Directory Category: Family Succession/Exit Planning

Houston, Lori
Title(s)
Senior Vice President
Company Name
Whittier Trust Company
Ichikawa, Jenna
Title(s)
Trusts and Estate Planning Attorney
Company Name
Stokes Law
Business Email
Townsend, Bhaj
Title(s)
Fellow Wealth Consultant Certification from Heritage Institute
Company Name
Focus and Sustain
Credentials, Professional Designations
Certified Mediator WA. State, Fellow Certification from The Heritage Institute, Certification Training from Institute for Preparing Heirs
Waclawik, Chris
Title(s)
Wealth Advisor
Company Name
Merriman, LLC
Business Email
Credentials, Professional Designations
CFP®, AFC®
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