Legacy Advisors Directory

Seattle Children’s Legacy Advisors are independent attorneys, financial advisors and estate professionals dedicated to helping you create a meaningful charitable legacy.

If you need assistance drafting a will, trust or other estate planning documents, explore our member directory below. Each of our Legacy Advisors acts independently and will provide unbiased, confidential advice and are not employed or endorsed by Seattle Children’s.

Have questions or need more information?

Email us or call 206-987-5098.

Revise Your Search

  • Advisor
  • Directory Category
  • City
  • County

  • Sam Gullette, CFP, CLU

    Certified Financial Planner

    WestStar Prosperity Partners

    sam.gullette@weststarpartners.com

  • Financial and investment professional
  • Issaquah, WA
  • East King

  • Kathryn Haggitt Fisher, CFP

    Chief Wealth Strategist

    Fulcrum Capital LLC

    kathryn@fulcrumcapllc.com

  • Financial and investment professional
  • Seattle, WA
  • King

  • Ian Hagley, MBA

    Private Banker

    J.P. Morgan Private Bank

    ian.hagley@jpmorgan.com

  • Financial and investment professional
  • Seattle, WA
  • King

  • Yvonne Hall, CFP, CIMA

    Managing Director - Investments

    Wells Fargo Advisors LLC

    yvonne.hall@wfadvisors.com

  • Financial and investment professional
  • Issaquah, WA
  • East King

  • James Hallett, CFP, ChFC, CLU, AIF

    Financial Advisor

    Hallett & Associates PS

    jim@hallettadvisors.us

  • Financial and investment professional
  • Port Angeles, WA
  • Clallam

  • Randy Hansen

    Financial Advisor

    PSG Washington, Inc

    randy@psgwa.com

  • Financial and investment professional
  • Everett, WA
  • Snohomish

  • Dick Harsin, CPA, CFP

    President

    Harsin Wealth Management, Inc.

    cheri@harsinwealth.com

  • Certified public accountant
  • Lynnwood, WA
  • Snohomish