Charitable Planning Strategies

Adam Kotz

Director/Senior Wealth Advisor
[email protected]

Lisa Brinig

Senior Wealth Advisor
[email protected]

Mark Vlasic

Senior Wealth Advisor
[email protected]

Mike McAndrews

Director/Senior Wealth Advisor
[email protected]

Suzanne Wheeler

Managing Director/Senior Wealth Advisor
[email protected]

Charitable Planning Tools/Philanthropic Giving

Adam Lodge

Senior Wealth Advisor
[email protected]

Jeff Maher

Senior Wealth Advisor
[email protected]

Justin McCarthy

Director/Senior Wealth Advisor
[email protected]

Mark Vlasic

Senior Wealth Advisor
[email protected]