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Estate Planning Referrals
The HRC provides this list as a convenience to our website users. Please note that the HRC is not responsible for any professional advisor’s conduct, statements, or advice or for the terms (including fee and payment terms) governing any engagement resulting from connections made through the resources listed below. The HRC disclaims all liability for any damages or loss caused by the statements, conduct (professional or otherwise), actions or omissions of any advisor contacted through these resources. You should make your own determination as to whether a specific advisor is qualified to meet your needs. For more information about the HRC Estate Planning Partners, or to make updates to this list, please contact estateplanning@hrc.org.
Arizona
- Pamela Daly-Grieco
Director, Wealth Advisor
Harris Private Bank
Suite 150
2375 E Camelback Road
Phoenix AZ 85016
(480) 348-7621
pamela.grieco@harrisbank.com
www4.harrisbank.com/vgn/hpbm/assets/pdf/P_Grieco.pdf
California
- Scott D. Fisher
Attorney at Law
Law Offices of Scott D. Fisher
Suite 1650
6500 Wilshire Boulevard
Los Angeles CA 90048
(323) 944-0011
scott@scottfisherlaw.com
http://www.scottfisherlaw.com/ - Wendy Beerbower
Vice President of Sales
Equity Key
4th Floor
8880 Rio San Diego Dr
San Diego CA 92108
(619) 400-8961
wbeerbower@equitykey.com
http://www.equitykey.com/ - David J. Taborelli
Senior VP Investment Officer
Wachovia Securities
Suite 1600
620 Newport Center Drive
Newport Beach CA 92660
(800) 779-6955 - Dan Lass
Senior Financial Advisor
Integrated Wealth Management
787 N. Palm Canyon Drive
Palm Springs CA 92262-5507
(760) 864-8500
http://www.iwmgmt.com/ - Linda M. Scaparotti
Attorney at Law
Law Offices of Linda M. Scaparotti
180 Montgomery Street, Suite 2000
San Francisco CA 94104-4205
(415) 434-9600
linda@scaplaw.com
http://www.scaplaw.com/
Colorado
- Thomas J. Gibson
Attorney at Law
Jester & Gibson, LLP
Suite 740
1875 Lawrence Street
Denver CO 80202
(303) 377-7888
tom@jgllp.com
http://www.jgllp.com/
District of Columbia
- Brenda K. Jackson-Cooper
Attorney at Law
Arnold & Porter LLP
555 12th Street NW
Washington DC 20008
(202) 942-6228
brenda_jackson-cooper@aporter.com
http://www.arnoldporter.com/attorneys.cfm?action=view&id=569 - Laura H. Peebles
Director - Estate, Gift & Trust Services
Deloitte & Touche LLP
Suite 500
555 12th Street NW
Washington DC 20004-1207
(202) 879-5320
lpeebles@deloitte.com
http://www.deloitte.com/ - Glenn Jones
Certified Public Accountant
Glenn Jones, CPA
1425 Rhode Island Avenue NW, Suite 40
Washington DC 20005-5453
(202) 462-2441
glenn@glennjonescpa.com
http://www.glennjonescpa.com/
Florida
- Joseph E. Seagle
Attorney at Law
Joseph E Seagle, PA
924 West Colonial Drive
Orlando FL 32804
(407) 770-0100 ext. x102
joe@seaglelaw.com
http://www.seaglelaw.com/ - Antonio Seminario
Financial Advisor
Morgan Stanley Smith Barney
Suite 1200
2400 East Commercial Boulevard
Fort Lauderdale FL 33308
(954) 267-5635
antonio.seminario@morganstanley.com
www.morganstanley.com/fa/antonio.seminario - Leah G. James
Certified Public Accountant
Leah G James, CPA, PA
PO Box 5277
Winter Park FL 32793-5277
(407) 478-4513
leah@geckocpa.com
http://www.geckocpa.com/ - Ed Lally
Senior Loan Officer
Simons & Leoni Home Loans LLC
307 S. Willow Avenue
Tampa FL 33606-2157
(813) 258-6767 ext. 23
edlally@slhomeloans.com
http://www.simonsleoni.com/
Georgia
- D. Lynn Russell
Attorney at Law
Russell & Herrera, PC
201 Swanton Way
Decatur GA 30030
(404) 378-7200
lynn@russell-herrera.com
http://www.russell-herrera.com/ - Kirk A. Lee
Senior Financial Advisor
Merrill Lynch Global Wealth Management
Suite 1000
3455 Peachtree Road NE, Suite 1000
Atlanta GA 30326
(404) 264-7272
kirk_lee@ml.com
http://www.fa.ml.com/kirk_lee/ - Kathleen Womack
Attorney at Law
Kathleen M. Womack, PC
Building 9, Suite 300
750 Hammond Drive
Atlanta GA 30328
(404) 303-0130
kathleenwomack@bellsouth.net
http://www.kwomacklaw.com/ - Harry H. Harkins, Jr.
Attorney at Law
PO Box 8085
Atlanta GA 31106-0085
(404) 874-9900
Illinois
- Edward W. Koczorowski
Advanced Financial Advisor
Ameriprise Financial Services, Inc.
Ste 750
939 W North Ave
Chicago IL 60642
(312) 706-6810
edward.w.koczorowski@ampf.com
http://www.ameripriseadvisors.com/edward.w.koczorowski/
Kansas
- R. Eric Ireland
Senior Vice President and Trust Officer
The Commerce Trust Company
PO Box 637
Wichita KS 67201-0637
(316) 263-8294
Eric.Ireland@CommerceBank.com
Kentucky
- Janice L. Flanagan
Certified Financial Planner
Wells Fargo Advisors
Suite 220
2400 Chamber Center Drive
Ft Mitchell KY 41017
(859) 331-6501
janice.flanagan@wfadvisors.com
Massachusetts
- Lorraine A. Hart
Financial Planner
Hart & Patterson Financial Services, LLP
19 Research Drive
Amherst MA 01002-2720
(413) 253-9454
lorraine@hartpatterson.com - Cheryl Patterson
Financial Planner
Hart & Patterson Financial Services, LLP
19 Research Drive
Amherst MA 01002-2720
(413) 253-9454
cheryl@hartpatterson.com
Maryland
- Joseph M. Kapp
Financial Planner
Lincoln Financial Advisors, Corp.
Suite 620
4600 East West Highway
Bethesda MD 20814
(703) 864-7777
joseph.kapp@lfg.com
http://www.lfa-sagemark.com/ - Joe Lagomarcino
Private Mortgage Banker
AccuBank Mortgage
Suite 950
3 Bethesda Metro Center
Bethesda MD 20814
(301) 571-1401
Joseph.Lagomarcino@mortgage.wellsfargo.com - Megan M. Wallace
Attorney at Law
Wallace Law, LLC
Ste 405
11300 Rockville Pike
Rockville MD 20852
(301) 468-0603
mwallace@wallacelawllc.com
http://www.meganwallacelaw.com/ - Peg Downey
Investment Advisor
Money Plans
Suite 710
8701 Georgia Avenue
Silver Spring MD 20910
(301) 589-4250
pegsnew@aol.com - Mary S. Snider
Agent
State Farm Insurance
Suite 101
804 Pershing Drive
Silver Spring MD 20910
(301) 622-9440
mary.snider.hckk@statefarm.com
http://www.marysnider.com/ - Kirstin A. Gulling
Attorney at Law
Silber, Perlman, Sigman & Tilev, PA
Suite 200
7000 Carroll Avenue
Takoma Park MD 20912
(301) 891-2200
gulling@sp-law.com
www.sp-law.com/gulling.htm - Lawrence S. Jacobs
Attorney at Law
Lawrence S. Jacobs & Associates, PC
Suite 400
110 N. Washington Street
Rockville MD 20850-2230
(301) 738-8220
lsj@lsjlaw.com
http://www.partnerplanning.com/
Michigan
- James B. Rasor
Attorney at Law
Rasor Law Firm
500 South Washington Avenue, Suite 5
Royal Oak MI 48067-3846
(248) 543-9000 ext. 12
jbrasor@rasorlawfirm.com
http://www.rasorlawfirm.com/ - Henry M. Grix
Attorney at Law
Dickinson Wright, PLLC
Suite 2000
38525 Woodward Avenue
Bloomfield Hills MI 48304-2970
(248) 433-7548
hgrix@dickinsonwright.com
http://www.dickinsonwright.com/
Minnesota
- Eda L. Schmidt
First Vice President - Investment Officer
Wachovia Securities , LLC
3400 IDS Center
80 South 8th Street
Minneapolis MN 55402
(612) 340-6956
eda.schmidt@wachoviasec.com - Michael D. Cassidy
Certified Financial Planner & Tax Professional
ROR Tax Professionals
Suite 425
4500 Park Glen Road
Minneapolis MN 55416
(612) 822-7177
mikec@rortax.com
http://www.rortax.com/ - Daniel L. Boyer
Financial Advisor
Ameriprise Financial Services, Inc.
Suite 550
7601 France Avenue South
Edina MN 55435
(952) 842-1505
daniel.l.boyer@ampf.com
www.ameripriseadvisors.com/daniel.l.boyer/ - M. Shane Swanson
Attorney at Law
Parsinen Kaplan Rosberg & Gotlieb
Suite 1100
100 S Fifth Street
Minneapolis MN 55402-1298
(612) 342-0353
sswanson@parlaw.com
www.parlaw.com/attorneys_staff/attorney.asp?i=15
Missouri
- Bruce E. Hopson
Attorney at Law
Law Office of Bruce E. Hopson, LLC
Suite 800
1221 Locust Street
Saint Louis MO 63101-2380
(314) 621-0500
bruce@hopsonlawoffice.com - Ronald W. Jagels
Financial Advisor
Edward Jones
3216 Laclede Station Road
Saint Louis MO 63143-3709
(314) 645-2512
ron.jagels@edwardjones.com
http://www.edwardjones.com/ - Douglas K. Anning
Attorney at Law
Polsinelli Shalton Flanigan Suelthaus
Suite 1000
700 W 47th Street
Kansas City MO 64112-1922
(816) 360-4188
danning@pswslaw.com
http://www.pswslaw.com/
North Carolina
- Lorraine D. Johnson
Financial Advisor
Triangle Financial Advisors
Suite 130
801 Corporate Center Dr
Raleigh NC 27607
(919) 789-3098
ljohnson@trifiadv.com
http://www.trifiadv.com/ - T. Michael Godley
Attorney at Law
Thomas, Godley & Childers, PA
Suite 421
514 Williamson Road
Mooresville NC 28117
(704) 663-1600
mike@tgclaw.com
http://www.tgclaw.com/ - Ronald P. Johnson
Attorney at Law
Johnson, Peddrick & McDonald PLLC
Suite 300
440 West Market Street
Greensboro NC 27401-2252
(336) 574-9720
rjohnson@jplegal.net
http://www.jplegal.net/ - Jeffrey G. Marsocci
Attorney at Law
The Law Offices of Jeffrey G Marsocci
8406 Six Forks Road, Suite 102
Raleigh NC 27615-3075
(919) 844-7993
nclawyer@earthlink.com
http://www.livingtrustlawfirm.com/ - Stephen M. Coons
Attorney at Law
801 Wild Turkey Place
Wilmington NC 28405-4265
(404) 846-0700
stevecoons@bellsouth.net
New York
- James E. Law
Financial Advisor
Ameriprise Financial Services
4th Floor
111 Broadway
New York NY 10006
(212) 233-5404 ext. 11
james.e.law@ampf.com
http://www.ameripriseadvisors.com/james.e.law/ - Jeffrey C. Chu
Financial Consultant
AXA Advisors
Third Floor
1633 Broadway
New York NY 10019
(212) 408-2033
jeffrey.chu@axa-advisors.com - Jennifer Hatch
Owner & President
Christopher Street Financial
101 5th Avenue Suite 1100
New York NY 10003-1008
(212) 269-0110
jhatch@csfin.com
http://www.christopherstreet.com/ - Bernard L. Dikman
Certified Public Accountant
156 5th Avenue, Suite 500
New York NY 10010-7002
(212) 929-4299 - Joy Soodik
Clarfeld Financial Advisors, Inc.
560 White Plains Road, Fifth Floor
Tarrytown NY 10591-5113
(914) 846-0100
joy@clarfeld.com
http://www.clarfeld.com/
Ohio
- David Cunningham
Financial Advisor
Edward Jones Investments
179 East Beck St
Columbus OH 43206-1207
(614) 461-5803
david.cunningham@edwardjones.com
http://www.edwardjones.com/ - Scott E. Knox
Attorney at Law
Law Office of Scott E Knox
Suite 300
13 E Court Street
Cincinnati OH 45202-0110
(513) 241-3800
sknox@choice.net
http://www.scottknox.com/
Oregon
- Robert E.C. North
Financial Advisor
Fenton Wangler Financial
3636 NE Broadway
Portland OR 97232
(503) 255-3898
http://www.fwfinancial.com/ - Gregory A. Baldwin
President
Planning Resources Corporation
Suite 274
700 NE Multnomah
Portland OR 97232-4102
(503) 227-7744
gbaldwin@planningresources.com
http://www.planningresources.com/
Texas
- J. Ronald Allen
Certified Public Accountant
Allen & Frazier, CPAs, PC
Suite 300
2909 Cole Avenue
Dallas TX 75204
(214) 954-0042
ron@allenfrazier.com
http://www.ronallencpa.com/ - Timothy T. Thomas
Attorney at Law
The Law Office of Timothy T. Thomas, PC
6934 Coronado Avenue
Dallas TX 75214
(214) 324-9298
tim@tttlaw.net
http://www.tttlaw.net/ - Rick Aishman
Certified Public Accountant Rick Aishman, PC
Suite 540
3625 N Hall Street
Dallas TX 75219
(214) 520-7363
rick@aishmanphipps.com
http://www.aishmanphipps.com/ - Alan H. Levi
Certified Public Accountant
Alan H Levi, PC Suite 860, LB 16
3710 Rawlins Street
Dallas TX 75219
(214) 559-0008 ext. 510
alan@alanlevicpa.com
http://www.alanlevicpa.com/ - Mark J. Sadlek
Mortgage Lender
Wells Fargo Home Mortgage
Suite 1200
3131 Turtle Creek Boulevard
Dallas TX 75219
(214) 528-8916
msadlek@aol.com
http://www.shelter-mortgage.com/ - Carol Meyer
First Vice President - Investments
Merrill Lynch
Suite 700
13355 Noel Road
Dallas TX 75240
(972) 980-8666
carol_meyer@ml.com
http://www.fa.ml.com/themeyergroup/ - Lorie L. Burch
Attorney at Law
Law Office Of Lorie L. Burch
Suite 750
7920 Belt Line Road
Dallas TX 75254
(972) 385-0558
lorie@burch-law.com
http://www.burch-law.com/ - Michael P. Delaney
Financial Services Associate
Prudential Financial, Inc
Suite 1100
1233 West Loop South
Houston TX 77027
(214) 478-9814
mpdelaney@earthlink.net - Brian T. Stephens
Certified Public Accountant
Davis & Associates CPA Firm
717 Cedar Bayou Road
Baytown TX 77520
(281) 837-1040 ext. 222
brian@padavis.com
http://www.padavis.com/ - Lynne Wiggins
Financial Services
UBS Financial Services, Inc.
Suite 1500
4801 Plaza on the Lake
Austin TX 78746
(512) 330-8009
lynne.wiggins@ubs.com
http://www.ubs.com/fa/lynnewiggins/ - Lynn Slayton Yeldell
Financial Advisor
UBS Financial Services, Inc
Suite 100
98 San Jacinto Boulevard
Austin TX 78701
(512) 479-5217
lynn.yeldell@ubs.com
http://www.ubs.com/fa/lynnyeldell/ - Michael L. Kaufman
Attorney at Law
Jackson Walker LLP
Suite 6000
901 Main Street
Dallas TX 75202-3714
(214) 953-5734
mkaufman@jw.com
http://www.jw.com/ - Steven P. Graves
Principal
Steven Graves Insurance Agency
Suite 110
3500 Oak Lawn Ave
Dallas TX 75219-4308
(214) 599-0808
stevengraves@aol.com
http://www.stevengraves.net/ - Rebecca S. Covell
Attorney at Law
Law Offices of Rebecca S. Covell
3710 Rawlins St., #950
Dallas TX 75219-4469
(214) 443-0300
rscovell@doorlaw.com
http://www.doorlaw.com/ - Julie K. Hash
Financial Advisor
Merrill Lynch
Suite 700
13355 Noel Road
Dallas TX 75240-1510
(972) 980-8667
julie_k_hash@ml.com
http://www.fa.ml.com/themeyergroup/ - John F. Bergner
Attorney at Law
Winstead, Sechrest, & Minick
5400 Renaissance Tower
1201 Elm Street
Dallas TX 75270-2199
(214) 745-5289
jbergner@winstead.com
http://www.winstead.com/Attorneys/jbergner/ - Suzanne Bryant
Attorney at Law
812 San Antonio St., #304A
Austin TX 78701-2228
(512) 476-4760
sbryantoffice@gmail.com
Virginia
- Martha JP McQuade
Attorney at Law
McQuade Byrum PLLC
602 N Columbus St
Alexandria VA 22314-1849
(703) 548-4200
mjpm@mcquadebyrum.com
http://www.mcquadebyrum.com/
Washington
- Brigid M. Stackpool
Financial Advisor
2515 43rd Avenue W
Seattle WA 98199-3610
(206) 344-6516
brigid.m.stackpool@wachoviasec.com