Member Directory
Seattle Philanthropic Advisors Network members are a philanthropically oriented community of accountants, attorneys, wealth advisors, insurance advisors, philanthropic advisors, and other professionals who advise individuals, families, and foundations with charitable intent. A key facet of our mission is to provide a local body of philanthropically oriented advisors who call on one another as resources.
Please review our member directory of highly qualified professionals to collaborate and assist in your charitable planning and efforts.
Member Directory
Matt Albertson
KUOW Puget Sound Public Radio
4518 University Way NE, Suite 310 Bothell, WA 98105
malbertson@kuow.org | 206-359-5091
Maxwell Alexander
Clark Nuber PS
555 110th Ave NE, Suite 700 Bellevue, WA 98004
malexander@clarknuber.com | 425-709-5809
Candi Avery
Clark Nuber PS
555 110th Ave NE, Suite 700 Bellevue, WA 98004
Regina Bellody
Clearstead
999 3rd Avenue, Suite 3050 Seattle, WA 98104
rbellody@gmail.com | 206-920-8926
Jeff Benton
US Bank Private Wealth Management
1420 5th Ave, Suite 2100 Seattle, WA 98101
jeffrey.benton@usbank.com | 206-340-8048
Todd Bonime
Morgan Stanley
2 Union Square, Suite 5200 Seattle, WA 98101
todd.e.bonime@morganstanley.com | 206-343-2930
Kari Brotherton
Ryan, Swanson & Cleveland, PLLC
401 Union Street, Suite 1500 Seattle, WA 98101
brotherton@ryanlaw.com | 206-464-4224
Karalyn Carlton
Carlton Wealth Management
2107 5th Avenue, Suite 305 Seattle, WA 98121
karalyn@carltonwm.com | 206-745-5505
Cat Connell
K&L Gates LLP
925 4th Avenue, Suite 2900 Seattle, WA 98104
Julie Cook
RSM US LLP
920 5th Ave, Suite 2800 Seattle, WA 98104
julie.cook@rsmus.com | 206-341-8008
Jolene Cox
Deloitte Tax LLP
1015 Second Ave, Suite 500 Seattle, WA 98104
jcox@deloitte.com | 206-716-7563
Jim Falcone
Fulcrum Wealth Advisors, LLC
10940 NE 33rd Pl, Suite 210 Bellevue, WA 98004
jim.falcone@fulcrumwa.com | 425-250-6280
Amy Farrier
Habitat for Humanity Seattle-King & Kittias Counties
500 Naches Ave SW, Suite 200 Renton, WA 98057
amy.farrier@habitatskc.org | 206-456-6943
Timothy Friedrichsen
Socius Law Group
600 University St, Suite 2510 Seattle, WA 98101
tfriedrichsen@sociuslaw.com | 206-335-6714
Stacey Guadnola, CAP, IPA
Greater Tacoma Community Foundation
950 Pacific Ave, Suite 1100 Tacoma, WA 98402
Stephanie Gillis
Raikes Foundation
2157 N Northlake Way, Suite 220 Seattle, WA 98103
stephanie.gillis@raikesfoundation.org
Kathryn Haggitt Fisher
Fulcrum Capital
800 Fifth Avenue, Suite 3800 Seattle, WA 98104
Lilah Helton
Seattle Children's Hospital
818 Stewart St, 8th Floor Seattle, WA 98101
lilah.helton@seattlechildrens.org | 206-987-5098
Laura Hoexter
Helsell Fetterman LLP
800 5th Ave, Suite 3200 Seattle, WA 98104
lhoexter@helsell.com | 206-292-1144
Ben Johnson
Highland Private Wealth Management
10900 NE 8th Street, Suite 1122 Bellevue, WA 98004
ben@highlandprivate.com | 425-495-8704
Molly Judge
Magic Cabinet
5402 55th Ave S Seattle, WA 98118
molly@magiccabinet.org | 206-858-1497
Tiffany Koenig
U.S. Bank Private Wealth Management
10800 NE 8th St, Suite 500 Bellevue, WA 98004
Jessica Lee
Ascent Private Capital Management
1420 5th Ave, Suite 1300 Seattle, WA 98101
jessica.lee@ascent.usbank.com | 206-898-7156
Lance Losey
Ascent Private Capital Management
1420 5th Ave, Suite 1300 Seattle, WA 98101
lance.losey@ascent.usbank.com | 206-650-2288
Caitlin Loyd
Helsell Fetterman LLP
800 5th Ave, Suite 3200 Seattle, WA 98104
Maretta Menz
Baird
777 108th Ave NE, Suite 1600 Bellevue, WA 98040
mmenz@rwbaird.com | 425-274-4211
Nick Momyer
Whittier Trust
520 Pike St, Suite 1415 Seattle, WA 98101
nmomyer@whittiertrust.com | 206-834-1384
Laurie Nichols
Laurie Nichols Coaching, LLC
1350 Alki Avenue SW #6N Seattle, WA 98116
Laurie@laurienichols.com | 206-795-3769
Nicki Northcott
The Caprock Group
7525 SE 24th St, Suite 640 Mercer Island, WA 98040
Frances Olson
Clark Nuber, PS
555 110th Ave NE, Suite 700 Bellevue, WA 98004
folson@clarknuber.com | 425-429-0690
Vanessa Osorio Laughlin
Banister Advisors
1204 Minor Avenue Seattle, WA 98101
vanessa@banisteradvisors.com | 206-485-0555
Doug Page, CAP, IPA
Greater Tacoma Community Foundation
950 Pacific Ave, Suite 1100 Tacoma, WA 98402
Allison Parker
Peake Impact
7306 14th Ave NW Seattle, WA 98117
allison@peakeimpact.com | 206-579-5066
Bareq Peshtaz
Morgan Stanley
601 5th Street, Suite 5200 Seattle, WA 98101
bareq.peshtaz@ms.com | 206-344-5024
Elena Thandiwe Pullen-Venema
GiveTeam
9120 173rd Ave SE Snohomish, WA 98290
elena@thegiveteam.com | 360-913-8977
Dana Reid
Davis Wright Tremaine LLP
920 5th Avenue, Suite 3300 Seattle, WA 98104
danareid@dwt.com | 206-214-8188
Sue Robison
RSM US LLP
7732 Westerly Lane NE Bainbridge Island, WA 98110
Sue.Robison@rsmus.com | 425-922-6071
Bree Rose
Nova Chief of Staff
2106 49th Ave SW Seattle, WA 98116
breerosews@outlook.com | 206-931-7279
Steve Saalfeld, IPA, CAP, FCEP
Greater Tacoma Community Foundation
950 Pacific Ave, Suite 1100 Tacoma, WA 98402
Lisa Schaures
Seyfarth Shaw
999 Third Ave Seattle, WA 98104
LSchaures@seyfarth.com | 206-946-4993
Jane Searing
Deloitte Tax LLP, Global Center for Excellence in Philanthropy
1015 Second Ave, Suite 500 Seattle, WA 98104
jasearing@deloitte.com | 206-716-7061
Cindy Sharek
Seattle Foundation
1601 5th Ave, Suite 1900 Seattle, WA 98101
c.sharek@seattlefoundation.org | 206-957-7712
Andrea Templeton
K&L Gates LLP
925 4th Ave, Suite 2900 Seattle, WA 98104
Janell Turner
Phila Engaged Giving
1809 7th Ave, Suite 409 Seattle, WA 98101
janell@philagiving.com | 530-300-1734
Chad Wall
lU.S. Bank Private Wealth Management
1420 5th Ave, Suite 2100 Seattle, WA 98101
chad.wall@usbank.com | 206-200-7936
Lee Warnecke
Southern Poverty Law Center
428 St Helens Ave, Unit D Tacoma, WA 98402
lee.warnecke@splcenter.org | 253-500-4556
Rebecca Warren
RSM US LLP
920 5th Ave, Suite 2800 Seattle, WA 98104
rebecca.warren@rsmus.com | 206-676-1148
Ben Wicks
Highland Private Wealth Management
10900 NE 8th St, Suite 1100 Bellevue, WA 98004
benw@highlandprivate.com | 425-466-6643
Amy Wildt
Washington Chapter of the American Academy of Pediatrics
324 246th Way SE Sammamish, WA 98074
awildt@wcaap.org | 908-723-3055
Jay Winston
Coldstream Wealth Management
1200 Westlake Ave N, Suite 900 Seattle, WA 98109
Jay.Winston@coldstream.com | 425-998-5534
Elisa Yuen
Seyfarth Shaw
999 Third Ave Seattle, WA 98104
eyuen@seyfarth.com | 206-393-4033