Locate a SunBridge Legacy Advisor by
Country/State
Australia
Jo Hastings Certified Legacy Advisor
PO Box 334, Berwick
Victoria, 3806 Australia
(61) 458072285
Canada
Yeti Law Professional Corporation
215 Carlton St.
Toronto, Ontario CANADA M5A 2K9
416-964-0021
United States
Arizona
Law Office of Jane Larrabee
333 N. Wilmot Rd., Ste #340
Tucson, AZ 85711
520-829-0571
California
HoyleCohen, LLC
9350 Waxie Way, Ste 500
San Diego, CA 92123
858-576-7300
Blacksburg Law
315 Noe Street
San Francisco, CA 94114
415-861-9900
The Brauner Company
255 Shoreline Dr.,Ste 150
Redwood City, CA 94065
650-574-0800
HoyleCohen, LLC
9350 Waxie Way, Ste 500
San Diego, CA 92123
858-576-7300
HoyleCohen, LLC
9350 Waxie Way, Ste 500
San Diego, CA 92123
858-576-7300
elisabeth.cullington@hoylecohen.com
The Glowacki Group
11400 W. Olympic Blvd. Ste #1500
Los Angeles, CA 90064
310-473-0100
The Glowacki Group
11400 W. Olympic Blvd. Ste #1500
Los Angeles, CA 90064
310-473-0100
Hillegas Advisory Services
8257 The Landing Way
San Diego, CA 92127
760-489-2781
The Law Offices of Brian S. Mandel
7700 Irvine Center Drive, Suite 800
Irvine, CA 92618
949-660-0007
The Glowacki Group
11400 W. Olympic Blvd. Ste #1500
Los Angeles, CA 90064
310-473-0100
2219 Santa Clara Ave., Ste C
Alameda, CA 94501
510-992-6773
Myers Urbatsch P.C.
100 Spear St., #1430
San Francisco, CA 94105
415-896-1500
6965 El Camino Real, Ste 105-565
Carlsbad, CA 92009
619-507-0366
Dennis M. Sandoval, A PLC
3233 Arlington Ave., Ste 105
Riverside, CA 92506
951-787-7711
dennis@protect-your-wealth.com
www.cal-special-needs-attorney.com
600 N. Mountain Ave, C-201
Upland, CA 91786
909-608-7671
Soto Law Group
1101 Dove Street, Ste. 200
Newport Beach, CA 92660
888-735-7686
8365 N. Fresno Street, #110
Fresno, CA 93720
559-228-8375
Colorado
Davis Schilken PC
523 Park Point Drive, Ste. 350
Golden, CO 80401
303-670-9855
The Purposeful Planning Institute
4600 S. Syracuse, 9th Floor
Denver, CO 80237
303-256-6300
info@purposefulplanninginstitute.com
Florida
Hoyt & Bryan
254 Plaza Drive
Oviedo, FL 32765
407-977-8080
sarah@hoytbryan.com
Certified Financial Group
1111 Douglas Ave.
Altamonte Springs, FL 32714
407-869-9800
Certified Financial Group
1111 Douglas Ave.
Altamonte Springs, FL 32714
407-869-9800
Hoyt & Bryan
254 Plaza Drive
Oviedo, FL 32765
407-977-8080
randy@hoytbryan.com
Jeffrey A. Cramer - Certified Legacy Advisor
The Cramer Law Center, P.L.
4217 Baymeadows Rd., Ste 1
Jacksonville, FL 32217
904-448-9978
Michael Cummins- Certified Legacy Advisor
Legacy Planning Associates
1829 Cotswold Drive
Orlando, FL 32825
407-382-2448
Scott Farnsworth-
Certified Legacy Advisor
SunBridge, Inc.
3214 Bayflower Ave.
Harmony, FL 34773
407-
593-2386
sfarnsworth@sunbridgenetwork.com
Peggy Hoyt- Certified Legacy Advisor
Hoyt & Bryan
254 Plaza Drive
Oviedo, FL 32765
407-977-8080
peggy@hoytbryan.com
Jodi Murphy - Certified Legacy Advisor
Murphy & Berglund, PLLC
1111 Douglas Ave.
Altamonte Springs, FL 32714
407-267-2881
2455 East Sunrise Blvd., Ste 300
Ft. Lauderdale, FL 33334
877-564-4300 ex 281
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
Georgia
Bennett Trust, Estate & Elder Law, LLC
2502 North Oak St.
Valdosta, GA 31602
229-333-0860
QA3 Financial, LLC
2111-E Powers Ferry Rd.
Marietta, GA 30067
770-956-0222
Annette Howell Turner for the Arts
527 N. Patterson St.
Valdosta, GA 31602
229-247-2787
www.TurnerCenter.org
Annette Howell Turner for the Arts
527 N. Patterson St.
Valdosta, GA 31602
229-247-2787
www.TurnerCenter.org
Illinois
Wealth Preservation Concepts, LLC
1010 Jorie Blvd. Ste 222
Oak Brook, L 60563
312-473-1047
700 Florsheim Dr., Ste 11
Libertyville, IL 60048
847-367-4460
The Stuart Legacy Alliance, LLC
3701 Alqonquin Rd., Ste 260
Rolling Meadows, IL 60008
847-398-7901
Gary Waitzman
250 Parkway Drive, Suite 130
Lincolnshire, IL 60069
847-793-9100
gary@grweplaw.com
Indiana
Wealth Design Consultants, LLC
11555 N. Meridian, Ste 560
Carmel, IN 46032
888-703-3900
Family Wealth Counselor
720 Executive Park Dr., Suite 2500
Greenwood, IN 46143
317-496-9043
Rick Randall-
Certified
Legacy Advisor
3500 DePauw Blvd, Suite 2090
Indianapolis, IN 46268
317-803-4180
rick@lifespanusa.com
Rice & Rice
100 E. Lincolnway
Valparaiso, IN 46383
219-462-0809
DKSRice@aol.com
Legendary Legacies
11550 N. Meridian St., Ste 125
Carmel, IN 46032
317-843-5566
Kansas
Garrett Griffin
Bridge Builders
15700 College Blvd. Ste 100
Lenexa, KS 66219
913-492-6008
ggriffin@bridgebuilderkda.com
www.bridgebuilderkda.com
David Reyes
People First Services
133 Hydraulic
Wichita, KS 67211
316-706-3697
dreyes@peoplefirstservices.com
Jason Salinardi
Bridge Builders
15700 College Blvd. Ste 100
Lenexa, KS 66219
913-492-6008
jsalinardi@bridgebuilderkda.com
www.bridgebuilderkda.com
Kentucky
Mark B. Weaver CFP®
Senior Financial Advisor
Ameriprise Financial Services, Inc.
238 Second St.
Henderson, KY 42420
270-827-8849
Mark.B.Weaver@ampf.com
www.markbweaver.com
http://www.ameripriseadvisors.com/team/weaver-dalton-associates/
Massachusetts
Heritage Design Law
180 Wells Ave, Ste. 105
Newton, MA 02459
617-630-5700
fbridges@hdlawgroup.com
Bill Coyne-Certified
Legacy Advisor
Boston Legacy Planning LLC
160 Gould Street, Suite 102
Needham, MA 02494
617-624-3350
wcoyne@bostonlegacyplanningllc.com
Tracey A.L. Ingle
Ingle Law
56 Central St.
Southborough, MA 01745
508-281-7900
tracey@inglelaw.com
Scott Squillace, Esq.- Certified
Legacy Advisor
Squillace & Associates, P.C.
306 Dartmouth St., Ste 305
Boston, MA 02116
617-716-0300
scott@squillace-law.com
Michigan
BBiddinger & Bitzer, PLLC
4415 Seeger St.
Cass City, MI 48726
michelle@biddingerandbitzer.com
David Kerr
205 South Main Street
Mt. Pleasant, MI 48858
989-773-7071
estate-plan@lawyer.com
www.plan-center.com
Michael Lichterman
Lichterman Law PLC
5252 Clyde Park Ave., SW Suite A
Grand Rapids, MI 49509
616-827-7596
mike@lichtermanlaw.com
www.LichtermanLaw.com
Jerry Sutton
2201 E. Grand River Avenue
Lansing, MI 48912
517-487-5555
jerry@suttonadvisors.com
www.suttonadvisors.com
Minnesota
JoEllen Doebbert
Attorney at Law
P.O. Box 1175
Alexandria, MN 56308
320-763-7838
joellen@doebbertlaw.com
Missouri
Richard Hill
Hill Investment Group
7701 Forsyth Blvd., Ste 350
St. Louis, MO 63122
314-448-4023
rick@hillinvestmentgroup.com
Chris Jacob- Certified
Legacy Advisor
Cadeau
425 South Woods Mill Rd., Ste 290
Town and Country, MO 63017
314-579-9180
cjacob@wherelifemeetswealth.com
www.wherelifemeetswealth.com
Nebraska
Andrew C. Sigerson
Legacy Design Strategies
13750 Millard Ave., Ste 200
Omaha, NE 68137
402-505-5400
andrew@ldstrategies.com
Nevada
Deborah Danielson, CFP
Danielson Financial Group
3027 E. Warm Springs Rd., Ste #100
Las Vegas, NV 89120
702-734-7000
deborah@danielsonfiancialgroup.com
www.danielsonfinancialgroup.com
Mark Kemp
1771 East Flamingo Rd, Suite 119.B
Las Vegas, NV 89119
702-794-2821
mark1pc@aol.com
New Hampshire
David Ward
Ward & Webb, PC
129 West St.
Keene, NH 03431
603-352-7310
david.ward@wardlegalgroup.com
www.wardlegalgroup.com
New Jersey
Jeff Knapp - Certified
Legacy Advisor
The Knapp Law Firm LLC
11 South Finley Avenue
Basking Ridge, NJ 07920
908-696-0011
jknapp@knapplaw.net
www.knapplaw.com
Yale Levey- Certified
Legacy Advisor
Next Generation Wealth Planning LLC-
90 Talmage Rd.
Mendham, NJ 07945
732-409-7232
or
Next Generation Wealth Planning LLC- Satellite Office
101 Eisenhower Parkway, Ste. 300
Roseland, NJ 07068
973-228-6566
yale@ngwp.org
Sal Salvo
Summit Financial Resources
4 Campus Dr., 2nd Floor
Parisippany, NJ 07054
973- 285-3600
ssalvo@sfr1.com
New York
Brad Konopaske
Legacy by Design
5 Clinton Sq.
Albany, NY 12207
518-465-6447
paul@empireasset.com
www.empireasset.com
Robert Kurre
Kurry Levy Schneps LLP
1010 Northern Blvd., Ste 232
Great Neck, NY 11021
516-829-7900
rkurre@klsllp.com
Paul Paska
Legacy by Design
5 Clinton Sq.
Albany, NY 12207
518-465-6447
brad@empireasset.com
www.empireasset.com
Oklahoma
Marty Cain
Cain & Cain, PLLC
1770 W. Main
Norman, OK 73069
405-364-2246
MartyCain@cainandcainlaw.com
www.CainandCainLaw.com
Tamara Cain
Cain & Cain, PLLC
1770 W. Main
Norman, OK 73069
405-364-2246
TamaraCain@cainandcainlaw.com
www.CainandCainLaw.com
Ohio
Sally Alspaugh
Xavier University
3800 Victory Parkway
Cincinnati, OH 45207-7730
513-745-1005
alspaughs@xavier.edu
Eric Coffman
PRLKW & Co.
2735 Crawfis Blvd.
Fairlawn, OH 44333
303-864-1144
ecoffman@prlkw.com
www.prlkw.com
Michael Kura
PRLKW & Co.
2735 Crawfis Blvd.
Fairlawn, OH 44333
303-864-1144
mkura@prlkw.com
www.prlkw.com
Oregon
Don Todd
Oregon Pacific Financial Advisors
210 W. 8th
Medford, OR 97501
541-772-1116
don@opfa.com
www.opfa.com
Wayne von Borstel
308 E. Third Street
The Dalles, OR 97058
541-296-6669
info@vonborstel.com
www.vonborstel.com
Pennsylvania
Heather Gee
GPS Philanthropy
338 East Allens Lane
Philadelphia, PA 19119
215-805-8089
hgee@gpsphilanthropy.com
Peter Gilbert
HighPoint Law Offices, PC
200 Highpoint Drive, Suite 209
Chalfont, PA 18914
215-997-9773
peter@highpointlawoffices.com
Kathy D. Guerin
Envision Wealth Advisors LLC
760 Audubon Dr.
North Wales, PA 19454
215-699-1552
Kathy.Guerin@envisionwealthadvisors.com
Robb McKinney
Bridgewater Wealth
435 Swanson Lane
Wexford, PA 15090
724-940-6321
robb@bridgewatervalues.com
Tennessee
Deborah Murdock, P.C.
Murdock Law Firm
1115 Halle Park Circle
Collierville, TN 38017
901-850-7324
murdock@legacytransfers.com
Preston Wilson
Gotten, Wilson, Savory & Beard, PLLC
88 Union Avenue, 14th Floor
Memphis, TN 38103
901-523-1110
Preston.wilson@gwsblaw.com
www.gwsblaw.com
Texas
Jared B. Hall
Simnacher Law Offices
3233 63rd St., Ste B
Lubbock, TX 79413
806-795-4300
jarhall40@gmail.com
Aaron Miller
Miller Law Firm, PLLC
250 Highway 78 South
Wylie, TX 75098
214-292-4225
aaron@aaronmillerlaw.com
www.aaronmillerlaw.com
Kiernan O'Connor
Ellis & Ellis
1450 Lake Robbins Dr., Ste 100
The Woodlands, TX 77380
281-364-9628
kiernan.a.oconnor@ampf.com
www.byronwellis.com
Utah
Ron Black
LDS Philanthropies
1450 N. University Ave
Provo, UT 84604
801-422-4444
ron_black@byu.edu
David Bonner
LDS Philanthropies
1450 N. University Ave
Provo, UT 84604
801-422-1691
david_bonner@byu.edu
John Homer
Oxford Financial Group, Inc
455 E. 500 South, Suite 305
Salt Lake City, UT 84111
801-595-1730
john.homer@benlife.com
Craig Jewett
Oxford Financial Group, Inc
455 E. 500 South, Suite 305
Salt Lake City, UT 84111
801-595-1730
craig.jewett@benlife.com
ABW Advisors, LLC
10808 South River Front Pkw, Suite 315
South Jordan, UT 84095
801-285-6116
Wes Mashburn
LDS Philanthropies
1450 N. University Ave
Provo, UT 84604
801-422-7245
wes_mashburn@byu.edu
Mark Morrise -Certified
Legacy Advisor
Callister, Nebeker & McCullough
2180 S. 1300 E., Ste 600
Salt Lake City, UT 84106
801-530-7344
mjmorrise@cnmlaw.com
www.utahestateplans.com
Virginia
Robert Feisee -Certified
Legacy Advisor
44365 Premier Plaza, Ste 220
Ashburn, VA 20147
703-654-6019
raf@insightlaw.net
Linda Sherfey
Attorney at Law
638 Independence Pkwy., Ste 150
Chesapeake, VA 23320
757-966-9700
lsherfey@sherfeylaw.com
www.sherfeylaw.com
Washington, D.C.
5229 Nebraska Ave, NW
Washington, DC 20015-1323
202-237-7500
Washington
Ted Ripley
Certified
Legacy Advisor
618 S. Peabody St., Suite C
Port Angeles, WA 98362
360-457-0451
ripleylaw@olympus.net
Wisconsin
Leah Dobkin
P.O. Box 71222
Shorewood, WI 53211
414-238-1577
LeahDobkin@aol.com
