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 |
| Jane Alessandrini | St. Joseph Mercy Hospital-Ann Arbor | Development |
| Susan M. Alexander | Evangelical Homes of Michigan | Development |
| Donald B. Baker | Baker Group | Insurance & Financial Planner |
| Loretta A. Baker | JPMorgan Chase | Attorney |
| John S. Bell | Hospice of Michigan | Development |
| Daniel H. Boyce, CFP | Center for Financial Planning | Financial Planner |
| Sandra Kirtley Campbell | Plante Moran Trust | Trust Officer |
| Alan Cotzin | Cranbrook Educational Community | Development |
| John Dankovich | Mackey Komara & Dankovich | Financial Advisor |
| Denise Fleckenstein | The Beaumont Foundation | Development | Lisa Mower Gandelot | Children's Home of Detroit | Development |
| Barbara Gill | Seymour Gill Financial | Insurance & Financial Planner |
| Susan Davies Goepp | Oakland University | Development |
| Arlene S. Gorelick | Epilepsy Foundation of Michigan | Development | Doug Gross | Raymond James Financial Services | Financial Planner |
| Lynn W. Gross | JPMorgan Chase | Attorney |
| Robert D. Kaplow | Maddin, Hauser, Wartell, Roth & Heller, PC | Attorney |
| Robert E. Kass | Baris, Sott, Denn & Driker, PLLC | Attorney |
| Richard L. Kramer | Brighton Hospital | Development | Christopher L. Kelly | Comerica Charitable Services Group | Trust Officer |
| Salvatore J. LaMendola | Cox, Hodgman & Giarmarco PC | Attorney |
| John P. Landis | The PrivateBank | Trust Officer | Bernadette L. Lane | Community Counselling Serivce | Development |
| J. Lawrence Lipton | Citigroup Smith Barney | Financial Planner |
| Michael Love | Law Office of Michael Love | Attorney |
| John G. Marshall | ALCOS | Financial Planner |
| James W. Mathews | Mathews, Reich, Perna, Rottermond, PC | CPA |
| Lawrence I. Millman | Grant, Millman & Johnson, PC | CPA |
| Dennis M. Mitzel | Berry Moorman, PC | Attorney |
| Richard L. Nahhat | JPMorgan Chase | Attorney |
| Thomas E. Owen | Owen & DeMarco, PLC | Attorney |
| Clare Price | Family Wealth Consultants | Financial Planner |
| John C. Prost | John C. Prost Co. | Insurance | Jo Rahaim | Cranbrook Educational Community | Development |
| Susan Rink | Eastern Michigan University Foundation | Development |
| Roseann Royle | Society of St. Vincent de Paul | Development |
| Ralph S. Rumsey | Magill & Rumsey, PC | Attorney |
| Thomas P. Scholler | Archdiocese of Detroit | Development |
| Marie Seddon | United Methodist Retirement Communities | Development |
| Edwina M. Simpson | Consultant | Development |
| Rebecca Sorensen | UBS Financial Services | Financial Planner |
| Teresa Sullivan | JPMorgan Chase | Attorney |
| Janet Street | The Salvation Army | Development |
| Ronald P. Tank | Godfrey Hammel, Danneels & Company, P.C. | CPA |
| David M. Thoms | Miller, Canfield, Paddock and Stone, PLC | Attorney |
| Kim-Lan Trinh | Michigan Opera Theatre | Development | Matthew M. Wallace | Matthew M. Wallace, P.C. | Attorney |
| Sue Weiss | Kettering University | Development |
| Brenda Wehrli | Genesys Health Foundation | Development |
| 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)
•
Professional Advisor Directory