Resources in Our Community

These volunteers generously share their expertise and knowledge with our donors, staff and civic leaders. Please feel free to contact any of them when you require their services.

Planned Gifts Committee

Carol S. Brandt Carol S. Brandt
President
Brandt Financial Concepts, Inc.

Maryanna Callas Maryanna Callas, Esq.
Maryanna Callas Law, LLC

David A. Charous, Esq. David A. Charous, Esq.
The Law Offices of David A. Charous, L.L.C.

William E. Dever, Jr. William E. Dever, Jr.
Principal
JMG Financial

Patrick Dominick Patrick Dominick
SVP, Senior Wealth Strategist
Northern Trust

Lenore D. Franckowiak Lenore D. Franckowiak
Partner
Kiselstein Fanckowiak Law Group

James 0. Giese James 0. Giese, CPA
Partner
BIK & Co, LLP

Jeffrey R. Gottlieb Jeffrey R. Gottlieb
Principle Attorney
Law Offices of Jeffrey R. Gottlieb, LLC

Monica J. Gurgiolo Monica J. Gurgiolo, J.D., CPA
Attorney, Chair of Estates and Trusts Groups
Kelleher + Holland, LLC

Rhonda S. Jensen Rhonda S. Jensen
Partner, Estate Planning and Administration Manager
Drost Kivlahan McMahon & O’Connor LLC

Catherine Kane Catherine Kane, CPA, CFP^®
Principal
CLA LLP

Martha McHugh Martha McHugh
Attorney
Buckley Fine, LLC

Pat McNally Pat McNally
President
Clarity Advisors & Consultants, Ltd

Anthony Pavone Anthony Pavone, JD, LLM
Pavone Law Group, P.C.

Michael-Anne Peck Michael-Anne Peck JD CTFA
VP /Trust Officer
Itasca Bank & Trust Co.

Mary E. Rooney Mary E. Rooney, CPA, CFP^®
Sr. Vice President & Sr. Trust Officer
Cornerstone National Bank & Trust Co.

Dale Stern Dale G. Stern
Senior Financial Advisor
Vice President-Investments
BMO Investment Services

David K. Ungurean David K. Ungurean
Vice President
Northwest Community Hospital Foundation

Advisory Council for Gift Planning

James Bertucci, CFP^®, ChFC
Retirement Planning Specialist
AXA Advisors, LLC

Bruce W. Biedar, CFP^®
Financial Advisor
Edward Jones & Co.

Skip Braband

Carol Brandt
Financial Advisor, President
Brandt Financial Concepts, Inc.

Melissa Bulshteyn, Esq.
Attorney
Keller+Holland Attorneys at Law

Maryanna Callas, Esq.
Maryanna Callas Law, LLC

David A. Charous, Esq.
The Law Offices of David A. Charous, L.L.C.

Craig Christell
Financial Advisor
Edward Jones & Co.

William E. Dever, Jr.
Principal
JMG Financial

Patrick Dominick
SVP, Senior Wealth Strategist
Northern Trust

George Drost
Attorney, Partner
Drost Kivlahan McMahon & O'Connor LLC

Lenore D. Franckowiak
Partner
Kiselstein Fanckowiak Law Group

Michael F. Garcia
Executive Director
JP Morgan Chase Bank

James Giese, CPA, JD
Partner
BIK & Co. LLP

Jeffrey R. Gottlieb
Principle Attorney
Law Offices of Jeffrey R. Gottlieb, LLC

Monica J. Gurgiolo, J.D., CPA
Attorney, Chair of Estates and Trusts Groups
Kelleher + Holland, LLC

Rhonda S. Jensen
Partner, Estate Planning and Administration Manager
Drost Kivlahan McMahon & O’Connor LLC

Cathy Kane, CPA, CFP^®
Principal
CLA LLP

Tom Kivlahan
Attorney, Partner
Drost Kivlahan McMahon & O'Connor LLC

William Kuehn
Attorney, Senior Partner
Williston McGibbon & Kuehn

Scott C. Kuntz
Attorney
Kuntz & Kuntz

Deborah Lancaster
Attorney
Deborah M. Lancaster Ltd

Carrie Lincoln
Attorney, Associate
Carrie Lincoln Legal Services, P.C.

James McEnerney, CPA
JWM, Inc.

Martha McHugh
Attorney
Buckley Fine, LLC

Pat McMahon
Attorney, Partner
Drost Kivlahan McMahon & O'Connor LLC

Pat McNally
President
Clarity Advisors & Consultants, Ltd

Mildred "Millie" V. Palmer
Attorney, Partner
Navigant Law Group, LLC

Anthony Pavone, JD, LLM
Pavone Law Group, P.C.

Michael-Anne Peck JD CTFA
VP/Trust Officer
Itasca Bank & Trust Co.

Mary Rooney, CPA, CFP^®
Senior Vice President & Senior Trust Officer
Cornerstone National Bank & Trust Co.

Bert Rosenberg, CPA
Partner
CliftonLarsenAllen LLP

Robert Ross
Attorney
Ross Law Firm Ltd.

Dale G. Stern
Senior Financial Advisor
Vice President-Investments
BMO Investment Services

Marv E. Vanek
Partner
Matlin Law Group, P.C.