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.

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  • Kathleen Steele, CFP, ChFC, CLU

    Financial Advisor

    Equitable Advisors

    kathleen.steele@equitable.com

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

  • William Steenis, LUTCF

    Financial Representative

    Northwestern Mutual Life

    bill.steenis@nmfn.com

  • Financial and investment professional
  • Seattle, WA
  • King

  • Susan Stephens

    Registered Principal

    Investors Capital Corp

    nwman@live.com

  • Financial and investment professional
  • Seattle, WA
  • King

  • Anne Marie Stonich, CPA, CFP

    Chief Wealth Strategist & Board of Directors

    Coldstream Wealth Management

    annemarie.stonich@coldstream.com

  • Certified public accountant
  • Mercer Island, WA
  • East King

  • Randi Stratman

    Vice President | Business Specialist

    Northern Trust Wealth Management

    rja2@ntrs.com

  • Financial and investment professional
  • Seattle, WA
  • King

  • Olivia Summerhill, CFP, CRPS, BFA

    Wealth Management

    The Summerhill Firm

    olivia@summerhillfirm.com

  • Financial and investment professional
  • Kirkland, WA