Estate Planning Council Member Links
L. Paul Alvestad - Paul is an attorney and former President of the TEPC. He has practiced since 1980, and holds an LLM in Taxation. He handles tax audits and represents families of all sizes in estate planning and successeion as well as small and midsized businesses.
Bradley A. Berger - Bradley A. Berger, CFP, CLF as been in the financial service business since 1991. Brad is an owner and Managing Partner of Cornerstone Financial Strategies LLC, an independent, faith, values and fee-based comprehensive financial planning practice located in University Place.
Robert G. Cleaveland -- Cornerstone Financial Strategies LLC - Robert G. Cleaveland, CLU, ChFC, LTCIS, CSA® has been in the financial services business in Tacoma since 1972. Bob is co-founder of Cornerstone Financial Strategies LLC. The Cornerstone Team serves as head coach to individuals, families, and business owners through the three stages of their finacial lives: accumulation, distribution and legacy transfer.
Johann Drewett - Johann's professional experience includes providing audit, accounting and tax services to a broad variety of businesses. He also consults with clients in matters of personal tax, financial and estate planning, partnership, business valuations and corporate tax issues. He joined Brink & Sadler in 1980, upon graduation from the University of Puget Sound. He earned a Master of Science in Taxation from Golden Gate College in 1987, became a Brink & Sadler stockholder in 1993, and serves as vice president.
Levi B. Edgecombe - Levi B. Edgecombe, CLU, ChFC, CFP has been involved in the financial planning industry since 1971 with a focus on working with high net worth clients to protect their hard-earned business and personal assets. Fee-based planning is provided for business, retirement and estate issues.
Colin A. Ehli - Colin is a CPA and past president of the Tacoma Estate Planning Council. He is President & Managing Stockholder of Brink & Sadler, CPAs where he has been providing tax and estate planning services since 1973.
Ed Grogan - Ed Grogan, CFP, ChFC, CLU is the founder and President of Summit Financial Group. Ed and his firm have been recognized in Forbes magazine, Seattle Magazine and Seattle Business Magazine as a “top wealth manager” and as a “most dependable wealth manager.”
Steve Harlow – Steve leads the Tacoma Private Bank Team for U.S. Trust as Senior Vice President, and has been with Bank of America for over 14 years. Steve and his U.S. Trust team work together with partners in a variety of disciplines within the bank, collaborating with attorneys and CPAs to address and solve the specific wealth management needs of individuals with over $3 million in liquid assets.
Liz Heath - Liz Heath is Principal of Sound Nonprofits.
Gordon L. Jenkins, CTFA - Gordon is a CTFA (Certified Trust and Financial Advisor).
Edgar Larson - Pacific Lutheran University - Ed Larson is the Executive Director, Charitable Estate Planning, at Pacific Lutheran University. He has been at PLU sicne 1970. Ed works with attorneys, accountants, trust officers, and other financial/estate planning personnel to assist individuals to make charitable gifts in a way that most beneficially affects their estate situation.
Amy C. Lewis - Amy is a partner at Eisenhower & Carlson PLLC, where she specializes in estate planning, charitbable gift planning, probate and trust administration.
Roger Lilly - Roger Lilley, CPA, CVA, ABV has nearly 30 years experience as a CPA. Roger's primary focus in estate planning is in business valuation. He has earned accreditation as a Certified Valuation Analyst with the Nation Association of CVAs (NACVA) and is Accredited in Business Valuation through the AICPA.
Lamont C. Loo - Davies Pearson, P.C. - Lamont is an estate and business planning attorney and has been a member of the Tacoma Estate Planning Council since 1996. Lamont also has an LL.M degree (Master of Laws in Taxation) that compliments his law practice. He concentrates his practice in the areas of Wills, Trusts, Business Succession, and Probate.
Alan Macpherson - Alan Macpherson works mainly in estate planning and taxation.
Randy Melquist - Randy has over 30 years of experience in estate planning and life insurance. In addition he handles business continuation insurance as well as health insurance needs. Randy is a Past President of the Tacoma Estate Planning Council.
Robert L. Michaels - Bob Michaels is a principal with the law firm of Smith Alling, P.S. in Tacoma, Washington. Mr. Michaels has been practicing law for nearly 30 years. The emphasis of his practice is elder law/estate planning, business and real estate matters. Bob is currently President of the Tacoma Estate Planning Council and is a frequent CLE speaker on Elder Law and Business related topics. Mr. Michaels received his undergraduate degrees in Political Science and Legal Studies from Pacific Lutheran University, magna cum laude 1981 and his J.D. from the University of Puget Sound School of Law (now Seattle University) in 1984. His firm’s website address is smithalling.com.
David B. Petrich - Dave is an attorney and is past president of the Tacoma Estate Planning Council. He specializes in estate planning, particularly as it relates to small businesses, probate and trust administration, and all aspects of guardianship law.
Bob Pittman - Bob limits his practice to estate planning and is a member of the National Network of Estate Planning Attorneys. Since 1991, Bob has been the host of Legal Line with Bob Pittman, a legal advice talk show airing each weekend on NEWSRADIO 710 KIRO.
Eric N. Quist - Eric is Senior Gift Planning Officer for MultiCare Health System, which includes Mary Bridge Children's, Allenmore, and Tacoma General Hospitals. He explains charitable giving options to individuals and helps them structure a gift that benefits them as well as MultiCare. Eric has over 30 years experience in the practice of law, trust banking, and gift planning. His telephone number is (253) 403-1289 and his e-mail address is email@example.com
Jonete W. Rehmke - As an attorney Jonete's focus is primarily in three areas. Long term care planning or planning for nursing home or in home assistance through the state Medicaid program. This can include assisting in asset preservation, transfers, applying for assistance, and appealing an adverse decision. Estate Planning in assisting clients with Wills, Trusts, and also the handling of probate and after death issues. Disability planning which deals with Powers of attorneys, Guardianships, and Special Needs Trusts.
Timothy E. Williams - Timothy E. Williams is an Elder Law Attorney. He is a member of the National Academy of Elder Law Attorneys (NAELA) and was named a 2006 "Rising Star" by Law & Politics Magazine.
Alan R. Zalewski -
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