EPC Estate Planning Councel of Seattle



Welcome New Members J. Kim Cacace, BNY Mellon Wealth Management, Trust Category Julie Franck, JD, Deloitte Tax, LLP, Attorney Category Robert Hille, JD, Laird Norton Wealth Management, Attorney Category Jason Matthew Hanson,JD, Robert A. Underhill, PC, Attorney Category Jennifer Thomsen, ChFC, MassMutual Financial Group, Financial Services




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Directory of Members

Directory of Members

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First Name
Last Name

Robert O. Abbott III

Patricia Acuff Neuberger

Elaine P. Adams

Christina Anderson

Paul F. Anderson

Prof. Thomas R. Andrews

Catherine Irby Arnold

Nancy L. D. Atkinson

Timothy L. Austin

Warren L. Baker

Marcia Bartlett

Thomas W. Barwick

Rodney A. Bench

Andrew L. Benjamin

Christine Benson

Sanford M. Bernbaum Jr.

Watson B. Blair

Robert H. Blais

Arthur H. Boelter

Marie Booker, CFP

Fritz W. Bowman

Elizabeth Brannan

C. Dennis Brislawn Jr.

P. Robert Brown

Timothy C. Burkart

Marite M. Butners

J. Kim Cacace, CTFA

Hon. Keith Callow

Michael D. Carrico

Patricia H. Char

Andree R. Chicha

Ronald L. Cohen

John C.T. Conte Jr.

William J. Cruzen

Janis A. Cunningham

Donald C. Dahlgren

Seclinda (Linda) Davenport

Lorraine del Prado

Julie E. Dickens

Kenneth D. Duncan Jr.

George Edensword-Breck

Richard L. Evans

James A. Flaggert

William L. Fleming

Dorothy K. Foster

Stanbery Foster Jr.

David Foster-Koth

Marcia K. Fujimoto

Joseph M. Gaffney

James K. Gallagher

Kathryn Garrison

Thomas C. Gores

Claudia A. Gowan

Lawrence Graham

Katie Groblewski

Michael Guidon, CPA, CFA

Rochelle L. Haller

Jason Matthew Hanson

Brian Heimbucher

Dennis P. Helmick

Sandra Blair Hernshaw

Robert M. Hinz Jr.

George D. (Chip) Holland

George O. Holland

Prof. John Huston

Michael Hytopoulos

Barbara Isenhour

Jacqueline Jacobsen

Mark P. Janci CFP®, AIF®

Raelene Jeffery, CFP

Adrienne Jeffrey

Eleanor I. Johnson

Karen Brown Josephson

Robert C. Keasal

Thomas M. Keller

Anne Marie Kessler

Steven J. Kessler

Edward B. (Ted) Kibble

Richard A. Klobucher

Reginald S. Koehler III

Jon Todd (JT) Koenig

Kaycee W. Krysty

Donald W. Kurth

Frederic T. (Ted) Kutscher

Jerry H. Landeen

Ivan K. Landreth Jr.

Douglas C. Lawrence

Candy Lee NCM CFP

Susanne Lindsley

Soledad (Solita) C. Locsin

Michael Longyear

Michael H. Lyman

Joseph Maas CLU, ChFC, CFP, MSFS, CCIM, CFA, CWPP

Thomas W. Malone

Kristi M. Mathisen

Mitchell V. Maurer

P. Gerry Maurer

Pamela McClaran

Patrick J. McGowan

Susan R. Mesenbrink

Carl W. Middleton III, CLU,ChFC

W. C. Twig Mills

James Minorchio

Dr. Frank Minton

Vivienne Mitchell

Alan L. Montgomery

Ryan Montgomery

Malcolm A. Moore

Robert Morrison

Robert S. Mucklestone

Charles Norman Mullavey

Donald J. Murphy

David E. Myre Jr.

Ronald D. Nagle

Michael F. O'Brien

Russell C. Oberg

Christine Odegard

R. Thomas Olson

Prof. William C. Oltman

Kevin M. Paulich

Sandra Lynn Perkins

Leslie R. Pesterfield

Susan E. Peterson

Susan L. Peterson

Gregory S. Petrie

Robert H. Philip

Douglas L. Phillips

John E. Poffenbarger

Barbara A. Potter

Prof. John R. Price

Christina Riffle

Charles W. Riley Jr.

Mark W. Roberts

Robin C. Russell

Jennifer Rydberg

Lee-Norah Sanzo

Naoko Sasaki Huffman

Kenneth L. Schubert Jr.

G. A. "Jeri" Schuhmann

Timothy Searing

Danielle Seibel

Donald E Shelton

Barbara C. Sherland

Richard Simmonds

Donald A. Skraitz

George L. Smith

Harold (Hal) Snow

William Sperling

Rick Starkenburg

Kathleen Steele

Carolann O'Brien Storli

Chris W. Strand

Kathryn Sullivan

Michael D. Sweeney

David B. Sweeney

Janet M. Syferd

Randall L. Tanner

Kirstin H. Thompson

Douglas A. Thompson

Jennifer Thomsen

Lynn Thorburn, CPA/PFS

Richard Thorvilson

Heather Tomsick

James K. Treadwell

Judith F. Tronsrue

Amy Elmendorf Tucker

Robert Underhill

John M. Urrutia

Mary Anne Vance

Michael G. Vranizan

Gloria Lung Wakayama

Donald B. Walter

Livingston Wernecke

William E. Whitaker

Richard Whittemore

Eric J. Wikstrom

Pamela K. Wilcut

Gene F. Williams

David C. Williams

William Zook Jr.

Michael J. Zuccarini

Joseph Maas CLU, ChFC, CFP, MSFS, CCIM, CFA, CWPP

Firm: Synergetic Finance

Business Address:
701 Fifth Avenue #3520
Seattle, WA 98104

Phone: 206-386-5455

Fax: 206-386-5452

Email: joe@synergeticfinance.com
Website: www.synergeticfinance.com

Designation: Financial Services
Current Profession: Since 1990-
Practice: Since 1993
Planning: 65.00%
Undergraduate School: SPU BA Finance
Graduate School: American College MA in Financial Services
Professional Designation: CLU ChFC CFP CFA MSFS AVA CCIM
Organization Membership: Various
Summary: Masters level course work.
Biography: Joseph M. Maas CLU ChFC CFP is the Principal and team leader of Synergy Financial Management (SFM) LLC. As Principal Joe manages the firm’s financial planning and investment management process along with the firm’s core financial foundation strategies. Because of his expertise in designing retirement investment and wealth preservation plans for businesses and individuals SFM and its clients benefit greatly from his efforts.Joe operates his private practice using a team planning approach under Synergy Financial Management LLC which is a registered investment advisor. Synergy’s team members include John Angelo Flavin and Connie L. Peterson. For more information on Synergy’s services please visit our website at www.sfmadvisors.com.Joe received his B.A. in Finance from Seattle Pacific University in 1990. Subsequently he studied finance abroad in Japan Hong Kong China and Thailand. To complement his studies Joe earned the professional designations of Chartered Financial Consultant (ChFC) Chartered Life Underwriter (CLU) and Certified Financial Planner (CFP). He is currently enrolled as a candidate in the Chartered Financial Analyst program (CFA).Joe’s approach to working with clients consists of several steps. First he gathers and analyzes information in order to identify the client’s needs and goals. Next based upon those goals he develops and implements a comprehensive plan. Finally Joe monitors recommendations and confers with clients as needed for evaluation and updates.Additionally Joe has remained current as an expert in his field by serving as a member of the Seattle Estate Planning Council East King County Estate Planning Council The American Society of CLU & ChFC’s Estate Planning Section and as a member of the American Society’s Business & Compensation Section. He is also a member of the Practitioner Division of the International Association for Financial Planning and has participated as an Elder Law Section of the Washington State Bar Association Faculty member.
Service: Investments Financial Planning Real Estate & Insurance
Practice Area: Financial Services
Admitted: 1990
Hometown: Seattle WA


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