Dane Perrault is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2011, progressing through roles as Investment Consultant and Financial Consultant. Prior to joining Fidelity, he worked as a Licensed Personal Banker at JPMorgan Chase from 2009 to 2011. In his current role, Dane focuses on helping clients and their families pursue their personal and financial goals through the development of holistic wealth plans. He partners with clients to navigate financial markets and supports them at various stages of life, emphasizing integrity, a disciplined approach, and leveraging the resources available at Fidelity. Outside of his professional responsibilities, Dane's personal interests include boating, fishing, fitness, football, golf, and skiing.

Grace Cavenaugh is a financial advisor at Laird Norton Wetherby Wealth Management with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Janney Montgomery Scott and The Vanguard Group. Before entering the financial industry, she was involved with the Jesuit Volunteer Corps and held multiple roles at Bryn Mawr College. Laird Norton Wetherby Wealth Management serves primarily high-net-worth individuals and families, offering comprehensive wealth planning and investment management. The firm emphasizes strategic asset allocation and global diversification, integrating active management and alternative investments while employing tools such as financial modeling and tax-aware strategies.

James Mahoney is a Series 65-licensed financial advisor at LNW with 19 years of industry experience. He has held positions at LNW Wealth Management, LLC, Filament, LLC, and currently at Laird Norton Wetherby Wealth Management, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach includes customized investment policy statements, strategic asset allocation with global diversification, and coordination with outside professionals to manage complex multi-entity financial needs.

Stephen Goodwin is a financial advisor at LNW with 23 years of industry experience. He holds a Series 66 designation and has worked at Laird Norton Wetherby Wealth Management, LNW Wealth Management, Laird Norton Wealth Management, and Filament, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach includes customized investment policy statements, strategic asset allocation with global diversification, and coordination with outside professionals to address complex, multi-entity financial needs.

Diana Shiner is a financial advisor at LNW with a Series 65 credential and experience that includes roles at Key Private Bank and Cook & Bartlett, PLLC. She also manages Alpenglow Law, LLC, where she provides basic estate planning services to friends and family. LNW offers integrated wealth management and trust services primarily to high-net-worth individuals and families, combining investment management, wealth planning, and coordination with outside professionals to address complex multi-entity financial needs.

Ross Henry is a CFP® professional with 19 years of experience in wealth management. He has worked at LNW Wealth Management, LLC since 2006 and continues with Laird Norton Wetherby Wealth Management, LLC since 2025. He holds Series 63 and Series 65 licenses and is based in Seattle, WA. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and coordination with outside professionals to manage complex wealth needs.

Maria Pyatigorsky is a CFA® charterholder with seven years of experience in wealth management. She is currently with Laird Norton Wetherby Wealth Management, LLC (LNW), where she has been since 2024. Prior to that, she held multiple roles at Wetherby Asset Management from 2016 to 2023. LNW provides comprehensive wealth planning and investment management primarily for high-net-worth individuals, families, and related entities such as trusts and charitable organizations. The firm employs a strategic asset allocation approach with global diversification and offers access to private funds, including renewable power vehicles, supported by discretionary portfolio management and operational tools like artificial intelligence.

Lee Norah Sanzo is a financial advisor at Laird Norton Wetherby Wealth Management with three years of industry experience. She holds a Series 65 designation and has previously worked at Wells Fargo Bank. LNW provides comprehensive wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm emphasizes strategic asset allocation and global diversification through a core-satellite investment approach, incorporating active management, tax-aware strategies, and alternative investments.

Christopher Hauswirth is a financial advisor at LNW with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Wetherby Asset Management for 25 years before joining Laird Norton Wetherby Wealth Management, LLC in 2024. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, global diversification, and coordination with outside professionals to address complex, multi-entity financial needs.

Nicholas Kanzaki is a CFP® with nine years of industry experience, currently serving as an advisor at Laird Norton Wetherby Wealth Management (LNW) in San Francisco. His prior experience includes various roles at Wetherby Asset Management and a position as Wealth Manager. LNW offers comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and employs a core-satellite approach with a range of active and alternative investments.

Jennifer Hicks is a financial advisor at Laird Norton Wetherby Wealth Management, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Wetherby Asset Management from 2013 to 2023 before joining her current firm. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and their related entities. The firm combines investment management, wealth planning, and coordination with outside professionals to address complex multi-entity financial needs through a customized and diversified investment approach.

Christopher Certo is a CFP® professional with 10 years of industry experience, currently advising at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. His prior experience includes roles at Lake Street Advisors, Charles Schwab, Fidelity Brokerage Services, and Wayfair. LNW provides comprehensive wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, global diversification, and a core-satellite approach incorporating active management, tax-aware strategies, and alternative investments.

Bryan Cass is a CFP® professional with three years of industry experience. He is currently with Laird Norton Wetherby Wealth Management, LLC, where he has worked since 2025. Prior to this, he held positions at Wetherby Asset Management and BNY Mellon Wealth Management. Laird Norton Wetherby Wealth Management provides wealth planning and investment management services primarily to high-net-worth individuals and related entities. The firm employs a customized investment approach emphasizing strategic asset allocation, global diversification, and a core-satellite strategy that includes active management and alternative investments.

William Mayer is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. He holds a Series 65 designation and has five years of industry experience, including prior roles at Northern Trust Asset Management and Brown Brothers Harriman & Co. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and offers access to private funds alongside integrated financial and estate planning services.

Susan Zurek is a financial advisor at LNW with 11 years of industry experience. She holds a Series 65 designation and has worked at LNW Wealth Management, LLC since 2014, continuing with Laird Norton Wetherby Wealth Management, LLC from 2025. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and related entities, combining investment management, wealth planning, and coordination with outside professionals. The firm’s investment approach emphasizes customized policy statements, global diversification, active manager due diligence, and tailored portfolios that incorporate tax-aware decision making and alternative investments.

David Ferguson is a CFP® professional with 12 years of industry experience, currently serving at Laird Norton Wetherby Wealth Management, LLC. He previously worked for WETHERBY ASSET MANAGEMENT for 16 years. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment strategies, global diversification, active manager due diligence, and coordinated wealth planning with outside professionals.

Rebecca Miles is a CFP® professional with 12 years of industry experience, currently serving at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. Her prior roles include positions at Highland Private Wealth Management and SNW Asset Management, LLC. LNW provides comprehensive wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment strategies, including strategic asset allocation and global diversification, supported by discretionary portfolio management and the use of advanced tools such as financial modeling and artificial intelligence.

Kyle Winterbotham is a Series 65-licensed financial advisor at LNW with nine years of industry experience. He has worked at Laird Norton Wetherby Wealth Management, LLC since 2024 and was previously with Wetherby Asset Management from 2006 to 2023. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s investment approach centers on customized policy statements, strategic asset allocation with global diversification, active manager due diligence, and incorporates tax-aware and impact investing strategies.

Matthew Boissoneault is a financial advisor with Laird Norton Wetherby Wealth Management (LNW) based in Seattle, WA. He holds a Series 65 designation and has been with LNW and its related entities since 2023. Prior to his financial advisory roles, he spent five years at Seattle University and was involved with Mercer Island Beach Club for four years. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities, emphasizing customized investment strategies, global diversification, and a core-satellite approach that includes both active and alternative investments.

Anne Winship is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA, holding a Series 65 designation with two years of industry experience. She previously worked at Triune Financial Partners and has experience in construction and nonprofit employment. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment strategies with strategic asset allocation, global diversification, and access to private funds, supported by integrated services including financial and estate planning.