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
Eisenhower Carlson PLLC
Phone: 253.572.4500
Email: jdoehne@eisenhowerlaw.com

Donna Evered
Attorney, CPA
Evered & Associates PLLC
Phone: 425.641.5846
Email: donna@EveredAndAssoc.com

Carrie Faulkner
Senior Client Associate
Columbia Pacific Wealth Management
Phone: 206.953.3763
Email: carrief@columbiapacificwm.com

Wendy Goffe
Trusts and Estates Attorney
Stoel Rives
Phone: 206.386.7651
Email: wendy.goffe@stoel.com

Matt Goodwin
Director, Family Wealth Services Practice Leader, CPA, CFP®
CBIZ Berntson Porter
Phone: 425.289.7666
Email: Matthew.Goodwin@CBIZ.com

Janell Turner
Senior Philanthropic Advisor
Phila Giving
Phone: 206.293.0789
Email: janell@philagiving.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

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

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

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

Stephanie Henderson
Director, Planned Giving
Phone: 206.667.4974
Email: shenders@fredhutch.org

Lauren M. Gersch
Senior Manager, Planned Giving
Phone: 206.667.2754
Email: lgersch@fredhutch.org

Melanie Herb
Associate Director, Planned Giving
Phone: 206.667.2206
Email: mherb@fredhutch.org

Karli Christiansen
Assistant Director, Planned Giving
Phone: 206.667.2754
Email: kchristiansen@fredhutch.org