Professional Advisory Council
About the Allied Professionals Network
Fred Hutch’s Allied Professionals Network consists of estate planning professionals, financial planners, accountants, tax advisers, insurance professionals, investment managers, and trust officers who inspire a new community of philanthropists to address their needs for financial security and family legacy while investing in programs that advance Fred Hutch’s goals of eliminating cancer and other related diseases. Learn more in our membership description, connect with us on LinkedIn or become a member today.
Fred Hutch Professional Advisory Council
Fred Hutchinson Professional Advisory Council members serve as the executive committee of our Allied Professionals. They provide advice on charitable planning and strategize on outreach activities to ensure that Fred Hutch’s program remains responsive to the needs of professional advisors and their clients.
Lynn Weiner Anderson
SVP & New Market Entry Director
U.S. Bank
Phone: 206.919.0758
Email: lynnwanderson19@gmail.com
Josh Betts
Chief Executive Officer/Managing Partner, CFA, CPF®
Aletheian Wealth Advisors
Phone: 425.458.2745
Email: jbetts@aletheianadvisors.com
Colby Bircher
Vice President, Charitable Planning Consultant
Fidelity Charitable
Phone: 617.563.0948
Email: Colby.Bircher@fmr.com
M. Colin Campbell
Financial Advisor, Insurance
Pacific Capital Resource Group
Phone: 425.658.0535
Email: ccampbell@pcrg.com
Donna Evered
Attorney, CPA
Evered & Associates PLLC
Phone: 425.641.5846
Email: donna@EveredAndAssoc.com
Carrie Faulkner
Senior Client Service Associate
Seattle Bank
Phone: 206.436.3447
Email: cfaulkner@seattlebank.com
Wendy Goffe
Trusts and Estates Attorney
Stoel Rives
Phone: 206.386.7651
Email: wendy.goffe@stoel.com
Bo Lee
Vice President | Senior Director – Team Leader
BNY Mellon Wealth Management
Phone: 206.664.8823
Email: Bo.Lee@bnymellon.com
Lee Ann Martinson
Philanthropic Fiduciary Executive
Bank of America Private Bank
Phone: 206.358.0648
Email: lee.ann.martinson@bofa.com
Kristi Mathisen
Managing Director, Attorney, CPA
Laird Norton Wealth Management
Phone: 206.464.5105
Email: k.mathisen@lnwm.com
Mike Milojevich
Lead Advisor, CFP
Highland Private Wealth Management
Phone: 425.739.6500
Email: mikem@highlandprivate.com
Lee-Norah Sanzo
SVP, Sr Fiduciary Advisory Specialist
Laird Norton Wealth Management
Phone: 206.464.5285
Email: ln.sanzo@lnwm.com
Eric Shutt
Wealth Management Advisor
Northwestern Mutual
Phone: 206.777.3470
Email: eric.shutt@nm.com
David Stiefel
Managing Principal, CPA, PFS
Bader Martin, P.S.
Phone: 206.621.1900
Email: dstiefel@badermartin.com
Nancy J. Tribolet
Vice President, Account Executive, CAPI
Parker, Smith & Feek
Phone: 425.709.3674
Email: njtribolet@psfinc.com
Scott Wallace
Partner, Attorney
Perkins Coie LLP
Phone: 206.359.3729
Email: SWallace@perkinscoie.com
