Kristi Mathisen

Kristi Mathisen

Managing Director, Tax & Financial Planning

A big part of Kristi’s job is alerting Laird Norton Wealth Management about tax-related opportunities and pitfalls. From income and capital gains taxes to gifting and estate planning, Kristi is called on to help review options and devise tax strategies. Often, this means sitting down with you, your LNWM team and your tax advisor to find the most effective solutions for your specific needs.

Kristi joined LNWM in part to get away from the billable-hours service model. Here, she says, she can devote the time needed to find strategic tax solutions. She especially enjoys bringing to light the nuances and implications of tax laws, which sometimes go unnoticed until it’s too late. Through daily briefings and meeting regularly with other tax professionals, Kristi stays on top of a complex and constantly changing field to your benefit.

Designations and Education

  • Certified Public Accountant
  • Personal Financial Specialist
  • Juris Doctorate
    University of Washington School of Law
  • B.A. in Business Administration – Accounting
    University of Washington

Community and Industry Affiliations

  • Washington Planned Giving Council
    2014 President
  • Women in Tax - Treasurer
  • Estate Planning Council of Seattle - Past President
  • U of W Estate and Gift Planning Council
  • Member of Planned Giving Advisory Group for:
    King County Library Foundation
    The Nature Conservancy
    University of Washington