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CERTIFIED LEGACY ADVISORS
CALIFORNIA- Certified Legacy Advisors Larry Brock Certified Legacy Advisor 13831 Roswell Ave., Ste. D Chino, CA 91710 909-590-9545
COLORADO- Certified Legacy Advisors Lillie Ben- Certified Legacy Advisor The Essentria Group, LLC P.O. Box 529 Franktown, CO 80116 303-805-4800 partnersinbusiness@comcast.net
Steve Gammill Certified Legacy Advisor
Jan Gammill
Fruita, CO 81521
FLORIDA- Certified Legacy Advisors Steve Cecchetti Certified Legacy Advisor Cornerstone Hospice 8009 S. Orange Ave Orlando, FL 32809 407-276-1777 scecchetti@cornerstonehospice.org
Jeffrey A. Cramer - Certified Legacy Advisor The Cramer Law Center, P.L. 4217 Baymeadows Rd., Ste 1 Jacksonville, FL 32217 904-448-9978 http://cramerlawcenter.com
Michael Cummins Certified Legacy Advisor Legacy Planning Associates 1829 Cotswold Drive Orlando, FL 32825 407-382-2448
Scott Farnsworth
Certified Legacy
Advisor 3214 Bayflower Ave. Harmony, FL 34773
Phone: (407) 593-2386
Peggy Hoyt Certified Legacy Advisor Hoyt & Bryan
254 Plaza Drive
Marc Sheridan Certified Legacy Advisor Sheridan Wealth Advisors 1108 Kane Concourse, Ste. 307 Bay Harbor, FL 33154 305-861-7773
Don Tolep Certified Legacy Advisor Sheridan Wealth Advisors 6174 N.W. 78th Ct Parkland, FL 33067 954-260-9010
INDIANA- Certified Legacy Advisors
Rick Randall
Certified Legacy
Advisor
MISSOURI- Certified Legacy Advisors
Kurt Zwikelmaier Certified Legacy
Advisor
YouthBridge
Community Foundation 12685 Olive Blvd,
Suite 100 St. Louis, MO
63141 314-985-6778
NEW JERSEY- Certified Legacy Advisors Jeff Knapp Certified Legacy Advisor
The Knapp Law Firm LLC
Yale Levey Certified Legacy
Advisor
Next Generation Wealth Planning LLC
101 Eisenhower Parkway, Ste. 300
Roseland, NJ 07068
973-228-6566
OREGON-
Certified Legacy Advisors
Tracy Love-Silver
Certified Legacy
Advisor
Philanthropic & Legacy Resources
10665 SW Pathfinder Way
Tigard, OR 97223
503-747-2930
VIRGINIA- Certified Legacy Advisors Robert Feisee Certified Legacy Advisor 44365 Premier Plaza, Ste 220 Ashburn, VA 20147 703-654-6019
FELLOWS of THE LEGACY BUILDER INSTITUTE
INTERNATIONAL
AUSTRALIA Jo Hastings PO Box 334, Berwick Victoria, 3806 Australia 0402897814
CANADA
Keith N. Thomson
Stonegate Private counsel LP
1000-151 Yonge St.
Toronto, Ontario, CANADA M5C 2W7
416-681-7152
UNITED STATES
ARIZONA Bradley Hahn 4500 S. Lakeshore Drive, Suite 480 Tempe, AZ 85282 480-627-2444
Jane Larrabee Law Office of Jane Larrabee 6367 E. Tanque Verde R., Suite 204 Tucson, AZ 85712 520-829-0571
CALIFORNIA Michael Belden Bakerink & McCusker 1030 Central Ave., P.O. Box 650. Tracy, CA 95378-0650 209-835-9592 Steven Boehm Boehm Biograph Group 665 Coyote Rd. Santa Barbara, CA 93108 805-965-9889
Fritz Brauner The Brauner Company 255 Shoreline Dr.,Ste 150 Redwood City, CA 94065 650-574-0800
Larry Brock- Certified Legacy Advisor 13831 Roswell Ave., Ste. D Chino, CA 91710 909-590-9545
Joe Cohen HoyleCohen, LLC 9350 Waxie Way, Ste 500 San Diego, CA 92123 858-576-7300
Michael Glowacki Zach Mangels Donald Gettinger The Glowacki Group 11400 W. Olympic Blvd. Ste #1500 Los Angeles, CA 90064 310-473-0100
Suzanne Graves 1317 W. Foothill Blvd., Suite 245 Upland, CA 91786 909-981-6177 Craig Hillegas Hillegas Advisory Services 8257 The Landing Way San Diego, CA 92127 760-489-2781
Byron Lane Lane Law Group Inc. 600 S. Pacific Ave., Ste 210 San Pedro, CA 90731 310-521-5300
Ryan Ponsford Crosswind Strategies 3655 Nobel Dr., Ste 350 San Diego, CA 92122 858-453-5100 rponsford@crosswindstrategies.com
Dennis M. Sandoval Dennis M. Sandoval, A PLC 3233 Arlington Ave., Ste 105 Riverside, CA 92506 951-787-7711 dennis@protect-your-wealth.com
Vic Skvarna 600 N. Mountain Ave, C-201 Upland, CA 91786 909-608-7671
David J. Wright 8365 N. Fresno Street, #110 Fresno, CA 93720 559-228-8375
COLORADO Lillie Ben- Certified Legacy Advisor The Essentria Group, LLC P.O. Box 529 Franktown, CO 80116 303-805-4800 partnersinbusiness@comcast.net
Hank Carabelli My Estate Manager.com 2517 Tournament Dr. Castle Rock, CO 80108 720-524-4307 hankc@myestatemanager.com
Kim Curtis CFP, ChFC, CLU, CAP, MSFS Wealth Legacy Institute, Inc. 950 S. Cherry St., Ste. #505 Denver, CO 80246 303-753-7578 kcurtis@wealthlegacyinstitute.com
James Donivan Evans
Benson & Case LLP
Steve Gammill-
Certified Legacy Advisor
Joe Sturniolo Joseph S. Sturniolo & Associates, Inc. 7535 E. Hampden Ave., Ste. 501 Denver, CO 80231 303-695-4363
John A. Warnick Holme, Roberts & Owens LLP 1700 Lincoln St., Suite #4100 Denver, CO 80203-4541 303-866-0672
CONNECTICUT
Robert S. Thompson
Sage Financial Design Inc.
548 Hopmeadow St.
Simbury, CT 06070
860-658-0443
FLORIDA Marilyn Brummitt Miami Rescue Misson 2159 NW 1st Cout Miami, FL 33127 305-571-2245
Randy Bryan Hoyt & Bryan
254 Plaza Drive
Steve Cecchetti- Certified Legacy Advisor Cornerstone Hospice 8009 S. Orange Ave Orlando, FL 32809 407-276-1777 scecchetti@cornerstonehospice.org
Jeffrey A. Cramer - Certified Legacy Advisor The Cramer Law Center, P.L. 4217 Baymeadows Rd., Ste 1 Jacksonville, FL 32217 904-448-9978 http://cramerlawcenter.com
Michael Cummins- Certified Legacy Advisor Legacy Planning Associates 1829 Cotswold Drive Orlando, FL 32825 407-382-2448
Scott Farnsworth-
Certified Legacy Advisor 3214 Bayflower Ave. Harmony, FL 34773
Phone: (407) 593-2386
Peggy Hoyt- Certified Legacy Advisor Hoyt & Bryan
254 Plaza Drive
Jeff Rogers Stewardship Legacy Coaching, LLC 88 Sedalia St., Ste 102 Ocoee, FL 34761 407-470-1405
Marc Sheridan Certified Legacy Advisor Sheridan Wealth Advisors 1108 Kane Concourse, Ste. 307 Bay Harbor, FL 33154 305-861-7773
Barry Siegel Law Offices of Barry D. Siegel, P.A. 1200 N. Federal Hwy., Ste 200 Boca Raton, FL 33432 561-955-8515 bsiegel@siegelestateplanning.com
Don Tolep Certified Legacy Advisor Sheridan Wealth Advisors 6174 N.W. 78th Ct Parkland, FL 33067 954-260-9010
GEORGIA John Bennett Bennett Trust, Estate & Elder Law, LLC 2502 North Oak St. Valdosta, GA 31602 229-333-0860 Jerry Black 5400 Laurel Springs Parkway, Suite 101 Suwanee, GA 30024 770-919-2075
Mary Frances Fenner QA3 Financial, LLC 2111-E Powers Ferry Rd. Marietta, GA 30067 770-956-0222
ILLINOIS David Edwards Edwards Group LLC 4340 Acer Grove, Suite B Springfield, IL 62711 217-726-9200
Scott Hamilton 2303 Foxboro Lane Naperville, IL 60564 888-807-5958
James W. Minton Sr. Investment Planners 952 E. Eldorado Decatur, IL 62521 217-423-1313
Gary Waitzman
INDIANA
Rick Randall-
Certified Legacy Advisor
Donna Rice
Rice & Rice
James W. Smyth
Legendary Legacies
11550 N. Meridian St., Ste 125
Carmel, In 46032
317-843-5566
KANSAS
David P. Crandall
Legacy Planning Advocates
9393 W. 110th St., Ste 500
Overland Park, KS 66210
913-440-0738
David@LegacyPlanningAdvocates.com
Robert G. Martin
McDonald, Tinker, Skaer, Quinn & Herrington, P.A.
Ste 500, R.H.Garvey Bldg., 300 W. Douglas
Wichita, KS 67202
316-263-5857
Wayne L. McDaniel
785841-4664
KENTUKY
Mark B. Weaver CFP®
Senior Financial Advisor
Ameriprise Financial Services, Inc.
238 Second St.
Henderson, KY 42420
270-827-8849
LOUISIANA
Ronald Stutes
The Stutes Law Group, L.L.C.
3671 Aletha Dr.
Baton Rouge, LA 70814-4605
225-272-6353
MAINE
Roberta Kurlioff
MASSACHUSETTS
Frank Bridges
189 Wells Ave
Newton, MA 02210
617-630-5700
George Constant
Constant Law Group
52 Waltham St.,
Lexington, MA 02421
781-274-6307
Bill Coyne
189 Wells Ave
Newton, MA 02210
617-630-5700
Andrew J. Garcia
Phillips & Garcia PC
13 Ventura Dr.
Dartmouth, MA 02747
508-998-0800
Gwynne W. Guzzeau
Counselor At Law
P.O. Box 1003
Orleans, MA 02653
508--255-1411
Timothy Haley
Advocate Wealth Management
385 Concord Ave., Suite 205
Belmont, MA 02478
617-484-0200
tim@advocatewm.com
Tracey A.L. Ingle
Ingle Law
56 Central St.
Southborough, MA 01745
508-281-7900
Dayanna Moreno
Moreno Law
873 Concord St.
Framingham, MA 01701
508-202-4466
Dagmar Pollex
Law Offices of Dagmar M. Pollex, P.C.
45 Braintree Hill Park, Suite 102
Braintree, MA 02184
781-535-6490
dagmar@pollexestateplanning.com
Scott Squillace, Esq.
Squilace & Associates, P.C.
306 Dartmouth St., Ste 305
Boston, MA 02116
617-716-0300
MICHIGAN
J. Erik Gruber
Sagemark Consulting
309 E. Front St. River Level
Traverse City, MI 49684
231-668-4147
J. Michael Hickox
J. Michael Hickox,
J.B., P.C.
280 S. Milford Rd
Highland, MI 48357
248-685-8743
David Kerr
Michael Lichterman
Lichterman Law PLC
5252 Clyde Park Ave., SW Suite A
Grand Rapids, MI 49509
616-827-7596
Clare Price
Family Wealth Consultants, Ltd.
40950 Woodward Ave., Suite 140
Bloomfield Hills, MI 48304-5124
(248) 593-0918
Jerry Sutton
MINNESOTA JoEllen Doebbert Attorney at Law P.O. Box 1175 Alexandria, MN 56308 320-763-7838
MISSOURI
Chris Jacob
Cadeau
12140 Woodcrest Executive Dr. Ste 290
Creve Coeur, MO 63141
314-579-9180
cjacob@wherelifemeetswealth.com
Norman Moenkhaus
Kurt Zwikelmaier Certified Legacy
Advisor
YouthBridge
Community Foundation 12685 Olive Blvd,
Suite 100 St. Louis, MO
63141 314-985-6778
NEBRASKA James Blazek Blazek & Associates 11580 W. Dodge Road Omaha, NE 68154 402-496-3432
Andrew C. Sigerson Legacy Design Strategies 13750 Millard Ave., Ste 200 Omaha, NE 68137 402-505-5400
NEVADA
Mark Kemp
David Ward
Ward & Webb, PL
129 West St.
Keene, NH 03431
603-352-7310
Richard L. Webb Jr.
Ward & Webb, PL
129 West St.
Keene, NH 03431
603-352-7310
NEW JERSEY
Jeff Knapp -
Certified Legacy Advisor
11 South Finley Avenue
Yale Levey Certified Legacy
Advisor
Next Generation Wealth Planning LLC
101 Eisenhower Parkway, Ste. 300
Roseland, NJ 07068
973-228-6566
Sal Salvo
Summit Financial Resources
4 Campus Dr., 2nd Floor
Parisippany, NJ 07054
973- 285-3600
Henna Shah
Shah Law, LLC
2 Executive Drive, Suite 850
Fort Lee, NJ 07024
201-343-3030
NEW YORK
Paul Paska
Brad Konopaske
Legacy by Design
5 Clinton Sq.
Albany, NY 12207
518-465-6447
NORTH CAROLINA
Joanne Blackburn
Colton Groome
1127-B Hendersonville Rd. Asheville, NC 28714
828-252-1816
OKLAHOMA
Tamara & Marty Cain
Cain & Cain, PLLC
1770 W. Main
Norman, OK 73069
405-364-2246
OHIO
Sally Alspaugh
Xavier University
3800 Victory Parkway Cincinnati, OH 45207-7730 513-745-1005 Eric Coffman 3919 Yellow Creek W Akron, OH 44333 303-703-2955
Daniel J. Gallivan Vision Financial Advisors LLC 7348 Paragon Rd. Dayton, OH 45459 937-853-1401
Debbie J. Papay 419-891-8884
OREGON
Tracy Love-Silver
Certified Legacy
Advisor
Philanthropic & Legacy Resources
10665 SW Pathfinder Way
Tigard, OR 97223
503-747-2930
Don Todd
Oregon Pacific Financial Advisors
Wayne von Borstel
PENNSYLVANIA Heather Gee The Philadelphia Foundation 1234 Market St. Ste. 1800 Philadelphia, PA 19107 215-563-6417
Peter Gilbert
HighPoint Law Offices, PC
Kathy D. Guerin Envision Wealth Advisors LLC 760 Audubon Dr. North Wales, PA 19454 215-699-1552 Kathy.Guerin@envisionwealthadvisors.com
Rick Hellberg PeterAlexander and Co Inc. 15 Union Hill Rd West Conshohocken, PA 19428 610-940-1441 rhellberg@peteralexanderinc.com
RHODE ISLAND Alan Peacock P.O. Box 110 Little Compton, RI 02837 401-935-4864
SOUTH CAROLINA Cheryl Holland Abucus Planning Group 3200 Devine Street, Suite 101 Columbia, SC 29205 803-933-0054
TENNESSEE
Deborah Murdock
Murdock Law Firm
319
Poplar View Lane West, Ste 2
Collierville, TN 38017
901-850-7324
Preston Wilson
Gotten, Wilson, Savory & Beard, PLLC
88 Union Avenue, 14th Floor
Memphis, TN 38103
901-523-1110
TEXAS
Jared B. Hall
Simnacher Law Offices
3233 63rd St., Ste B
Lubbock, TX 79413
806-795-4300
Aaron Miller
1009 Brentwood Dr.
Murphy, TX 75094
972-384-2134
Eric Weissgarber
4260 Sotol Lane
San Antonio, TX 78261
210-316-3268
UTAH Ron Black LDS Planned Giving Office 1450 N. University Ave. Provo, UT 84604 801-422-4444
Jeff Cardon 1149 West Center St. Orem, UT 84057 801-222-9700
John Homer Craig Jewett Oxford Financial Group, Inc 455 E. 500 South, Suite 305 Salt Lake City, UT 84111 801-595-1730
Andrew L. Howell Callister, Nebeker & McCullough 2180 S. 1300 E., Ste 600 Salt Lake City, UT 84106 801-530-7305
Mark Morrise Callister, Nebeker & McCullough 2180 S. 1300 E., Ste 600 Salt Lake City, UT 84106 801-530-7344
J. Robroy Platt Platt Law, P.C. 256 N. Main St., Ste C Alpine, UT 84004 801-769-1313
David R. York Callister, Nebeker & McCullough 2180 S. 1300 E., Ste 600 Salt Lake City, UT 84106 801-530-7344
VIRGINIA Robert Feisee -Certified Legacy Advisor 44365 Premier Plaza, Ste 220 Ashburn, VA 20147 703-654-6019
Sheera R. Herrell Generations Law., P.C. 1060 Laskin Rd., Sandpiper Key, Ste 1 Virginia Beach, VA 23451 757-962-5111 ext. 114
Linda Sherfey Attorney at Law 638 Independence Pkwy., Ste 150 Chesapeake, VA 23320 757-966-9700
Pamela D. Wallace Pamela D. Wallace, P.C. 355 Crawford St., Ste 610 Portsmouth, VA 23704 757-393-1344
WASHINGTON, D.C. Bob Haggerty 5229 Nebraska Ave, NW Washington, DC 20015-1323 202-237-7500
WASHINGTON
Ted Ripley
618 S. Peabody St., Suite C
Port Angeles, WA 98362
360-457-0451
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