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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.

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
wbeerbower@equitykey.com
http://www.equitykey.com/
R. Jeffrey Wolter
Nest Eggg
258 N Palm Canyon Drive
Palm Springs CA 92262
(760) 322-4622
jeff@nesteggg.com
http://www.nesteggg.com
Jim Casey
President & CEO
Integrated Wealth Management
787 N Palm Canyon Drive
Palm Springs, CA 92262-5507
(760) 969-7104
casey@iwmgmt.com
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
linda@scaplaw.com
http://www.scaplaw.com/

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
glenn@glennjonescpa.com
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
lpeebles@deloitte.com
http://www.deloitte.com/

Florida

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/
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/

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
mlappin@stellar-mortgage.com
http://www.stellar-mortgage.com/
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/

Illinois

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

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
Jason C. Purinton
Financial Advisor
Rains Purinton Group
Suite 1007
10955 Lowell Avenue
Overland Park KS 66210-2325
(913) 890-8776
jason@rpgfwm.com
Kent E. Rains
Financial Advisor
Rains Purinton Group
Suite 1007
10955 Lowell Avenue
Overland Park KS 66210-2325
(913) 890-8776

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
janice.flanagan@wfadvisors.com

Maryland

Peg Downey
Investment Advisor
Money Plans
Suite 710
8701 Georgia Avenue
Silver Spring MD 20910
(301) 589-4250
pegsnew@aol.com
Joshua T. Hatfield-Smith
Financial Planner
SPC Financial Inc.
Suite 400
3202 Tower Oaks Boulevard
Rockville MD 20852-4216
(301) 770-6800
jhatfieldsmith@spcfinancial.com
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
lsj@lsjlaw.com
http://www.partnerplanning.com/
Joe Lagomarcino
Private Mortgage Banker
AccuBank Mortgage
Suite 950
3 Bethesda Metro Center
Bethesda MD 20814
(301) 571-1401
joseph.lagomarcino@bankofamerica.com
http://www.joelagomarcino.com/

Massachusetts

Catherine D. Burgess
Financial Advisor
Morgan Stanley Smith Barney
8th Floor
222 Rosewood Drive
Danvers MA 1923
(978) 739-3927
catherine.burgess@mssb.com
http://fa.smithbarney.com/pignone_burgess
Robert P. Goldman
Attorney at Law
Goulston & Storrs
400 Atlantic Avenue
Boston MA 02110
(617) 574-4014
rgoldman@goulstonstorrs.com
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
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

Michigan

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

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/
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
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

Kimberly Akuna
Financial Advisor
MorganStanley SmithBarney
Suite 600
101 S Hanley Road
Saint Louis MO 63105
(314) 854-9373
kimberly.akuna@mssb.com
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
danning@pswslaw.com
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
bruce@hopsonlawoffice.com
http://www.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/

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
betsy.l.billard@ampf.com
http://www.betsybillard.com
Bernard L. Dikman
Certified Public Accountant
156 5th Avenue, Suite 500
New York NY 10010-7002
(212) 929-4299
bdikman@bldikman.com
Joseph G. Milizio
Attorney at Law
Vishnick McGovern Milizio LLP
Suite 1E9
3000 Marcus Avenue
Lake Success NY 11042
(516) 437-4385
jmilizio@vmmlegal.com
http://www.vmmlegal.com/

North Carolina

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/
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/
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/

Ohio

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

Oregon

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

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/
J. Ronald Allen
Certified Public Accountant
Ron Allen CPA, PC
Suite 300
2909 Cole Avenue
Dallas TX 75204
(214) 954-0042
ron@ronallencpa.com
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
jbergner@winstead.com
http://www.winstead.com/Attorneys/jbergner/
Suzanne Bryant
Attorney at Law
1907 N. Lamar Blvd., Suite 220
Austin TX 78705
(512) 476-4760
sbryantoffice@gmail.com
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/
Jon Chester
Certified Public Accountant
Sterling's Bookkeeping & Tax Service
5418 St. Charles Avenue
Dallas TX 75223-1922
(214) 330-4682
j_chester@sterlingstax.com
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
rscovell@doorlaw.com
http://www.doorlaw.com/
Jonathan A. Denning
Financial Representative
Legacy Financial Planners
Suite 1450
10370 Richmond Avenue
Houston, TX 77042
(832) 308-7200
jonathan_denning@glic.com
http://www.glic.com/
Mark Halsell
Financial Advisor
Merrill Lynch
Suite 600
111 Congress Avenue
Austin TX 78701
(512) 397-1893
mark.halsell@ml.com
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
julie_k_hash@ml.com
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
mkaufman@jw.com
http://www.jw.com/
Brittany J. Kornmann
Financial Advisor
Ameriprise Financial Services, Inc.
Suite 1400
24 Waterway
The Woodlands, TX 77380
(281) 719-3215
britt.j.kornmann@ampf.com
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
alan@alanlevicpa.com
http://www.alanlevicpa.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/
Mark J. Sadlek
V.P. of Business Development & Training
Republic Title
Suite 101
3131 Turtle Creek Boulevard
Dallas TX 75219
(214) 528-8916
msadlek@aol.com
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
tim@tttlaw.net
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
grace.yung@midtownfg.com
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
mjpm@mcquadebyrum.com
http://www.mcquadebyrum.com/

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