Bellevue, WA 98004-5110
 Tel: 425-455-6600, ext. 3
Fax: 425-455-6626
Email: tas@smithdekay.com
Website:
Designation: CPA		  
   


   

  Smith, Susan
Wells Fargo Private Bank
205 108th Avenue NE, Suite 600
Bellevue, WA 98004
 Tel: 425-450-8041
Fax: 425-450-8035
Email: susan.m.smith@wellsfargo.com
Website: www.wellsfargo.com
Designation: At Large		  
   


   

  Sohn, Jennifer
Peterson Russell Kelly PLLC
10900 NE 4th Street, Suite 1850
Bellevue, WA 98004
 Tel: 425-462-4700
Fax: 425-451-0714
Email: jsohn@prklaw.com
Website: www.prklaw.com
Designation: Attorney		  
   


   

  Sperling, Bill
The Seattle Foundation
1200 5th Avenue, Suite 1300
Seattle, WA 98101-3151
 Tel: 206-515-2127
Fax: 206-622-7673
Email: b.sperling@seattlefoundation.org
Website: www.seattlefoundation.org
Designation: At Large		  
   


   

  Steele, Kathleen P.
AXA Advisors, LLC
10500 NE 8th Street, Suite 1600
Bellevue, WA 98004
 Tel: 206-956-6221
Fax: 206-956-6202
Email: kathleen.steele@axa-advisors.com
Website:
Designation: CLU, ChFC, CFP		  
   


   

  Sult, Bruce
Falco Sult & Company. CPAs
16150 NE 85th Street, Suite 203
Redmond, WA 98052
 Tel: 425-883-3111
Fax: 425-861-4658
Email: bruce@falcosult.com
Website: www.falcosult.com
Designation: CPA		  
   


   

  Sweeney, David B.
Smith & Zuccarini, PS
2155 112th Avenue NE
Bellevue, WA 98004
 Tel: 425-453-4455
Fax: 425-453-4454
Email: d.sweeney@smithzuccarini.com
Website: www.smithzuccarini.com
Designation: Attorney		  
   


   

  Sweeters, Megan I.
Key Private Bank
601 108th Avenue NE, Suite 260
Bellevue, WA 98004
 Tel: 425-468-3308
Fax: 425-709-4220
Email: megan_sweeters@keybank.com
Website: www.keybank.com
Designation: CFP		  
   


   

  Swetonic, Anne
U.S.Trust
10500 NE 8th Street, 5th Floor
Bellevue, WA 98004
 Tel: 425-467-9756
Fax: 425-467-9817
Email: anne.w.swetonic@ustrust.com
Website: www.ustrust.com
Designation: CLU		  
   


   

  Thayer, Kate
Wells Fargo Private Bank
205 108th Avenue NE, Suite 600
Bellevue, WA 98004
 Tel: 425-450-8074
Fax: 425-450-8076
Email: thayercc@wellsfargo.com
Website:
Designation: CFP, Trust Officer		  
   


   

  Thompson, Jim
The Thompson Financial Group
4026 NE 55th Street, Suite D-150
Seattle, WA 98105
 Tel: 206.525.3475
Fax: 206.525.3484
Email: jim@thompson-financial.net
Website: www.thompson-financial.net
Designation: RIA		  
   


   

  Tilley, Reginald I.
Appropriate Balance Financial Services
500 108th Avenue NE, Suite 910
Bellevue, WA 98004
 Tel: 425-451-0499
Fax: 425-451-1316
Email: reg@appropriatebalance.com
Website:
Designation: CFP		  
   


   

  Townsend, Bhaj
Legacy Plus, LLC
9757 NE Juanita Drive, Suite 121
Kirkland, WA 98034
 Tel: 425-827-5371
Fax: 425-827-5000
Email: bhaj@legacyplus.com
Website:
Designation: CFP		  
   


   

  Vranizan, Michael
Frontier Bank
1200 5th Avenue, Suite 100
Seattle, WA 98101
 Tel: 206.554.2366
Fax: 206.381.9348
Email: mvranizan@frontierbank.com
Website: www.frontierbank.com
Designation: Trust Officer, Attorney		  
   


   

  Wahl, Robert W.
Attorney at Law
10500 NE 8th Street, Suite 1900
Bellevue, WA 98004
 Tel: 425-455-9382
Fax: 425-646-3467
Email: wahlrw@msn.com
Website:
Designation: Attorney		  
   


   

  Waltar, Stephen M.
Stephen M. Waltar, P.S.
2025 112th Avenue NE, Suite 101
Bellevue, WA 98004
 Tel: 425-455-6788
Fax: 425-450-4601
Email: steve@waltar.com
Website:
Designation: Attorney		  
   


   

  Ward, Ed L.
Robinswood Financial
3425 Carillon Point, Building 3000, 4th
Kirkland, WA 98033
 Tel: 425-296-1611
Fax: 425-296-1612
Email: Ed@RobinswoodFinancial.com
Website: www.RobinswoodFinancial.com
Designation: CFS		  
   


   

  Wawrzaszek, Karen
Citi Private Bank
601 Union St., Suite 3710
Seattle, WA 98101
 Tel: 206-613-6836
Fax: 206-624-4191
Email: karen.wawrzaszek@citi.com
Website: www.citi.com
Designation: CTFA, CFP		  
   


   

  White, John
Livengood Fitzgerald & Alskog, PLLC
PO Box 908
Kirkland, WA 98083-0908
 Tel: 425-822-9281
Fax: 425-898-0908
Email: white@lfa-law.com
Website: www.lfa-law.com
Designation: Attorney		  
   


   

  Whittemore, Richard L.
Richard L. Whittemore, CPA
14205 SE 36th Street, Suite 100
Bellevue, WA 98006-1553
 Tel: 425-635-0490
Fax: 425-635-0491
Email: DickCPA@prodigy.net
Website:
Designation: CPA		  
   


   

  Wilkes, Mary L.
LeMaster Daniels
3000 Northup Way, Suite 200
Bellevue, WA 98004
 Tel: 425-828-9420
Fax: 425-827-6884
Email: mwilkes@lemasterdaniels.com
Website: www.lemasterdaniels.com
Designation: CPA		  
   


   

  Youngs, Cecilia
Attorney at Law
1605 NW Sammamish Road, Suite 250
Issaquah, WA 98027
 Tel: 425-657-2215
Fax: 425-657-2115
Email: cyoungs@yoakum.com
Website: www.youngslaw.com
Designation: Attorney		  
   


   

  Zeman, Laura H.
Zeman Law Group, PLLC
10655 NE 4th Street, Suite 701
Bellevue, WA 98004
 Tel: 425-947-5405
Fax: 425-749-7698
Email: lzeman@zemanlawgroup.com
Website: www.zemanlawgroup.com
Designation: Attorney		  
   


   

  Zuccarini, Michael J.
Smith & Zuccarini, PS
2155 112th Avenue NE
Bellevue, WA 98004
 Tel: 425-453-4455
Fax: 425-453-4454
Email: m.zuccarini@smithzuccarini.com
Website: www.smithzuccarini.com
Designation: Attorney, CPA		  
   


© East King County Estate Planning Council. All Rights Reserved. 2005