WHEN

 

May 16th, 2018 

 

4:30-5pm - Wine and Hors D'oeuvres 

5-6:30pm - Discussion and Q&A

 

WHERE 

 

 

2821 Northup WAy, BelleVue 98004

Suite 120

 

 

Hosted By Julie Gray


WHO

 
 
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Tiffanie Ranta |

 

Ranta CPA & Associates

 

 

Tiffanie is the President, Senior Partner, and Tax Director for Ranta CPA & Associates.  A native Oregonian, she earned her BA in Business Admin & Accounting from the University of Puget Sound and her Masters in Taxation from Golden Gate University.  Prior to starting her own firm, Tiffanie worked at Williamson & Lacombe, CPAs and Walls Property Management. Her 20+ years of experience stems from tax return preparation, tax planning, and property management accounting.  

Tiffanie has three wonderful children, and is actively involved in the kids’ schools and local community.  A fierce competitor, she enjoys racing her friends through Discovery Park, and watching and attending all Seattle sports. She also lends her expertise to local non-profit organizations and serves on the Finance Council at Bishop Blanchet High School.

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Stacey McKenzie |

 

Cornerstone Insurance Group

 

 

Stacey is a co-founder of Cornerstone Insurance Group who mission is to empower individuals to feel confident in their insurance decisions through knowledge, education and expert advice. Cornerstones provides personalized recommendations relating to Medicare Planning, Long-Term Care planning, Critical Care needs, & Final expenses.

With a background in Human Relations and Business Management, and over 15 years of experience in the industry, Stacey is very passionate about helping her clients sort through all the confusion when it comes to insurance information and assisting them in determining the options that are right for them. She has found her work in insurance incredibly rewarding and cherishes the peace of mind she is able to give others.

Stacey lives in Seattle with her husband and son, who is very active in basketball. She enjoys all types of social events and taking trips around the Northwest with her family and friends. Though she now lives/works in the greater Seattle area, her heart also lies with her home town roots of Morton, WA

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Wendy Allard |

 

Peterson Russell Kelley

 

Wendy is an attorney with Peterson Russell Kelly, a law firm in downtown Bellevue.  Wendy did her undergraduate degree at UW and went on to receive her JD from Seattle University School of Law where she graduated Magna cum laude. She then completed her Masters in Law at UW School of Law. Wendy’s focuses her practice primarily on estate planning and probate, where she counsels clients concerning how to best protect assets, benefit loved ones, minimize taxes, and prevent disputes after death. Prior to entering private practice, Wendy served a clerkship with the Honorable H. Joseph Coleman of the Washington State Court of Appeals, Div. I.

Outside of her practice, Wendy is busy raising three children and running after two dogs and a husband. She lives in Bellevue and enjoys baking, cake decorating, knitting, and her newest hobby - making soap. 

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Sarah Archer

Integrity Financial

 

 

Making the move from a large financial institution to a boutique advisory firm was a choice Sarah made easily after seeing the value Integrity provides to each client’s individual financial situation.   Sarah oversees all investment activities of the firm, including monitoring portfolio models, manager research, capital market model development, asset allocation implementation, and risk management. She also meets with clients to review investment portfolios and implement a holistic financial plan. With a strong background in business finance and commercial banking, Sarah previously provided financial products and services to companies with annual revenues between $20 and $500 million. As a pillar of the Integrity team, Sarah enjoys meeting the unique needs of clients and business owners alike, helping to put their financial needs in order so they can focus on things that matter most.

In 2016, Sarah and her husband opened their own small business providing Sarah with the unique perspective of each business owner Integrity serves.

Sarah is an avid snowboarder and  enjoys traveling all over the world, having lived abroad in Italy for a time. In addition to visiting new countries, Sarah is actively engaged in non-profits aimed at supporting children and victims of injustice.

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Loretta Story |

 

Story Law

 

 

Loretta is the principal and founder of Story Law a boutique collaborative law center dedicated to a client-centric practice of family law. She is committed to providing a supportive, respectful environment to serve her clients’ needs whether they are involved in collaborative law, mediation, or litigation. She also assists with simple wills, health care directives, and powers of attorney. Loretta graduated from Portland State University and received her JD in 1994. She has practiced law for over 25 years, with many of those years focused on domestic violence issues. 

Loretta spends a great deal of time mentoring younger attorneys and serving the community by volunteering and working on legal boards.  She was instrumental in bring Collaborative Law into the State of Washington and getting a statute passed, which changes the landscape for all family law matters. Loretta currently lives in Tam O’Shanter, a golf course community in Bellevue, and has have 4 grandchildren. In her free time she enjoys golfing, skiing and play tennis.