Legacy Council
The members of Seattle Children’s Legacy Council serve as the executive committee of our Legacy Advisors. They provide advice on charitable planning and strategize on outreach activities to ensure that Seattle Children’s Legacy Advisors program remains responsive to the needs of professional advisors and their clients.
Bruce Bailey
SVP, Senior Relationship Manager
Seattle Bank, Seattle
Chad Blevins
President
Blevins Financial, Sammamish
Sarah B. Bowman
Partner
K&L Gates, Seattle
Kathleen E. Boyle, CFP®
Principal – Director of Advisory, Senior Family Advisor
Parcion Private Wealth, Bellevue
Nancy Cahill
Attorney
Holman Cahill Garrett Ives Oliver & Andersen, Seattle
James R. Carney, CFP®
Wealth Manager, Retired
Whidbey Island
Matt Englizian, CFP®
Executive Director
J.P. Morgan Private Bank, Seattle
David Fain, CFP®, MBA
Producer
AssuredPartners MCM
Jeanne A. Goussev, JD, CTFA, Chair, Seattle Children’s Legacy Council
Senior Wealth Strategist
Northern Trust, Seattle
Alexander E. Hurt
Attorney
K&L Gates, Seattle
Katherine J. Hurt
Attorney
Feeney Law Office, PLLC, Richland
Robert G. Maas, CFP®, ChFC®
Financial Advisor
Ameriprise Financial Services, Inc., Seattle
Brian Olive
Private Client Advisor
The Partners Group, Renton
Bareq A. Peshtaz, CIMA®, CPWA®
Senior Vice President, Family Wealth Director
The Aistear Wealth Management Group at Morgan Stanley, Seattle
Shannon Scott
Personal Representative
Scott Estate Services, Mill Creek
Debra Smiley, CTFA
Director, Client Services
Laird Norton Wealth Management, Seattle
Michael G Smith, CPWA®
Managing Director
Emerald Advisors, LLC., Bellevue
Harold Speer
Shareholder
Hellam Varon & Co Inc., Bellevue
Randi Stratman
Vice President, Business Specialist
Northern Trust Wealth Management, Seattle
Ben Wicks, CFP®
Lead Advisor
Highland Private Wealth Management, Bellevue
Ross S. Wolf, IAR, CLU, ChFC®
President, Estate and Tax Planning Specialist
Pacific Financial Advisors, Bellevue
Laura H. Zeman
Attorney
Zeman Law Group, Bellevue
Emeritus Legacy Council Members
- Bill Cooney, CLU, ChFC®
- Jon Hearn
- Liz A. Golublec
- Jenna Ichikawa, JD
- Howard Johnson, CFP®, CLU, ChFC®
- Andrea Kaempf, CTFA
- James K. McBain, JD
- Stephen G. Meade
- Vivienne Mitchell
- Cal Pelly
- Cynthia Petrie
- Susan B. Queary, MAcc, CPA
- Lori K. Rath
- Brinette Rounds, JD
- Patricia A. Solberg
- Karen Susac
- Janet M. Welcher, CFP®
- Anne Zastko