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Estate and Gift Planning Directors

Our team provides free gift planning information and resources to help our friends make informed decisions. Please locate your state to find the estate and gift planning professional available in your area. 

Alabama

Lindsey Tessin

Lindsey Tessin

Director, Estate and Gift Planning
229.560.1405

 


Alaska

Tom Andrewjeski

Tom Andrewjeski

Director, Estate & Gift Planning
425.761.9696


Arizona

Lindsey Tessin

Nicole Hill

Sr. Director, Wealth Consultant
520.481.6454

 


Arkansas

Jennifer Harrison headshot

Jennifer Harrison Randolph

Director, Estate and Gift Planning
405.974.0424

 


California

Susan Gutowsky headshot

Susan Gutowsky

Director, Estate & Gift Planning
916.792.8866

 

Director of Estate and Gift Planning

Erin McGlynn

Sr. Director, Estate & Gift Planning
925.389.2525

 

Maylene Nolasco headshot

Maylene Nolasco

Sr. Director, Estate & Gift Planning
310.488.5283

 

OLYMPUS DIGITAL CAMERA

Gail Robson

Sr. Director, Estate & Gift Planning
949.307.0430

 

Rosella Saucier headshot

Rosella Saucier

Director, Estate & Planned Giving
619.873.7851

 


Colorado

Lina Thompson

Lina Thompson

Director, Estate & Gift Planning
720.616.4297

 


Connecticut

Augustine Burriesci, Planned Giving Director

Augustine Burriesci

Director, Estate and Gift Planning
203.241.9097

 


Delaware

Joey Ann Fowkes

Joey Ann Fowkes CAP

Sr. Director, Estate and Gift Planning
484.214.5373

 


District of Columbia

Jennifer Berndsen headshot

Jennifer Berndsen

Director, Estate and Gift Planning
571.382.6679

 


Florida

Lise Amundrud headshot

Lise Amundrud

Sr. Director, Estate and Gift Planning
727.276.0341

 

Nicolette Curcio

Nicolette Curcio

Director, Estate & Gift Planning
845.913.5097

 

Lindsey Roberts

Lindsey Roberts

Director, Estate & Gift Planning
941.456.8416

 

John Stewart headshot

John Stewart

Sr. Director, Wealth Consultant
334.498.6567

 

Bob Summers

Bob Summers

Director, Estate & Gift Planning
407.921.3846

 

Shanny Tozzi

Shanny Tozzi

Director, Estate & Gift Planning
954.662.8287

 


Georgia

Lindsey Roberts

Lindsey Roberts

Director, Estate & Gift Planning
941.456.8416

 

John Stewart headshot

John Stewart

Sr. Director, Wealth Consultant
334.498.6567

 


Hawaii

Maylene Nolasco headshot

Maylene Nolasco

Sr. Director, Estate & Gift Planning
310.488.5283

 


Idaho

Tom Andrewjeski

Tom Andrewjeski

Director, Estate & Gift Planning
425.761.9696


Illinois

Brenda Miller headshot

Brenda Miller

Sr. Director, Wealth Consultant
309.255.4304

 


Indiana

Beverley Stafford headshot

Beverley Stafford

Director, Estate and Gift Planning
317.965.2309

 


Iowa

Heather Englin headshot

Heather Englin

Director, Estate and Gift Planning
515.217.4947

 


Kansas

Lauren Lineweber headshot

Lauren Lineweber

Director, Estate and Gift Planning
402.430.8562

 


Kentucky

Beverley Stafford headshot

Beverley Stafford

Director, Estate and Gift Planning
317.965.2309

 


Louisiana

Darby Berthelot headshot

Darby Berthelot

Director, Estate and Gift Planning
504.451.3290

 


Maine

Anne Colacarro

Anne Colacarro

Director, Estate and Gift Planning
413.561.0024

 


Maryland

Jennifer Berndsen headshot

Jennifer Berndsen

Director, Estate and Gift Planning
571.382.6679

 


Massachusetts

Anne Colacarro

Anne Colacarro

Director, Estate and Gift Planning
413.561.0024

 


Michigan

Michelle Mancini Bachman

Michelle Mancini Bachman

Sr. Director, Wealth Consultant
513.993.0132

 


Minnesota

Heather Englin headshot

Heather Englin

Director, Estate and Gift Planning
515.217.4947

 


Mississippi

Darby Berthelot headshot

Darby Berthelot

Director, Estate and Gift Planning
504.451.3290

 


Missouri

Stephanie Hadfield headshot

Stephanie Hadfield

Director, Estate and Gift Planning
314.496.4771

 

Lauren Lineweber headshot

Lauren Lineweber

Director, Estate and Gift Planning
402.430.8562

 


Montana

Tom Andrewjeski

Tom Andrewjeski

Director, Estate & Gift Planning
425.761.9696


Nebraska

Lauren Lineweber headshot

Lauren Lineweber

Director, Estate and Gift Planning
402.430.8562

 


Nevada

Lindsey Tessin

Nicole Hill

Sr. Director, Wealth Consultant
520.481.6454

 


New Hampshire

Anne Colacarro

Anne Colacarro

Director, Estate and Gift Planning
413.561.0024

 


New Jersey

Joey Ann Fowkes

Joey Ann Fowkes CAP

Sr. Director, Estate and Gift Planning
484.214.5373

 

Laura Wall

Laura Wall

Director, Estate and Gift Planning
801.844.1850

 


New Mexico

Lindsey Tessin

Nicole Hill

Sr. Director, Wealth Consultant
520.481.6454

 


New York

Vickie Freyleue headshot

Vickie Freyleue

Sr. Director, Estate and Gift Planning
315.314.4923

 

Laura Wall

Laura Wall

Director, Estate and Gift Planning
801.844.1850

 


North Carolina

Jamie Knowles-Griffiths

Monica Berry

Director, Estate and Gift Planning
336.203.1523

 

Jamie Knowles-Griffiths

Jamie Knowles

Sr. Director, Estate and Gift Planning
919.270.3171

 


North Dakota

Heather Englin headshot

Heather Englin

Director, Estate and Gift Planning
515.217.4947

 


Ohio

Michelle Mancini Bachman

Michelle Mancini Bachman

Sr. Director, Wealth Consultant
513.993.0132

 


Oklahoma

Jennifer Harrison headshot

Jennifer Harrison Randolph

Director, Estate and Gift Planning
405.974.0424

 


Oregon

Director of Estate and Gift Planning

Erin McGlynn

Sr. Director, Estate & Gift Planning
925.389.2525

 


Pennsylvania

Headshot of Josh Dluhos

Josh Dluhos, MS

Sr. Director, Wealth Consultant
412.627.4419 

 

Joey Ann Fowkes

Joey Ann Fowkes CAP

Sr. Director, Estate and Gift Planning
484.214.5373

 

Vicki Haake

Vicki Haake, CGPA

Sr. Director, Estate and Gift Planning
267.817.7266

 


Rhode Island

Augustine Burriesci, Planned Giving Director

Augustine Burriesci

Director, Estate and Gift Planning
203.241.9097

 


South Carolina

Jamie Knowles-Griffiths

Monica Berry

Director, Estate and Gift Planning
336.203.1523

 

Jamie Knowles-Griffiths

Jamie Knowles

Sr. Director, Estate and Gift Planning
919.270.3171

 

Lindsey Roberts

Lindsey Roberts

Director, Estate & Gift Planning
941.456.8416

 


South Dakota

Heather Englin headshot

Heather Englin

Director, Estate and Gift Planning
515.217.4947

 


Tennessee

Lindsey Tessin

Lindsey Tessin

Director, Estate and Gift Planning
229.560.1405

 


Texas

Belinda Benavidez

Belinda Benavidez

Director, Estate & Gift Planning
210.394.5431

 

Lori Dunaway

Lori Dunaway

Director, Estate & Gift Planning
281.658.6443

 

Ruby Sellers

Ruby Sellers

Director, Estate and Gift Planning
817.300.8307

 


Utah

Lina Thompson

Lina Thompson

Director, Estate & Gift Planning
720.616.4297

 


Vermont

Vickie Freyleue headshot

Vickie Freyleue

Sr. Director, Estate and Gift Planning
315.314.4923

 


Virginia

Jennifer Berndsen headshot

Jennifer Berndsen

Director, Estate and Gift Planning
571.382.6679

 

Jennifer Waldholtz

Jennifer Waldholtz

Director, Estate and Gift Planning
757.641.4674

 


Washington

Tom Andrewjeski

Tom Andrewjeski

Director, Estate & Gift Planning
425.761.9696


West Virginia

Headshot of Josh Dluhos

Josh Dluhos, MS

Sr. Director, Wealth Consultant
412.627.4419 

 


Wisconsin

Heather Van Vonderen headshot

Heather Van Vonderen

Director, Estate and Gift Planning
920.341.8591

 


Wyoming

Lina Thompson

Lina Thompson

Director, Estate & Gift Planning
720.616.4297