EAST KING COUNTY ESTATE PLANNING COUNCIL MEMBERSHIP DIRECTORY ENTIRE MEMBERSHIP The East King County Estate Planning Council has a total of 144 members       Abeel, Merry Integrated Spending Solutions 9780 NE 13th Street Bellevue, WA 98004 Tel: 425-455-4242 Fax: None Email: merryabeel@gmail.com Website: Designation: CFP             Anderson, Mick Northwestern Mutual Financial Network 11120 NE 2nd Street, Suite 150 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             Baluch, Elizabeth C. Wells Fargo Private Bank 205 108th Avenue NE, Suite 600 Bellevue, WA 98004 Tel: 425.450.8038 Fax: 425.450.8033 Email: Elizabeth.C.Baluch@wellsfargo.com Website: www.wellsfargo.com Designation: Private Wealth Advisor             Barnyak, Jim BNY Mellon 1201 3rd Avenue, Suite 5010 Seattle, WA 98101 Tel: 206.434.8584 Fax: Email: jim.barnyak@gmail.com Website: www.bnymellon.com/wealthmanagement/index.html Designation: Wealth Advisor             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: CPA             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             Bernard, Donna Washington Trust Bank 10500 NE 8th Street, Suite 1100 Bellevue, WA 98004 Tel: 425.709.5506 Fax: Email: DBernard@watrust.com Website: www.watrust.com Designation: Relationship Manager             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             Black, Natasha Natasha Black Law PLLC 12819 SE 38th Street, Suite 210 Bellevue, WA 98006 Tel: 425.998.8114 Fax: 425.947.0019 Email: natasha@natashablacklaw.com Website: www.natashablacklaw.com Designation: Attorney             Blain, Michael W. U.S. Trust 800 5th Avenue, 32nd Floor Seattle, WA 98104-3188 Tel: 206.358.1614 Fax: 206.358.4701 Email: michael.w.blain@ustrust.com Website: www.ustrust.com Designation: Trust Officer             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             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®             Brandy, John C. Edward Jones Investments 23525 NE Novelty Hill Road Redmond, WA 98053 Tel: 425.836.8721 Fax: 866.445.1884 Email: john.brandy@edwardjones.com Website: www.edwardjones.com Designation: AAMS             Brannan, Elizabeth McGladrey & Pullen, LLP 600 University Street, Suite 1100 Seattle, WA 98101 Tel: 206-281-4444 Fax: 206-285-8677 Email: liz.brannan@mcgladrey.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, Bank of America Private Wealth Mgmt 10500 NE 8th Street, Floor 5 Bellevue, WA 98004 Tel: 425-467-9786 Fax: 425-467-9817 Email: rob.brewer@ustrust.com Website: www.ustrust.com Designation: Private Client Advisor             Bucklin, Michelle BNY Mellon Wealth Management 1201 Third Avenue, Suite 5010 Seattle, WA 98101 Tel: 206.664.8829 Fax: 206.664.8844 Email: michele.bucklin@bnymellon.com Website: www.bnymellon.com Designation: CLU             Buller, John Soundmark Wealth Management, LLC 11400 98th Avenue NE, Suite 301 Kirkland, WA 98033 Tel: 425.820.1769 Fax: 425.820.1973 Email: jbuller@soundmarkwealth.com Website: www.soundmarkwealth.com Designation: CPA             Cairns, Sandy carson & noel, pllc 20 Sixth Avenue NE Kirkland, WA 98033 Tel: 425.837.4717 Fax: 425.837.5396 Email: sandy@sandycairns.com Website: www.sandycairns.com Designation: Attorney             Cantor, Paul Whittier Trust Company of Washington 520 Pike Street, Suite 1004 Seattle, WA 98101 Tel: 206.834.1380 Fax: 206.332.0846 Email: pcantor@whittiertrust.com Website: www.whittiertrust.com Designation: Attorney, Trust Officer             Carlson, Steve Seidman Private Advisors, LLC PO Box 699 Kirkland, WA 98083-0699 Tel: 425.602.9295 Fax: 425.827.4683 Email: scarlson@seidmanpa.com Website: www.seidmanpa.com Designation: CFP             Carlson, Steve Hersman Serles Almond, PLLC PO Box 789 Kirkland, WA 98083 Tel: 425.602.9295 Fax: 425.827.4683 Email: scarlson@cpahsa.com Website: www.cpahsa.com Designation: CPA             Cawaring, Rachele Clark Nuber 10900 NE 4th Street, Suite 1700 Bellevue, WA 98004 Tel: 425.451.7231 Fax: 425.709.6220 Email: rcawaring@clarknuber.com Website: www.clarknuber.com Designation: CFP             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             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             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             Cutler, Joyce Washington Trust Bank 10500 NE 8th St, Suite 1100 Bellevue, WA 98004 Tel: 425-709-5515 Fax: 425-709-5501 Email: JCutler@watrust.com Website: www.watrust.com Designation: CTFA, Trust Officer             Davenport, Linda BECU Trust Company 12770 Gateway Drive / MS1017-1 Tukwila, WA 98168 Tel: 206-439-5751 Fax: 206-439-5888 Email: linda.davenport@becu.org Website: www.becu.org Designation: CTFA             Davies, Jim Rehberg Law Group, P.S. 124 4th Avenue South, Suite 200 Kent, WA 98032 Tel: 253-852-8772 x312 Fax: 253-852-8770 Email: jdavies@rehberglaw.com Website: www.rehberglaw.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             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: Attorney             Duim, Duane Paracle Advisors LLC 7900 SE 28th Street, Suite 204 Mercer Island, WA 98040 Tel: 425.646.9292 Fax: Call Email: duane@paracleadvisors.com Website: www.paracleadvisors.com Designation: CFP             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             Ellison, Pam U.S. Trust 800 5th Avenue, 32nd Floor Seattle, WA 98104-3188 Tel: 206.358.5677 Fax: 206.358.5820 Email: pam.ellison@ustrust.com Website: www.ustrust.com Designation: At Large - Private Banker             Erickson, James James Erickson & Co., P.S. 1412 112th Avenue NE, Suite 200 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 Conover Feek 11250 Kirkland Avenue, Suite 203 Kirkland, WA 98033 Tel: 425-828-1400 Fax: 425-822-0668 Email: jimf@conoverfeek.com Website: Designation: At Large             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             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             Goldbloom, Steven Goldbloom & Associates 2821 Northup Way, Suite 120 Bellevue, WA 98004 Tel: 206.528.2001 Fax: Email: steveg@tagwest.com Website: Designation: At Large             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 520 Pike 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, Trust Officer, CTFA             Greenwood, Connie Hall Wealth Mgmt Group of Wells Fargo Advisors 1180 NW Maple Street, Suite 150 Issaquah, WA 98027 Tel: 425.369.5101 Fax: 425.369.5198 Email: connie.greenwood@wfadvisors.com Website: www.wfadvisors.com Designation: CFP®, CLU®             Griffith, David M. Northwestern Mutual Financial Network 11120 NE 2nd Street, Suite 150 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             Gurin, Val UBS 601 108th Avenue NE, Suite 2000 Bellevue, WA 98004 Tel: 425.990.2779 Fax: 425.451.2333 Email: val.gurin@ubs.com Website: www.ubs.com/fa/valgurin Designation: CFP             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®             Halos, Dan AXA Advisors 10500 NE 8th Street, Suite 1600 Bellevue, WA 98004 Tel: 206.604.2136 Fax: 206.956.6202 Email: daniel.halos@axa-advisors.com Website: www.danhalos.com Designation: ChFC             Harman, Michael JP Morgan Private Bank 1301 2nd Avenue, 24th Floor Seattle, WA 98101-2005 Tel: 206.500-1588 Fax: Email: michael.harman@jpmorgan.com Website: www.jpmorgan.com Designation: Attorney             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             Henningsen, Kathy Retirement Asset Management 10655 NE 4th Street, Suite 508 Bellevue, WA 98004 Tel: 425.467.1011 x30 Fax: 425.455.5076 Email: kathy.henningsen@retirementassetmgmt.com Website: www.retirementassetmgmt.com Designation: CFP             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             Hockersmith, Douglas Sovereign Wealth Advisors 777 108th Avenue NE, Suite 1880 Bellevue, WA 98004 Tel: 425.289.4222 Fax: 425.289.1896 Email: dough@emailswa.com Website: www.sovereignwa.com Designation: CFA             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             Holcomb, Gary Berntson Porter & Company, PLLC 155 108th Avenue NE, Suite 510 Bellevue, WA 98004 Tel: 425.289.7636 Fax: 425.454.7742 Email: gholcomb@bpcpa.com Website: www.bpcpa.com Designation: Enrolled Agent, M.S. Tax             Hollin, Clara Sagemark Consulting 826 6th Street South, Suite 201 Kirkland, WA 98033 Tel: 425-646-8800 Fax: 425-828-0589 Email: clara.hollin@lfg.com Website: www.lfg.com Designation: CFP, ChFC, CRPC             Hollo, Ardeth Robinswood Financial 3425 Carillon Point Kirkland, WA 98033 Tel: 425.296.1611 Fax: 425.296.1612 Email: ardeth@robinswoodfinancial.com Website: www.robinswoodfinancial.com Designation: At Large             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: www.greghomelaw.com Designation: Attorney             Huckabay, Kathleen The Private Client Reserve at U.S. Bank 1420 5th Avenue, Suite 2100 Seattle, WA 98101 Tel: 206.344.5341 Fax: 206.344.7847 Email: kathleen.huckabay@usbank.com Website: www.usbank.com Designation: CFP, CPA             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             Hutchinson, David AXA Advisors, LLC 10500 NE 8th Street, Suite 1600 Bellevue, WA 98004 Tel: 206.956.6261 Fax: 206.956.6202 Email: david.hutchinson@axa-advisors.com Website: www.davidhutchinson.net Designation: CFP, CLU, ChFC             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@quantumplanning.com Website: www.quantumplanning.com Designation: CFP             Janci, Mark Halbert Hargrove 10811 Main Street Bellevue, WA 98004 Tel: 425.451.3123 Fax: 425.455.2933 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, Ben Highland Private Wealth Management, LLC 305 108th Avenue NE, Suite 102 Bellevue, WA 98004 Tel: 425.495.8704 Fax: Email: ben@highlandprivate.com Website: www.highlandprivate.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             Juergens, Peggy Sue Law Office of Peggy Sue Juergens, PLLC 7525 SE 24th Street, Suite 110 Mercer Island, WA 98040 Tel: 206.232.0167 Fax: 206.651.3294 Email: peggysue@psjlawoffice.com Website: www.psjlawoffice.com Designation: Attorney             Kaempf, Andrea U.S. Trust 10500 NE 8th Street, 5th Floor Bellevue, WA 98004 Tel: 206.358.3144 Fax: 206.358.4701 Email: andrea.k.kaempf@ustrust.com Website: www.ustrust.com Designation: Trust Officer             Kang, Hoon Elliott Bay Advisors, Inc. 8420 NE 152nd Street Kenmore, WA 98028 Tel: 206-659-5030 Fax: 206-905-3700 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             Kilbreath, Ken Wells Fargo Private Bank 999 Third Avenue, Suite 4000 Seattle, WA 98104 Tel: 206.343.4523 Fax: 206.464.8955 Email: ken.kilbreath@wellsfargo.com Website: www.wellsfargo.com Designation: Attorney             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 Kokesh Financial Strategies 10900 NE 8th Street, Suite 1670 Bellevue, WA 98004 Tel: 425-289-0310 Fax: 425-646-1037 Email: laurak73@comcast.net Website: Designation: Attorney             Kowalski, Paul LPL Financial/Windrose Wealth Management, LLC 135 7th Avenue West, Suite 201 Kirkland, WA 98033 Tel: 425.889.9226 Fax: 425.889.9926 Email: paul.kowalski@lpl.com Website: www.windrosewealth.com Designation: CFP CLU             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             Livingston, Scott E. 5 Point Financial Group 11830 NE 195th Street Bothell, WA 98011 Tel: 425-402-8700 Fax: 425-402-8701 Email: scott@5pointfinancial.com Website: www.5pointfinancial.com Designation: CFP             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 V. 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             McAlee, Tarek Joslin Capital Advisors 411 108th Avenue NE, Suite 2080 Bellevue, WA 98004 Tel: 425.688.0555 Fax: 425.688.0556 Email: tarekm@joslincapital.com Website: www.joslincapital.com Designation: CFP             McBain, James Inslee Best Doezie & Ryder PS 777 108th Avenue NE, Suite 1900 Bellevue, WA 98004 Tel: 425.455.1234 Fax: 425.635.7720 Email: JMcBain@insleebest.com Website: www.insleebest.com Designation: Attorney             McBride, Mark Perkins Coie 10885 NE 4th Street, Suite 700 Bellevue, WA 98004 Tel: 425.635.1459 Fax: 425.635.2459 Email: mmcbride@perkinscoie.com Website: www.perkinscoie.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 Care Solutions 155 NE 100th Street, Suite 209 Seattle, WA 98125 Tel: 206.362.2366 Fax: 206.957.5390 Email: smeyer@fedeltacaresolutions.com Website: www.fedeltacaresolutions.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             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             Myers, Jeff U.S. Trust 800 Fifth Avenue, Floor 33 Seattle, WA 98104 Tel: 206.358.0804 Fax: 206.358.3143 Email: jeffrey.i.myers@ustrust.com Website: www.ustrust.com Designation: Trust Officer             Nakayama, Curtis Y. James Erickson & Co., P.S. 1412 112th Avenue NE, Suite 200 Bellevue, WA 98004 Tel: 425-451-8400 Fax: 425-451-7427 Email: curt@cpahotline.com Website: www.cpahotline.com 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 CliftonLarsonAllen 3000 Northup Way, Suite 200 Bellevue, WA 98004 Tel: 425-828-9420 Fax: 425-827-6884 Email: john.pendergast@cliftonlarsonallen.com Website: www.cliftonlarsonallen.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             Ramsey, Mimi Wells Fargo Private Bank 205 108th Avenue NE, 6th Floor Bellevue, WA 98004 Tel: 425.450.8124 Fax: 1.866.967.4830 Email: mimi.ramsey@wellsfargo.com Website: www.wellsfargo.com Designation: CFP             Reeder, Kristin L. Law Office of Kristin L. Reeder 40 Lake Bellevue Drive, Suite 100 Bellevue, WA 98005 Tel: 425.861.1109 Fax: 425.882.0313 Email: kristin@klrlaw.net Website: www.klrlaw.net Designation: Attorney             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: 425.289.7618 Fax: 425.696.0006 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             Scansen, Daniel Sound Options 2200 6th Avenue, Suite 833 Seattle, WA 98121 Tel: 206.457.8946 Fax: 425.275.9189 Email: dscansen@soundoptions.com Website: www.soundoptions.com Designation: At Large             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             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 Frank Selden Law, PS 10900 NE 4th Street, Suite 2300 Bellevue, WA 98004 Tel: 425.990.1021 Fax: 425-671-0485 Email: frank@frankseldenlaw.com Website: www.frankseldenlaw.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             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, 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, 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, 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             Sparkman, Kathy The Seattle Foundation 1200 5th Avenue, Suitr 1300 Seattle, WA 98101-3151 Tel: 206.388.1665 Fax: 206.622.7673 Email: k.sparkman@seattlefoundation.org Website: www.seattlefoundation.org Designation: CAP             Steblay, Sarah Marsh 1301 5th Avenue, Suite 1900 Seattle, WA 98101 Tel: 206.214.3133 Fax: 206.214.3496 Email: sarah.j.steblay@marsh.com Website: www.marsh.com Designation: Trust Officer             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             Stephan, Elizabeth Oak Street Law Group, PLLC 155 108th Avenue NE, Suite 510 Bellevue, WA 98004 Tel: 425.289.7610 Fax: 425.671.4497 Email: estephan@oakstreetlaw.com Website: www.oakstreetlaw.com Designation: Attorney             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             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             Thomsen, Beckett Financial Decisions Informed, LLC 27513 SE 31st Pl Sammamish, WA 98075 Tel: 425.890.3792 Fax: Email: beckett.t@comcast.net Website: Designation: CPA             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             Van Vechten, Bradley Charles Schwab & Co. 9725 116th Avenue NE Kirkland, WA 98033 Tel: 415.789.9192 Fax: Email: bradley.vanv@gmail.com Website: Designation: CIMA, CFP, CLU, ChFC             Vranizan, Michael Vranizan & Associates PO Box 77081 Seattle, WA 98177 Tel: 206.661.0657 Fax: Email: mvranizan@vranizanassociates.com Website: www.vranizanassociates.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. 1750 112th Avenue NE, Suite C245 Bellevue, WA 98004 Tel: 425-455-6788 Fax: 425-450-4601 Email: steve@waltar.com Website: www.waltar.com 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             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 5411 134th Avenue SE Bellevue, WA 98006-4229 Tel: 425-635-0490 Fax: 425-635-0491 Email: DickCPA@prodigy.net Website: Designation: CPA             Whitty, Tim Washington Trust Bank 601 Union Street, Suite 4747 Seattle, WA 98101 Tel: 206.667.8954 Fax: 206.667.8955 Email: twhitty@watrust.com Website: www.watrust.com Designation: Senior Trust Officer             Wilkes, Mary L. CliftonLarsonAllen 3000 Northup Way, Suite 200 Bellevue, WA 98004 Tel: 425-828-9420 Fax: 425-827-6884 Email: mary.wilkes@cliftonlarsonallen.com Website: www.cliftonlarsonallen.com Designation: CPA             Wright, Joanne Joanne Wright & Co. Private Jewelers 3020 Issaquah-Pine Lake Road SE #531 Sammamish, WA 98075 Tel: 425.313.9523 Fax: None Email: joanne@privatejewelers.com Website: www.privatejewelers.com Designation: Gemological Technician             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@zemanlaw.com Website: www.zemanlaw.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. 2012