Find an Advisor
Looking for a professional advisor to help you with your estate and financial plan? Here are professional advisors who also made the Leave 10 pledge.
List of Advisors Who Pledged to Leave 10
Nancy Cahill
Attorney
Holman Cahill Garrett Ives Oliver & Andersen PLLC
5507 35th Avenue NE
Seattle, WA 98105
(206) 547-1400
cahill@holmancahill.com
John Creahan
Cairn Law PLLC
1325 4th Avenue, # 940
Seattle, WA 98101
(206) 621-5848
john@cairn-law.com
Kathryn Haggitt Garrison, CFP®
Chief Wealth Strategist
Fulcrum Capital, LLC
800 Fifth Avenue, Suite 3800
Seattle, WA 98104
(206) 223-9790
Jeanne Goussev, JD, CTFA
Senior Wealth Strategist
Northern Trust Wealth Management
1301 Second Avenue, Suite 2600
Seattle, WA 98101
(206) 264-8000
Yvonne Hall, CFP®, CIMA®
Managing Partner
Hall & Dornan Capital Partners Wealth Manager, RJFS
1700 NW Gilman Boulevard, Suite 210
Issaquah, WA 98027
(425) 832-5921
yvonne.hall@halldornancapitalpartners.com
Marc Janci, CFP®, AIF
Regional Director
Halbert Hargrove
11808 Northup Way, Suite 290
Bellevue, WA 98005
(425) 451-3123
mjanci@hhga.com
Darcy Johnson
Chief Executive Officer
Fulcrum Capital LLC
1111 Third Avenue, Suite 1880
Seattle, WA 98101
(206) 223-9790
darcy@fulcrumcapllc.com
Howard Johnson, CIMA®, CFP®, ChFC, CLU
Private Wealth Advisor
Steadfast Financial Partners
An Ameriprise Private Wealth Advisory Practice
11400 SE 8th Street, #445
Bellevue, WA 98004
(425) 709-0780 x 104
howard.a.johnson@ampf.com
Candy Lee, CFP®, CLU
President, Financial Services International Corp
701 5th Avenue #6870
Seattle, WA 98104
(206) 386-5475
cjlee@fsic.com
Michelle Mathieu, CFA®, CAIA®
Chief Executive Officer
Fulcrum Capital LLC
1111 Third Avenue, Suite 1880
Seattle, WA 98101
(206) 223-9790
michelle@fulcrumcapllc.com
Kristi Mathisen, JD, CPA
Managing Director of Tax and Financial Planning
Laird Norton Wealth Management
801 Second Avenue, Suite 1600
Seattle, WA 98104
(206) 464-5105
k.mathisen@lnwm.com
John Meisenbach
President & CEO, MCM
1325 4th Avenue, #2100
Seattle, WA 98101
(206) 343-2323
Troy Niehaus
Vice President
Bernstein Private Wealth Management
601 Union Street, Suite 4650
Seattle, WA 98101
(206) 342-1341
troy.niehaus@bernstein.com
Sandra Lynn Perkins
Attorney at Law
1325 Fourth Avenue
Suite 2000
Seattle, WA 98101-2570
(206) 381-8500
Sandra@slplaw.net
Lisa Peters, CFP®, CDFA®
Principal Advisor
Private Ocean
1700 Westlake Avenue N, Suite 325
Seattle, WA 98109
(206) 729-1700
lisa.peters@privateocean.com
Susan Queary, MAcc, CPA
Principal, Tax Services, Director, Trust & Estate Services
Bader Martin, PS
1000 2nd Avenuem #3400
Seattle, WA 98104
(206) 667-0326
squeary@badermartin.com
Lynn Thorburn, CPA/PFS
Senior Vice President, Wealth Consultant
Key Private Bank
1301 5th Avenue, Floor 24
Seattle, WA 98191
(425) 709-4262
lynn_thorburn@keybank.com
Janet Welcher Gores, CFP®, AEP®
Managing Director
Fulcrum Capital LLC
1111 Third Avenue, Suite 1880
Seattle, WA 98101
(206) 223-9790
darcy@fulcrumcapllc.com
Carla Wigen, JD, CPA, LLM Taxation
Trust & Investment Manager
Wells Fargo
999 3rd Avenue, #4000
Seattle, WA 98104
(206) 292-3751
Carla.wigen@wellsfargo.com
MORE INFORMATION
For information on attorneys and other estate planning professionals, please visit the following websites:
Leave 10 Pledge
These professional advisors made the Leave 10 pledge. Their inclusion in this list does not mean that they are employed or endorsed by Leave 10.
As with hiring any professional, it is important for you to conduct a few interviews first, comparing fees, experience and personalities in order to find the advisor who is the most suitable for you.