Estate Planning Council Member Links

 

 

 

Robert G. Cleaveland -- Cornerstone Financial Strategies LLC - Robert G. Cleaveland, CLU, ChFC, LTCIS, CSA® has been in the financial services business in Tacoma since 1972. Bob is co-founder of Cornerstone Financial Strategies LLC. The Cornerstone Team serves as head coach to individuals, families, and business owners through the three stages of their finacial lives: accumulation, distribution and legacy transfer.

 

 

 

 

Steve Harlow – Steve leads the Tacoma Private Bank Team for U.S. Trust as Senior Vice President, and has been with Bank of America for over 14 years.  Steve and his U.S. Trust team work together with partners in a variety of disciplines within the bank, collaborating with attorneys and CPAs to address and solve the specific wealth management needs of individuals with over $3 million in liquid assets.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Timothy E. Williams - Timothy E. Williams is an Elder Law Attorney. He is a member of the National Academy of Elder Law Attorneys (NAELA) and was named a 2006 "Rising Star" by Law & Politics Magazine.

 

Alan R. Zalewski -

 

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