The Museum of Flight's Legacy Advisors
Many people are unaware of tax-exempt planning strategies that can help them reduce taxes, maximize benefits from their assets, and leave a philanthropic legacy.
The Museum of Flight's Legacy Advisors are estate and financial planning professionals who share the Museum's commitment to advancing philanthropy by educating the public on tax-wise and values-based planning.
If you are seeking a professional to help draft your will, trust, or other estate/financial planning documents, below is an up-to-date list of our Legacy Advisors. Each of our Legacy Advisors acts independently and will provide unbiased, confidential advice and is not employed or endorsed by The Museum of Flight.
If you are interested in becoming a Legacy Advisor, learn more in our informational brochure and fill out our enrollment form today.
Please contact us at (206) 768-7199 or [email protected] if you want to update your current Legacy Advisor listing, have any questions, or want to learn more.
Directory
| Advisor | Last Name | Profession/Specialty | City | County |
|---|---|---|---|---|
| Jeffrey Atkin Partner Kunath Karren Rinne & Atkin [email protected] |
Atkin | Investment / Wealth Manager | Seattle, WA | King |
| Colonel Betz, JD Partner Perkins Coie [email protected] |
Betz | Estate Attorney | Seattle, WA | King |
| Connor Black, CFP Financial Advisor Moss Adams [email protected] |
Black | Investment / Wealth Manager | Seattle, WA | King |
| Grayson Chester, JD Vice President, Global Tax Advisory - Wealth Strategist BNY Mellon Wealth Management [email protected] |
Chester | Trust Advisor | Seattle, WA | King |
| Samantha Dittman Client Strategist BNY Mellon Wealth Management [email protected] |
Dittman | Investment / Wealth Manager | Seattle, WA | King |
| Jennifer Doehne, JD, LLM, CAP Attorney KHBB Law [email protected] |
Doehne | Estate Attorney | Seattle, WA | King |
| Kelley Duggan, JD Attorney Holmquist + Gardiner [email protected] |
Duggan | Estate Attorney | Seattle, WA | King |
| David Dunn, CPA, PFS, CFP Wealth Advisor Capital Planning LLC [email protected] |
Dunn | Investment / Wealth Manager | Bellevue | King |
| Lisa Farmer, CPA Tax Manager Hayes, McColloch & Vickerman CPA Group [email protected] |
Farmer | CPA / Tax Advisor | Tacoma, WA | Pierce |
| Alan Hensley, CFP Associate Wealth Advisor Financial Insights Wealth Management [email protected] |
Hensley | Investment / Wealth Manager | Tacoma, WA | Pierce |
| Howard A. Johnson, CFP, ChFC, CLU, CIMA Private Wealth Advisor/ Franchise Owner Johnson Financial Partners [email protected] |
Johnson | Investment / Wealth Manager | Bellevue, WA | King |
| Lars Landrie, CFP Partner Moss Adams [email protected] |
Landrie | Investment / Wealth Manager | Everett, WA | Snohomish |
| Emma Luton, JD, LLM Senior Associate Gordon Thomas Honeywell [email protected] |
Luton | Estate Attorney | Tacoma, WA | Pierce |
| Katie Marrs, JD Attorney Brothers & Henderson, P.S. [email protected] |
Marrs | Estate Attorney | Seattle, WA | King |
| James K. McBain, JD, LLM Senior Vice President U.S. Bank [email protected] |
McBain | Trust Advisor | Seattle, WA | King |
| Patrick McGowan, JD, LLM Attorney Patrick McGowan [email protected] |
McGowan | Estate Attorney | Bellevue, WA | King |
| Amanda Nathan, JD Partner Gordon Thomas Honeywell [email protected] |
Nathan | Estate Attorney | Tacoma, WA | Pierce |
| Sarah Nickel Smith, JD Realtor Lake & Company Real Estate [email protected] |
Nickel Smith | Real Estate | Seattle, WA | King |
| Jason Okrent, CFA Senior Vice President CitiBank Private Bank [email protected] |
Okrent | Investment / Wealth Manager | Seattle, WA | King |
| Will Park, CPA Senior Tax Manager Ksweeney Conrad PS [email protected] |
Park | CPA / Tax Advisor | Kirkland, WA | King |
| Sharon Perlin, JD Senior Vice President Whittier Trust [email protected] |
Perlin | Trust Advisor | Seattle, WA | King |
| Rob Seibly, CFA, CPA Senior Portfolio Analyst Stifel [email protected] |
Siebly | Investment / Wealth Manager | Bellevue, WA | King |
| Bhaj Townsen, CLU, ChFC President Focus and Sustain [email protected] |
Townsen | Family Dynamics | Kirkland, WA | King |
| Chris Waclawik, AFC, CFP Wealth Advisor Merriman Wealth Management [email protected] |
Waclawik | Investment / Wealth Manager | Seattle, WA | King |
| Amanda Whitely, JD, MBA, LLM Attorney Lasher Holzapfel Sperry & Ebberson [email protected] |
Whitely | Estate Attorney | Seattle, WA | King |
