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.
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
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
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
Stephanie Gillis
Raikes Foundation
2157 N Northlake Way, Suite 220
Seattle, WA 98103
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 | 206-9875098
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
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
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
Frances Olson
Clark Nuber, P.S.
555 110th Ave NE, Suite 700
Bellevue, WA 98004
folson@clarknuber.com | 425-429-0690
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
Dannielle Robertson
Greater Tacoma Community Foundation
950 Pacific Ave, Suite 1100
Tacoma, WA 98402
Sue Robison
RSM US LLP
7732 Westerly Lane NE
Bainbridge Island, WA 98110
Sue.Robison@rsmus.com | 425-922-6071
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
Janell Turner
Phila Engaged Giving
1809 7th Ave, Suite 409
Seattle, WA 98101
janell@philagiving.com | 530-300-1734
Chad Wall
U.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