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, contact Lori Angel at 888-826-7900.
| Member Name | Organization Name | Profession |
| Jeff Adams | City Mission | 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 |
| Eric Barritt | Detroit Medical Center | Development |
| Donna Belgan | Judson Center | Development |
| Christopher Belcher | Comerica Wealth & Institutional Mgmt. | Trust Officer |
| Thomas H. Bergh | Varnum | Attorney |
| Daniel H. Boyce, CFP | Center for Financial Planning | Financial Planner |
| Denise Brooks | Port Huron Hospital Foundation | Development |
| Paula Brown | Starfish Family Services | Development |
| Sandra Kirtley Campbell | Plante Moran Trust | Trust Officer |
| Matthew E. Chope, CFP | Center for Financial Planning | Financial Planner |
| Jennifer L. Dale | Matrix Human Services | Development |
| John Dankovich | Mackey Komara & Dankovich | Financial Advisor |
| Kelli M. Davis | Catholic Charities of Shiawasee & Genesee Counties | Development |
| William J. Enright, Jr. | Law Office of William J. Enright, Jr., P.C. | Attorney |
| Denise Fleckenstein | The Beaumont Foundation | Development |
| Margarite Fourcroy | Greenhills School | Development |
| Susan Davies Goepp | Oakland University | Development |
| Arlene S. Gorelick | Epilepsy Foundation of Michigan | Development |
| George W. Gregory | George W. Gregory, PLLC | Attorney |
| Henry Grix | Dickinson Wright, PLLC | Attorney | Doug Gross | Raymond James Financial Services | Financial Planner |
| Marilyn M. Gunther, CFP | Center for Financial Planning | Financial Planner |
| Sue Hammersmith | Lenawee Community Foundation | Development |
| Felicia G. Harris | Ameriprise Financial | Financial Planner |
| Dennis Howie | Lawrence Technological University | Development |
| Austin A. Kanter | Kanter Associates | Financial Planner |
| Robert E. Kass | Baris, Sott, Denn & Driker, PLLC | Attorney |
| Christopher L. Kelly | Comerica Charitable Services Group | Trust Officer |
| John P. Landis | The PrivateBank | Trust Officer |
| J. Lawrence Lipton | Morgan Stanley Smith Barney | Financial Planner |
| Jonathan D. Lowe | Jewish Federation of Metro Detroit | Development |
| John G. Marshall | Brown & Brown of Detroit | Financial Planner |
| Lawrence I. Millman | Grant, Millman & Johnson, PC | CPA |
| Stephen D. Moore | Fifth Third Bank | Trust Officer |
| Clare Price | Family Wealth Consultants | Financial Planner |
| John C. Prost | John C. Prost Co. | Insurance | Jo Rahaim | Evangelical Homes of Michigan | Development |
| Heather Rindels | Boys & Girls Clubs of Southeastern Michigan | Development |
| Susan Rink | Eastern Michigan University Foundation | Development |
| Ralph S. Rumsey | Magill & Rumsey, PC | Attorney |
| Catherine Rogg | University Liggett School | Development |
| Karl W. Schettenhelm, Jr. | Strobl & Sharp, PC | Attorney |
| Thomas P. Scholler | Archdiocese of Detroit | Development |
| Rebecca Sorensen | UBS Financial Services | Financial Planner |
| Janet Street | The Salvation Army | Development |
| Ronald P. Tank | Godfrey Hammel, Danneels & Company, P.C. | CPA |
| Kim-Lan Trinh | Michigan Opera Theatre | Development |
| Roberta S. Trzos | Leader Dogs for the Blind | Development |
| Barbara Urbiel | Angel's Place | Development | Matthew M. Wallace | Matthew M. Wallace, P.C. | Attorney |
| Sue Weiss | Kettering University | Development |
| Brenda Wehrli | Genesys Health Foundation | Development |
| Agnes Wisner | Myasthenia Gravis Association, Inc. | Development |
| Timothy Wyman, CFP | Center for Financial Planning | Financial Planner |
| David G. Zick, CLU | Group Associates | Insurance |
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