Alabama

Lindsey Tessin
Director, Estate and Gift Planning
229.560.1405

 


Alaska

Jamie Mager
Sr. Director, Estate & Gift Planning
913.787.6985

 


Arizona

Nicole Hill
Sr. Director, Wealth Consultant
520.481.6454

 


Arkansas

Jennifer Harrison
Director, Estate and Gift Planning
405.974.0424

 


California

Susan Gutowsky
Director, Estate & Gift Planning
916.792.8866

 

Erin McGlynn
Sr. Director, Estate & Gift Planning
925.389.2525

 

Maylene Nolasco
Sr. Director, Estate & Gift Planning
310.488.5283

 

Gail Robson
Sr. Director, Estate & Gift Planning
949.307.0430

 

Rosella Saucier
Director, Estate & Planned Giving
619.873.7851

 


Colorado

Jamie Mager
Sr. Director, Estate & Gift Planning
913.787.6985

 


Connecticut

Augustine Burriesci
Director, Estate and Gift Planning
203.241.9097

 


Delaware

Joey Ann Fowkes CAP
Director, Estate and Gift Planning
907.952.2853

 


District of Columbia

Judie Shepherd-Martin
Sr. Director, Estate and Gift Planning
202.270.3862

 


Florida

Lise Amundrud
Sr. Director, Estate and Gift Planning
727.276.0341

 

Katie Masucci
Sr. Director, Wealth Consultant
561.531.1148

 

Jeana Schmidt
Sr. Director, Estate and Gift Planning
941.867.7236

 

John Stewart
Sr. Director, Wealth Consultant
334.498.6567

 


Georgia

John Stewart
Sr. Director, Wealth Consultant
334.498.6567

 


Hawaii

Maylene Nolasco
Sr. Director, Estate & Gift Planning
310.488.5283

 


Idaho

Amy Akins
Director, Estate & Gift Planning
913.940.7992

 


Illinois

Brenda Miller
Sr. Director, Wealth Consultant
309.255.4304

 


Indiana

Beverley Stafford
Director, Estate and Gift Planning
317.965.2309

 


Iowa

Heather Englin
Director, Estate and Gift Planning
515.217.4947

 


Kansas

Lauren Lineweber
Director, Estate and Gift Planning
402.430.8562

 


Kentucky

Michelle Mancini Bachman
Sr. Director, Wealth Consultant
513.226.5894 

 


Louisiana

Darby Berthelot
Director, Estate and Gift Planning
504.451.3290

 


Maine

Katy Nowoswiat
Director, Estate and Gift Planning
603.518.6265

 


Maryland

Judie Shepherd-Martin
Sr. Director, Estate and Gift Planning
202.270.3862

 


Massachusetts

Michael Duff
Sr. Director, Estate and Gift Planning
508.499.2264

 


Michigan

Michelle Mancini Bachman
Sr. Director, Wealth Consultant
513.226.5894 

 


Minnesota

Heather Englin
Director, Estate and Gift Planning
515.217.4947

 


Mississippi

Darby Berthelot
Director, Estate and Gift Planning
504.451.3290

 


Missouri

Stephanie Hadfield
Director, Estate and Gift Planning
314.496.4771

 

Lauren Lineweber
Director, Estate and Gift Planning
402.430.8562

 


Montana

Jamie Mager
Sr. Director, Estate & Gift Planning
913.787.6985

 


Nebraska

Lauren Lineweber
Director, Estate and Gift Planning
402.430.8562

 


Nevada

Nicole Hill
Sr. Director, Wealth Consultant
520.481.6454

 


New Hampshire

Katy Nowoswiat
Director, Estate and Gift Planning
603.518.6265

 


New Jersey

Joey Ann Fowkes CAP
Director, Estate and Gift Planning
907.952.2853

 


New Mexico

Nicole Hill
Sr. Director, Wealth Consultant
520.481.6454

 


New York

Jennifer Cayetano
Director, Estate and Gift Planning
646.494.9772       
  

 

Vickie Freyleue
Sr. Director, Estate and Gift Planning
315.314.4923

 


North Carolina

Jamie Knowles-Griffiths
Director, Estate and Gift Planning
919.270.3171

 

Troy Thee
Director, Estate and Gift Planning
828.234.0921

 


North Dakota

Amy Akins
Director, Estate & Gift Planning
913.940.7992

 


Ohio

Michelle Mancini Bachman
Sr. Director, Wealth Consultant
513.226.5894 

 

Josh Dluhos, MS
Sr. Director, Estate and Gift Planning
412.627.4419 

 


Oklahoma

Jennifer Harrison
Director, Estate and Gift Planning
405.974.0424

 


Oregon

Amy Akins
Director, Estate & Gift Planning
913.940.7992

 


Pennsylvania

Josh Dluhos, MS
Sr. Director, Estate and Gift Planning
412.627.4419 

 

Joey Ann Fowkes CAP
Director, Estate and Gift Planning
907.952.2853
 

 

Vicki Haake, CGPA
Sr. Director, Estate and Gift Planning
717.728.6155

 


Rhode Island

Augustine Burriesci
Director, Estate and Gift Planning
203.241.9097

 


South Carolina

Jamie Knowles-Griffiths
Director, Estate and Gift Planning
919.270.3171

 

Troy Thee
Director, Estate and Gift Planning
828.234.0921

 


South Dakota

Heather Englin
Director, Estate and Gift Planning
515.217.4947

 


Tennessee

Lindsey Tessin
Director, Estate and Gift Planning
229.560.1405

 


Texas

John Martin
Director, Estate & Gift Planning
936.697.0388

 

John McCracken
Director, Estate & Gift Planning
214.212.8099

 


Utah

Nicole Hill
Sr. Director, Wealth Consultant
520.481.6454

 


Vermont

Katy Nowoswiat
Director, Estate and Gift Planning
603.518.6265

 


Virginia

Judie Shepherd-Martin
Sr. Director, Estate and Gift Planning
202.270.3862

 

Jennifer Waldholtz
Director, Estate and Gift Planning
540.521.5368

 


Washington

Tom Andrewjeski
Director, Estate & Gift Planning
425.761.9696


West Virginia

Jennifer Waldholtz
Director, Estate and Gift Planning
540.521.5368

 


Wisconsin

Heather Van Vonderen
Director, Estate and Gift Planning
920.341.8591

 


Wyoming

Jamie Mager
Sr. Director, Estate & Gift Planning
913.787.6985