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
Email: Renee.hawkes@ubs.com
Regina Bellody
Vice President, Private Wealth Advisor
U.S. Bank Private Wealth Management
Phone: 206.920.8926
Email: regina.bellody@usbank.com
Nick Burgess
Principal
The Burgess Group
Phone: 801.792.8407
Email: nburgess@tbgroup.org
M. Colin Campbell
Financial Advisor, Insurance
Pacific Capital Resource Group
Phone: 425.658.0535
Email: ccampbell@pcrg.com
John Creahan
Attorney
Cairn Law
Phone: 206.578.5877
Email: john@cairn-law.com
Geoff Curran
Principal/Wealth Advisor, CPA, CFA, CFP®
Merriman Wealth Management, LLC
Phone: 206.838.8532
Email: geoff@merriman.com
Jen Doehne
Attorney, LL.M., CAP
KHBB Law, PLLC
Phone: 206.382.4414
Email: jdoehne@khbblaw.com
Donna Evered
Attorney, CPA
Evered & Associates PLLC
Phone: 425.641.5846
Email: donna@EveredAndAssoc.com
Carrie Faulkner
Personal CFO Services
Corient
Phone: 206.953.3763
Email: carrie.faulkner@corient.com
Wendy Goffe
Trusts and Estates Attorney
Ogden Murphy Wallace
Phone: 206.447.3395
Email: wgoffe@omwlaw.com
Matt Goodwin
Director, Family Wealth Services Practice Leader, CPA, CFP®
CBIZ Berntson Porter
Phone: 425.289.7666
Email: Matthew.Goodwin@CBIZ.com
Steve Kleyn
Chief Investment Officer, CFA, CAIA, CIPM
Aletheian Wealth Advisors
Phone: 425.458.2720
Email: skleyn@aletheianadvisors.com
Bo Lee
Family Wealth Advisor
Beacon Pointe
Phone: 206.417.5600
Email: blee@beaconpointe.com
Mike Milojevich
Lead Advisor, CFP
Highland Private Wealth Management
Phone: 425.739.6500
Email: mikem@highlandprivate.com
Vanessa Osorio Laughlin
Principal and Founder
Banister Advisors, LLC
Phone: 206.485.0555
Email: vanessa@banisteradvisors.com
Lee-Norah Sanzo
SVP, Sr Fiduciary Advisory Specialist
Laird Norton Wealth Management
Phone: 206.464.5285
Email: ln.sanzo@lnwm.com
Cindy Sharek
Director of Gift Planning
Seattle Foundation
Phone: 206.957.7712
Email: c.sharek@seattlefoundation.org
David Stiefel
Managing Principal, CPA, PFS
Bader Martin, P.S.
Phone: 206.621.1900
Email: dstiefel@badermartin.com
Nancy J. Tribolet
Private Client Advisor
HUB International Northwest LLC
Phone: 425.489.4533
Email: Nancy.Tribolet@hubinternational.com
Janell Turner
Senior Philanthropic Advisor
Phila Giving
Phone: 206.293.0789
Email: janell@philagiving.com
Scott Wallace
Partner, Attorney
Perkins Coie LLP
Phone: 206.359.3729
Email: SWallace@perkinscoie.com
We are here to help
General Questions
Planned Giving
Phone: 206.667.3396
Email: plannedgiving@fredhutch.org
Asa Tate
Executive Director, Planned Giving
Phone: 206.667.4486
Email: atate2@fredhutch.org
Kevin Boyce
Director, Planned Giving
Phone: 206.714.9888
Email: kboyce@fredhutch.org
Stephanie Henderson
Director, Planned Giving
Phone: 206.667.4974
Email: shenders@fredhutch.org
Lauren M. Gersch
Senior Manager of Trusts and Estates, Planned Giving
Phone: 206.667.2754
Email: lgersch@fredhutch.org
Karli Christiansen
Assistant Director, Planned Giving
Phone: 206.667.4801
Email: kchrist2@fredhutch.org
Renee Baars
Assistant Director, Planned Giving
Phone: 206.667.2206
Email: rbaars@fredhutch.org
Emily Davies
Philanthropic Gifts Coordinator, Planned Giving
Phone: 206.667.4526
Email: edavies@fredhutch.org