2821 Northup Way #120, Bellevue 98004
Wednesday, February 19th, 2020
4:30-5:00pm – Wine & Hors D’oeuvres
5:00-6:00pm – Live Panel Discussion: Finances, Taxes & Legacy Planning
6:00-6:30pm – Q&A
Tiffanie Ranta, CPA
Ranta CPA & Associates
Tiffanie is the President of Ranta CPA & Associates, an accounting firm located in Seattle. A native of Oregon, she earned her BA in Business & Accounting from the University of Puget Sound and her Masters in Taxation from Golden Gate University. Her 20+ years of experience stems from tax return preparation, tax planning, and property management accounting.
Tiffanie has three wonderful and active children and is a big fan of 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.
Wendy Allard, Attorney
Peterson Russell Kelly PLLC
Wendy is an attorney with Peterson Russell Kelly, a law firm in downtown Bellevue. Wendy did her undergraduate studies at UW, received her JD from Seattle University (Magna cum laude), and completed her Masters in Law at UW. Wendy’s practice is focused primarily on estate planning and probate, counseling clients on how to best protect assets, benefit loved ones, minimize taxes, and prevent disputes after death.
Outside of her practice, Wendy is busy raising three children and running after two dogs. She lives in Bellevue and enjoys baking, cake decorating, and knitting.
Loretta Story, Attorney
Loretta is the principal and founder of Story Law a boutique collaborative family law firm. The firm also assists with estate planning: 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.
In her free time, Loretta mentors younger attorneys and volunteers on legal boards. She currently lives in Tam O’Shanter, here in Bellevue, and has have 4 grandchildren. She enjoys golfing, skiing and play tennis.
Stacey McKenzie, Insurance & Medicare Planning
Cornerstone Insurance Group
Stacey is a co-founder of Cornerstone Insurance Group, which provides advice related to Medicare Planning, Long-Term Care planning, Critical Care needs, & Final expenses. With 15+ years of experience in the industry, Stacey is very passionate about helping clients sort through all the confusion when it comes to insurance information and assisting them in determining the options that are right for them.
Stacey grew up in Morton, WA but now 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.
Deann Cross, Chief Operations Officer
Integrity Financial Corporation
Deann is the Chief Operations Officer at Integrity Financial Corporation with over 18 years in the financial services industry. Previously serving as the Director of Investments, Deann currently oversees the operations of the firm, working closely with the executive leadership team and continuing to provide investment advice and financial planning for long-standing clients of the firm. Prior to joining Integrity, 12 years ago, Deann worked at a Zevenbergen Capital Investments, a boutique advisory firm in downtown Seattle which serves large pension and endowment funds.
Outside of the office, Deann enjoys a good competitive game of volleyball and spending time outdoors with her husband and three sons.
Sarah Archer, Investment Advisor & Financial Planner
Integrity Financial Corporation
As the Chief Investment Officer of Integrity Financial, Sarah oversees all investment activities of the firm, including monitoring portfolio models, manager research, alternative investment research, asset allocation implementation, and risk management. She also meets with clients to provide investment advice and holistic financial planning. With over 12 years of experience in the industry, Sarah has strong background in business finance and commercial banking. Before joining Integrity, Sarah worked in Commercial Banking at Wells Fargo providing financial products and services to middle market companies.
In 2016, Sarah and her husband opened their own small business providing her with the unique perspective of each business owner Integrity serves.
In her free time, Sarah enjoys snowboarding, wakeboarding, competitive volleyball, traveling, and spending time with her husband and 4-year old son. Sarah is also actively engaged in working with non-profits aimed at supporting children and victims of injustice.