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 | Partner in Giving | |
---|---|---|---|---|---|---|---|---|
Accountant | Timothy | Dilley | Cordell, Neher & Company, PLLC | Wenatchee | (509) 663-1661 | tim@cnccpa.com | www.cnccpa.com | |
Accountant | Jerra | Kramer | J Kramer & Associates | Wenatchee | (509) 665-6600 | jerra@mcqw.com | www.mcqw.com | |
Accountant | Tyler | Mickey | Moss Adams LLP | Wenatchee | (509) 834-2494 | tyler.mickey@mossadams.com | www.mossadams.com | ![]() |
Accountant | Craig | Homchick | Homchick, Smith & Associates CPAs | Wenatchee | (509) 663-1131 | craig@homchick.com | www.homchick.com | ![]() |
Accountant | Kristine | Loomis | Cordell, Neher & Company, PLLC | Wenatchee | (509) 663-1661 | kris@cnccpa.com | www.cnccpa.com | ![]() |
Accountant | Dick | Welk | J Kramer & Associates | Wenatchee | (509) 665-6600 | welk@mcqw.com | www.jkramercpas.com | |
Accountant | John | McQuaig | J Kramer & Associates | Wenatchee | (509) 665-6600 | john@mcqw.com | www.jkramercpas.com | |
Attorney | Peter | Fraley | Ogden Murphy Wallace, PLLC | Wenatchee | (509) 662-1954 | pfraley@omwlaw.com | www.omwlaw.com | |
Attorney | Christina | Davitt | Ogden Murphy Wallace PLLC | Wenatchee | (509) 662-1954 | cdavitt@omwlaw.com | www.omwlaw.com | |
Attorney | Russell | Speidel | Speidel Bentsen LLP | Wenatchee | (509) 662-1211 | russ.speidel@speidelbentsen.com | www.SpeidelBentsen.com | ![]() |
Attorney | Tom | Janisch | Thomas E. Janisch PLLC Attorney at Law | Wenatchee | (509) 888-4180 | tom@janischlaw.com | www.janischlaw.com | |
Attorney | Philip | Safar | Safar Law Office PS | Wenatchee | (509) 665-7022 | phil@safarlaw.com | www.safarlaw.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 | Peg | Callaway | Callaway and DeTro Law Office PLLC | Omak | (509) 826-6316 | pcallaway@ncidata.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 | Ebenger | David Ebenger Attorney | Winthrop | (509) 996-2206 | debenger@centurytel.net | ||
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 | Colleen | Frei | Jeffers, Danielson, Sonn & Aylward, PS | Wenatchee | (509) 662-3685 | colleenf@jdsalaw.com | www..jdsalaw.com | |
Attorney | Lindsey | Weidenbach | Jeffers, Danielson, Sonn & Aylward, PS | Wenatchee | (509) 662-3685 | LindseyW@JDSALaw.com | www..jdsalaw.com | |
Attorney | Evan | McCauley | Jeffers, Danielson, Sonn & Aylward, PS | Wenatchee | (509) 662-3685 | EvanM@JDSALaw.com | www..jdsalaw.com | |
Attorney | Caitlyn | Evans | Crossland & Evans, PLLC | Cashmere | (509) 393-2520 | caitlyn@crosslandlaw.net | www.crosslandlaw.net | |
Attorney | Natalie | Kuehler | Kuehler & Grim, PLLC | Winthrop | (509) 996-2832 | nk@ryankuehler.com | www.ryankuehler.com | |
CPA and Financial Advisor | Jeff | Neher | Cordell, Neher & Company, PLLC | Wenatchee | (509) 663-1661 | Jeff@cnccpa.com | www.cnccpa.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 | Darren | Goehner | DA Davidison | Wenatchee | (509) 667-4580 | dgoehner@dadco.com | www.theconfluencegroup.dadavidsonfa.com | |
Financial Advisor | Roger | Pugh | Waypoint Wealth Management | Wenatchee | (509) 665-9796 | roger@waypointwealth.com | www.waypointwealth.com | |
Financial Advisor | Anne Marie | Stonich | Paracle | Mercer Island | (206) 466-6204 | annemarie@paracle.com | www.paracle.com | ![]() |
Financial Advisor | Breck | Webley | Waypoint Wealth Management | Wenatchee | (509) 665-9796 | breck@waypointwealth.com | www.waypointwealth.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 | Samuel | Buchert | Edward Jones | Okanogan | (509) 422-9771 | sam.buchert@edwardjones.com | www.edwardjones.com/sam-buchert | |
Financial Planner | Cherish | Sutull | Paracle | Mercer Island | (206) 466-6219 | cherish@paracle.com | www.paracle.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 | Lisa | Peters | Private Ocean | Seattle | (206) 729-1700 | lisa@privateocean.com | privateocean.com | |
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 | |
Accountant | Kelli | Visser | Larson Gross CPAs & Consultants | Yakima | (360) 7344280 | kelliv@larsongross.com | larsongross.com |
$0 M
ASSETS UNDER MANAGEMENT$0 M
GRANTS & SCHOLARSHIPS AWARDED0+
CHARITABLE FUNDSFOUNDATION FACTS
