Planned Giving Council

Planned Giving Council

Lynn K. Telford, EA, Senior Tax Manager, Chair
Armanino LLP

Cathleen M. Colgan, Managing Director, VP & Trust Officer
American Trust

Krista M. Conover, Sr. VP & Trust Officer
Boston Private Bank & Trust Company

David P.  Enemark, CFP, Family Wealth Advisor
Morgan Stanley Wealth Management

Melissa Kaplan Grudin, Wealth Management Advisor
TIAA-CREF

Jonathan G Krass, Sr. VP & Financial Advisor
Morgan Stanley Wealth Management

Marilyn Lonergan, PhD, CMC, CSP
The Consulting Team, LLC

Laurie-Ann Look, Esq.
Hopkins & Carley

Michael C. Moorman, IAR
Met Life Securities, Inc.

Rebecca Matteson Nelson, CWS, Sr. VP, Wealth Management
Technology Credit Union

Victor M. Reid III
Altos Financial Management, LLC