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Planned Giving Advisory Council

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Planned Giving Advisory Council

The Overlake Planned Giving Advisory Council (PGAC) is a group of professionals from fields such as law, financial planning,  wealth management, accounting and banking who have interest and experience in working with their clients on charitable tax law and planned giving. PGAC members serve as resources for the Foundation and our supporters by sharing their expertise and insights related to economics, taxation and estate planning.

We are grateful to the following individuals for their commitment to furthering Overlake’s mission:

 

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Melanie Abigania

Melanie Abigania, CPA

Principal
Sweeney Conrad, P.S.

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doug custer

Doug Custer, CFP, CAP

Director, Financial Advisor
Edelman Financial Engines

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Yuliya Obstyr

Yuliya Obshtyr Hemerlein 

Key Private Bank

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photo of Kathy

Kathy Henningsen

Financial Advisor, CFP® 
KSH Advisors

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Joey Kaempf

Joey Kaempf, JD

Everbridge Law Group PC

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jennifer king

Jennifer King, JD

Three60 Law Group, PLLC

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Jerimy Kirschner

Jerimy Kirschner

Kirschner Rychlick, PLLC

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allison kollack

Allison Kollack, CPA, MST

Tax Advisory Services
Eide Bailly, LLP

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dan kwon

Dan Kwon, MSF

Managing Director
Pathstone

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James McBain

James McBain, JD (Chair)

Senior VP/West Regional Director, Wealth Planning and Trust Advisory
U.S. Bank Private Wealth Management

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rachel merrill

Rachel L. Merrill, JD

Shareholder/Attorney
Hanson Baker Ludlow Drumheller P.S.

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Darcy Roennfeldt

Darcy Roennfeldt JD, LMM

Regional Fiduciary Manager
Estate Settlement Group, Delaware Trust Company, Ohio Trust Company
PNC Private Bank

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john sherwood

John Sherwood, Jr., JD

Peterson Russell Kelly Livengood, PLLC

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randy siegel

Randy Siegel, CTFA, CIMA, CFP

Chief Operating Officer
Aletheian Wealth Advisors

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ida zhu

Ida Zhu, MBA, CRPC, CFP

LPL Financial Advisory
CMZ Wealth Strategies

Planned Giving

  • Gifts That Provide Income
  • Gifts by Beneficiary Designation
  • Gifts by Will or Living Trust
  • Gifts to Make an Impact Now
  • Planned Giving Advisory Council

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Overlake Medical Center Foundation raises funds to support Overlake’s vital programs, ensuring that we meet the health and wellness needs of our growing Eastside community.

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Overlake Medical Center & Clinics

1035 116th Ave NE, Bellevue, WA 98004

Phone: (425) 688-5000

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