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Legacy Advisors

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Seattle Children's Legacy Advisors are estate and financial planning professionals who share Seattle Children's Foundation's commitment to advancing philanthropy by educating the public on tax-wise and values-based planning.

Many people are unaware of tax-exempt planning strategies that help them leave a charitable legacy, reduce taxes and maximize benefits from their assets.

By educating ordinary people on the benefits of charitable planning, members of Seattle Children's Legacy Advisors hope to inspire a new community of philanthropists who are able to address their needs for financial security and family legacy while investing in programs that enhance the health and well-being of children.

Expectations

  • Help share your knowledge of Seattle Children’s mission with your network, as appropriate.
  • Act in accordance with your profession’s standards of conduct and provide appropriate waivers of conflict, disclosures, and disclaimers regarding your relationship with Seattle Children’s.

Benefits

  • Advisors’ names are listed in the Seattle Children’s Legacy Advisors Reference List, which is distributed to Seattle Children’s constituents, such as those undergoing the estate planning education series.
  • Connection, Seattle Children’s quarterly magazine.
  • For more information, download our informational brochure.

If you are ready to join Seattle Children’s Legacy Advisors now, please complete this enrollment form.

Feel free to contact us by email or call 206-987-5098 if you would like to update your current Legacy Advisor Directory listing, have any questions or would like to learn more.

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.

Current Legacy Council members

Bruce Bailey
SVP, Senior Relationship Manager
Seattle Bank, Seattle

Chad Blevins
President
Blevins Financial, Sammamish

Sarah B. Bowman
Partner
K&L Gates, Seattle

Nancy Cahill 
Attorney
Holman Cahill Garrett Ives Oliver & Andersen, Seattle

Kathleen E. Carbone, CFP®, Vice Chair, Seattle Children’s Legacy Council
Principal – Director of Advisory | Senior Family Advisor
Parcion Private Wealth, Bellevue

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
Seattle

Alex E. Hurt
Attorney
K&L Gates, Seattle

Katie 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
Wealth Manager and Trust Services
Laird Norton Wetherby, 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

Amanda K. Whitely
Attorney
Lasher, Holzapfel , Sperry & Ebberson, PPLC, Seattle

Ben Wicks, CFP®, Chair, Seattle Children’s Legacy Council
Lead Advisor
Highland Private Wealth Management, Bellevue

Ross S. Wolf, IAR, CLU, ChFC®
President, Estate and Tax Planning Specialist
Pacific Financial Advisors, 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
  • Laura H. Zeman

Contact Us

Please contact us if you would like additional information on these services.

Email: legacy@seattlechildrens.org

Phone: 206-987-5098

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