Lisa Simonson
- Client Relationship Officer
Lisa is responsible for all aspects of trust and estate administration and client services.
For over 25 years, Lisa Simonson 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.
Lisa previously 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 held the Certified Financial Planner certification for a decade.
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