PROFESSIONAL ADVISORS
The following is a list of Professional Advisors in our region who have opted to show their interest and commitment to assisting their clients with their charitable goals. They provide services in tax accounting, financial planning, and will and estate planning.
If you are a financial professional working with charitable clients in our community, please complete this form to be added to this list.
| Type of Advisor | First Name | Last Name | Firm | Location | Phone | Website | |
|---|---|---|---|---|---|---|---|
| Accountant | Timothy | Dilley | Cordell, Neher & Company, PLLC | Wenatchee | (509) 663-1661 | tim@cnccpa.com | www.cnccpa.com |
| Accountant | Meaghan | Greydanus | Larson Gross CPAs and Consultants | Wenatchee | (509) 663-1131 | mgreydanus@larsongross.com | www.larsongross.com |
| Accountant | Jerra | Kramer | J Kramer & Associates | Wenatchee | (509) 665-6600 | jerra@mcqw.com | www.mcqw.com |
| Accountant | John | McQuaig, CPA, CMC | McQuaig, LLC | Wenatchee | (509) 665-6600 | johnm@ww-prop.com | |
| Accountant | Tyler | Mickey | Moss Adams LLP | Wenatchee | (509) 834-2494 | tyler.mickey@mossadams.com | www.mossadams.com |
| Accountant | Dick | Welk | J Kramer & Associates | Wenatchee | (509) 665-6600 | welk@mcqw.com | www.jkramercpas.com |
| Accountant | Aaron | Wilbur | Larson Gross CPAs and Consultants | Wenatchee | (509) 663-1131 | awilbur@larsongross.com | www.larsongross.com |
| Accountant | Kyley | Port | KP Accounting | Twisp/Omak | (509) 760-8318 | kyley@kpaccountancy.com | www.kyleyportcpa.com |
| Attorney | Nicole | Fletcher | North Cascades Law Group | Tonasket | (509) 223-3200 | nfletcher@crandall-law.com | www.crandall-law.com |
| Attorney | Peter | Fraley | Ogden Murphy Wallace, PLLC | Wenatchee | (509) 662-1954 | pfraley@omwlaw.com | www.omwlaw.com |
| Attorney | Russell | Speidel | Speidel Bentsen LLP | Wenatchee | (509) 662-1211 | russ.speidel@speidelbentsen.com | www.SpeidelBentsen.com |
| Attorney | Amber | Quintal | Ogden Murphy Wallace, PLLC | Seattle | (206) 447-7000 | aquintal@omwlaw.com | www.omwlaw.com |
| Attorney | Rani | Sampson | Overcast Law Offices | Wenatchee | (509) 663-5588 | rani@overcastlaw.com | www.overcastlaw.com |
| Attorney | Jennifer | Sands | Ogden Murphy Wallace PLLC | Wenatchee | (509) 662-1954 | jsands@omwlaw.com | www.omwlaw.com |
| Attorney | Lonny | Bauscher | Foreman, Hotchkiss, Bauscher & Zimmerman, PLLC | Wenatchee | (509) 662-9602 | lonny@fahzlaw.com | |
| Attorney | Bryan | Maroney | Davis, Arneil Law Firm, LLP | Wenatchee | (509) 662-3551 | bryan@dadkp.com | www.davisarneillaw.com/ |
| Attorney | David | Bentsen | Speidel Bentsen LLP | Wenatchee | (509) 662-1211 | david@speidelbentsen.com | www.SpeidelBentsen.com |
| Attorney | David | Visser | Overcast Law Offices | Wenatchee | (509) 663-5588 | david@overcastlaw.com | www.overcastlaw.com |
| Attorney | Peter | Spadoni | Jeffers, Danielson, Sonn & Aylward, PS | Wenatchee | (509) 662-3685 | PeterS@JDSALaw.com | www..jdsalaw.com |
| Attorney | Todd | Kiesz | Jeffers, Danielson, Sonn & Aylward, PS | Wenatchee | (509) 662-3685 | ToddK@JDSALaw.com | www..jdsalaw.com |
| Attorney | Lindsey | Weidenbach | Gatens, Green, Weidenbach PLLC | Cashmere | (509) 888-2144 | lindsey@ggw-law.com | www.ggw-law.com/ |
| Attorney | Evan | McCauley | Jeffers, Danielson, Sonn & Aylward, PS | Wenatchee | (509) 662-3685 | EvanM@JDSALaw.com | www..jdsalaw.com |
| Attorney | Caitlyn | Evans | Evans Law, PLLC | Leavenworth | (509) 630-1909 | caitlyn@evans-law-pllc.com | www.evans-law-pllc.com |
| Attorney | Natalie | Kuehler | The Kuehler Law Firm, PLLC | Winthrop | (509) 996-2832 | nk@kuehlerlaw.com | www.kuehlerlaw.com/ |
| CPA and Financial Advisor | Brad | VanderVelde | Cascade Wealth Advisors, Inc. | Wenatchee | (509) 886-8866 | brad@cascade-wealth.com | www.cascade-wealth.com |
| CPA and Financial Advisor | Scott | Blaesing | Cascade Wealth Advisors, Inc. | Wenatchee | (509) 886-8866 | scott@cascade-wealth.com | www.cascade-wealth.com |
| CPA and Financial Planner | Sean | Patton | Cordell, Neher & Company, PLLC | Wenatchee | (509) 663-1661 | sean@cnccpa.com | www.cnccpa.com |
| Financial Advisor | Alfred | Adan | Edward Jones | Wenatchee | (509) 663-9503 | alfred.adan@edwardjones.com | www.edwardjones.com |
| Financial Advisor | Darren | Goehner | DA Davidison | Wenatchee | (509) 667-4580 | dgoehner@dadco.com | www.theconfluencegroup.dadavidsonfa.com |
| Financial Advisor | Lyndsay | Jones | Northwestern Mutual | Wenatchee | (509) 670-5490 | lyndsay.jones@nm.com | www.lyndsayjones.nm.com |
| Financial Advisor | Kellen | Lamey | DA Davidson | Wenatchee | (509) 667-4582 | klamey@dadco.com | www.dadavidsonwenatchee.com |
| Financial Advisor | Mahala | Murphy-Martin | PlanMember Securities Corporation | Bothell | (425) 256-2004 | mahala@planmembersec.com | |
| Financial Advisor | Roger | Pugh | Waypoint Wealth Management | Wenatchee | (509) 665-9796 | roger@waypointwealth.com | www.waypointwealth.com |
| Financial Advisor | Anne Marie | Stonich | Coldstream Wealth Management | Mercer Island | (206) 466-6204 | annemarie.stonich@coldstream.com | www.coldstream.com |
| Financial Advisor | Cheryl | Mamiya | Edward Jones | Omak | (509) 826-1638 | cheryl.mamiya@edwardjones.com | edwardjones.com |
| Financial Advisor | Kristen | Taylor | Stifel Nicolaus | Wenatchee | (509) 663-8604 | kristen.b.taylor@stifel.com | www.stifel.com |
| Financial Advisor | Troy | Pugh | Waypoint Wealth Management | Wenatchee | (509) 665-9796 | troy@waypointwealth.com | www.waypointwealth.com |
| Financial Advisor | Karlee | Stanford | DA Davidson | Wenatchee | (509) 667-4557 | kstanford@dadco.com | https://theconfluencegroup.dadavidsonfa.com/">www.theconfluencegroup.dadavidsonfa.com/ |
| Financial Planner | Benjamin | McNair | Draggoo Financial | Wenatchee | (509) 888-4345 | wmcnair@draggoofinancial.com | www.draggoofinancial.com |
| Financial Planner | Bradi | Dahmen | CNC Financial Group/ Cordell Neher and Company PLLC | Wenatchee | (509) 888-0430 | bradi@cnccpa.com | financial.cnccpa.com |
| Financial Planner | Tom | Irvin | Northwestern Mutual | Wenatchee | (509) 662-0200 | tom.irvin@nm.com | www.tomirvin.nm.com |
| Financial Planner | Chris | Avey | Financial Alternatives | Wenatchee | (509) 663-7526 | cavey@planmembersec.com | planmember.com/cavey |
| Financial Planner | Kyle | Peterson | DA Davidson | Wenatchee | (509) 664-9063 | kjpeterson@dadco.com | www.riverfrontwealthmanagement.com |
| Financial Planner | Joseph | Johnson | Sage Hills Financial | Wenatchee | (509) 888-1556 | joe@sagehillsfinancial.com | www.sagehillsfinancial.com |
| Accountant | Charles | Anderson | Webb Accountancy Corp, PS | Cashmere | (509) 782-3800 | charles@webbaccountancy.com | |
| Financial Advisor | Rob | Johnson | DA Davidson | Wenatchee | (509) 667-4560 | rjohnson@dadco.com | www.dadavidsonwenatchee.com |
| Attorney | Scott | Hershey | Jeffers, Danielson, Sonn & Aylward, PS | Wenatchee | (509) 662-3685 | scotth@jdsalaw.com | www..jdsalaw.com |
| Chief Executive Officer | Kelli | Visser | Larson Gross CPAs & Consultants | Bellingham | (360) 603-7358 | kelliv@larsongross.com | larsongross.com |
| Financial Planner | Jon | Moore | Comprehensive Financial Strategies | Winthrop | (509) 508-0388 | jmoore@comprehensivefinancialstrategies.com | www.comprehensivefinancialstrategies.com |
$0 M
ASSETS UNDER MANAGEMENT$0 M
GRANTS & SCHOLARSHIPS AWARDED0+
CHARITABLE FUNDSFOUNDATION FACTS