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Estate Planners in US

Washington Estate Planners Directory

Trustoria includes a professional profile for nearly every Estate Planner in Washington.

Find more Estate Planners and other Financial brokers near in Washington by specifying the city where you need their services.

The Trustoria Professional Directory helps everyone find the best person for their next project.

33 results found

Brecken Diller Seattle, WA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Director of Quality Control • Chief Executive • Financial Manager • Compliance Manager • Finance and Accounting Specialist • Bank Examiner • Accounting Bookkeeper • Bookkeeper • Financial Compliance Examiner • Auditor • Compliance Officer • Customer Service • Property Manager • Real Estate Manager • Student Lawyer • Lawyers • Medical Assistant • Healthcare Support • Software Developers

Experience & Education

Position:
Vice President, Trust Specialist at Comerica Bank & Trust
Title:
Vice President, Trust Specialist
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Comerica Bank & Trust - Seattle, WAVice President, Trust Specialistsince 2010Pacific Portfolio Sr. Trust Officer & Estate Planner2007 - 2010
Skills:
Estate Planning, Financial Planning, Tax, Wealth Management, Estate Tax Planning, Trust Services,...
Full Profile

Betsy Rothe Seattle, WA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Designers • Landscape Designer • Landscape Architect • Financial Manager

Experience & Education

Position:
Zoo Designer at PJA Architects
Title:
Zoo Designer
Location:
Seattle, Washington
Industry:
Architecture & Planning
Work history:
PJA Architects Zoo Designersince Sep 2012Northwind Design Group Landscape DesignerApr 2010 - Sep 2012
Skills:
Landscape Architecture, Submittals, AutoCAD, Site Plans, Rendering, InDesign, Site Planning,...
Full Profile

John Missler Seattle, WA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Retirement Specialist at American Senior Resources, Certified Estate Planner at NICEP
Title:
Retirement Specialist at American Senior Resources
Location:
Greater Seattle Area
Industry:
Insurance
Work history:
American Senior Resources Retirement SpecialistNICEP Certified Estate Plannersince 2002
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Paul Elliott Spokane, WA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Planner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Advisor • Sales Representative • Language Teacher

Experience & Education

Position:
Financial & Retirement Planner at Elliott & Elliott Inc, Estate Planner at The Estate Plan
Title:
Retirement & Financial Planning
Location:
Spokane, Washington Area
Industry:
Financial Services
Work history:
Elliott & Elliott Inc Financial & Retirement Plannersince Jan 2011The Estate Plan Estate Plannersince Jan 2011
Languages:
Portuguese
Full Profile

Joe Byers Everett, WA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Work:
Globalnetmarkets
2727 Colby Ave, Everett, WA 98201
Experience:
16 years years
Full Profile

Tim Dawes Seattle, WA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Founder • Founding Member • Chief Executive • Marketing Manager • SEO Specialist • Web Marketer • Advertising Professional • Advertising Sales Agent • Vice President • Market Manager • Operations Manager • Region Manager • Financial Manager • Senior Online Leader • Marketing Professional • Internet Marketing Manager • Counselor • Construction • Entrepreneur • Guide • Advisor • Area Manager • Managers • Tour Guide • Sports Trainer • Sports Trainers • Web Designer • Web Developer • Computational Scientist • Computer Software Professional • Website Developer • User Interface Designer • Software Developers • Computer Scientists • Graphic Designer • Master of Business Administration • Consumer Goods Professional • Sales Representative • Commodities Clerk • Nurse • Nurse Practitioner • Lawyers

Experience & Education

Position:
Get the Exposure You Deserve | Get SEO Services at www.EffectiveWebMarketing.net, FREE Video...
Title:
Founder effectivewebmarketing | Double Your Leads Without Building a New Website. | Contact Me for an Analysis.
Location:
Greater Seattle Area
Industry:
Marketing and Advertising
Work history:
Www.EffectiveWebMarketing.net Get the Exposure You Deserve | Get SEO Servicessince Dec 2009Www.GeneratingLeads.net FREE Video Training – Generate Leads and Sales on the Internetsince Dec 2009
Skills:
Web Marketing, Negotiation, Conflict Management, Web Development, Cultural Competency, Lead...
Full Profile

Mark Albertson Kent, WA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Partner • Chief Executive • Chief Executive Officer • Director • Corporate Executive • Operations Manager • Financial Manager • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychologist • Special Education Professors • Property Manager • Real Estate Manager • Psychology Specialist

Experience & Education

Position:
Attorney/Partner at Hanis Irvine Prothero, Attorneys At Law
Title:
Estate Planning | Elder Law | Estate Mediation. Attorney/Partner at Hanis Irvine Prothero PLLC
Location:
Kent, Washington
Industry:
Law Practice
Work history:
Hanis Irvine Prothero, Attorneys At Law - Kent, WAAttorney/Partnersince Jul 2012Albertson Law Group, P.S. - Seattle, WashingtonElder Law, Special Needs Law and Estate Planning AttorneyNov 1993 - Jul 2012
Skills:
Elder Law, Speical Needs Law, Estate Planning, Trusts, Special Needs Planning, Mediation, Small...
Full Profile

Christine Ellis Seattle, WA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chief Networking Officer • Customer Relations • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Security • Hospital Care Professional • Health Professional • Health Practitioner • Manager • Marketing Manager • Management Team Executive • Operations Manager • Financial Manager • PR and Communications Professional • Organization Management • Advisor • Non-Profit • Managers • Public Relations Professinal • SalesForce Administrator • Database Administration Professional • Database Administrator • Bachelor of Science • Health Education Specialist • Health Educators

Experience & Education

Position:
Marketing & Client Relations Director at Andelcare Home Care
Title:
Client Relations Director, Andelcare Inc.
Location:
Greater Seattle Area
Industry:
Hospital & Health Care
Work history:
Andelcare Home Care Marketing & Client Relations Directorsince Mar 2011Susan G. Komen for the Cure Committee Member, Eastside LuncheonMar 2011 - Jun 2013
Skills:
Healthcare, Program Management, Public Relations, Fundraising, Public Speaking, Event Management,...
Certifications:
Certified Senior Advisor (CSA)®, Society of Certified Senior Advisors
Full Profile

Donald Morgan Spokane, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Corporate Executive • Financial Manager • Marketing Manager • Sales Agent • Sales Representative • Human Resources Specialist • Recruitment • Senior Online Leader • Internet Marketing Manager • Web Marketer • Master of Science • Non-Profit

Experience & Education

Position:
Financial Advisor at Independent Wealth Connections, LLC
Title:
Principal and Financial Advisor at Independent Wealth Connections, LLC
Location:
Spokane, Washington Area
Industry:
Financial Services
Work history:
Independent Wealth Connections, LLC - 9507 E Sprague Avenue, Suite B, Spokane Valley, WA 99206Financial Advisorsince Jan 2010UBS Wealth Management Account Vice PresidentJul 2005 - Jan 2010
Estate Planner Legal Network
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Thomas Lofton Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Founder • Founding Member • Chief Executive • School Principal • School Administrator • Educational Manager • Law Specialist • Lawyers • Financial Manager • Counselor • International Affairs • Advisor • Psychology Specialist • Property Manager • Real Estate Manager

Experience & Education

Position:
Founder, Principal Member at New Media Marketing Solutions, LLC, Principal Member/Founder at The...
Title:
Founder, Principal Member of The Private Client Law Group
Location:
Greater Seattle Area
Industry:
Law Practice
Work history:
New Media Marketing Solutions, LLC - Kirkland, WAFounder, Principal Membersince Sep 2011The Private Client Law Group, the law firm of Brislawn Lofton, PLLC - Kirkland, WAPrincipal Member/Foundersince Jun 1990
Skills:
Wills, Estate Planning, Asset Protection Planning, Business Formation, Tax Consulting, Tax...
Estate Planner Legal Network
Full Profile

David Green Spokane, WA

Professions & Specialties

Estate Planner • Financial Specialist • Financial Services Professional • Puchasing and Estimating Manager • Financial Services Sales Agent • Managing Member • Manager • Operations Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Adjunct Instructor • Lecturer • Postsecondary Teacher • Chief Executive • Financial Manager • Tax Accountant • Controller • Financial Analyst • Master of Business Administration • Juris Doctor • Bachelor of Science

Experience & Education

Position:
Managing Member at David Green CPA PLLC, Adjunct Faculty Member at Gonzaga University
Title:
Managing Member at David Green CPA PLLC
Location:
Spokane, Washington Area
Industry:
Accounting
Work history:
David Green CPA PLLC Managing Membersince Nov 2010Gonzaga University Adjunct Faculty Membersince Jan 2011
Skills:
Income Tax, Estate Tax Planning, Gift Tax, Estate Planning, Tax Law, Tax Accounting, Corporate Tax, ...
Certifications:
Certified Public Accountant, Washington, Oregon, California
CERTIFIED FINANCIAL PLANNER™ Practitioner, Certified Financial Planner Board of Standards, Inc.
Full Profile

Anna Cashman Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Legal Intern • Lawyers • Student Lawyer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Paralegal • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive

Experience & Education

Position:
Attorney at Kutscher Hereford Bertram Burkart PLLC
Location:
Greater Seattle Area
Industry:
Law Practice
Work history:
Kutscher Hereford Bertram Burkart PLLC Attorneysince Jul 2010Kutscher Hereford Johnson PLLC Legal InternJun 2006 - May 2009
Skills:
Estate Planning, Estate Administration, Trusts, Tax Law, Estate and Trust Litigation, Estate Tax...
Estate Planner Legal Network
Full Profile

Gemma Zanowski Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Founder • Director • Chairperson • Founding Member • Chief Executive • Operations Manager • Law Clerk • Student Lawyer • Attorney At Law • Judicial Law Clerk • Financial Manager • Bachelor of Arts • Psychologist • Psychology Specialist

Experience & Education

Position:
Attorney at Kitsap County Superior Court, Founder, Director, and President at Tough Love Pit Bull...
Title:
Attorney at Kitsap County Superior Court
Location:
Greater Seattle Area
Industry:
Law Practice
Work history:
Kitsap County Superior Court Attorneysince Jan 2012Tough Love Pit Bull Rescue - Seattle, WAFounder, Director, and Presidentsince Jun 2008
Estate Planner Legal Network
Full Profile

Sara Longley Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Attorney At Law • Law Specialist • Lawyers • Owner • Chief Executive • Construction • Judicial Law Clerk • Paralegal • Financial Manager • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor

Experience & Education

Position:
Attorney/Owner at Sara D. Longley, Attorney at Law
Location:
Greater Seattle Area
Industry:
Law Practice
Work history:
Sara D. Longley, Attorney at Law - SeattleAttorney/Ownersince Sep 2009Condominium Law Group, PLLC - Greater Seattle AreaAttorney (temporary)Apr 2011 - Dec 2011
Skills:
Tax, Trusts, Estate Planning, Wills, Legal Research, Legal Writing, Litigation, Civil Litigation,...
Estate Planner Legal Network
Full Profile

Karen Johnstone Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Paralegal • Litigation Support Specialist • Representative • Law Specialist • Lawyers • Financial Manager • Operations Manager

Experience & Education

Position:
Estate Planning and Trust Administration Paralegal at Davis Wright Tremaine LLP
Title:
Paralegal at Davis Wright Tremaine LLP
Location:
Greater Seattle Area
Industry:
Legal Services
Work history:
Davis Wright Tremaine LLP Estate Planning and Trust Administration Paralegalsince Nov 1982
Estate Planner Legal Network
Full Profile

Jami Pannell Longview, WA

Professions & Specialties

Co-Founder • Director • Chief Executive Officer • Founder • Founding Member • Chief Executive • Operations Manager • Corporate Executive • Law Specialist • Lawyers • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Co-Founder/Managing Director at Three Rivers Law Center, Attorney at Oregon Solo Practice - Pro Bono
Title:
Co-Founder/Managing Director at Three Rivers Law Center
Location:
Longview, Washington
Industry:
Law Practice
Work history:
Three Rivers Law Center - Longview, WACo-Founder/Managing Directorsince Jan 2013Oregon Solo Practice - Pro Bono - Longview, WAAttorneysince 2006
Skills:
Litigation, Legal Writing, Legal Research, Animal Law, Nonprofits, Policy Analysis, Civil Litigation
Estate Planner Legal Network
Full Profile

Frank Selden Seattle, WA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Juris Doctor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Organization Management • Chief Executive • Financial Manager • Operations Manager

Experience & Education

Position:
Attorney at Frank Selden Law, PS, Outside Counsel at Guidant Financial Group
Title:
Attorney at Frank Selden Law, PS
Location:
Greater Seattle Area
Industry:
Law Practice
Work history:
Frank Selden Law, PS - Bellevue, WAAttorneysince Jul 2011Guidant Financial Group Outside Counselsince 2005
Full Profile

Ed Song Seattle, WA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Law Specialist • Lawyers • Financial Manager • Juris Doctor • Spokesperson • Representative • Managers

Experience & Education

Position:
Owner at The Song Law, PC, Attorney at The Song Law, PC
Title:
Owner and Estate Planning Attorney at The Song Law, PC
Location:
Greater Seattle Area
Industry:
Law Practice
Work history:
The Song Law, PC OwnerThe Song Law, PC Attorneysince 2006
Full Profile

Rial Moulton Spokane, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Owner at Moulton Law Offices
Title:
Owner, Moulton Law Offices
Location:
Spokane, Washington Area
Industry:
Law Practice
Work history:
Moulton Law Offices Ownersince Feb 1992
Skills:
Elder Law, Financial Planners, Wills, Limited Partnerships, Strategic Financial Planning, Trusts,...
Estate Planner Legal Network
Full Profile

Jeri Schuhmann Seattle, WA

Professions & Specialties

Financial Consultant • Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Architect • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Founder • Chairperson • Vice President • Manager • Financial Manager • Founding Member • Chief Executive • Operations Manager • Security

Experience & Education

Position:
Architect for Wealth Strategies at Olympic Estate Group, LLC
Title:
Architect for Tax-Advantaged Wealth Strategies at Olympic Investors Group, LLC
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Olympic Estate Group, LLC Architect for Wealth Strategies
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Timothy Burkart Seattle, WA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Partner • Owner • Chairperson • Chief Executive • Financial Manager • Sales Agent • Human Resources Specialist • Recruitment • Juris Doctor • Nurse • Nurse Practitioner • Team Member

Experience & Education

Position:
Partner at Kutscher Hereford Bertram Burkart PLLC (KHBB Law)
Title:
Estate Planning Attorney
Location:
Greater Seattle Area
Industry:
Law Practice
Work history:
Kutscher Hereford Bertram Burkart PLLC (KHBB Law) - Greater Seattle AreaPartnersince Jul 2009Garvey Schubert Barer OwnerMay 1990 - Jul 2009
Skills:
Good listener, Estate Planning, Succession Planning, Probate, Trusts, Estate Administration, Wills, ...
Full Profile

Brynne Williamson Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Paralegal • Litigation Support Specialist • Legal Administrator • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Paralegal at Helsell Fetterman LLP
Title:
Paralegal, Helsell Fetterman LLP
Location:
Greater Seattle Area
Industry:
Legal Services
Work history:
Helsell Fetterman LLP - Greater Seattle AreaParalegalsince May 2010
Skills:
Probate, Estate Planning, Preparation, Microsoft Office, Excel, Word, Writing, Event Management,...
Certifications:
PP, PLS, NALS...the association for legal professionals
Estate Planner Legal Network
Full Profile

John Palmer Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Attorney At Law • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Attorney at Law Office of John S. Palmer
Location:
Greater Seattle Area
Industry:
Law Practice
Work history:
Law Office of John S. Palmer Attorneysince Jan 1994
Estate Planner Legal Network
Full Profile

Glenn Monserrat Seattle, WA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Adjunct Instructor • Instructor • Pedagogue • Lecturer • Postsecondary Teacher • Supporting Member • Team Member • Juris Doctor • Chief Executive • Financial Manager

Experience & Education

Position:
Attorney - Pro Bono Panel at University of Washington School of Law Federal Tax Clinic, Attorney at ...
Title:
Attorney
Location:
Greater Seattle Area
Industry:
Law Practice
Work history:
University of Washington School of Law Federal Tax Clinic Attorney - Pro Bono Panelsince Jan 2009Monserrat Law Firm Attorneysince Feb 2008
Skills:
Practice Areas: Tax Planning, Estate Planning, Tax Controversies, Retirement Benefit Planning,...
Full Profile

Diane Kiepe Spokane, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Attorney at Douglas Eden Phillips DeRuyter & Stanyer P.S., Attorney, Estate Planning at...
Title:
Attorney at Douglas Eden Phillips DeRuyter & Stanyer P.S.
Location:
Spokane, Washington Area
Industry:
Law Practice
Work history:
Douglas Eden Phillips DeRuyter & Stanyer P.S. AttorneyDouglas, Eden, Phillips, DeRuyter and Stanyer, P.S. Attorney, Estate Planningsince 2005
Skills:
Wills, Estate Planning, Trusts, Legal Research, Dispute Resolution
Estate Planner Legal Network
Full Profile

John Hugg Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Member at Hugg & Associates, PLLC
Location:
Greater Seattle Area
Industry:
Law Practice
Work history:
Hugg & Associates, PLLC Membersince 2005
Estate Planner Legal Network
Full Profile

Jeff Herbster Spokane, WA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Partner • Owner • Chief Executive • Financial Manager • Stocker • Stock Clerk • Bachelor of Science • Law Specialist • Lawyers

Experience & Education

Position:
Attorney at Winston & Cashatt, Lawyers
Title:
Partner at Winston & Cashatt, Lawyers
Location:
Spokane, Washington Area
Industry:
Legal Services
Work history:
Winston & Cashatt, Lawyers - Spokane, Washington AreaAttorneysince Jun 2006Law Office of Jeffrey A. Herbster Owner2000 - 2006
Full Profile

Trevor Ross Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Vice President of Sales • Vice President • Chief Executive • Financial Manager

Experience & Education

Work

Company:
Nuku asset management
V.p. sales
Company:
Merrill lynch - Seattle, WA
Financial advisor
Full Profile

Gail Mautner Seattle, WA

Professions & Specialties

Banker • Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Fiduciary • Trust Law Attorney • Lawyers • Law Clerk • Judicial Law Clerk • Guide • Representative • Tour Guide • Juris Doctor • Chairperson • Chief Executive Officer • Founding Member • Vice President • Chief Executive • Financial Manager • Corporate Executive • Presenter

Experience & Education

Office:
Lane Powell PC
1420 Fifth Avenue, Suite 4200, Seattle, WA 98111
Phone:
(206) 223-7099 (Phone)
Specialties:
Fiduciary Litigation, Financial Institutions
ISLN:
905081975
Admitted:
1983, Washington, 1983, California (inactive)
Biography:
Areas of Practice

Gail Mautner advises and litigates in the dual areas of labor and...
Full Profile

Rob Lane Seattle, WA

Professions & Specialties

Financial Consultant • Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Relationship Manager • Account Service Manager • Client Service Officer • Supporting Member • Business Administrator • Team Member • Master of Business Administration • Juris Doctor • Bachelor of Business Administration • Customer Service • Financial Manager • Operations Manager

Experience & Education

Position:
Shareholder at Viridian Tax and Accounting
Title:
Tax and Investments Professional
Location:
Greater Seattle Area
Industry:
Accounting
Work history:
Viridian Tax and Accounting - Greater Seattle AreaShareholdersince Aug 2012Moss Adams, LLP Tax ProfessionalJan 2011 - Aug 2012
Full Profile

Charles Riley Seattle, WA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chairperson • Board Member • Treasurer • Chief Executive • Management Team Executive • Operations Manager • Financial Manager • Financial Officer • Fiduciary • Lawyers • General Counsel • Trust Law Attorney • Of Counsel • Jurist • Legal Counsel • Editor • Police

Experience & Education

Office:
Lane Powell PC
1420 Fifth Avenue, Suite 4200, Seattle, WA 98111
Phone:
(206) 223-7959 (Phone)
Specialties:
Trusts and Estates
ISLN:
902136630
Admitted:
1987, Missouri (inactive), 1991, Washington
Biography:
Areas of Practice

Chuck Riley is the Vice President of Lane Powell and Chair of the...
Full Profile

Dan Sweet Westminster, CO

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Senior Advisor • Advisor • County Attorney • District Attorney • Pilot • Air Transportation Worker • Teaching Assistant • Educational Assistant Teacher • Instructor • Pedagogue • Data Analyst • Data Entry Specialist • Data Scientist • Customs Officer • Operations Manager • Director of Operations • Financial Officer • Financial Manager • Juris Doctor • Master of Science • Student Worker

Experience & Education

Position:
Attorney at Dolce Law, Principal Consultant at Dolce Business Consulting, LLC
Title:
Business, Tax, Estate Planning, Water
Location:
Louisville, Colorado
Industry:
Law Practice
Work history:
Dolce Law - denver, coloradoAttorneysince May 2013Dolce Business Consulting, LLC - Denver, ColoradoPrincipal Consultantsince May 2013
Skills:
Legal Research, Research, Public Speaking, Legal Writing, Strategic Planning, Financial Analysis,...
Full Profile

Dan Sudweeks Payson, UT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Vice President of Marketing • Corporate Executive • Chief Executive • Vice President • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Philanthrope • Non-Profit • Bachelors Degree • Physical Education Professor • Physical Education Professors

Experience & Education

Position:
CEO at Eco Sensitive Solutions
Title:
Eco Sensitive Solutions
Location:
Payson, Utah
Industry:
Environmental Services
Work history:
Eco Sensitive Solutions - Milton WACEOsince Jan 2009Financial Northwest Inc - Arlington WAVP Marketing1996 - 2001
Skills:
Public Speaking, Teaching, Strategic Planning, Honesty and Integrity, Self-motivated individual,...
Languages:
Japanese
Investment Advisor & Estate Planner at Eco Sensitive Solutions
Full Profile