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<p class="MsoNormal">Thank you!<o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Lisa E Schuchman<br>
<b>Sent:</b> Thursday, May 04, 2017 9:07 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Referral for financial advisor<o:p></o:p></p>
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<p class="MsoNormal">I recommend Leanne Plancic. She has a lot of experience and a great personal touch.<o:p></o:p></p>
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<p class="MsoNormal">AXA Advisors, LLC<br>
10500 NE 8th Street, Suite 1600<br>
Bellevue, WA 98004<o:p></o:p></p>
<p class="MsoNormal"> direct: (206) 956-6243<o:p></o:p></p>
<p class="MsoNormal">fax: (206) 956-6202<br>
<a href="mailto:Leanne.Plancic@axa-advisors.com"><span style="color:black">Leanne.Plancic@axa-advisors.com</span></a><o:p></o:p></p>
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<p class="MsoNormal" style="margin-left:8.1pt"><a href="http://www.linkedin.com/in/leanneplancic"><span style="text-decoration:none"><img border="0" width="40" height="40" style="width:.4166in;height:.4166in" id="Picture_x0020_2" src="cid:image002.jpg@01D236AE.91EBE110" alt="Description: Description: Description: Description: Description: Description: Description: image003"></span></a>
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<br>
Lisa E. Schuchman <o:p></o:p></p>
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<p class="MsoNormal">206-960-4212<o:p></o:p></p>
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<p class="MsoNormal"><a href="http://www.lisaschuchman.com">www.lisaschuchman.com</a><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">There are no passengers on spaceship earth. We are all crew. - Marshall McLuhan<o:p></o:p></p>
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On May 4, 2017, at 8:41 PM, Lovie Bernardi <<a href="mailto:lovie@fb-lawfirm.com">lovie@fb-lawfirm.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal">Thanks!<br>
<br>
Sent from my iPhone<o:p></o:p></p>
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On May 4, 2017, at 5:51 PM, Jay DeMers <<a href="mailto:jay.demerslawfirm@gmail.com">jay.demerslawfirm@gmail.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal">My guy is Rick Mangan 206-441-1980. Jay<o:p></o:p></p>
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<p class="MsoNormal">On Thu, May 4, 2017 at 12:27 PM, Lovie Bernardi <<a href="mailto:lovie@fb-lawfirm.com" target="_blank">lovie@fb-lawfirm.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Listmates,<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">I’m looking for a referral for a financial advisor. Client is a small business owner seeking a financial advisor to advise the participants in a 401(k) plan.<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Lovie L. Bernardi</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Flaherty & Bernardi, PLLC</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">3600 15<sup>th</sup> Avenue West #205</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Seattle, WA 98119</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><a href="tel:(206)%20682-2616" target="_blank">(206) 682-2616</a></span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><a href="mailto:joni@sbfirm.com" target="_blank">lovie@fb-lawfirm.com</a></span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><a href="http://sbfirm.com/" target="_blank">http://fb-lawfirm.com</a></span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">**********</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">This e-mail may contain information that is privileged, confidential or otherwise protected from disclosure. If you
are not the intended recipient or otherwise have received this message in error, you are not authorized to read, print, retain, copy or disseminate this message or any part of it. If you are not the intended recipient or otherwise have received this message
in error, please notify us immediately by e-mail, discard any paper copies and delete all electronic files of the message.
<i>Circular 230 Notice: This communication may not be used by you or any other person or entity for the purpose of avoiding any federal tax penalties.</i></span><o:p></o:p></p>
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_______________________________________________<br>
WSBAPT mailing list<br>
<a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br>
<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></p>
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<p class="MsoNormal">_______________________________________________<br>
WSBAPT mailing list<br>
<a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br>
<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></p>
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<p class="MsoNormal">_______________________________________________<br>
WSBAPT mailing list<br>
<a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br>
<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></p>
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