Referral Services

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 [email protected].

Select a state using the drop-down box below or scroll down to browse states.

California

• Wendy Beerbower
  Vice President of Sales
  Equity Key
  4th Floor
  8880 Rio San Diego Dr
  San Diego CA 92108
  (619) 400-8961
  [email protected]
  http://www.equitykey.com/
   
• R. Jeffrey Wolter
  Nest Eggg
  258 N Palm Canyon Drive
  Palm Springs CA 92262
  (760) 322-4622
  [email protected]
  http://www.nesteggg.com
   
• Jim Casey
  President & CEO
  Integrated Wealth Management
  787 N Palm Canyon Drive
  Palm Springs, CA 92262-5507
  (760) 969-7104
  [email protected]
  http://www.iwmgmt.com/bio_casey.htm
   
• Linda M. Scaparotti
  Attorney at Law
  Law Offices of Linda M. Scaparotti
  180 Montgomery Street, Suite 200
  San Francisco CA 94104-4205
  (415) 434-9600
  [email protected]
  http://www.scaplaw.com/

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District of Columbia

• Glenn Jones
  Certified Public Accountant
  Glenn Jones, CPA
  1425 Rhode Island Avenue NW, Suite 40
  Washington DC 20005-5453
  (202) 462-2441
  [email protected]
  http://www.glennjonescpa.com/
   
• Laura H. Peebles
  Director - Estate, Gift & Trust Services
  Deloitte & Touche LLP
  Suite 500
  555 12th Street NW
  Washington DC 20004-1207
  (202) 879-5320
  [email protected]
  http://www.deloitte.com/

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Florida

• Ed Lally
  Senior Loan Officer
  Simons & Leoni Home Loans LLC
  307 S. Willow Avenue
  Tampa FL 33606-2157
  (813) 258-6767 ext. 23
  [email protected]
  http://www.simonsleoni.com/
   
• Joseph E. Seagle
  Attorney at Law
  Joseph E Seagle, PA
  924 West Colonial Drive
  Orlando FL 32804
  (407) 770-0100 ext. x102
  [email protected]
  http://www.seaglelaw.com/
   

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Georgia

• Harry H. Harkins, Jr.
  Attorney at Law
  PO Box 8085
  Atlanta GA 31106-0085
  (404) 874-9900
   
• Michael J. Lappin
  Owner & Loan Consultant
  Stellar Mortgage Corporation
  5th Floor
  3455 Peachtree Road
  Atlanta GA 30326
  (678) 539-8080
  [email protected]
  http://www.stellar-mortgage.com/
   
• D. Lynn Russell
  Attorney at Law
  Russell & Herrera, PC
  201 Swanton Way
  Decatur GA 30030
  (404) 378-7200
  [email protected]
  http://www.russell-herrera.com/
   

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Illinois

• E. Christopher Caravette
  Attorney at Law
  Caravette and Associates
  Suite 4110
  205 N Michigan Avenue
  Chicago IL 60611-5925
  (312) 540-1600
  [email protected]
  http://www.caravette.com/
   

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Kansas

• R. Eric Ireland
  Senior Vice President and Trust Officer
  The Commerce Trust Company
  PO Box 637
  Wichita KS 67201-0637
  (316) 263-8294
  [email protected]
   
• Jason C. Purinton
  Financial Advisor
  Rains Purinton Group
  Suite 1007
  10955 Lowell Avenue
  Overland Park KS 66210-2325
  (913) 890-8776
  [email protected]
   
• Kent E. Rains
  Financial Advisor
  Rains Purinton Group
  Suite 1007
  10955 Lowell Avenue
  Overland Park KS 66210-2325
  (913) 890-8776
  
   

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Kentucky

• Janice L. Flanagan, CFP, CRPC
  Vice President – Investments
  Accredited Domestic Partnership Advisor
  Wells Fargo Advisors
  2400 Chamber Center Drive, Ste. 220
  Ft Mitchell KY 41017
  (859) 331-6501
  [email protected]
   

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Maryland

• Peg Downey
  Investment Advisor
  Money Plans
  Suite 710
  8701 Georgia Avenue
  Silver Spring MD 20910
  (301) 589-4250
  [email protected]
   
• Joshua T. Hatfield-Smith
  Financial Planner
  SPC Financial Inc.
  Suite 400
  3202 Tower Oaks Boulevard
  Rockville MD 20852-4216
  (301) 770-6800
  [email protected]
  http://www.spcfinancial.com
   
• Lawrence S. Jacobs
  Attorney at Law
  Lawrence S. Jacobs & Associates, PC
  Suite 400
  110 N. Washington Street
  Rockville MD 20850-2230
  (301) 738-8220
  [email protected]
  http://www.partnerplanning.com/
   
• Joe Lagomarcino
  Private Mortgage Banker
  AccuBank Mortgage
  Suite 950
  3 Bethesda Metro Center
  Bethesda MD 20814
  (301) 571-1401
  [email protected]
  http://www.joelagomarcino.com/
   

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Massachusetts

• Catherine D. Burgess
  Financial Advisor
  Morgan Stanley Smith Barney
  8th Floor
  222 Rosewood Drive
  Danvers MA 1923
  (978) 739-3927
  [email protected]
  http://fa.smithbarney.com/pignone_burgess
   
• Robert P. Goldman
  Attorney at Law
  Goulston & Storrs
  400 Atlantic Avenue
  Boston MA 02110
  (617) 574-4014
  [email protected]
  http://goulstonstorrs.com/People/RobertPGoldman
   
• Lorraine A. Hart
  Financial Planner
  Hart & Patterson Financial Services, LLP
  19 Research Drive
  Amherst MA 01002-2720
  (413) 253-9454
  [email protected]
• Cheryl Patterson
  Financial Planner
  Hart & Patterson Financial Services, LLP
  19 Research Drive
  Amherst MA 01002-2720
  (413) 253-9454
  [email protected]

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Michigan

• Henry M. Grix
  Attorney at Law
  Dickinson Wright, PLLC
  Suite 2000
  38525 Woodward Avenue
  Bloomfield Hills MI 48304-2970
  (248) 433-7548
  [email protected]
  http://www.dickinsonwright.com/
   

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Minnesota

• Michael D. Cassidy
  Certified Financial Planner & Tax Professional
  ROR Tax Professionals
  Suite 425
  4500 Park Glen Road
  Minneapolis MN 55416
  (612) 822-7177
  [email protected]
  http://www.rortax.com/
   
• Eda L. Schmidt
  First Vice President - Investment Officer
  Wachovia Securities , LLC
  3400 IDS Center
  80 South 8th Street
  Minneapolis MN 55402
  (612) 340-6956
  [email protected]
   
• M. Shane Swanson
  Attorney at Law
  Parsinen Kaplan Rosberg & Gotlieb
  Suite 1100
  100 S Fifth Street
  Minneapolis MN 55402-1298
  (612) 342-0353
  [email protected]
  www.parlaw.com/attorneys_staff/attorney.asp?i=15
   

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Missouri

• Kimberly Akuna
  Financial Advisor
  MorganStanley SmithBarney
  Suite 600
  101 S Hanley Road
  Saint Louis MO 63105
  (314) 854-9373
  [email protected]
  www.fa.smithbarney.com/kimberlyakuna
   
• Douglas K. Anning
  Attorney at Law
  Polsinelli Shalton Flanigan Suelthaus
  Suite 1000
  700 W 47th Street
  Kansas City MO 64112-1922
  (816) 360-4188
  [email protected]
  http://www.pswslaw.com/
   
• Bruce E. Hopson
  Attorney at Law
  Law Office of Bruce E. Hopson
  Suite 800
  1221 Locust Street
  Saint Louis MO 63101-2380
  (314) 621-0500
  [email protected]
  http://www.hopsonlawoffice.com/
   
• Ronald W. Jagels
  Financial Advisor
  Edward Jones
  3216 Laclede Station Road
  Saint Louis MO 63143-3709
  (314) 645-2512
  [email protected]
  http://www.edwardjones.com/
   

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New York

• Betsy L. Billard, CRPC
  Chartered Retirement Planning Counselor
  Ameriprise Financial Services, INC.
  Suite 808
  230 Park Avenue
  New York NY 10169
  (646) 378-4605
  [email protected]
  http://www.betsybillard.com
   
• Bernard L. Dikman
  Certified Public Accountant
  156 5th Avenue, Suite 500
  New York NY 10010-7002
  (212) 929-4299
  [email protected]
• Joseph G. Milizio
  Attorney at Law
  Vishnick McGovern Milizio LLP
  Suite 1E9
  3000 Marcus Avenue
  Lake Success NY 11042
  (516) 437-4385
  [email protected]
  http://www.vmmlegal.com/
   

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North Carolina

• T. Michael Godley
  Attorney at Law
  Thomas, Godley & Childers, PA
  Suite 421
  514 Williamson Road
  Mooresville NC 28117
  (704) 663-1600
  [email protected]
  http://www.tgclaw.com/
   
• Lorraine D. Johnson
  Financial Advisor
  Triangle Financial Advisors
  Suite 130
  801 Corporate Center Dr
  Raleigh NC 27607
  (919) 789-3098
  [email protected]
  http://www.trifiadv.com/
   
• Ronald P. Johnson
  Attorney at Law
  Johnson, Peddrick & McDonald PLLC
  Suite 300
  440 West Market Street
  Greensboro NC 27401-2252
  (336) 574-9720
  rjohns[email protected]
  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
  [email protected]
  http://www.livingtrustlawfirm.com/
   

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Ohio

• John Barber
  Financial Advisor
  Prudential Financial
  Suite 100
  4349 Easton Wy
  Columbus OH 43219
  (614) 898-5903
  [email protected]
  www.lpl.com
   
• Susan Finefrock
  Money Concepts
  20 Northwoods Blvd
  Columbus OH 43235
  (614) 841-9650
  [email protected]
• 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
  [email protected]
  http://www.scottknox.com/
   
• Jeffrey D. Mackey
  Attorney at Law
  Fusco, Mackey, Mathews & Gill LL
  655 Cooper Road
  Westerville OH 43081
  (614) 523-7575
  [email protected]
  ohiolaws.com/jeff.html
   

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Oregon

• Gregory A. Baldwin
  President
  Planning Resources Corporation
  Suite 274
  700 NE Multnomah
  Portland OR 97232-4102
  (503) 227-7744
  [email protected]
  http://www.planningresources.com/
   

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Texas

• Rick Aishman
  Certified Public Accountant
  Rick Aishman, PC
  Suite 540
  3625 N Hall Street
  Dallas TX 75219
  (214) 520-7363
  [email protected]
  http://www.aishmanphipps.com/
   
• J. Ronald Allen
  Certified Public Accountant
  Ron Allen CPA, PC
  Suite 300
  2909 Cole Avenue
  Dallas TX 75204
  (214) 954-0042
  [email protected]
  http://www.ronallencpa.com/
   
• John F. Bergner
  Attorney at Law
  Winstead, Sechrest, & Minick
  Suite 5400
  1201 Elm Street
  Dallas TX 75270-2199
  (214) 745-5289
  [email protected]
  http://www.winstead.com/Attorneys/jbergner/
   
• Suzanne Bryant
  Attorney at Law
  1907 N. Lamar Blvd., Suite 220
  Austin TX 78705
  (512) 476-4760
  [email protected]
   
• Lorie L. Burch
  Attorney at Law
  Law Office Of Lorie L. Burch
  Suite 750
  7920 Belt Line Road
  Dallas TX 75254
  (972) 385-0558
  [email protected]
  http://www.burch-law.com/
   
• Jon Chester
  Certified Public Accountant
  Sterling's Bookkeeping & Tax Service
  5418 St. Charles Avenue
  Dallas TX 75223-1922
  (214) 330-4682
  [email protected]
  http://www.sterlingstax.com/
   
• Rebecca S. Covell
  Attorney at Law
  Law Offices of Rebecca S. Covell
  3710 Rawlins St., #950
  Dallas TX 75219-4469
  (214) 443-0300
  [email protected]
  http://www.doorlaw.com/
   
• Jonathan A. Denning
  Financial Representative
  Legacy Financial Planners
  Suite 1450
  10370 Richmond Avenue
  Houston, TX 77042
  (832) 308-7200
  [email protected]
  http://www.glic.com/
   
• Mark Halsell
  Financial Advisor
  Merrill Lynch
  Suite 600
  111 Congress Avenue
  Austin TX 78701
  (512) 397-1893
  [email protected]
  http://www.fa.ml.com/mark.halsell
   
• Julie K. Hash
  Financial Advisor
  Merrill Lynch
  Suite 700
  13355 Noel Road
  Dallas TX 75240-1510
  (972) 980-8667
  [email protected]
  http://www.fa.ml.com/themeyergroup/
   
• Michael L. Kaufman
  Attorney at Law
  Jackson Walker LLP
  Suite 6000
  901 Main Street
  Dallas TX 75202-3714
  (214) 953-5734
  [email protected]
  http://www.jw.com/
   
• Brittany J. Kornmann
  Financial Advisor
  Ameriprise Financial Services, Inc.
  Suite 1400
  24 Waterway
  The Woodlands, TX 77380
  (281) 719-3215
  [email protected]
  www.ameripriseadvisors.com/britt.j.kornmann
   
• 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
  [email protected]
  http://www.alanlevicpa.com/
   
• Carol Meyer
  First Vice President - Investments
  Merrill Lynch
  Suite 700
  13355 Noel Road
  Dallas TX 75240
  (972) 980-8666
  [email protected]
  http://www.fa.ml.com/themeyergroup/
   
• Mark J. Sadlek
  V.P. of Business Development & Training
  Republic Title
  Suite 101
  3131 Turtle Creek Boulevard
  Dallas TX 75219
  (214) 528-8916
  [email protected]
  http://www.republictitle.com/
   
• Timothy T. Thomas
  Attorney at Law
  The Law Office of Timothy T. Thomas, PC
  Suite 950
  3710 Rawlins Street
  Dallas, TX 75219
  (214) 324-9298
  [email protected]
  http://www.tttlaw.net/
   
• Lynn Slayton Yeldell
  Financial Advisor
  UBS Financial Services, Inc
  Suite 100
  98 San Jacinto Boulevard
  Austin TX 78701
  (512) 479-5217
  http://www.ubs.com/fa/lynnyeldell/
   
• Grace S. Yung
  Certified Financial Planner
  Midtown Financial Group, LLC
  Suite 230
  3555 W Alabama
  Houston TX 77098
  (713) 300-9833
  [email protected]
  http://www.midtownfg.com/
   

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Virginia

• Martha JP McQuade
  Attorney at Law
  McQuade Byrum PLLC
  602 N Columbus St
  Alexandria VA 22314-1849
  (703) 548-4200 ext.  ext 11
  [email protected]
  http://www.mcquadebyrum.com/
   

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