Locate a SunBridge Legacy Advisor by
Country/State
Australia
Jo Hastings
PO Box 334, Berwick
Victoria, 3806 Australia
0402897814
Canada
E.M. (Yeti) Agnew
Yeti Law Professional Corporation
215 Carlton St.
Toronto, ON CANADA M5A 2K9
416-964-0021
Keith N. Thomson
Stonegate Private counsel LP
15 York St., 2nd Floor.
Toronto, Ontario, CANADA M5C 2W7
416-681-7152
United States
Arizona
Jane Larrabee
Law Office of Jane Larrabee
333 N. Wilmot Rd., Ste #340
Tucson, AZ 85711
520-829-0571
Ronald Zack
177 N. Church Ave., #1015
Tucson, AZ 85701
520-664-3420
Arkansas
Stan Miller
10809 Executive Center Dr., Suite 205
Little Rock, AR 72211
501-221-7776
California
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
Craig Hillegas
Hillegas Advisory Services
8257 The Landing Way
San Diego, CA 92127
760-489-2781
Cassandra Massey
2219 Santa Clara Ave., Ste C
Alameda, CA 94501
510-992-6773
Ryan Ponsford
6965 El Camino Real, Ste 105-565
Carlsbad, CA 92009
619-507-0366
Dennis M. Sandoval
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
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
James Donivan Evans
Benson & Case LLP
1660 S. Albion St., Suite 1100
Denver, CO 80222
303-757-8300
John A. Warnick
The Purposeful Planning Institute
4600 S. Syracuse, 9th Floor
Denver, CO 80237
303-256-6300
info@purposefulplanninginstitute.com
Connecticut
Robert S. Thompson
Sage Financial Design Inc.
548 Hopmeadow St.
Simbury, CT 06070
860-658-0443
Florida
Joseph Bert
Aaron Bert
Certified Financial Group
1111 Douglas Ave.
Altamonte Springs, FL 32714
407-869-9800
Randy Bryan
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
Lori Denison
Life Blueprints, LLC
12146 186 St. North
Jupiter, FL 33478
561-313-6958
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
Judy Hulsey
Ana Fernandez
Allergen Financial Services
121 S. Orange Ave., Suite 1500
Orlando, FL 32801-3241
407-210-3888
Jodi Murphy - Certified Legacy Advisor
Law Office of Jodi Murphy
1111 Douglas Ave.
Altamonte Springs, FL 32714
407-267-2881
Robin Paris
Lutheran Haven Foundation
2041 W. State Rd. 426
Oviedo, FL 32765
407-706-1168
Cindy Price
940 Centre Cir. #3016
Altamonte Springs, FL 32714
407-339-4500
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
Georgia
John Bennett
Bennett Trust, Estate & Elder Law, LLC
2502 North Oak St.
Valdosta, GA 31602
229-333-0860
Mary Frances Fenner
QA3 Financial, LLC
2111-E Powers Ferry Rd.
Marietta, GA 30067
770-956-0222
Illinois
Scott Hamilton
2303 Foxboro Lane
Naperville, IL 60564
888-807-5958
Michael Kwon
Trust Company of Illinois
1901 Butterfield Rd., Suite 100
Downers Grove, IL 60515
630-545-3657
Gary Waitzman
250 Parkway Drive, Suite 130
Lincolnshire, IL 60069
847-793-9100
gary@grweplaw.com
Indiana
David Holaday
Wealth Design Consultants, LLC
11555 N. Meridian, Ste 560
Carmel, IN 46032
888-703-3900
Bill Muench
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
Donna Rice
Rice & Rice
100 E. Lincolnway
Valparaiso, IN 46383
219-462-0809
DKSRice@aol.com
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
www.LegacyPlanningAdvocates.com
Garrett Griffin
Bridge Builders
15700 College Blvd. Ste 100
Lenexa, KS 66219
913-492-6008
ggriffin@bridgebuilderkda.com
www.bridgebuilderkda.com
Wayne L. McDaniel
McDaniel & McDaniel Financial Services
2500 W 31st St., Ste B
Lawrence, KS 66047-3051
785-841-4664
wmcdaniel@mcdanielfinancial.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/
Louisiana
Ronald Stutes
The Stutes Law Group, L.L.C.
3671 Aletha Dr.
Baton Rouge, LA 70814-4605
225-272-6353
stuteslawgroup@aol.com
Maine
Roberta Kurlioff
20 Oak Street
Ellsworth, ME 04605
207-667-3107
roberta@kurilofflaw.com
www.KuriloffLaw.com
Massachusetts
Frank Bridges
Heritage Design Law
199 Wells Ave
Newton, MA 02210
617-630-5700
fbridges@hdlawgroup.com
Bill Coyne-Certified
Legacy Advisor
Boston Legacy Planning LLC
199 Wells Ave., Ste 302
Newton, MA 02210
617-630-5700
wcoyne@bostonlegacyplanningllc.com
Tracey A.L. Ingle
Ingle Law
56 Central St.
Southborough, MA 01745
508-281-7900
tracey@inglelaw.com
Dayanna Moreno
Moreno Law
873 Concord St.
Framingham, MA 01701
508-202-4466
Dayanna@MorenoLawGroup.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
Michelle Biddinger
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
Jennifer Lewis Kannegieter
Lewis Kannegieter & Wright
P.O. Box 718
Monticello, MN 56362
763-244-2944
jennifer@lewiskwright.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
Norman Moenkhaus
YouthBridge Community Foundation
12685 Olive Blvd, Suite 100
St. Louis, MO 63141
314-985-6778
nmoenkhaus@youthbridge.org
www.youthbridge.org
John Schleiffarth
John C. Schleiffarth, P.C.
75 W. Lockwood Ave., Ste 222
St. Louis, MO 63119
314-561-9690
john@jcsattorney.com
Nebraska
Dale Foster
Roper and Sons
4300 O St.
Lincoln, NE 68510
402-476-1225
dale@roperandsons.com
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
Stephen Olsson
Trust Advisory Services Group
106 Blodget St.
Manchester, NH 03104
508-654-5413
stephenolsson@comcast.net
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-
198 Route 9 North, Ste #205
Manalapan, NJ 07726
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
Paul Paska
Brad Konopaske
Legacy by Design
5 Clinton Sq.
Albany, NY 12207
518-465-6447
paul@empireasset.com
www.empireasset.com
North Carolina
Joanne Blackburn
Galileo Planning
One Page Ave., Ste 260
Asheville, NC 28801
614-582-0557
JBlackburn@galileoplanning.com
Oklahoma
Tamara & Marty Cain
Cain & Cain, PLLC
1770 W. Main
Norman, OK 73069
405-364-2246
TamaraCain@cainandcainlaw.com
MartyCain@cainandcainlaw.com
www.CainandCainLaw.com
Larry Parman
Parman & Easterday
13913 Quail Pointe Dr., Ste B
Oklahoma City, OK 73134
405-843-6100
lparman@parmanlaw.com
www.parmanlaw.com
Ohio
Sally Alspaugh
Xavier University
3800 Victory Parkway
Cincinnati, OH 45207-7730
513-745-1005
alspaughs@xavier.edu
Eric Coffman
Michael Kura
PRLKW & Co.
2735 Crawfis Blvd.
Fairlawn, OH 44333
303-864-1144
ecoffman@prlkw.com
mkura@prlkw.com
www.prlkw.com
Daniel J. Gallivan
Vision Financial Advisors LLC
7348 Paragon Rd.
Dayton, OH 45459
937-853-1401
dan@sectorpro.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
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
401-A S. Birmingham St.
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
Eric Barnes
Elder Care Law Firm
47 North Main St.
Kaysville, UT 84037-1948
801-649-0794
Ron Black
David Bonner
Wes Mashburn
LDS Planned Giving Office
1450 N. University Ave.
Provo, UT 84604
801-422-4444
ron_black@byu.edu
wes_mashburn@byu.edu
david_bonner@byu.edu
www.LDSPhilanthropies.org
John Homer
Craig Jewett
Oxford Financial Group, Inc
455 E. 500 South, Suite 305
Salt Lake City, UT 84111
801-595-1730
john.homer@benlife.com
craig.jewett@benlife.com
Andrew L. Howell
Callister, Nebeker & McCullough
2180 S. 1300 E., Ste 600
Salt Lake City, UT 84106
801-530-7305
ahowell@cnmlaw.com
Neil Mahoney
Cambridge Southern Financial Advisors
8160 S. Highland Dr., Ste #203
Sandy, UT 84093
770-506-7377
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
David R. York
Callister, Nebeker & McCullough
2180 S. 1300 E., Ste 600
Salt Lake City, UT 84106
801-530-7344
dyork@cnmlaw.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
Pamela D. Wallace
Pamela D. Wallace, P.C.
999 Waterside Dr., Ste 515
Norfolk, VA 23510
757-802-4455
pdw@pwallacelaw.com
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
ripleylaw@olympus.net
Wisconsin
Leah Dobkin
P.O. Box 71222
Shorewood, WI 53211
414-238-1577
LeahDobkin@aol.com
