afhe Members By State

Members of the International Association of Attorneys for Family Held Enterprises (afhe) participate in serious educational conferences that merge the legal specialties of corporate, tax and estate planning, and the psychological and sociological aspects of family relationships and business ownership, in order to better serve family-held enterprises. Please contact an afhe member in your area to learn more about this new multi-dimensional approach.

   

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City / State Name Firm Address Contact Info
Birmingham, ALMr. Bruce A. Rawls, Esq.Burr & Forman LLP420 North 20th Street
Suite 3100
Birmingham, AL 35203-5206
(T): 205-458-5247
(F): 205-458-5100
(E): brawls@burr.com
Phoenix, AZMr. Matthew K. Donovan, JD, CPACFG Business Solutions, LLC5080 N. 40th Street
Suite 235
Phoenix, AZ 85018
(T): 602-468-9667
(F): 602-468-0678
(E): mdonovan@cfgllc.com
San Francisco, CAMr. Daniel E. Cohn, Esq.Farella Braun + Martel LLP235 Montgomery Street
San Francisco, CA 94104
(T): 415-954-4482
(F): 415-954-4480
(E): dcohn@fbm.com
San Francisco, CA Jeralyn A. Seiling, Esq.Farella Braun + Martel LLP235 Montgomery Street
17th Floor
San Francisco, CA 94104
(T): 415-954-4400
(F): 415-954-4480
(E): jseiling@fbm.com
San Francisco, CAMs. Lara N. Gilman, Esq.Farella Braun & Martel LLP235 Montgomery Street
30th Floor
San Francisco, CA 94104
(T): 415-954-4913
(F): 415-954-4480
(E): lgilman@fbm.com
San Jose, CAMr. John F. Hopkins, Esq.Hopkins & CarleyP.O. Box 1469
San Jose, CA 95109-1469
(T): 408-286-9800
(F): 408-998-4790
(E): jhopkins@hopkinscarley.com
Westlake Village, CAMr. Kenneth W. Kossoff, Esq.Law Offices of Kenneth W. Kossoff4510 East Thousand Oaks Blvd.
Suite 200
Westlake Village, CA 91362
(T): 805-497-6299
(F): 805-379-1668
(E): kennethk@neutral.com
Santa Barbara, CAMr. John W. Ambrecht, Esq.Ambrecht, Arnold, Tokuyama & Brittain, LLP1224 Coast Village Circle
Santa Barbara, CA 93108
(T): 805-965-1329
(F): 805-965-7637
(E): Ambrecht@taxlawsb.com
Coronado, CAMr. Glenn R. Ayres, Esq.Doud Hausner & Associates, Inc.922 Olive Avenue
Coronado, CA 92118
(T): 612-799-8031
(F): 619-437-0126
(E): gayres@doudhausner.net
Torrance, CAMr. Walter R. Burkley, Jr.,, Esq.Burkley & Brandlin, LLP21515 Hawthorne Blvd.
Suite 1260
Torrance, CA 90503
(T): 310-540-6000
(F): 310-540-5976
(E): rodb@burkley-brandlin.com
Saint Helena, CAMr. R. Frederick Caspersen, Esq.Farella Braun + Martel LLP899 Adams Street, Suite G
Saint Helena, CA 94574
(T): 415-954-4427
(F): 415-954-4480
(E): fcaspersen@fbm.com
St. Helena, CAMs. Kate Ohlandt, Esq.Farella Braun + Martel LLP899 Adams Street, Suite G
St. Helena, CA 94574
(T): 707-967-4000
(F): 707-967-4009
(E): kohlandt@fbm.com
San Francisco, CAMr. Philip B. Feldman, Esq.Coblentz, Patch, Duffy & Bass, LLPOne Ferry Building
Suite 200
San Francisco, CA 94111-4213
(T): 415-772-5720
(F): 415-989-1663
(E): pfeldman@coblentzlaw.com
Napa, CAMr. David B. Gaw, Esq.Gaw, VanMale, Smith, Myers & Miroglio1000 Main Street
Third Floor
Napa, CA 94559
(T): 707-252-9000
(F): 707-252-0792
(E): dave@gawvanmale.com
San Francisco, CA Jeralyn A. Seiling, Esq.Farella Braun + Martel LLP235 Montgomery Street
17th Floor
San Francisco, CA 94104
(T): 415-954-4400
(F): 415-954-4480
(E): jseiling@fbm.com
Los Angeles, CA Elizabeth B. Blakely, Esq.Rodi, Pollock, Pettker, Galbraith & Cahill444 South Flower Street
Suite 1700
Los Angeles, CA 90071-2901
(T): 213-895-4900
(F): 213-895-4921
(E): ebb@rodipollock.com
Denver, CO John A. Warnick, Holme Roberts & Owen LLP1700 Lincoln Street
Suite 4100
Denver, CO 80203-4541
(T): 303-866-0672
(F): 303-866-0200
(E): john.warnick@hro.com
MemberMr. David T. Leibell, Esq.Cummings & Lockwood, LLCSix Landmark Square
Stamford, CT 06901
(T): 203-351-4410
(F): 203-708-3889
(E): dleibell@cl-law.com
MemberMr. Daniel L. Daniels, Esq.Cummings & Lockwood, LLCSix Landmark Square
Stamford, CT 06901
(T): 203-327-1700
(F): 203-351-4535
(E): ddaniels@cl-law.com
Hartford, CTMr. Craig L. Sylvester, Esq.Reid & Riege, PCOne Financial Plaza
Hartford, CT 06103
(T): 203-240-1032
(F): 860-240-1002
(E): csylvester@reidandreige.com
New Haven, CTMr. Irving S. Schloss, Esq.Tyler Cooper & Alcorn, LLP205 Church Street
New Haven, CT 06510
(T): 203-784-8277
(F): 203-777-1181
(E): schloss@tylercooper.com
Washington, DCMr. George N. Harris, Jr., Esq.Kozusko Harris Vetter Wareh LLP1666 K Street, NW
Suite 400
Washington, DC 20006
(T): 202-457-7210
(F): 202-318-4446
(E): gharris@kozlaw.com
Naples, FLMr. William R. O'Neill, Esq.Roetzel & Andress850 Park Shore Drive
3rd Floor
Naples, FL 34103
(T): 239-649-2722
(F): 239-261-3659
(E): woneill@ralaw.com
MemberMr. Bruce H. Gordon, Esq.Shumaker, Loop & Kendrick, LLP101 East Kennedy Boulevard
Suite 2800
Tampa, FL 33602-5151, USA
(T): 8132297600
(F): 8132291660
(E): bgordon@slk-law.com
Lawrenceville, GAMr. Henri Matija Spehar, Esq.Spehar & Associates LLC250 Langley Drive
Suite 1303
Lawrenceville, GA 30045, USA
(T): (770) 277-2181
(F): 7705733779
(E): henri@speharlaw.com
MemberMr. James H. Harris, III, Merrill Lynch2421 Westgate Blvd
Albany, GA 31707
(T): 229-436-6361
(F): 229-436-5833
(E): james_harrisiii@ml.com
Atlanta, GAMr. Scott C. Withrow, Esq.Withrow, McQuade & Olsen, LLP3379 Peachtree Road, NE
Suite 970
Atlanta, GA 30326
(T): 404-814-0200
(F): 404-814-0009
(E): swithrow@wmolaw.com
MemberMr. William J. Neppl, Esq.Bradley & Riley PC2007 First Avenue SE
PO Box 2804
Cedar Rapids, IA 52406
(T): 319-861-8734
(F): 319-363-9824
(E): wneppl@bradleyriley.com
MemberMr. Paul P. Morf, Esq.Simmons Perrine PLC115 3rd Street SE
Suite 1200
Cedar Rapids, IA 52401
(T): 319-896-4012
(F): 319-366-1917
(E): pmorf@simmonsperrine.com
Chicago, ILMr. Michael D. Whitty, Esq.Vedder Price PC222 N. LaSalle Street
Chicago, IL 60601, USA
(T): 3126097812
(F): 3126095005
(E): mwhitty@vedderprice.com
Chicago, ILMr. Jared Kaplan, Esq.McDermott, Will & Emery227 West Monroe Street
Suite 4700
Chicago, IL 60606-5096, USA
(T): 3129846955
(F): 3129843633
(E): jkaplan@mwe.com
Springfield, ILMr. Donald R. Tracy, Esq.Brown Hay & Stephens205 S. Fifth St., Suite 700
P.O. Box 2459
Springfield, IL 62705
(T): 217-241-5060
(F): 217-544-9609
(E): dtracy@bhslaw.com
MemberMs. Susan J. Macaulay, Esq.Lamb Partners900 N. Michigan Avenue
Suite 1900
Chicago, IL 60611
(T): 312-915-2837
(F): 312-915-3053
(E): macaulay@lambllc.com
Rockford, ILMr. James W. Keeling, Esq.Hinshaw & Culbertson LLP100 Park Avenue
P.O. Box 1389
Rockford, IL 611051389, USA
(T): 8154904904
(F): 8159639993
(E): jkeeling@hinshawlaw.com
Chicago, ILMr. Stuart Duhl, Esq.Harrison & Held, LLP333 West Wacker Drive
Chicago, IL 60606-1111
(T): 312-753-6192
(F): 866-342-0664
(E): sduhl@harrisonheld.com
Indianapolis, INMs. Patricia Seasor Bailey, Esq.Stark, Doninger & Smith50 South Meridian Street
Suite 700
Indianapolis, IN 46204
(T): 317-638-2400
(F): 317-633-6618
(E): pbailey@sdsfirm.com
Fort Wayne, INMr. Dennis C. Becker, Esq.Barrett & McNagnyP.O. Box 2263
215 East Berry Street
Fort Wayne, IN 46801-2263
(T): 219-423-9551
(F): 219-423-8924
(E): dcd@barrettlaw.com
Carmel, INMr. James W. Smyth, Esq.Crotty & Smyth11550 North Meridian, Suite 125
Fidelity Plaza - Tower One
Carmel, IN 46032
(T): 317-843-5566
(F): 317-843-5369
(E): jsmyth@crottysmyth.com
Tel Aviv, ISRAELMr. Amir Halevy, Esq.Gross Kleinhendler, Hodak, Halevy, Greenberg & Co.1 Azrieli Center
40th Floor
Tel Aviv, ISRAEL 67021, ISRAEL
(T): 097-2-36074444
(F): 097-2-36074422
(E): amir@gkh-law.com
Louisville, KYMr. John R. Cummins, Esq.Greenebaum Doll & McDonald PLLC3500 National City Tower
Louisville, KY 40202-3197
(T): 502-587-3602
(F): 502-540-2181
(E): jrc@gdm.com
Louisville, KYMr. Michael Hawthorne, Esq.Greenebaum Doll & McDonald PLLC3500 First National Tower
101 S. Fifth Street
Louisville, KY 40202
(T): 502-587-3684
(F): 502-540-2233
(E): mdh@gdm.com
Concord, MA Byron E. Woodman, Jr., Esq.Woodman & Eaton, P.C.801 Main Street
Concord, MA 01742
(T): 978-369-0960
(F): 978-371-1343
(E): bwoodman@woodmaneaton.com
Boston, MAMr. Edward D. Tarlow, Esq.Tarlow, Breed, Hart & Rodgers, P.C.101 Huntington Avenue
Suite 500
Boston, MA 02199
(T): 617-218-2011
(F): 617-261-7673
(E): etarlow@tbhr-law.com
Boston, MAMr. Jeffrey S. Wolfson, Esq.Goulston & Storrs, PC400 Atlantic Avenue
Boston, MA 21103
(T): 617-482-1776
(F): 617-574-4112
(E): jwolfson@goustorrs.com
Springfield, MAMr. Steven J. Schwartz, Esq.Shatz, Schwartz & Fentin, PC1441 Main Street
Suite 1100
Springfield, MA 01103
(T): 413-737-1131
(F): 413-736-0375
(E): sschwartz@ssfpc.com
Boston, MA Richard M. Gelb, Esq.Gelb & Gelb LLP20 Custom House Street
Boston, MA 02110
(T): 617-345-0010
(F): 617-345-0009
(E): rgelb@gelbgelb.com
Cambridge, MAMr. John G. Wofford, Esq.13 Cottage Street
Cambridge, MA 02139
(T): 617-661-3200
(F): 617-661-3201
(E): johnwofford@earthlink.net
Boston, MAMr. William A. Lowell, Esq.Choate, Hall & StewartTwo International Place
100-150 Oliver Street
Boston, MA 02110
(T): 617-248-4085
(F): 617-248-4000
(E): wlowell@choate.com
Boston, MAMr. Joel B. Sherman, Esq.Goulston & Storrs, PC400 Atlantic Avenue
Boston, MA 21103
(T): 617-574-4129
(F): 617-574-7638
(E): jsherman@goulstonstorrs.com
Boston, MAMr. Richard L. Narva, Esq.The Roseview Group75 Federal Street
Suite 610
Boston, MA 02110, USA
(T): 6179513900
(F): 6179513901
(E): rnarva@roseview.com
Boston, MAMr. Michael L. Fay, Esq.Wilmer Hale LLP60 State Street
Boston, MA
(T): 617-526-6320
(F): 617-526-5000
(E): michael.fay@wilmerhale.com
Annapolis, MDMr. Alan W. Bernstein, Esq.Bernstein & Feldman, P.A.900 Bestgate Road
Suite 200
Annapolis, MD 21401
(T): 410--57-0017
(F): 410--57-0049
(E): ab@bflaw.com
Bangor, MEMr. George F. Eaton, II, Esq.Rudman & Winchell84 Harlow Street
P.O. Box 1401
Bangor, ME 04402-1401
(T): 207-947-4501
(F): 207-941-9715
(E): geaton@rudman-winchell.com
Grand Rapids, MIMs. Susan Gell Meyers, Esq.Warner Norcross & Judd LLP111 Lyon St. NW
Suite 900
Grand Rapids, MI 49503
(T): 616-752-2184
(F): 616-222-2184
(E): smeyers@wnj.com
Birmingham, MIMr. J. Thomas MacFarlane, Esq.Clark Hill PLC255 S. Old Woodward
Third Floor
Birmingham, MI 48009, USA
(T): 2489885846
(F): 2486422174
(E): jmacfarlane@clarkhill.com
MemberMr. Mark E. Kellogg, Esq.Chalgian & Tripp Law Offices, PLLC139 W. Lake Lansing Road
Suite 200
East Lansing, MI 48823
(T): 517-332-3800
(F): 517-332-4600
(E): kellogg@mielderlaw.com
MemberMs. Jennifer L. Remondino, Esq.Warner Norcross & Judd LLP85 East Eighth Street
Suite 310
Holland, MI 49423
(T): 616-396-3243
(F): 616-494-3543
(E): jremondino@wnj.com
Holland, MIMr. Mark K. Harder, Esq.Warner Norcross & Judd LLP85 East Eighth Street
Suite 310
Holland, MI 49423
(T): 616-396-9800
(F): 616-494-3525
(E): mharder@wnj.com
Minneapolis, MNMr. Larry D. Hause, Esq.Fredrikson & Byron4000 Pillsbury Center
200 South Sixth Street
Minneapolis, MN 55402-1425, United States
(T): 6124927000
(F): 6124927077
(E): lhause@fredlaw.com
St. Paul, MNMr. William Messinger, Esq.Messinger & Ojile and Addiction Recovery Professionals, Inc.325 Cedar
Suite 700
St. Paul, MN 55101
(T): 651-209-7670
(F): 651-209-7675
(E): bill@psgrp.com
St. Louis, MOMr. Kyler L. Humphrey, Esq.Polsinelli Shalton Welte Suelthaus PC7733 Forsyth Boulevard
Twelth Floor
St. Louis, MO 63105-1814
(T): 314-889-8000
(F): 314-727-7166
(E): khumphrey@pswslaw.com
St. Louis (Clayton), MOMr. Donald W. Paule, Esq.Paule, Camazine & Blumenthal, PC165 North Meramec
6th Floor
St. Louis (Clayton), MO 63105
(T): 314-727-2266
(F): 314-727-2101
(E): dpaule@pcblawfirm.com
Kansas City, MOMr. Victor C. Panus, Jr., Esq.Panus & Associates, L.C.10034 N. Ambassador Dr.
Kansas City, MO 64153
(T): 816-587-2987
(F): 816-746-7466
(E): vic@panuslaw.com
Ridgeland, MSMr. William O. Brown, Jr., Esq.Copeland, Cook, Taylor & Bush, P.A.200 Concourse, Suite 200
1062 Highland Colony Parkway
Ridgeland, MS 39157
(T): 601-427-1406
(F): 601-856-8242
(E): bbrown@cctb.com
Asheville, NCMr. Vincent D. Childress, Jr., Esq.Roberts & Stevens, P.A.P.O. Box 7647
Asheville, NC 28802
(T): 828-252-6600
(F): 828-258-6955
(E): vchildress@roberts-stevens.com
MemberMr. Gerald LeVan, Esq.The LeVan CompanyP.O. Box 10
101 West Street, Suite 1
Black Mountain, NC 28711
(T): 828-669-0131
(F): 828-669-1297
(E): levan@levanco.com
Asheville, NCMr. John S. Stevens, Esq.Roberts & Stevens, P.A.P.O. Box 7647
One West Pack Square, Suite 1100
Asheville, NC 28802
(T): 828-252-6600
(F): 828-258-6955
(E): jstevens@roberts-stevens.com
Lincoln, NEMr. Daniel R. Stogsdill, Esq.Cline Williams Law Firm LLP233 S 13th Street
Suite 1900
Lincoln, NE 68508
(T): 402-474-6900
(F): 402-474-5393
(E): dstogsdill@clinewilliams.com
Portsmouth, NHMr. Wilfred L. Sanders, Jr., Esq.Pierce Atwood1 New Hampshire Avenue
Suite 350
Portsmouth, NH 03801
(T): 603-433-6300
(F): 603-433-6372
(E): jsanders@pierceatwood.com
Newark, NJMr. H. Glenn Tucker, Esq.Greenberg Dauber Epstein & Tuckers, P.C.Suite 600
One Gateway Center
Newark, NJ 71025
(T): 973-643-3700
(F): 973-643-1218
(E): gtucker@greenbergdauber.com
Albany, NYMr. Leslie M. Apple, Esq.Whiteman Osterman & Hanna LLPOne Commerce Plaza
Albany, NY 12260
(T): 518-487-7600
(F): 518-487-7777
(E): lapple@woh.com
Albany, NYMr. James T. Towne, Jr., Esq.The Towne Law Offices, P.C.7 Wembley Court
P.O. Box 15072
Albany, NY 12212-5072
(T): 518-452-1800
(F): 518-452-6435
(E): james.towne@townelaw.com
New York, NYMr. Herbert B. Fixler, Esq.Wolf, Block, Schorr and Solis-Cohen LLP250 Park Avenue
New York, NY 10177
(T): 212-297-2670
(F): 212-672-1180
(E): hfixler@wolfblock.com
New York, NYMr. John D. Dadakis, Esq.Schiff Hardin LLP900 Third Avenue
23rd Floor
New York, NY 10022, USA
(T): 2127450860
(F): 2127535044
(E): jdadakis@schiffhardin.com
MemberMr. Andrew N. Karlen, Esq.Karlen & Stolzar, LLPWhite Plains Plaza
One North Broadway, Suite 509
White Plains, NY 10601
(T): (91-4) -4600
(F): (91-4) -7006
(E): ankarlen@karlenstolzar.com
Cleveland, OHMr. Michael A. Spielman, Esq.Kahn Kleinman, LPA1301 East Ninth Street
Suite 2600
Cleveland, OH 44114
(T): 216-736-3334
(F): 216-623-4912
(E): mspielman@kahnkleinman.com
Columbus, OH Thomas A. Pampush, Esq.Schottenstein Zox & Dunn Co., LPA250 West Street
Columbus, OH 43215-2538
(T): 614-462-2700
(F): 614-462-5135
(E): tpampush@szd.com
MemberMr. Gordon F. Litt, Esq.Bricker & Eckler LLP100 South Third Street
Columbus, OH 43215
(T): 614-227-2305
(F): 614-227-2390
(E): glitt@bricker.com
MemberMr. David P. Suich, Esq.McNamee & McNamee2625 Commons Boulevard
Beavercreek, OH 45431
(T): 937-427-1367
(F): 937-427-1369
(E): dsuich@mcnameelaw.com
Cleveland, OHMr. Mark F. Swary, Esq.Hahn, Loeser & Parks, LLP3300 BP America Bldg
200 Public Square
Cleveland, OH 44114
(T): 216-274-2237
(F): 216-274-2537
(E): mfswary@hahnlaw.com
Cleveland, OHMr. Michael J. Horvitz, Esq.Jones Day901 Lakeside Avenue
Cleveland, OH 44114
(T): 216-586-7170
(F): 216-321-5737
(E): mjhorvitz@jonesday.com
Columbus, OHMr. Michael R. Becker, Esq.Becker & Lilly100 E. Broad St
Suite 2320
Columbus, OH 43215
(T): 614-469-4778
(F): 614-469-4779
(E): mbecker@beckerlilly.com
Columbus, OHMs. Beatrice Wolper, Esq.Chester, Willcox & Saxbe LLP65 East State Street
Suite 1000
Columbus, OH 43215
(T): 614-221-4000
(F): 614-221-4012
(E): bwolper@cwslaw.com
Cleveland, OHMr. Gregory M. Nolfi, Esq.Hahn Loeser & Parks LLP3300 BP Tower
200 Public Square
Cleveland, OH 44114
(T): 216-274-2393
(F): 216-274-2593
(E): gmnolfi@hahnlaw.com
Hamilton, ONTARIOMr. Paul D. Milne, Esq.Simpson Wigle LLPP.O. Box 990
21 King Street West
Hamilton, ONTARIO L8N 3R1, CANADA
(T): 905-528-8411
(F): 905-528-9008
(E): milnep@simpsonwigle.com
Lake Oswego, ORMs. Kay Wakefield Abramowitz, Esq.Buckley LeChevallier P.C.3 Centerpointe Drive
Suite 250
Lake Oswego, OR 97035
(T): 503-620-8900
(F): 503-620-4878
(E): kwa@buckley-law.com
Salem, ORMr. Douglas C. Alexander, II, Esq.Saalfeld Griggs PC250 Church Street
Suite 300
Salem, OR 97301
(T): 503-399-1070
(F): 503-371-2927
(E): dalexander@sglaw.com
Salem, ORMr. Robert J. Saalfeld, Esq.Saalfeld Griggs PC250 Church Street
Suite 300
Salem, OR 97301, USA
(T): 5033991070
(F): 5033712927
(E): rsaalfeld@sglaw.com
MemberMs. June M. Wiyrick, Esq.Buckley LeChevallier P.C.3 Centerpointe Drive
Lake Oswego, OR 97035
(T): 503-620-8900
(F): 503-620-4878
(E): jmw@buckley-law.com
MemberMs. Christine R. Costantino, Esq.Buckley LeChevallier P.C.3 Centerpointe Drive
Suite 250
Lake Oswego, OR 97035
(T): 503-620-8900
(F): 503-620-4878
(E): crc@buckley-law.com
MemberMr. Richard A. Mario, Esq.Buckley LeChevallier P.C.3 Centerpointe Drive
Lake Oswego, OR 97035
(T): 503-620-8900
(F): 503-620-4878
(E): ram@buckley-law.com
Center Valley, PAMr. Edward J. Lentz, Esq.Fitzpatrick Lentz & Bubba, P.C.4001 Schollhouse Lane
P.O. Box 219
Center Valley, PA 18034-0219
(T): 610-797-9000
(F): 610-797-6663
(E): elentz@flblaw.com
MemberMr. John C. Dean, Esq.Boisseau & Dean LLP155 South Main Street
Providence, RI 02903
(T): 401-831-4200
(F): 401-831-7053
Sao Paulo, Sao PauloMr. Nilton Serson, Esq.Nilton Serson Advogados AssociadosR. da Consolagao
1741/10a - Cerqueida Cesar
Sao Paulo, Sao Paulo 01416-001, BRAZIL
(T): +55(11) 3082-9777
(F): +55(11) 3064-3658
(E): nilton@serson.adv.br
Nashville, TNMr. Joe M. Goodman, Esq.Adams and Reese LLP424 Church Street
Suite 2800
Nashville, TN 37219-2323
(T): 615-259-1011
(F): 615-259-1470
(E): joe.goodman@arlaw.com
Lynchburg, VAMr. Ron Feinman, Esq.One World Legacy & Estate Planning, LLCBank America Bldg., 7th Floor
801 Main Street
Lynchburg, VA 24504-1519
(T): 434-528-0696
(F): 434-528-3220
(E): rfeinman@oneworld.ws
Seattle, WAMs. Dori E. Brewer, Esq.Perkins Coie LLP1201 3rd Avenue
Suite 4800
Seattle, WA 98101
(T): 206-359-8436
(F): 206-359-9436
(E): dbrewer@perkinscoie.com
Sheboygan, WIMr. Robert T. Melzer, Esq.Rohde Dales, LLP607 North 8th Street
7th Floor
Sheboygan, WI 53081-4556
(T): 920-458-5501
(F): 920-458-5874
(E): rmelzer@rohdedales.com
Racine, WIMr. Gregory A. Ruidl, Esq.DeMark, Kolbe & Brodek SC6216 Washington Avenue
P.O. Box 085009
Racine, WI 53406
(T): 262-886-9720
(F): 262-886-3074
(E): greg@dkblaw.com
Adjunct MembersMr. Mike Cohn, PresidentCFG Business Solutions, LLC5080 N. 40th Street
Suite 235
Phoenix, AZ 85018
(T): 602-468-9667
(F): 602-468-9704
(E): mcohn@cfgllc.com
San Francisco, CAMr. David H. Glotzer, BNY Mellon Wealth Management525 Market Street
35th Floor
San Francisco, CA 94105
(T): 415-951-4157
(F): 415-951-4116
(E): glotzer.dh@mellon.com
Adjunct MembersMr. Ronald R. Macleod, US Trust3214 Serena Avenue
Carpinteria, CA 93013
(T): 213--86-5114
(F): --
(E): rmacleod@cox.net
Adjunct MembersMr. Erich Z. Sylvester, ASASylvester Valuation Group Inc.811 Quarry Road, Unit B
San Francisco, CA 94129-2200
(T): 866-223-0635
(F): 415-359-0697
(E): erich@sylvestervaluation.com
Adjunct MembersMs. Adrienne Iglehart, U.S. Trust101 California Street
Suite 2300
San Francisco, CA 94111
(T): 415-743-9078
(F): 415-464-7090
(E): adrienne_iglehart@ustrust.com
Adjunct MembersMr. Michael S. Moon, Fremont Partners199 Fremont Street
Suite 2300
San Francisco, CA 94105
(T): 415-284-8105
(F): 415-268-0737
(E): mmoon@fremontgroup.com
Los Angeles, CAMr. Michael ES McCarthy, United States Trust Company, N.A.515 South Flower Street
Suite 2700
Los Angeles, CA 90071
(T): 213-861-5015
(F): 800-976-1202
(E): michael_mccarthy@ustrust.com
Adjunct MembersMr. Stephen W. Rathsack, Marsh USA Inc. Private Client Services1225 17th Street
Suite 2100
Denver, CO 80202
(T): 303-308-4628
(F): 303-308-4952
(E): Stephen.W.Rathsack@marsh.com
Adjunct MembersMr. Francois M. de Visscher, deVisscher & Co.Two Greenwich Office Park
Greenwich, CT 06831
(T): 203-629-6500
(F): 203-629-6547
(E): francois@devisscher.com
Adjunct MembersMr. William O. Cranshaw, Management Planning, Inc.10 Station Street
Suite 3
Simsbury, CT
(T): 860-651-8185
(F): 860-651-8164
(E): bcranshaw@mpival.com
Adjunct MembersMr. Jack Veale, PTCFO, Inc.48 Walkley Road
West Hartford, CT 61191
(T): 860-232-9858
(F): 860-232-9438
(E): jackv@ptcfo.com
Adjunct MembersDr. Bonnie Brown Hartley, Ph.D.Transition Dynamics, Inc.101 Venice Avenue West
Suite 10
Venice, FL 34285, USA
(T): 9414801119
(F): 5414659798
(E): bbh@transdyninc.com
Albany, GAMr. James M. Harris, III, Merrill Lynch2421 Westgate Blvd
P.O. Box 71345
Albany, GA 31708-1345
(T): --
(F): --
Rockford, ILMr. John Holmstrom, William Charles, Ltd.1401 North Second Street
Rockford, IL 61107
(T): 815-963-7400
(F): 815-963-7415
(E): jholmstrom@williamcharles.com
Adjunct Members Stephen Lucado, Navigant Capital Advisors175 W. Jackson Blvd.
Suite 500
Chicago, IL 60604
(T): 312-583-5825
(F): 312-583-6979
(E): slucado@navigantcapitaladvisors.com
Adjunct Members Andrew D. Lee, Andrew D. Lee & Company30 Monument Square
Suite 110
Concord, MA 01742
(T): 978-369-9835
(F): 978-359-9836
(E): andy@adleeco.com
Waltham, MAMr. Stephen V. Kenney, SCS Financial610 Lincoln Street
Waltham, MA 02451
(T): 781-290-4400
(F): 781-290-4411
(E): skenney@scsfinancial.com
Adjunct MembersMr. William McKinley, Lineage Capital, LLC222 Berkeley Street
21st FL
Boston, MA 02116
(T): 617-778-0669
(F): 617-778-0659
(E): bill@lineagecap.com
Adjunct MembersDr. Thomas D. Davidow, Ed.D.Thomas D. Davidow & Associates183 Gardner Rd
Brookline, MA 02445
(T): 617-739-2868
(F): 617-739-7221
(E): tom@tdavidow.com
New York, New YorkMr. Joseph Rotella, Asset Management Advisors711 Fifth Avenue
New York, New York 10022
(T): 646-358-8490
(F): 866-299-3127
(E): joseph.rotella@amaglobal.com
Adjunct MembersMr. Paul H. Rich, Business Consulting Group - Rothstein Kass1350 Avenue of the Americas
15th Floor
New York, NY 10019
(T): 212-997-0500
(F): 212-730-4105
(E): prich@rkco.com
New York, NYMr. James H. McLaughlin, Convergent Wealth Advisors565 5th Avenue
30th Floor
New York, NY 10017
(T): 646-445-6141
(F): 888-444-5159
(E): jamie.mclaughlin@convergentwealth.com
Adjunct MembersMr. Michael T. Hartley, Transition Dynamics, Inc.P.O. Box 51180
Eugene, OR 97405
(T): 541-465-8940
(F): --
(E): moneil@dkeinc.com
Richmond, VAMr. Jeff Moore, Matrix Capital Markets Group, Inc.11 South 12th Street
Suite 325
Richmond, VA 23219
(T): 804-780-0060
(F): 804-780-0158
(E): jmoore@matrixcmg.com