Allied Professionals

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 mission of preventing and eliminating cancer and infectious diseases. Learn more in our membership description, connect with us on LinkedIn or become a member today. 


Fred Hutch Professional Advisory Council

Fred Hutch 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. Learn more and apply to be a council member today.

Renee Hawkes, CEPA

Director | Relationship Manager
UBS Private Wealth Management
Phone: 425.451.2314

Regina Bellody

Vice President, Private Wealth Advisor
U.S. Bank Private Wealth Management
Phone: 206.920.8926

Nick Burgess

The Burgess Group
Phone: 801.792.8407

M. Colin Campbell

Financial Advisor, Insurance
Pacific Capital Resource Group
Phone: 425.658.0535

John Creahan

Cairn Law
Phone: 206.578.5877

Geoff Curran

Principal/Wealth Advisor, CPA, CFA, CFP®
Merriman Wealth Management, LLC
Phone: 206.838.8532

Jen Doehne

Attorney, LL.M., CAP
Phone: 206.382.4414

Donna Evered

Attorney, CPA
Evered & Associates PLLC
Phone: 425.641.5846

Carrie Faulkner

Personal CFO Services
Phone: 206.953.3763

Wendy Goffe

Trusts and Estates Attorney
Stoel Rives
Phone: 206.386.7651

Matt Goodwin

Director, Family Wealth Services Practice Leader, CPA, CFP®
CBIZ Berntson Porter
Phone: 425.289.7666

Steve Kleyn

Chief Investment Officer, CFA, CAIA, CIPM
Aletheian Wealth Advisors
Phone: 425.458.2720

Bo Lee

Family Wealth Advisor
Beacon Pointe
Phone: 206.417.5600

Mike Milojevich

Lead Advisor, CFP
Highland Private Wealth Management
Phone: 425.739.6500

Vanessa Osorio Laughlin

Principal and Founder
Banister Advisors, LLC
Phone: 206.485.0555

Lee-Norah Sanzo

SVP, Sr Fiduciary Advisory Specialist
Laird Norton Wealth Management
Phone: 206.464.5285

Cindy Sharek

Director of Gift Planning
Seattle Foundation
Phone: 206.957.7712

David Stiefel

Managing Principal, CPA, PFS
Bader Martin, P.S.
Phone: 206.621.1900

Nancy J. Tribolet

Private Client Advisor
HUB International Northwest LLC
Phone: 425.489.4533

Janell Turner

Senior Philanthropic Advisor
Phila Giving
Phone: 206.293.0789

Scott Wallace

Partner, Attorney
Perkins Coie LLP
Phone: 206.359.3729

General Questions

Planned Giving
Phone: 206.667.3396

Asa Tate

Executive Director, Planned Giving
Phone: 206.667.4486

Kevin Boyce

Director, Planned Giving
Phone: 206.714.9888

Stephanie Henderson

Director, Planned Giving
Phone: 206.667.4974

Lauren M. Gersch

Senior Manager of Trusts and Estates, Planned Giving
Phone: 206.667.2754

Melanie Herb

Associate Director, Planned Giving
Phone: 206.667.2206

Karli Christiansen

Assistant Director, Planned Giving
Phone: 206.667.4801