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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
Director, Estate and Gift Planning
229.560.1405

 

Alaska

Tom Andrewjeski
Director, Estate & Gift Planning
425.761.9696

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

Amy Akins
Director, Estate & Gift Planning
913.940.7992

 

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

Jennifer Waldholtz
Director, Estate and Gift Planning
757.641.4674

 

Florida

Lise Amundrud
Sr. Director, Estate and Gift Planning
727.276.0341

 

Nicolette Curcio
Director, Estate & Gift Planning
845.913.5097

 

John Stewart
Sr. Director, Wealth Consultant
334.498.6567

 

Bob Summers
Director, Estate & Gift Planning
407.921.3846

 

Shanny Tozzi
Director, Estate & Gift Planning
954.662.8287

 

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

Beverley Stafford
Director, Estate and Gift Planning
317.965.2309

 

Louisiana

Darby Berthelot
Director, Estate and Gift Planning
504.451.3290

 

Maine

Anne Colacarro
Director, Estate and Gift Planning
413.561.0024

 

Maryland

Jennifer Waldholtz
Director, Estate and Gift Planning
757.641.4674

 

Massachusetts

Anne Colacarro
Director, Estate and Gift Planning
413.561.0024

 

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

Amy Akins
Director, Estate & Gift Planning
913.940.7992

 

Nebraska

Lauren Lineweber
Director, Estate and Gift Planning
402.430.8562

 

Nevada

Nicole Hill
Sr. Director, Wealth Consultant
520.481.6454

 

New Hampshire

Anne Colacarro
Director, Estate and Gift Planning
413.561.0024

 

New Jersey

Joey Ann Fowkes CAP
Director, Estate and Gift Planning
907.952.2853

 

Anne Colacarro
Director, Estate and Gift Planning
413.561.0024

 

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

 

Anne Colacarro
Director, Estate and Gift Planning
413.561.0024

 

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 

 

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

Belinda Benavidez
Director, Estate & Gift Planning
210.394.5431

 

Darby Berthelot
Director, Estate and Gift Planning
504.451.3290

 

John McCracken
Director, Estate & Gift Planning
214.212.8099

 

Utah

Amy Akins
Director, Estate & Gift Planning
913.940.7992

 

Vermont

Vickie Freyleue
Sr. Director, Estate and Gift Planning
315.314.4923

 

Virginia

Jennifer Waldholtz
Director, Estate and Gift Planning
757.641.4674

 

Washington

Tom Andrewjeski
Director, Estate & Gift Planning
425.761.9696

West Virginia

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

 

Wisconsin

Heather Van Vonderen
Director, Estate and Gift Planning
920.341.8591

 

Wyoming

Amy Akins
Director, Estate & Gift Planning
913.940.7992