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| NAME/FIRM/FIELD | ADDRESS | CONTACT |
| Mary Adams Principal Trek Consulting LLC Field: Strategy Consulting |
400 Trade Center, Suite 5900 Woburn, Massachusetts 01801
|
Phone: 781-729-9650 |
Michelle Adams
Law Office of Michelle Adams Field: Estate Planning |
1250 S. Buckley Road
Aurora, Colorado 80017 |
Phone: 720-432-9685
Email: madams@coloradofamilylegacy.com Website: www.coloradofamilylegacy.com |
| Giles Almond, CPA/PFS, CFP, CIMA Matrix Wealth Advisors, Inc Field: Financial Advisor |
831 E. Morehead Street, Suite 760 Charlotte, North Carolina 28202 | Phone: 704-940-4292
Fax: 866-271-6399
Website: www.matrixwealth.com |
| Justin Anderson
Principal JSA Advising, LLC |
1832 Lincoln Ave
St. Paul, Minnesota 55105 |
Phone: 651-308-8415
Fax: 651-699-5950
Email: janderson@jsadvising.com |
| Daniel Andres
Field: Attorney |
850 20th Street, #706
|
Phone: 919-360-4120
Email: andresdanielm@gmail.com |
| Patricia M. Annino
Price Lobel Glovsky & Tye, LLP |
100 Cambridge Street, Suite 200 Boston, Massachussetts | Phone: 617-456-8009
Fax: 617-456-8100 Email: pannino@princelobel.com Website: www.princelobel.com |
| Kristen Armstrong Kristen Armstrong Consulting Field: Consulting Psychologist & Advisor to Family Enterprise |
PO Box 55
Sonoma, California 95476 |
Phone: 707-935-1490
Email: kristen@kristenarmstrong.com Website: www.kristenarmstrong.com |
| Clemens Ast Legasus Group, LC | 121 N Mead STE 109
Wichita, Kansas 67202 |
Email: cast@legasusgroup.com |
| Jack Beauregard President Successful Transition Planning Institute Field: Transition Planning |
One Mifflin Place
|
Phone: 617-576-5728
Fax: 480-393-4863
Email: jack@thenexttransition.com Website: www.successfultransitionplanning.com |
| Tim Belber
The Madison Group, Inc. |
5299 DTC Boulevard, Suite 1100 Greenwood Village, Colorado 80111 | Phone: 720-529-6038
Fax: 720-529-6038 Email: tbelber@themadisongroup.com Website: www.themadisongroup.com |
| Erik P. Bernstein
Starwood Consulting, LLC |
1113 Spruce Street, Suite 401-D Boulder, Colorado 80302 | Phone: 303-415-0248
Fax: 303-415-0250
Email: erik@starwoodconsulting.com Website: www.starwoodconsulting.com |
| Caroline Berry
Principal Caroline Berry Consulting |
1220 N. Lincoln
Dinuba, California 93618 |
Phone: 559-595-8909
Fax: 559-595-8907
Email: berrycaroline@sbcglobal.net Website: www.carolineberryconsulting.com |
Russell M. Blood
|
6465 South 3000 East, Suite 103 Salt Lake City, Utah 84121 | Phone: 801-438-2512
Fax: 801-438-2517
Email: russ@ncvlaw.com Website: www.russbloodlaw.com |
Michael E. Bohl |
5827 Yellowstone Road
Cheyenne, Wyoming 82009 |
Phone: 307-637-9140
Fax: 307-632-7850 Email: mike.bohl@wyomingbank.com Website: www.wyomingbank.com |
Randall H. Borkus |
900 Jorie Blvd., Suite 36 |
Phone: 312-473-1047 Fax: 888-751-5954 |
| Emily Bouchard, MSSW Family, Wealth, and Money Coach Wealth Legacy Group |
Phone: 360-991-9558
Email: emily@wealthlegacygroup.net Website: www.wealthlegacygroup.net |
|
| Susan Bradley, CFP Founder Sudden Money Institute |
10 Huntley Circle
Palm Beach Gardens, Florida 33418 |
Phone: 888-838-9446
Fax: 561-828-3905 Email: info@suddenmoney.com Website: www.suddenmoney.com |
| Stephanie Bruno
Certified Private Wealth Advisor Cascade Financial Management, Inc. Field: Financial Advisor |
1512 Larimer Street
Denver, Colorado 80202 |
Phone: 303-292-1121
Fax: 303-292-2942
Email: sbruno@cascade-inc.com Website: www.cascade-inc.com |
G. Scott Budge, PhD |
35 Mason Street, 4th Floor
|
Phone: 203-742-5452 Fax: 203-702-5472 |
| Shan Burchenal Director of Consulting Services Rocky Mountain Region Healthcare Navigation LLC Field: Insurance Consultant |
425 Ivanhoe Street
Denver, Colorado 80220 |
Phone: 303-385-8487
Fax: 303-648-4846 Email: sburchenal@healthcarenavigation.com Website: www.healthcarenavigation.com |
| Brendan Bybee
Associate Attorney Bryan A. Lowe & Associates |
4011 Meadows Lane, Suite 102
Las Vegas, Nevada 89107 |
Phone: 702-259-0002
Fax: 702-259-7774
Email: brendan@bryanalowe.com Website: www.bryanalowe.com |
| Sam W. Boone, Jr.
Sam W. Boone, Jr., P.A. Attorney at Law |
4545 NW 8th Avenue, Suite A Gainesville, Florida 32605 | Phone: 352-374-8308
Fax: 352-375-2283
Email: sboone@boonelaw.com Website: www.boonelaw.com |
Tamara Cain |
1770 West Main Street |
Phone: 405-364-2246 |
| Enzo Calamo CEO Lugen Family Office Inc. Field: Life Planning |
505 Burrard Street, Suite 880 Vancouver, BC V7X1M4 CANADA | Phone: 866-605-8885
Fax: 604-913-3687
Email: ecalamo@shaw.ca Website: www.igraciousliving.com |
Susan Campbell, Ph.D. |
4373 Hessel Ct. |
Phone: 707-829-3646 |
| Marty Carter
President Baton |
121 Fishers Road Bryn Mawr, Pennsylvania 19010 |
Phone: 877-228-6623
Fax: 610-525-3845
Email: martyzcarter@gmail.com Website: www.baton-consulting.com |
Deborah D. Caruso |
201 Washington Street |
Phone: 617-722-3903 |
Paul Caspersen,CFP®,MS |
2505 University Boulevard |
Phone: 515-294-4407
|
| Robin Catlin
Sales & Training Consultant Independent Means, Inc Field: Financial Literacy for Next-Gen |
935 Westview Drive
Boulder, Colorado 80303 |
Phone: 720-771-5859
Fax: 303-541-9388
Email: rccatlin@comcast.net Website: www.independentmeans.com |
| Diana Chambers
President The Chambers Group, LLC Field: Family Wealth Mentor |
2014 Kalorama Road, NW, Suite #3 Washington, DC 20009 |
Phone: 202-483-9362
Fax: 202-483-7369
Email: diana@dianachambers.com Website: www.dianachambers.com |
| Dennis Channer, CPA, CFP, AEP Cornerstone Investment Advisors LLC Portfolio & Trust Management |
1728 Sixteenth Street - Suite 201 Boulder, Colorado 80302 | Phone: 303-545-5400
Fax: 303-545-5640 Email: dennis@cstoneinvest.com Website: www.cstoneinvest.com |
| Heather Cheney
Director of Estate Planning & Fiduciary Services Boston Financial Management Field: Investment Management |
One Winthrop Square
Boston, Massachusetts 02110 |
Phone: 617-275-0368
Fax: 617-275-0468
Email: heatherc@bfminvest.com Website: www.bfminvest.com |
David Cohn |
5265 Talavero Place |
Phone: 303-771-9929 |
| Charles Collier Senior Philanthropic Advisor Harvard University | 124 Mount Auburn Street Cambridge, Massachusetts 02138 | Phone: 617-495-5218
Email: ccollier@harvard.edu |
Michael P. Corrigan |
225 Cedar Hill Street, Suite 200 |
Phone: 508-366-3300 |
| David P. Crandall Esq. Legacy Planning Advocates Field: Estate Planning, Probate, Elder Law |
9393 W. 110th St., Suite 500 Overland Park, Kansas 66210 | Phone: 913-440-0738
Fax: 913-440-0731
Email: david@legacyplanningadvocates.com Website: www.legacyplanningadvocates.com |
| Paul Cronin
Partner Successful Transition Planning Institute |
One Mifflin Place, 119 Mt. Auburn Street Cambridge, Massachusetts |
Phone: 978-749-9546
Fax: 978-749-9546
Email: paul@thenexttransition.com Website: www.succesfultransitionplanning.com |
| Phil Cubeta
Sallie B. and William B. Wallace Chair in Philanthropy The American College |
270 S. Bryn Mawr Avenue
Bryn Mawr, Pennsylvania 19010 |
Email: phil.cubeta@theamericancollege.edu |
| Barbara Culver
President Resonate, Inc. |
8837 Chapelsquare Drive, Suite B Cincinnati, Ohio 45249 | Phone: 513-605-2500 x211
Fax: 513-605-2505
Email: bculver@resonatecompanies.com Website: www.resonatecompanies.com |
| Margaret May Damen President & CEO The Institute for Women and Wealth Field: Legacy Advisor & Coach |
205 North K Street Lake Worth, Florida 33460 |
Phone: 561-202-0863
Fax: 561-582-7264
|
Geoff Davis
|
||
| Richard Del Monte President Del Monte Group, LLC |
75 Golden Meadow Lane
Alamo, California 94507 |
Phone: 925-736-6410
Fax: 925-263-1930
Email: richard@aplaceofpossibility.com Website: www.aplaceofpossibility.com |
| John Diak
Oatley & Diak, LLC Field: Financial Services |
7887 East Belleview Avenue |
Phone: 303-221-1900
Fax: 303-221-1899 Email: jdiak@oatleydiak.com Website:www.oatleydiak.com |
| Monroe M. Diefendorf, Jr. President Diefendorf Capital Planning Associates Field: Wealth Management |
152 Forest Avenue
Locust Valley, New York 11560 |
Phone: 516-759-3900
Fax: 516-759-3928
Email: roey@diefendorfcapital.com Website: www.diefendorfcapital.com |
| Joan DiFuria
Co-Director Money, Meaning & Choices Institute Field: Family Wealth Consultants |
PO Box 804
Kentfield, California 94915 |
Phone: 415-267-6107
Fax: 510-524-3770
Email: jdifuria@comcast.net Website: www.mmcinstitute.com |
| Chris Dorton AEP, CCPS, ChFC, CLU SunTrust Banks Financial Planning Manager, SVP | Atlanta, Georgia | Email: txgator@tx.rr.com |
John Duncan |
180 North LaSalle Street, Suite 3850 Chicago, Illinois 60601 |
Email: jpcd@DuncanCounsel.com |
| William Eck
True North Connections, LLC |
P.O. Box 1298
Wheat Ridge, Colorado 80034 |
Phone: 303-432-8657
Email: bill@truenorthconnections.com Website: www.truenorthconnections.com |
| Tim Emerson
Wealth Strategist Private Consulting Group |
Phone: 970-218-6735
Email: tim.emerson@yahoo.com |
|
| Scott Farnsworth President SunBridge, Inc. |
3214 Bayflower Ave. Harmony, Florida 34773 |
Phone: 407-593-2386
Fax: 407-292-6242 Email: sfarnsworth@sunbridgenetwork.com Website: www.sunbridgenetwork.com |
| Robert Feisee Insight Law, L.L.C. Field: Attorney |
44365 Premier Plaza, Suite 210 Ashburn, Virginia 20147 | Phone: 703-654-6019
Fax: 703-729-5217
Email: raf@insightlaw.net Website: www.insightlaw.net |
| Danilel P. Felix
Trustee The Professional Trustee |
PO Box 83 Deerfield, Illinois 60015 |
Phone: 847-444-0251
Email: dan.felix@trustee-institute.org Website: www.the-professional-trustee.com |
| Curt W. Ferguson
Attorney & Counsellor at Law The Estate Planning Center |
919 W. Main
Salem, Illinois 62881 |
Phone: 618-548-3729
Fax: 618-548-3585
Email: cwf@ussonet.net Website: www.tlcplanning.com |
| Dr. Terri Finney Terri Finney, Psy.D., P.C. |
4770 E. Iliff Avenue, Suite 219 Denver, Colorado 80222 | Phone: 303-790-5976
Fax: 303-282-5653
Email: terri@drfinney.com Website: www.drfinney.com |
Mike Flinn |
9413 S. 51st |
Phone: 602-908-1497 |
| Dean Fowler
President Dean Fowler Associates, Inc |
1905 Eileen Ct Brookfield, Wisconsin 53005 |
Phone: 262-271-5979 Email: dean@deanfowler.com Website: www.deanfowler.com |
| Randy Fox
Founding Principal InKnowVision, LLC Field: Estate and Wealth Transfer Planning |
715 Enterprise Drive
Oakbrook, Illinois 60523 |
Phone: 630-570-9561
Fax: 630-596-5099
Email: randy@inknowvision.com Website: www.inknowvision.com |
| Susan Fox | ||
| Jennifer Fuhr
Family Wealth Consultants Field: Wealth Consulting |
734 Railway Avenue, #204 Canmore, Alberta T1W1P2 Canada | Phone: 403-560-7560
Fax: 403-678-0180
Email: familywealthconsultants@gmail.com |
| Steve Gammill
J. Stephen Gammill, LLC |
849 Celestite Dr
Fruita, Colorado 81521 |
Phone: 970-858-9135
Fax: 970-858-9147
Email: steve@stevegammill.com |
| Dolly M. Garlo
President Thrive!! Inc. Field: Business Development Consulting & Coaching |
1135 Terminal Way, Suite 209 Reno, Nevada 89502 | Phone: 775-360-6442 Email: dolly@creatinglegacy.com Website: www.creatinglegacy.com |
| Heather Gee
Vice President for Development Services The Philadelphia Foundation |
Email: geephilanthropicservices@yahoo.com | |
| Jeanne Gildee, CHFC, CAP
The Koenig Group Field: Wealth Consulting |
2 Wisconsin Circle, Suite 640 Chevy Chase, Maryland 20815 | Phone: 301-652-4545
Fax: 301-652-0303
Email: jeanne@koeniggroup.com Website: www.koeniggroup.com |
| Christopher J. Godfrey
Godfrey Law Offices Field: Estate Planning |
400 Plaza Building, 210 S. Michigan Street South Bend, Indiana 46601 |
Phone: 574-237-9000
Fax: 574-237-0902
Email: chris@godfreylawoffices.com Website: www.godfreylawoffices.com |
| Hartley Goldstone Owner Hartley Goldstone Associates |
4954 West Maplewood Avenue
Denver, Colorado 80123 |
Phone: 303-710-5380
Email: hgoldstone@comcast.net |
| Richard Goldwater
Vice President Families and Wealth, LLC Field: Executive Coaching & Psychological Management |
1075 Washington Street
Newton, Massachusetts 02465 |
Phone: 781-239-8850
Fax: 617-558-5900
Email: rpgmd@mac.com Website: www.familiesandwealth.com/about.php |
| Tom Gorman President Families and Wealth, LLC Field: Attorney |
1075 Washington Street
Newton, Massachusetts 02465 |
Fax: 617-558-5900 Email: tgorman61@hotmail.com Website: www.familiesandwealth.com/about.php |
| Lisa Gray
Managing Member GRAYMATTER STRATEGIES LLC Field: Consultant |
323 N. 27th Street Richmond, Virginia 23223 |
Phone: 804-343-1030
Email: lisa@graymatterstrategiesllc.com Website: www.graymatterstrategiesllc.com |
Al Gregory |
2570 Pebble Creek Lane |
Phone: 801-341-4490 |
| Dr. Mary Gresham
Atlanta Financial Psychology |
2801 Buford Highway Suite 260 Atlanta, Georgia 30329 | Phone: 404-320-6510
Email: mg@doctorgresham.com www.doctorgresham.com www.atlantafinancialpsychology.com |
| Garrett L. Griffin
Attorney Kevan D. Accord, P.A. |
15700 College Blvd.
Lenexa, Kansas 66219 |
Phone: 913-956-3962
Fax: 913-492-7953
Email: ggriffin@acordpa.com Website: www.bridgebuilderkda.com and www.acordpa.com |
| James Grubman | 356 Montague City Road Suite 100 Turner Falls, Massachusetts 01376 |
Phone: 413-775-0557
Email: jim@jamesgrubman.com Website: www.jamesgrubman.com |
Molly Hampton |
258 Main Street |
Phone: 307-349-1370 |
| Philippe M. Hartl
Merrill Lynch Field: Wealth Management |
2049 Century Park East Suite 1100 Century City, California 90067 |
Phone: 310-407-3984
Email: philippe_hartl@ml.com |
| Mark C. Hartnett
Family Wealth Practices Field: Multi-Family Office |
2084 Old Taylor Road
|
Phone: 662-540-1815
Fax: 662-796-9355
Email: mhartnett@familywealthpractices.com Website: www.familywealthpractices.com |
| Alan Heath
Founder & Managing Director The Strategy Group |
2770 Arapahoe Road Suite 132-111 Lafayette, Colorado 80026 |
Phone: 720-890-7081
Fax: 720-890-7082
Email: alan@thestrategygroupinc.com Website: www.thestrategygroupinc.com |
| Katherine Heath Principal The Strategy Group |
2770 Arapahoe Road Suite 132-111 Lafayette, Colorado 80026 |
Phone: 720-890-0170
Fax: 720-890-7082
Email: katherine@thestrategygroupinc.com Website: www.thestrategygroupinc.com |
| Jon Hill Thornton Byron LLP Field: Attorney |
4374 W. Bravehart Lane
Eagle, Idaho 83616 |
Phone: 208-422-0114
Fax: 208-344-8720 Email: jdhill.law@gmail.com |
|
Timothy Hogan (Tim) |
900 W Jackson Blvd 7W |
Phone: 630-220-9430 Fax: 330-659-2608 |
| David W. Holaday Managing Member Wealth Design Consultants, LLC Field: Financial Services |
11555 North Meridian Street Suite 560 Carmel, Indiana 46032 |
Phone: 888-703-3900
Fax: 317-571-3615 Email: dholaday@wdcplan.com Website: www.wdcplan.com |
| John Homer President Oxford Financial Group |
455 East 500 South Suite 305 Salt Lake City, Utah 84111 |
Phone: 801-595-1730
Fax: 801-595-1759
Email: john.homer@ofgadvisors.com |
| Paul Hood
Attorney and Independent Trust Protector |
1320 Darling Street |
Phone:
504.452.7574 Fax: 504.617.6272 Email: paulhood@acadiacom.net |
| Edward L. Howat, Jr
President Addie Woods Consulting Field: Financial Services |
2065 Kings Road
Eagan, Minnesota 55122 |
Phone: 651-405-6644
Fax: 651-405-6644
|
| Brett Hudson
Relational Wealth Advisors, LLC Field: Wealth Transition Consultant |
9033 E. Easter Place Suite 200 Centennial, CO 80112 | Phone: 303-993-7210
Fax: 303-733-9440
Email: brett@relationalwealth.com Website: brett@relationalwealth.com and www.prismvisualartistry.com |
| Adrienne Iglehart
Senior Vice President Merril Lynch Field: Wealth Management |
101 California Street Suite 2100 San Francisco, California 94111 |
Phone: 415-288-3231
Fax: 415-240-4393
Email: adrienne_iglehart@ml.com |
| Jody Jacobson
Owner Aeriel View Consulting, LLC (Consulting) and LiveLikeAGrownUp.com (Individual Coaching) |
2133 Fox Avenue
Madison, Wisconsin 53711 |
Phone: 608-347-9961
Email: jody.jacobson@gmail.com Website: www.jodyjacobson.com |
| Dennis Jaffe Professor Sagbrook University | 764 Ashbury Street
San Francisco, California 94117 |
Phone: 415-665-8699
Email: djaffe@sagbrook.edu Website: www.saybrook.edu |
| Natalia Kabbe
Attorney and Counselor at Law The Law Offices of Natalia Kabbe, LLC Field: Attorney |
1111 South Washington St. |
Phone: 888-909-1414
Fax: 866-910-7759
Email: natalia@kabbe-law.com Website: www.kabbe-law.com |
| Kristin Keffeler Principal Kinetic Enterprise, LLC |
PO Box 255
Niwot, Colorado 80544 |
Phone: 303-652-4981
Fax: 413-691-4981 Email: kristin@kineticenterprise.com Website: www.kineticenterprise.com |
Donald H. Kelley |
9421 Viaggio Way |
Phone: 303-470-7076 |
| Jacqueline Kelm
Founder Appreciative Living, LLC Field: Personal Growth & Relationships |
Charleston, South Carolina | Phone: 843-881-1106
Email: jkelm@appreciativeliving.com Website: www.appreciativeliving.com |
| Ronald P. Kendall
Attorney & Counselor Kendall & Associates, PLLC Field: Estate Planning |
32100 Telegraph Road |
Phone: 248-594-8333
Fax: 248-642-7557
Email: rkendall@kendallassociatespllc.com |
| Dennis Kessler
President Midwest Family Business Advisors Field: Family Business Consulting |
707 Skokie Blvd. Suite 600 Northbrook, Illinois 60062 |
Phone: 847-509-2745
Fax: 847-433-7894
Email: denniskessler@earthlink.net Website: www.midwestfamilybusinessadvisors.com |
Kathleen Burns Kingsbury, LMHC, CPCC |
190 Purchase Street |
Phone: 508-297-1212 |
| Paul Kingsman
Speaker, Executive Coach, Olympic Medalist
Paul Kingsman Speaking & Coaching
Field: Practice Management Development |
9 Oak Crest Court Suite D Novato, California 94947 |
Phone: 415-897-8082
|
| Ted Klontz, PhD Klontz Consulting | PO Box 331549
Nashville, Tennessee 37203 |
Phone: 615-604-0059
Email: ted@klontzconsulting.com Website: www.klontzconsulting.com |
| Joel Koenig
Managing Member The Koenig Group, LLC |
2 Wisconsin Circle Suite 640 Chevy Chase, Maryland 20815 |
Phone: 301-652-4545
Fax: 301-652-0303
Email: joel@koeniggroup.com Website: www.koeniggroup.com |
| Judith Kolva, Ph.D.
Founder / CEO Memoir Shoppe Field: Personal Historian |
2500 East Las Olas Blvd
Penthouse 8 Fort Lauderdale, Florida 33301 |
Phone: 954-759-4531
Fax: 954-759-4531
|
| Henry Landes
Delaware Valley Family Business Center |
340 North Main Street
|
Phone: 215-723-5032
Fax: 215-723-8351
Email: henry@dvfbc.com |
| Jane Larrabee
Attorney Law Offices of Jane K. Larrabee Field: Estate Planning |
Jane K. Larrabee, Esq.
333 N. Wilmot Rd., Suite 340 Tucson, Arizona 85711 |
Phone: 520.829-0571
Fax: 520.918-3031 Email: jane@jlazlaw.com Website: www.janelarrabeelaw.com |
| Shannon Link
OnPointe, LLC
Field: Family Business Advisor |
1400 16th Street |
Phone: 303-997-4441
Fax: 303-484-5441 Email: shannonlink@onpointeadvisory.com |
| Anne Loehr
Anne Loehr & Associates |
11654 Plaza America Drive Suite 154 Reston, Virginia 20190 |
Phone: 202-390-2711
Email: anne@anneloehr.com Website: www.anneloehr.com |
| Laura Malinowski
Strategic Planning Associate RG Financial Partners, Inc. Field: Finance |
1990 N. California Blvd. #612 Walnut Creek, California 94596 | Phone: 925-927-1900
Fax: 925-927-1907
Email: lmalinowski@rgfinancial.org Website: www.rgfinancial.org |
| Tony Martignetti
Managing Director Martignetti Planned Giving Advirosrs, LLC Field: Charity Registration & Planned Giving |
90 Park Terrace East, 4th Floor New York, New York 10034 |
Phone: 212-567-5680
Fax: 212-937-2376
Email: tony@mpgadv.com Website: www.mpgadv.com |
|
Paul Mason Field: Estate Planning |
15765 Pineycove Court Colorado Springs, Colorado 80921 |
Phone: 719-290-5218 Email:paulashleymason@gmail.com |
Susan Massenzio, Ph.D. |
260 Canton Avenue |
Phone: 617-272-6407 |
| Frank A. McClure
Counsellor at Law Frank A. McClure & Associates Field: Estate Planning |
1009 Steubenville Ave
Cambridge, Ohio 43725 |
Phone: 740-432-7844
Fax: 740-439-4950
Email: frank@fmcclurelaw.com Website: www.fmcclurelaw.com |
| Ian McDermott International Teaching Seminars (ITS) |
73 Bennetts Bridge Road
Sandy Hook, Connecticut 06482 |
Phone: +44 1932 860882
Fax: +44 1932 860882
Email: prdhm44@aol.com Website: www.itsnlp.com |
| Rick McDonald
US Advisory Group |
301 Edgewater Place Suite 410 Wakefield, Massachusetts 01880 |
Phone: 781-246-0222
Fax:
Email: rick@usadvisory.com Website: www.usadvisory.com |
| Robb McKinney
Bridgewater Wealth, Inc |
1000 Stonewood Drive Suite 301 Wexford, Pennsylvania 15090 |
Phone: 412-629-8133 C Fax: 724-940-6705 |
| Olivia Mellan
President Olivia Mellan & Associates, Inc. |
Website: www.moneyharmony.com | |
| William F. Messinger, JD
Aureus Inc Field: Addiction |
325 Cedar Street #700
Saint Paul, Minnesota 55101 |
Phone: 651-335-2410
Email: bill@aureusinc.com Website: www.aureusinc.com |
| Isabel Miranda
Law Offices of Isabel Miranda, LLC Field: Attorney |
7 Heritage Lane
Scotch Plains, New Jersey 07076 |
Phone: 201-563-5354
Fax: 908-322-4732
Email: imiranda@comcast.net |
| Isabel Miranda
Heritage Family Wealth Consulting, LLC Field: Counselor |
2219 North Avenue Suite 100 Scotch Plains, New Jersey 07076 |
Phone: 201-563-5354
Fax: 908-322-4732
Email: imiranda@heritagefamilywealth.com Website: www.heritagefamilywealth.com |
| Melissa Mitchell-Blitch, LPC, CACII, CPA
Lic. Professional Counselor Eredita, LLC Field: Family Wealth & Family Business Consulting |
886 Johnnie Dodds Blvd. Suite 203 Mt. Pleasant, South Carolina 29464 |
Phone: 843-371-6067 Email: melissa@EreditaConsulting.com Website: www.EreditaConsulting.com |
| Richard Morris ROI Consulting | Phone: 847-328-3096
Email: rich.morris@richroi.com Website: www.richroi.com |
|
| Mark J. Morisse
Attorney Callister, Nebeker, and McCullough Field: Estate, Tax, and Business Planning |
2180 South 1300 East |
Phone: 801-530-7344 Fax: 801-746-8607
Email: mjmorrise@cnmlaw.com Website: www.utahestateplans.com |
| Alison Moss
Vice President of Strategic Development Paul Comstock Partners |
2 Riverway Suite 1000 Houston, Texas 77056 |
Phone: 832-563-5521
Email: alison.moss@paulcomstockpartners.com Website: www.paulcomstockpartners.com |
Steven K. Moyer |
235 Yoder Road |
Phone: 215-256-5997 |
Jennifer Muntz |
100 S Wacker Drive, Suite 900 Chicago, Illinois 60606 |
Phone: 312-327-1211 Fax: 312-327-1212 |
| Scott Nammacher
Managing Director Empire Valuation Consultants, LLC Field: Valuation |
350 5th Avenue Suite 5513 New York, NY 10118 |
Phone: 212-714-0122
Fax: 212-714-0124 Email: scottn@empireval.com Website: www.empireval.com |
| Mark T. Neil
Mark T. Neil & Associates Field: Estate Planning Attorney |
135 South LaSalle Street Suite 2810 Chicago, Illinois 60603 |
Phone: 312-456-2724
Email: mneil@chicago-law.com Website: www.markneillaw.com |
| Howard Neiswender
Partner Balch & Bingham LLP Field: Estate Planning |
1901 Sixth Ave North Suite 1500 Birmingham, Alabama 35203 |
Phone: 205-226-8773
Fax: 205-488-5890 Email: hneiswender@balch.com Website: www.balch.com |
| David Niccolini Senior Vice President TorchStone Field: Security |
1997 Annapolis Exchange Parkway Annapolis, Maryland 21401 |
Phone: 410-280-5188 Fax: 866-901-7829 Email: david@TorchStoneGlobal.com Website: www.TorchStoneGlobal.com |
| David Nye
Director of Development Colorado Christian University |
Phone: 303-963-3197
Email: dnye@ccu.edu |
|
Arden O’Connor |
65 Sprague Street |
Phone: 617-910-3940 |
| Richard Orlando, Ph.D. | Phone: 609.947.3039
Email: emailrjo@yahoo.com Website: www.linkedin.com/pub/richard-orlando-ph-d/11/896/656 |
|
| Michael W. Palumbos
Founder Collaborative Family Office Field: Family Wealth |
200 Meridian Centre Suite 150 Rochester, New York 14618 |
Phone: 585-350-7273
Fax: 585-271-4764
Email: michael.palumbos@lfg.com |
| Scott Pann
Senior Vice President UBS Financial Services |
90 S. Cascade Ave Suite 900 Colorado Springs, Colorado 80903 |
Phone: 888-447-8259
Fax: 888-447-8259
Email: scott.pann@ubs.com Website: www.ubs.com/team/thepanndeyounggroup |
| Don Parkhill
Parkhill Financial Group |
PO Box 1030
Coshocton, Ohio 43812 |
Phone: 740-622-1364
Fax: 740-622-2104
|
| Jeff S. Patterson
Widmer Mensing Law Group, LLP Field: Attorney |
339 SW Century Drive Suite 101 Bend, Oregon 97702 |
Phone: 541-318-3330 Fax: 541-323-1030
Email: jeff@bendlawgroup.com |
| Joe Paul
Partner The Aspen Family Business Group Field: Counselor to Families in Business |
4025 SW 6th Avenue Drive Portland, Oregon 97239 | Phone: 971-544-0948
Fax: 503-210-0310 Email: familyfirm@aol.com Website: www.aspenfamilybusiness.com |
| Harold T. Pearce
Relational Wealth Advisors, LLC |
9033 E. Easter Place
Suite 200 Centennial, CO 80112 |
Phone: 303-993-7210
Fax: 303-733-9440
Email: harold@relationalwealth.com Website: www.relationalwealth.com and www.prismvisualartistry.com |
| Elizabeth Pearce
Relational Wealth Advisors, LLC |
9033 E. Easter Place
Suite 200 Centennial, CO 80112 |
Phone: 303-993-7210
Fax: 303-733-9440
Email: elizabeth@relationalwealth.com Website: www.relationalwealth.com and www.prismvisualartistry.com |
| Anthony Phifer
Relational Wealth Advisors, LLC |
9033 E. Easter Place
Suite 200 Centennial, CO 80112 |
Phone: 303-759-0079
|
| Dave Phillips
President Phillips Management Field: Executive Mentor |
5660 Indian River Dr.
North Vancouver, British Columbia V7G 2T8 Canada |
Phone: 604-987-7510
Email: dave@dphillips.com Website: www.DPhillips.com |
| Desiree Pierce
Vice President Wells Fargo Family Wealth/Abbot Downing Field: Wealth Management Commercial Family Office |
333S. Grand Ave. |
Phone: 310-415-4388 or 310-295-7015
Fax: 213-253-7202
Email: desiree.d.pierce@wellsfargo.com Website: www.wellsfargo.com/familywealth |
Peter J. Pittman |
320 South Teller Street |
Phone: 303-763-8300 Fax: 303-763-8338 |
| Alan Pratt Pratt Legacy Advisors |
400 - 108th Avenue NE Suite 610 Bellevue, Washington 98004 |
Phone: 425-455-0999
Fax: 425-455-2005 Email: alan@prattla.com Website: www.prattla.com |
| Courtney Pullen Pullen Consulting Group |
4099 Field Drive
Wheatridge, Colorado 80033 |
Phone: 303-420-2908
Fax: 303-420-5912
Email: courtney@pullenconsulting.com Website: www.pullenconsulting.com |
| Kathleen M. Rehl, Ph.D., CFP
Rehl Financial Advisors Field: Financial Planning |
2225 Camp Indianhead Road Land O'Lakes, Florida 34639 | Phone: 813-949-0026
Fax: 813-464-7848 Email: kathleen@kathleenrehl.com Website: www.kathleenrehl.com |
| Paul Rich
Principal Emeritus Rothstein Kass & Co. |
1350 Avenue of the Americas 15th Floor New York, NY 10019 |
Phone: 917-438-3962
Fax: 917-438-3963
Email: prich@rkco.com Website: www.rkco.com |
| Ted Ripley Estate Planning and Family Wealth Preservation |
618 C South Peabody Street Port Angeles, Washington 98362 |
Phone: 360-457-0451
Email: ripleylaw@olympus.net |
Gregory Rogers |
35 Mason Street, Fourth Floor |
Phone: 203.742.5451 |
| Tom Rogerson
Managing Director, Family Wealth Services Mellon Financial Center |
201 Washington Street
Boston, Massachusetts 02108 |
Phone: 617-688-2029
|
| Ellen Rogin Chief Inspiration Officer Create Great LLC Field: Prosperity Consciousness |
1780 Ash Street Suite 200 Northfield, IL 60093 |
Phone: 847-716-7792
Fax: 847-441-8715
Email: ellen@ellenrogin.com Website: www.ellenrogin.com |
| Jim Rohrbach
Success Skills Coach Field: Business Coaching |
7101 North Cicero Avenue Suite 200 Lincolnwood, IL 60712 |
Phone: 847-982-3268
Fax: 847-982-3274
Email: coach@successskills.com Website: www.successskills.com |
| Laurent M. Roux Principal Gallatin Wealth Management, LLC Field: Family Wealth Advising |
P.O. Box 1226
Jackson, Wyoming 83001 |
Phone: 307-200-4343
Fax: 307-730-6559
Email: lroux@gallatinwealthmgnt.com |
April J. Rudin |
100 Old Palisade Road #3210 |
Phone: 201-482-8369 |
| Israel Sands Israel Sands Law, P.A. |
1130 Washington Avenue |
Phone: 305-951.3333
Website: www.israelsands.com |
Mark Schumacher |
7900 E. Union Avenue |
Phone: 303-357-3200 |
| Joan Sharp
President Life Strategies, LLC Field: Life Financial |
42 Read's Way New Castle, Delaware 19720 |
Phone: 302-324-5363
Fax: 302-324-5364
Email: joansharp@lifestrategiesllc.com Website: www.lifestrategiesllc.com |
| Rick Shaum
VP Marketing Cedrus Field: Family Services |
350 Indiana Street |
Phone: 303-928-1178
Fax: 303-273-0300
Email: rshaum@cedrusfinancial.com Website: www.cedrusfinancial.com |
| Gary Shunk
CEO Family Wealth Dynamics Field: Psychology of Family Wealth |
Post Office Box 572 |
Phone: 312-810-0011
Email: gary@familywealthdynamics.com Website: www.familywealthydynamics.com |
| Chris Sidford
Founder & Medical Director
Black Bag
Field: Global Emergency Medicine |
Atkinson Building, 29 Water Street Newburyport, Massachussets 01940 | Phone: 978-518-3203
Fax: 978-456-0680
Email: csidford@blackbag.biz Website: www.blackbag.biz |
| John Simmering Legasus Group, LC Field: Attorney |
121 North Mead, Suite 109 Wichita, Kansas 67202 | Phone: 316-681.0444
Email: jsimmering@legasusgroup.com Website: www.legasusgroup.com |
| Forrest D. Smith III, CIMA
The Forrest Smith Group (Merrill Lynch) |
Plaza Tower One, Suite 1100 6400 South Fiddler Green Circle, Greenwood Village, Colorado 80111 |
Phone: 303-689-8068
Fax: 303-242-5265 Email: forrest_smithiii@ml.com |
James W. Smyth |
11550 North Meridian Street, Suite 125 |
Phone: 317-843-5566 Fax: 317-843-5369 |
| David Solie
Author, Speaker, Educator, Health Consultant RiskTutor, Inc. Field: Family Health Advisor |
3412 Malaga Ct.
Calabasas, California 91302 |
Phone: 818-591-3882
Fax: 818-591-0512 Email: david@davidsolie.com Website: www.davidsolie.com |
| Allen Sparkman
Sparkman, Shaffer & Perlick Field: Attorney |
1616 17th Street Suite 564 Denver, Colorado 80202 |
Phone: 303-396-0230
Email: sparkman@sspattorneys.com Website: www.sspattorneys.com |
| Jim Sprout Chairman, Northern Colorado First Western Trust Bank Field: Financial Services |
3003 E. Harmony Suite 200 Fort Collins, Colorado 80528 |
Phone: 970-484-9222
|
| Michael L. Stern, PhD
Michael Stern Consulting Field: Business Psychology |
60 Old New Milford Road Brookfield, Connecticut 06804 | Phone: 203-740-2900
Fax: 203-702-5096
Email: mike.stern@fam-biz.com Website: www.fam-biz.com |
| Adam Stock President The Next Level Planning Group Field: Financial Advisor |
8755 W. Higgins Suite 200 Chicago, Illinois 60631 |
Phone: 773-867-3658
Fax: 773-867-3691
Email: adam.stock@tnlpg.com Website: www.tnlpg.com |
| Adam Strominger President FellStrom Consulting Field: Business Development |
21125 Palese Drive |
Phone:
Phone: 239-245-7910 Email: astrominger@comcast.net |
Michael G. Stuart, JD, CPA |
3701 Algonquin Road, |
Phone: 847-398-7901 Fax: 847-398-6950 |
| Ronald Stutes
The Stutes Law Group, LLC Field: Attorney |
3671 Aletha Drive
Baton Rouge, Louisianna 70814 |
Email: stuteslawgroup@aol.com |
Cathy S. Sunshine |
PO Box 103093
Denver, Colorado 80250 |
Phone: 303-629-1991
Fax: 303-778-7366
Email: css@cusnhineconsultancy.com Website: www.sunshineconsultancy.com |
| Jonathan Thomas Director of Client Services Crestone Capital Advisors, LLC Field: Family Wealth Planning |
1050 Walnut Street Suite 402 Boulder, Colorado 80302 |
Phone: 303-442-4447
Fax: 303-442-4587
|
| Scott Thomas
Stewardship Matters |
511 N. Maitland Avenue
Maitland, Florida 32751 |
Phone: 407-644-9411
Email: scott@stewardshipmatters.net Website: www.stewardshipmatters.net |
Richard M. Todd |
4643 S. Ulster Street, Suite 1040 |
Phone: 303-694-1900 |
| Jamie Traeger-Muney
Founding Principal The Wealth Legacy Group |
Phone: 510-406-7178
Email: jamie@wealthlegacygroup.net Website: www.wealthlegacygroup.net |
|
| Ricci Victorio
Managing Partner Mosaic Family Business Center Field: Communication/Succession Coach |
140 Geary Street, 6th Floor
San Francisco, California 94108 |
Phone: 415-788-1952
Fax: 415-788-7105
Email: ricci@mosaicfbc.com Website: www.mosaicfbc.com |
| Kay Vogt
President Real Talk LLC Field: Family Business Advisor |
933 W Van Buren Suite 918 Chicago, Illinois 60607 |
Phone: 312 330 3094
Email: drkayvogt@aol.com Website: www.realtalkcompany.com |
| Richard B. Wagner
Owner WorthLiving LLC Field: Financial Planning & Transitions |
191 University Blvd., #712
Denver, Colorado 80206 |
Phone: 303-329-8309
Fax:
Email: dick@worthliving.com Website: www.worthliving.com |
| Iris Wagner
Memoirs Productions |
Phone: 514-481-9303
Email: iris.wagner@memoirsproductions.com Website: www.memoirsproductions.com |
|
| John A. Warnick
The Law Office of John A. Warnick Field: Counselor and Attorney at Law |
4600 S. Syracuse Suite 900 Denver, Colorado 80237 |
Phone: 303-256-6500
Fax: 866-611-6926
Email: johna@purposefulplanninginstitute.com Website: www.purposefulplanninginstitute.com |
| Henry C. Weatherby
Weatherby & Associates, P.C. |
34 Jerome Ave Suite 310 Bloomfield, Connecticut 06002 |
Phone: 860-769-6938
Email: hank@weatherby-associates.com Website: www.weatherby-associates.com |
| Dr. Gunther M. Weil
Value Mentors, LLC |
523 Arkansas Mtn Road
Boulder, Colorado 80302 |
Phone: 303-449-2090
Fax: 303-223-3234 Email: guntherweil@valuementors.com Website: www.valuementors.com |
| Matthew Wesley Founder The Wesley Group Field: Consultant |
17911 218th Ave NE
Woodinville, Washington 98077 |
Phone: 425-647-6066 Email: matt@thewesleygroup.com Website: www.thewesleygroup.com |
| Marcia Wesley
The Wesley Group Field: Psychology |
17911 218th Ave NE
Woodinville, Washington 98077 |
Phone: 425-647-6066
Email: marcia@drmarcia.net Website: www.thewesleygroup.com |
| Stephanie West Allen
Owner Brains on Purpose |
Denver, Colorado | Phone: 303-935-8866
Email: stephanie@brainsonpurpose.com Website: www.brainsonpurpose.com |
Keith Whitaker, Ph.D. |
260 Canton Avenue |
Phone: 617-272-6407 |
| Michael D. Whitty
Shareholder/Attorney Vedder Price PC Field: Estate Planning |
222 N. LaSalle Street
Chicago, Illinois 60601 |
Phone: 312-609-7812
Fax: 312-609-5005
|
| James F. Williams
CEO J.F. Williams, Co., Inc. Field: Financial Advisor |
950 S. Cherry Street Suite 414 Denver, Colorado 80246 |
Phone: 303-753-4506
Fax: 303-736-4009
Email: jim@jfwco.com Website: www.jfwco.com |
| Melissa M. Wilson, JD
Frank A. McClure & Associates |
1009 Steubenville Ave
Cambridge, Ohio 43725 |
Phone: 740-432-7844
Fax: 740-439-8190 Email: melissa@fmcclurelaw.com Website: www.fmcclurelaw.com |
| Scott Winget
Senior Vice President Ascent Private Capital Management Field: Wealth Planning |
950 17th Street, 5th Floor DN-CO-T5PA Denver, Colorado 80202 |
Phone: 303-585-6191
Fax: 303-585-4414
Email: scott.winget@usbank.com Website: www.ascent.usbank.com |
Kathy Wiseman
|
4545 42nd Street NW Suite 201 Washington, DC 20016 |
Phone: 202-244-6481
Email: kathy@workingsystemsinc.net Website: www.workingsystemsinc.net |
| Marty Wisott Rocky Mountain Business Valuation |
Phone: 720.209.6103
Email: wisott@rmbval.com Website: www.rmbval.com |
|
| Robert Wright
Wright & Wright Attorneys at Law, Inc. Field: Attorney |
8365 N. Fresno Street, #110
Fresno, California 93720 |
Phone: 559-228-8184
Fax: 559-438-1733
|
| Drake Zimmerman Zimmerman & Armstrong |
PO Box 326
Normal, Illinois 61761 |
Phone: 309-825-2112
Fax: 309-454-6914
Email: drakezim@gmail.com |
