Lisa Simonson
- Client Relationship Officer, Perkins Coie Trust Company
- Seattle
Notice
Before proceeding, please note: If you are not a current client of Perkins Coie, please do not include any information in this e-mail that you or someone else considers to be of a confidential or secret nature. Perkins Coie has no duty to keep confidential any of the information you provide. Neither the transmission nor receipt of your information is considered a request for legal advice, securing or retaining a lawyer. An attorney-client relationship with Perkins Coie or any lawyer at Perkins Coie is not established until and unless Perkins Coie agrees to such a relationship as memorialized in a separate writing.
Lisa is responsible for all aspects of client service, including trust and estate administration.
For over 25 years, Lisa has worked with private clients in the areas of tax planning and compliance, financial planning, investment management, estate and trust administration, and daily management of financial tasks. Prior to joining Perkins Coie Trust Company, she worked for several wealth management and accounting firms in Seattle. Most recently, Lisa was self-employed working directly with a small group of client families as their personal financial assistant.
Over her career, Lisa has earned and maintained professional designations related to the planning and administration of wealth. For 20 years, she was licensed as a Certified Public Accountant. Additionally, she has held the Certified Financial Planner certification.
Areas of focus
Services
Education & Credentials
Education
- Foster School of Business, University of Washington, B.A., Business Administration – Accounting
Impact
Community Involvement
- Henry Art Gallery, Prior Board Member, Treasurer, and President
- ACT Contemporary Theatre, Prior Board Member and Treasurer
- WA Women’s Foundation, Prior Member and Grant Committee Leader
- Seattle Humane, Prior Member of Planned Giving Council