Warren Stickney

Founder and Principal Warren Stickney is passionate about serving people. Prior to founding Stickney Research in 1996, Warren headed the Estate Planning Division for six years at a Fortune 100 financial services company. The company was founded on a desire to help people fulfill their dreams and a passion for solving complex financial problems. Warren wanted to create a company small enough to be selective about the client relationships that the organization commits to serving.

Continuing education is also a cornerstone of the Stickney Research practice. Warren believes in all staff, as well as the client, having a thorough understanding of concepts and solutions implemented.

From classes on the teachings of Socrates at the Aspen Institute to The Economist forums, Warren spends over 60 days a year on continuing education to broaden his knowledge and offer clients a holistic approach to problem solving. He believes that knowledge is empowering and is intent on passing that power on to his clients to understand their financial past, present and future. Warren has a unique ability to take complex financial, business and estate planning concepts and simplify them for his clients.

In addition to his quest for knowledge, he is also passionate about his charitable endeavors. An active philanthropist, Warren supports several charitable organizations in the Puget Sound area and the US. He is has served for the past 10 years on the Board of Directors of the Pike Place Market Foundation and Anderson Ranch Foundation. Through his participation in the Million Dollar Round Table (MDRT) Foundation, Warren has secured donations and grants for local and national charities.

Warren’s Professional affiliations include the National Association of Insurance and Financial Advisors (NAIFA), Top of the Round Table and International Forum, and he has also been granted lifetime membership in MDRT and TOT, the Premier Associations of Financial Professionals. Warren has authored several reports and articles which have appeared in the Eastside Journal, the Seattle PI, and Physicians NW Magazine. He is a noted speaker to NAIFA, the Estate Planning Council, and various philanthropic organizations.

Warren’s hobbies include music, skiing and travel and he enjoys spending time with his family.

Jeannine Resteiner Citoli

When asked what she likes most about the business, Jeannie will reply “The Clients.” She enjoys helping solve problems and believes that everybody has different needs, therefore custom plans. Jeannie has been working with Warren since 1994 and since Co-Founding Stickney Research in 1997, she manages both the long-term strategic goals and day-to-day operations of Stickney Research.

She believes that team members should have in-depth knowledge as well as a passion for their area of expertise. Her feeling is that an individual’s unique ability paired with job tasks that complement that talent makes a team function well. The team concept is not limited to the staff; it is from this idea of partnership that Stickney Research has forged long-term relationships with clients.

Education has always been at the forefront of Stickney Research – both for clients and employees. Always keeping abreast of what is available, Jeannie attends several industry forums and meets with the nation’s top investment companies each year to research new products and concepts that may be useful in wealth planning.

Jeannie is an active member of both the National Association of Insurance and Financial Advisors (NAIFA) and the Million Dollar Round Table (MDRT). In addition to her professional associations, Jeannie is also involved with fundraising for Bellevue Life Spring where she recruits others to “adopt a family” for the holidays. She supports the MDRT Foundation’s efforts for worldwide philanthropic causes, as well as national charities including Habitat for Humanity, the Red Cross, and the Humane Society. In her spare time, she enjoys riding her horses, gardening, and spending weekends on her farm in Oregon.