PARTICIPATING PROFESSIONAL ADVISORS
THE TERMINOLOGY:
WHAT IS A BEQUEST?
These attorneys, accountants, trust officers, certified planners, insurance reps, estate planners and development professionals are located in Southeast Michigan and are familiar with the LEAVE A LEGACY campaign. If you or your firm would like to participate, call us at 888-826-7900.
| Member Name | Organization Name | Profession |
| Dean Adkins | Madonna University | Development |
| Jane Alessandrini | Saint Joseph Mercy Health System | Development |
| Robert Alexander | Angela Hospice | Development |
| Susan M. Alexander | Evangelical Homes of Michigan | Development |
| Terry R. Altman | Altman Financial | Financial Planner |
| Donald Baker | Baker Group | Financial Planner |
| D. Gregory Baker | Baker Group | Financial Planner |
| Michael W. Bartnik | Bartnik Law Offices, PLC | Attorney |
| Donna Belgan | Judson Center | Development |
| Christopher Belcher | Fifth Third Bank | Trust Officer |
| Thomas H. Bergh | Varnum | Attorney |
| Paula Brown | Starfish Family Services | Development |
| Sandra Kirtley Campbell | Plante Moran Trust | Trust Officer |
| Dana Casson | Henry Ford Health System | Development |
| Jennifer L. Dale | Henry Ford Village Foundation | Development |
| John Dankovich | MKD Wealth Coaches | Financial Advisor |
| Ray Digby | AmCan Financial | Insurance |
| Cheryl Elliott | Ann Arbor Community Foundation | Development |
| Robin Ferriby | Community Foundation for Southeast Michigan | Development |
| Denise Fleckenstein | United Way for Southeastern Michigan | Development |
| Margarite Fourcroy | Greenhills School | Development |
| Elyse Germack | Avant Advisors, PLLC | Attorney |
| Arlene S. Gorelick | Epilepsy Foundation of Michigan | Development |
| George W. Gregory | George W. Gregory, PLLC | Attorney |
| Heidi Grix | Arbor Hospice Foundation | Development |
| Henry Grix | Dickinson Wright, PLLC | Attorney | Doug Gross | Raymond James Financial Services | Financial Planner |
| Sue Hammersmith | Lenawee Community Foundation | Development |
| Felicia G. Harris | Ameriprise Financial | Financial Planner |
| Melissa Hendges | Citizens Bank Wealth Mgmt. | Trust Officer |
| Dennis Howie | Lawrence Technological University | Development |
| Roger Hull | Detroit Public Television | Development |
| Robert E. Kass | Baris, Sott, Denn & Driker, PLLC | Attorney |
| Christopher L. Kelly | Comerica Charitable Services Group | Trust Officer |
| Leah Ann Kleinfeldt | Catholic Social Services of Washtenaw County | Development |
| Renard J. Kolasa | Couzens, Lansky, Fealk, Ellis Roeder & Lazar, PC. | Attorney |
| Rick Kress | Gift Planning Associates | Consultant |
| David F. Lau | Lau & Lau Associates, LLC | Financial Planner |
| Jonathan D. Lau | Lau & Lau Associates, LLC | Financial Planner |
| William Lawson, Jr. | William J. Lawson Jr. | Attorney |
| Dana Locniskar | Merrill Lynch - Private Banking Investment Group | Financial Planner |
| Jonathan D. Lowe | Jewish Federation of Metro Detroit | Development |
| John G. Marshall | Brown & Brown of Detroit | Financial Planner |
| DeeDee McVety | Oakwood Healthcare Foundation | Development |
| Lawrence I. Millman | Grant, Millman & Johnson, PC | CPA |
| Dennis M. Mitzel | Berry Moorman, PC | Attorney |
| Stephen D. Moore | PNC Wealth Management | Trust Officer |
| Judith Peters | The Beaumont Foundation | Development |
| Richard A. Polk | Richard A Polk, PC | Attorney |
| Clare Price | Family Wealth Consultants | Financial Planner |
| John C. Prost | John C. Prost Co. | Insurance |
| Susan Rink | Eastern Michigan University Foundation | Development |
| Ben Robinson | Rose Hill Center | Development |
| Jo Rosen | American Cancer Society | Development |
| Ralph S. Rumsey | Magill & Rumsey, PC | Attorney |
| Karl W. Schettenhelm, Jr. | Stobl & Sharp, PC | Attorney |
| Thomas P. Scholler | Archdiocese of Detroit | Development |
| Kurt M. Sebaly | Penrickton Center for Blind Children | Development |
| Donna J. Snyder | University of Michigan | Attorney |
| Ted Tolcher | Central Michigan University | Development |
| Kim-Lan Trinh | Michigan Opera Theatre | Development |
| Roberta S. Trzos | Leader Dogs for the Blind | Development |
| Barbara Urbiel | Angel's Place | Development |
| Sam Ventimiglia | Great Lakes Wealth Planning | Financial Consultant | Matthew M. Wallace | Matthew M. Wallace, P.C. | Attorney |
| Brenda Wehrli | Genesys Health Foundation | Development |
We thank these groups and individuals for their continued involvement and support:
Partnership Recognition (Based on cumulative support since 1997)
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Professional Advisor Directory