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 AdvisorFirst NameLast NameFirmLocationPhoneEmailWebsite Partner in Giving
AccountantTimothyDilleyCordell, Neher & Company, PLLCWenatchee(509) 663-1661tim@cnccpa.comwww.cnccpa.com
AccountantJerraKramerJ Kramer & AssociatesWenatchee(509) 665-6600jerra@mcqw.comwww.mcqw.com
AccountantTylerMickeyMoss Adams LLPWenatchee(509) 834-2494tyler.mickey@mossadams.comwww.mossadams.comPartner the Pig
AccountantCraigHomchickHomchick, Smith & Associates CPAsWenatchee(509) 663-1131craig@homchick.comwww.homchick.comPartner the Pig
AccountantKristineLoomisCordell, Neher & Company, PLLCWenatchee(509) 663-1661kris@cnccpa.comwww.cnccpa.comPartner the Pig
AccountantDickWelkJ Kramer & AssociatesWenatchee(509) 665-6600welk@mcqw.comwww.jkramercpas.com
AccountantJohnMcQuaigJ Kramer & AssociatesWenatchee(509) 665-6600john@mcqw.comwww.jkramercpas.com
AttorneyPeterFraleyOgden Murphy Wallace, PLLCWenatchee(509) 662-1954pfraley@omwlaw.comwww.omwlaw.com
AttorneyChristinaDavittOgden Murphy Wallace PLLCWenatchee(509) 662-1954cdavitt@omwlaw.comwww.omwlaw.com
AttorneyRussellSpeidelSpeidel Bentsen LLPWenatchee(509) 662-1211russ.speidel@speidelbentsen.comwww.SpeidelBentsen.comPartner the Pig
AttorneyTomJanischThomas E. Janisch PLLC Attorney at LawWenatchee(509) 888-4180tom@janischlaw.comwww.janischlaw.com
AttorneyPhilipSafarSafar Law Office PSWenatchee(509) 665-7022phil@safarlaw.comwww.safarlaw.com
AttorneyAmberQuintalOgden Murphy Wallace, PLLCSeattle(206) 447-7000aquintal@omwlaw.comwww.omwlaw.com
AttorneyRaniSampsonOvercast Law OfficesWenatchee(509) 663-5588rani@overcastlaw.comwww.overcastlaw.com
AttorneyJenniferSandsOgden Murphy Wallace PLLCWenatchee(509) 662-1954jsands@omwlaw.comwww.omwlaw.com
AttorneyPegCallawayCallaway and DeTro Law Office PLLCOmak(509) 826-6316pcallaway@ncidata.com
AttorneyLonnyBauscherForeman, Hotchkiss, Bauscher & Zimmerman, PLLCWenatchee(509) 662-9602lonny@fahzlaw.com
AttorneyBryanMaroneyDavis, Arneil Law Firm, LLPWenatchee(509) 662-3551bryan@dadkp.comwww.davisarneillaw.com/
AttorneyDavidEbengerDavid Ebenger AttorneyWinthrop(509) 996-2206debenger@centurytel.net
AttorneyDavidBentsenSpeidel Bentsen LLPWenatchee(509) 662-1211david@speidelbentsen.comwww.SpeidelBentsen.comPartner the Pig
AttorneyDavidVisserOvercast Law OfficesWenatchee(509) 663-5588david@overcastlaw.comwww.overcastlaw.com
AttorneyPeterSpadoniJeffers, Danielson, Sonn & Aylward, PSWenatchee(509) 662-3685PeterS@JDSALaw.comwww..jdsalaw.com Partner the Pig
AttorneyToddKieszJeffers, Danielson, Sonn & Aylward, PSWenatchee(509) 662-3685ToddK@JDSALaw.comwww..jdsalaw.com
AttorneyColleen FreiJeffers, Danielson, Sonn & Aylward, PSWenatchee(509) 662-3685colleenf@jdsalaw.comwww..jdsalaw.com
AttorneyLindseyWeidenbachJeffers, Danielson, Sonn & Aylward, PSWenatchee(509) 662-3685LindseyW@JDSALaw.comwww..jdsalaw.com
AttorneyEvanMcCauleyJeffers, Danielson, Sonn & Aylward, PSWenatchee(509) 662-3685EvanM@JDSALaw.comwww..jdsalaw.com
AttorneyCaitlynEvansCrossland & Evans, PLLCCashmere(509) 393-2520caitlyn@crosslandlaw.netwww.crosslandlaw.net
AttorneyNatalieKuehlerKuehler & Grim, PLLCWinthrop(509) 996-2832nk@ryankuehler.com www.ryankuehler.com
CPA and Financial AdvisorJeffNeherCordell, Neher & Company, PLLCWenatchee(509) 663-1661Jeff@cnccpa.comwww.cnccpa.comPartner the Pig
CPA and Financial Advisor ScottBlaesingCascade Wealth Advisors, Inc.Wenatchee(509) 886-8866scott@cascade-wealth.comwww.cascade-wealth.comPartner the Pig
CPA and Financial PlannerSeanPattonCordell, Neher & Company, PLLCWenatchee(509) 663-1661sean@cnccpa.comwww.cnccpa.com
Financial AdvisorDarrenGoehnerDA DavidisonWenatchee(509) 667-4580dgoehner@dadco.comwww.theconfluencegroup.dadavidsonfa.com
Financial AdvisorRogerPughWaypoint Wealth ManagementWenatchee(509) 665-9796roger@waypointwealth.comwww.waypointwealth.com
Financial AdvisorAnne MarieStonichParacleMercer Island(206) 466-6204annemarie@paracle.comwww.paracle.comPartner the Pig
Financial AdvisorBreckWebleyWaypoint Wealth ManagementWenatchee(509) 665-9796breck@waypointwealth.comwww.waypointwealth.com
Financial AdvisorCherylMamiyaEdward JonesOmak(509) 826-1638cheryl.mamiya@edwardjones.comedwardjones.com
Financial AdvisorKristenTaylorStifel NicolausWenatchee(509) 663-8604kristen.b.taylor@stifel.comwww.stifel.comPartner the Pig
Financial AdvisorTroyPughWaypoint Wealth ManagementWenatchee(509) 665-9796troy@waypointwealth.comwww.waypointwealth.com
Financial AdvisorSamuelBuchertEdward JonesOkanogan(509) 422-9771sam.buchert@edwardjones.com www.edwardjones.com/sam-buchert
Financial PlannerCherishSutullParacleMercer Island(206) 466-6219cherish@paracle.comwww.paracle.comPartner the Pig
Financial PlannerBenjaminMcNairDraggoo FinancialWenatchee(509) 888-4345wmcnair@draggoofinancial.comwww.draggoofinancial.com
Financial PlannerBradiDahmenCNC Financial Group/ Cordell Neher and Company PLLCWenatchee(509) 888-0430bradi@cnccpa.comfinancial.cnccpa.comPartner the Pig
Financial PlannerTomIrvinNorthwestern MutualWenatchee(509) 662-0200tom.irvin@nm.comwww.tomirvin.nm.com
Financial PlannerChrisAveyFinancial AlternativesWenatchee(509) 663-7526cavey@planmembersec.complanmember.com/cavey
Financial PlannerLisaPetersPrivate OceanSeattle(206) 729-1700lisa@privateocean.comprivateocean.com
Financial PlannerKylePetersonDA DavidsonWenatchee(509) 664-9063kjpeterson@dadco.comwww.riverfrontwealthmanagement.com
Financial PlannerJosephJohnsonSage Hills FinancialWenatchee(509) 888-1556joe@sagehillsfinancial.comwww.sagehillsfinancial.com
AccountantCharlesAndersonWebb Accountancy Corp, PSCashmere(509) 782-3800charles@webbaccountancy.com
Financial AdvisorRob JohnsonDA DavidsonWenatchee(509) 667-4560rjohnson@dadco.comwww.dadavidsonwenatchee.com
AttorneyScottHersheyJeffers, Danielson, Sonn & Aylward, PSWenatchee(509) 662-3685scotth@jdsalaw.comwww..jdsalaw.com
AccountantKelliVisserLarson Gross CPAs & ConsultantsYakima(360) 7344280kelliv@larsongross.com larsongross.com

YOUR GIFT AT WORK

Cruz.Xitlali

Xitlali Cruz

SCHOLARSHIP RECIPIENT

I am currently pursuing a degree in Mechanical Engineering with a minor in Computer Science at Stanford. Since the beginning of my freshman year I have been involved with clubs such as Stanford’s Space Initiative (SSI) and the Society of Latinx Engineers (SOLE). In SSI I built a rocket and launched it.

ThomasSmith

Aero Methow Rescue Service

GRANT RECIPIENT

Due to being rural, remote, and geographically isolated, we must be prepared to do more than respond to emergencies. We have become a healthcare partner who fills gaps in service. The grant allowed our board the time and ability to work with a Strategic Planner to modify our plan to address those gaps.

2019RIGOutreach-RosieYardSigns-Crop

Chelan Douglas Volunteer Attorney Services

GRANT RECIPIENT

The grant provided funds to hire a Housing Justice and Outreach Coordinator to visit rural and underserved areas. Rosie’s bilingual and bicultural skills and experience have increased equity of service. Rosie is building partnerships with local organizations through events such as the Columbia Valley Community Health’s Back to School Drive, as well as posting yard signs.

Tenoch Mandujano

Tenoch Mandujano

Scholarship Recipient

My father was a migrant agricultural worker who eventually started his own cherry and apple orchard. He told me if I wanted to live a better life, I had to get an education. I plan on starting a career with the Chelan PUD with a passion for renewable energy and in turn give back to my parents and community for supporting my dreams.

$0 M

ASSETS UNDER MANAGEMENT

$0 M

GRANTS & SCHOLARSHIPS AWARDED

0+

CHARITABLE FUNDS

FOUNDATION FACTS

arc-darkest-green-01