give-now

Professional Advisor Listing

The following is a list of Professional Advisors in our region who have opted to 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.

Many of our Professional Advisors are also Partners in Giving, a program that supports various needs of the foundation and are recognized below.

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

Community Foundation of NCW | 9 S Wenatchee Ave, Wenatchee WA 98801
509-663-7716 | info@cfncw.orgfacebook twitter youtube
Subscribe to Receive E-News
Website by: Pixel to Press
Federal Tax ID: 91-1349486