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Planned Giving Advisory Council Members

In May 2008, HSSV invited a diverse and well-respected group of local professionals to join our new Planned Giving Advisory Council. These CPAs, Financial Planners, Estate Attorneys, and Wealth Advisors know what’s necessary to leave a lasting legacy, and they provide their guidance and expertise to HSSV. If you don’t currently have a professional to turn to for planned giving questions, we suggest you contact them as well.

We are honored to include the following eight individuals among our
Planned Giving Advisory Council members:

Carolyn Bell CFP®, VP, Principal Stanford Investment Group	Jim Cashman Partner; Estate Planning, Trust, and Probate Berliner-Cohen	Matthew Leek CRPC® Financial Advisor, Chartered Retirement Planning Counselor	Patti O’Neill CPA Rundquist & Associates, CPAs
Charles Packer Family Wealth and Tax Planning Attorney Hopkins & Carley Law Corp.	Deborah Radin JD, Estate Planning Attorney, Trusts, Estates and Probate Kramer Radin, LLP	Dieter Ramaekers CFP®, CIMA® VP, Wealth Advisor, Senior Consultant Morgan-Stanley	Ray Scheaffer CPA, Managing Principal Abbott, Stringham, & Lynch