Kristi Mathisen

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.