Professional Advisory Committee  


    Craig Hunter Wisnom, Esq., Chair
Bogutz and Gordon PC
     
  William Asdell, Esq.
O’Connell & Associates, PC
     
  Jay Buck, CPA/ABV, CVA
Clifton Gunderson, LLP
     

  Randy Greenberg CLU, ChFC, CASL
Generational Wealth Strategies LLC
     

  Matthew Harrison, CFA, CIMA
RMH Investment
     
  Doug Haynes, CFP
Merrill Lynch
     

 

Anne C. Hoff
Roediger Hoff, PLC

     

Photo Coming Soon

  Moniqua Lane, Esq.
Rolfe & Lane, PLLC
     
    Raymond M. Lowry, CPA, MST
Flowers, Rieger & Associates, PLLC
     
    James Marvel, Esq.
Slosser, Struse, Fickbohm, Marvel & Fletcher, PLC
     
    Karen K. McCloskey, CPA, MST
Beach Fleischman PC
     

  Angela C. Moore, Esq.
Moore, Masunas & Moore, PLLC
     
Photo Coming Soon   Bradley Jon Nystedt, Esq.
Nystedt & Fletcher, PLLC
     

  Robin Randall
Northern Trust Company
     
  Thomas S. Robertson III
Presidio Group Wealth Management
     
    Jane Larriva Rojas
Morgan Stanley
     
    Jeremy Sohn, Esq.
Law Office of Jeremy Sohn PLLC
     
  R. Michael Sullivan, CFA
Harris Private Bank
     

  Scott Vaughan
Merrill Lynch Private Client Group
     
    Alan Willenbrock, CFA
Morgan Stanley
     


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