EAST KING COUNTY ESTATE PLANNING COUNCIL MEMBERSHIP DIRECTORY
ENTIRE MEMBERSHIP
The East King County Estate Planning Council has a total of 153 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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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
Heritage 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 |
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.
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 |
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 |
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 |
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 |
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 |
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 |
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
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 |
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 |
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 |
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 |
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 |
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 |
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 |
O'Brien, Kevin
Marsh Private Client Services
1301 5th Avenue, Suite 1900
Seattle, WA 98101-2682
Tel: 206-214-3133
Fax: 206-214-3496
Email: kevin.obrien@marsh.com
Website: www.marsh.com
Designation: CLU |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
Swetonic, Anne
Merrill Lynch
1215 4th Avenue, 27th Floor
Seattle, WA 98161-1006
Tel: 206.464.4342
Fax: Call
Email: anne.m.swetonic@ml.com
Website: www.ml.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 |
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 |
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 |
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 |
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 |
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