Lindsay Free is a trusts and estates attorney. Her practice focuses on assisting clients with sophisticated estate planning and trust and estate administration. Prior to law school, Lindsay worked in policy at the state and municipal government levels. Additionally, Lindsay gained experience as a legal fellow researching domestic policy issues in the office of a […]
Senior Wealth Analyst & Trust Services Cassandra helps to research, analyze and implement integrated investment and wealth planning strategies for high-net-worth and ultra-high-net-worth individuals and families. She brings to her work more than 15 years of experience in cash flow modeling and analysis, trust administration, and philanthropic and legacy planning, enabling clients to apply what […]
AVP, Relationship Manager, Washington Trust Bank Robert Yi is an assistant vice president and relationship manager for Washington Trust Bank’s Wealth Management & Advisory Services team, working with clients in western Washington. Robert has been in the financial services industry for more than 15 years, beginning in customer service before becoming a relationship manager and […]
Attorney, Davis Wright Tremaine LLP Matthew Widmyer is a trusts and estates attorney who also advises clients on tax planning for closely-held businesses. He assists clients in areas of sophisticated estate planning and administration, business succession planning, probate litigation, and multi-generational planning. Matthew also advises tax-exempt organizations and assists clients with charitable trusts and foundations. […]
Attorney, KHBB Law When Liberty meets with clients seeking estate planning advice, she wants to understand not only what they own, but also who and what is important to them. With this information in mind, Liberty can advise clients and create estate plans that are customized to achieve each client’s goals. For some, this may […]
Partner, Peterson Russell Kelly Livengood John Sherwood’s practice focuses on real estate, estate planning, probate, trust, business planning, and tax law. He advises clients on estate planning matters, including family business planning, commercial and residential real estate transactions and litigation, business transactions, business planning, probate and trust administration, and disputes. Real Estate John’s real estate […]
Private Wealth, Managing Director, Deloitte Jane is a managing director in Deloitte Tax’s Private Wealth practice, specializing in tax-exempt organizations, private foundations, and philanthropic planning. She focuses on helping family offices and ultra–high–net worth individuals execute their philanthropic vision. She is creating a Center for Excellence in Philanthropy offering by delivering high-value compliance and advisory services, assisting […]
Director of Philanthropic Advising, GiveTeam As Director of Philanthropic Advising, Elena onboards new financial firms and directly supports donors in developing their charitable strategy. For the past 20+ years, Elena has worked extensively in the fields of philanthropic, financial, and estate planning as well as in the nonprofit sector and with micro-lending institutions in the […]
Senior Vice President, Ultra High Net Worth & Philanthropic Strategies Market Leader, Columbia Trust Company Marie Perilman is a Senior Vice President and Philanthropic Strategies Market Leader specializing in complex wealth management solutions for ultra-high net worth individuals. She is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst®. With more than 25 years […]
Ph.D., CFP®, CAP®, CRPC®, APMA® Partner, Senior Wealth Advisor Sean V. Owen is a Partner and Senior Wealth Advisor at Composition Wealth. Believing that clarity of purpose is central to a sound financial plan, he engages our clients in visualizing the lives they want for themselves, their families, and their community. His advice is rooted in the personal, […]
Client Advisor, Caprock I’ve always enjoyed working with numbers. Early in my career, I spent time analyzing market data and investment returns but it felt like something was missing. Where was the real impact of my work? Was it actually making a difference? Working directly with clients and fostering deep and meaningful connections provided that […]
Tax Senior Manager, Moss Adams Jen started her career in public accounting in 2006. She’s responsible for tax planning, consulting, and compliance for a variety of clients, including individuals, partnerships, corporations, and trusts. Jen provides tax, financial, and estate planning services to business owners, executives, and families with the mission of helping them define, measure, […]
Manging Director, AlTi Tiedemann Global
Advisor, Fulcrum Capital What inspires meStewarding my clients’ assets to help facilitate their financial security and accomplish their objectives makes me feel like a farmer growing his seeds into an abundant wheat crop. It supercharges me. Serving clients throughout that process is my biggest professional reward and inspiration. How I impact my clientsMy clients seek […]
Partner, Fox Rothschild Rochelle has more than 20 years of experience working in tax and wealth planning, both as an attorney and in private wealth management. She is a trusted adviser to high-net-worth individuals, families and business executives, which she represents in a wide variety of estate and tax planning matters as well as probate and trust administration. Rochelle […]
Partner, LPL Financial Planner, Hive Financial As a 1993 graduate of Whittier College in California, Sanjay entered the financial planning field directly out of college. Though he earned a double major in Spanish & International Studies (with an emphasis on Latin America), several economic and business courses in college led to a career in financial […]
Founder, Cairn Law, PLLC John graduated from the University of Washington School of Law in the top ten percent of his class (member Order of the Coif) and Brown University. He is the current President of the Washington Planned Giving Council, and serves on the Development Committees for PATH and the Seattle Animal Shelter Foundation. He is also a […]
Foundations National Practice Leader, Moss Adams Wendy has been in public accounting since 2000 and focuses primarily on tax-exempt organizations, including foundations (both private and public), higher education institutions, hospitals, credit unions, trade associations, and other not-for-profit organizations. Wendy is a highly capable business advisor to her clients, providing compliance and consulting in the areas […]
