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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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doug custer


Douglas B. Custer

Financial Advisor and Shareholder, CFP®
Viridian Advisors

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photo of Kathy


Kathy Henningsen

Financial Advisor, CFP® 
KSH Advisors

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jennifer king


Jennifer King, JD

Three60 Law Group, PLLC

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allison kollack


Allison Kollack

King & Oliason, PLLC

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dan kwon

 

Dan Kwon, Partner

Pathstone

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James McBain


James McBain, JD

Wealth Strategist
U.S. Bank Private Wealth Management

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rachel merrill


Rachel L. Merrill

Hanson Baker Ludlow Drumheller, P.S.

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Suzy Myers


Suzy W. Myers

Financial Advisor, CFP®, CRPC®, AAMS®
Edward Jones

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john sherwood


John Sherwood, Jr., JD

Peterson Russell Kelly Livengood, PLLC

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randy siegel


Randy Siegel

CTFA, CFP®, CDFA
Aletheian Wealth Advisors

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ida zhu


Ida (Chun Mei) Zhu

LPL Financial Advisor, MBA, CRPC®, CFP®, MDRT
CMZ Wealth Strategies

 

 

Planned Giving

  • Gifts That Provide Income
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  • 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 is an award-winning, nonprofit, independently operated regional health system. We care deeply for our patients and for the community we serve.

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Overlake Medical Center & Clinics

1035 116th Ave NE, Bellevue, WA 98004

Phone: (425) 688-5000

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