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
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  • Dale Terwedo, CLU, ChFC, CFP, ADPA

    Principal

    TFS Advisors, LLC

    dale@tfsadvisors.com

  • Financial and investment professional
  • Edmonds, WA
  • Snohomish

  • Jennifer Theissing, CFP, CLTC, CSA

    Vice President

    Ameriprise Financial Services

    jennifer.s.theissing@ampf.com

  • Financial and investment professional
  • Seattle, WA
  • King

  • Jesse Thomas

    Director, Client Manager

    Pathstone

    jthomas@pathstone.com

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

  • Matthew Tilghman-Havens, J.D.

    Senior Vice President & Director Wealth Strategy

    Washington Trust Bank

    mthavens@watrust.com

  • Attorney
  • Seattle, WA
  • King