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.

Renee Hawkes


UBS Private Wealth Management

Phone: 425.451.2314

Lynn Weiner Anderson

SVP & New Market Entry Director

U.S. Bank

Phone: 206.919.0758

Josh Betts

Chief Executive Officer/Managing Partner, CFA, CPF®

Aletheian Wealth Advisors

Phone: 425.458.2745

Colby Bircher

Vice President, Charitable Planning Consultant

Fidelity Charitable

Phone: 617.563.0948

M. Colin Campbell

Financial Advisor, Insurance

Pacific Capital Resource Group

Phone: 425.658.0535

John Creahan


Cairn Law

Phone: 206.578.5877

Josh DeForest

Managing Director, CFA, CFP®

Mercer Advisors

Phone: 888.642.4636

Jen Doehne


Eisenhower Carlson PLLC

Phone: 253.572.4500

Donna Evered

Attorney, CPA

Evered & Associates PLLC

Phone: 425.641.5846

David Fain

Insurance, Financial Advisor, CFP

Assured Partners

Phone: 206.224.6705

Carrie Faulkner

Senior Client Service Associate

Seattle Bank

Phone: 206.436.3447

Wendy Goffe

Trusts and Estates Attorney

Stoel Rives

Phone: 206.386.7651

Bo Lee

Vice President | Senior Director – Team Leader

BNY Mellon Wealth Management

Phone: 206.664.8823

Lee Ann Martinson

Philanthropic Fiduciary Executive

Bank of America Private Bank

Phone: 206.358.0648

Kristi Mathisen

Managing Director, Attorney, CPA

Laird Norton Wealth Management

Phone: 206.464.5105

Mike Milojevich

Lead Advisor, CFP

Highland Private Wealth Management

Phone: 425.739.6500

Lee-Norah Sanzo

SVP, Sr Fiduciary Advisory Specialist

Laird Norton Wealth Management

Phone: 206.464.5285

Eric Shutt

Wealth Management Advisor

Northwestern Mutual

Phone: 206.777.3470

David Stiefel

Managing Principal, CPA, PFS

Bader Martin, P.S.

Phone: 206.621.1900

Andrew Stuard

Senior Manager


Phone: 206.382.7746

Nancy J. Tribolet

Vice President, Account Executive, CAPI

Parker, Smith & Feek

Phone: 425.709.3674

Mary Anne Vance


Reed Longyear

Phone: 206.624.6271

Scott Wallace

Partner, Attorney

Perkins Coie LLP

Phone: 206.359.3729