Estate and Gift Planning Directors
Our team provides free gift planning information and resources to help our friends make informed decisions.?Please locate your state to find the estate and gift planning professional available in your area.?
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Lindsey Tessin
Director, Estate and Gift Planning
229.560.1405
lindsey.tessin@cancer.org
Counties Served:
All counties except Baldwin and Mobile?
John Stewart
Sr. Director, Wealth Consultant
334.498.6567
john.stewart@cancer.org
Counties Served:
Baldwin and Mobile?
Jennifer Harrison Randolph
Director, Estate and Gift Planning
405.974.0424
jennifer.harrison@cancer.org
Susan Gutowsky
Director, Estate & Gift Planning
916.792.8866
susan.gutowsky@cancer.org
Counties Served:
Alpine, Amador, Butte, Calaveras, Colusa, Del Norte, El Dorado, Fresno, Glenn, Humboldt, Inyo, Kings, Lake, Lassen, Madera, Mariposa, Mendocino, Merced, Modoc, Mono, Napa, Nevada, Placer, Plumas, Sacramento, San Joaquin, Shasta, Sierra, Siskiyou, Solano, Sonoma, Stanislaus, Sutter, Tehama, Trinity, Tulare, Tuolumne, Yolo, and Yuba
Erin McGlynn
Sr. Director,?Wealth Consultant
925.389.2525
erin.mcglynn@cancer.org
?
Counties Served:
Alameda, Contra Costa, Marin, Monterey, San Benito, San Francisco, San Mateo, Santa Clara, and Santa Cruz
Maylene Nolasco
Sr. Director,?Wealth Consultant
310.488.5283
maylene.nolasco@cancer.org
Counties Served:
Kern, Los Angeles, San Luis Obispo, Santa Barbara, and Ventura
Gail Robson
Sr. Director, Estate & Gift Planning
949.307.0430
gail.robson@cancer.org
Counties Served:
Orange, Riverside, and San Bernardino
Rosella Saucier
Director, Estate & Gift Planning
619.873.7851
rosella.saucier@cancer.org
Counties Served:
Imperial and San Diego
Lise Amundrud
Sr. Director, Estate and Gift Planning
727.276.0341
lise.amundrud@cancer.org
Counties Served:
Alachua, Citrus, Columbia, Dixie, Gilchrist, Hamilton, Hernando, Hillsborough, Lafayette, Lake, Levy, Marion, Pasco, Pinellas, Polk, Sumter, and Suwannee
Nicolette Curcio
Director, Estate & Gift Planning
845.913.5097
nicolette.curcio@cancer.org
Counties Served:
Broward, Miami-Dade, and Monroe
Lindsey Roberts
Director, Estate & Gift Planning
941.456.8416
lindsey.roberts@cancer.org
Counties Served:
Baker, Bradford, Brevard, Clay, Duval, Flagler, Nassau, Orange, Oceola, Putnam, Saint Johns, Seminole, Union, and Volusia
John Stewart
Sr. Director, Wealth Consultant
334.498.6567
john.stewart@cancer.org
Counties Served:
Bay, Calhoun, Escambia, Franklin, Gadsden, Gulf, Holmes, Jackson, Jefferson, Leon, Liberty, Madison, Okaloosa, Santa Rosa, Taylor, Wakulla, Walton, and Washington
Bob Summers
Director, Estate & Gift Planning
407.921.3846
bob.summers@cancer.org
Counties Served:
Collier, Charlotte, DeSoto, Glades, Hendry, Hardee, Highlands, Lee, Manatee, and Sarasota
Shanny Tozzi
Director, Estate & Gift Planning
954.662.8287
shanny.tozzi@cancer.org
Counties Served:
Palm Beach, Martin, Okeechobee, St Lucie, and Indian River
Lindsey Roberts
Director, Estate & Gift Planning
941.456.8416
lindsey.roberts@cancer.org
Counties Served:
Bryan, Camden, Charlton, Chatham, Effingham, Glynn, Liberty, and McIntosh
John Stewart
Sr. Director, Wealth Consultant
334.498.6567
john.stewart@cancer.org
Counties Served:
All counties except Bryan, Camden, Charlton, Chatham, Effingham, Glynn, Liberty, and McIntosh
Stephanie Hadfield
Director, Estate and Gift Planning
314.496.4771
stephanie.hadfield@cancer.org
Counties Served:
Adair, Andrew, Atchison, Audrain, Barry, Barton, Bates, Benton, Bollinger, Boone, Buchanan, Butler, Caldwell, Callaway, Camden, Cape Girardeau, Carroll, Carter, Cedar, Chariton, Christian, Clark, Clinton, Cole, Cooper, Crawford, Dade, Dallas, Daviess, DeKalb, Dent, Douglas, Dunklin, Franklin, Gasconade, Gentry, Greene, Grundy, Harrison, Henry, Hickory, Holt, Howard, Howell, Iron, Jasper, Jefferson, Johnson, Knox, Laclede, Lafayette, Lawrence, Lewis, Lincoln, Linn, Livingston, Macon, Madison, Maries, Marion, McDonald, Mercer, Miller, Mississippi, Moniteau, Monroe, Montgomery, Morgan, New Madrid, Newton, Nodaway, Oregon, Osage, Ozark, Pemiscot, Perry, Pettis, Phelps, Pike, Polk, Pulaski, Putnam, Ralls, Randolph, Reynolds, Ripley, St Charles, St Clair, Ste Genevieve, St Francois, St Louis, St Louis City, Saline, Schuyler, Scotland, Scott, Shannon, Shelby, Stoddard, Stone, Sullivan, Taney, Texas, Vernon, Warren, Washington, Wayne, Webster, Worth and Wright
Lauren Lineweber
Director, Estate and Gift Planning
402.430.8562
lauren.lineweber@cancer.org
Counties Served:
Cass, Clay, Jackson, Platte, and Ray
Michelle Mancini Bachman
Sr. Director, Wealth Consultant
513.993.0132
michelle.mancini@cancer.org
Counties Served:
Atlantic, Burlington, Camden, Cape May, Cumberland, Gloucester, Mercer, Middlesex, Monmouth, Ocean, and Salem
Laura Wall
Director, Estate and Gift Planning
732-292-4247
laura.wall@cancer.org
Counties Served:
Bergen, Essex, Hudson, Hunterdon, Morris, Passaic, Somerset, Sussex, Union, and Warren
Vickie Freyleue
Sr. Director, Estate and Gift Planning
315.314.4923
vickie.freyleue@cancer.org
Counties Served:
Albany, Allegany, Broome, Cattaraugus, Cayuga, Chautauqua, Chemung, Chenango, Clinton, Columbia, Cortland, Delaware, Erie, Essex, Franklin, Fulton, Genessee, Hamilton, Herkimer, Jefferson, Lewis, Livingston, Madison, Monroe, Montgomery, Niagara, Oneida, Onondaga, Ontario, Orleans, Oswego, Otsego, Rensselaer, Saint Lawrence, Saratoga, Schenectady, Schoharie, Schuyler, Seneca, Steuben, Tioga, Tompkins, Warren, Washington, Wayne, Wyoming? and Yates
Laura Wall
Director, Estate and Gift Planning
732-292-4247
laura.wall@cancer.org
Counties Served:
Bronx, Dutchess, Greene, Kings, Nassau, New York, Orange, Putnam, Queens, Richmond, Rockland, Suffolk, Sullivan, Ulster and Westchester
Monica Berry
Director, Estate and Gift Planning
336.203.1523
monica.berry@cancer.org
Counties Served:
Alleghany, Alexander, Anson, Ashe, Avery, Buncombe, Burke, Cabarrus, Caldwell, Catawba, Cherokee, Clay, Cleveland, Davidson, Davie, Forsyth, Gaston, Graham, Haywood, Henderson, Iredell, Jackson, Lincoln, Macon, Madison, McDowell, Mecklenburg, Mitchell, Polk, Rowan, Rutherford, Stanly, Stokes, Surry, Swain, Transylvania, Union, Watauga, Wilkes, Yadkin, and Yancey
Jamie Knowles
Sr. Director, Estate and Gift Planning
919.270.3171
jamie.knowles@cancer.org
Counties Served:
Alamance, Beaufort, Bertie, Bladen, Brunswick, Camden, Carteret, Caswell, Chatham, Chowan, Columbus, Craven, Cumberland, Currituck, Dare, Duplin, Durham, Edgecombe, Franklin, Gates, Granville, Greene, Guilford, Halifax, Harnett, Hertford, Hoke, Hyde, Johnston, Jones, Lee, Lenoir, Martin, Montgomery, Moore, Nash, New Hanover, Northampton, Onslow, Orange, Pamlico, Pasquotank, Pender, Perquimans, Person, Pitt, Randolph, Richmond, Robeson, Rockingham, Sampson, Scotland, Tyrrell, Vance, Wake, Warren, Washington, Wayne, and Wilson
Jennifer Harrison Randolph
Director, Estate and Gift Planning
405.974.0424
jennifer.harrison@cancer.org
Michelle Mancini Bachman
Sr. Director, Wealth Consultant
513.993.0132
michelle.mancini@cancer.org
Counties Served:
Berks, Bucks, Chester, Delaware, Lehigh, Montgomery, Northhampton, and Philadelphia
Josh Dluhos, MS
Sr. Director,?Wealth Consultant
412.627.4419?
josh.dluhos@cancer.org
Counties Served:
Adams, Allegheny, Armstrong, Beaver, Bedford, Blair, Butler, Cambria, Cameron, Centre, Clarion, Clearfield, Clinton, Crawford, Cumberland, Dauphin, Elk, Erie, Fayette, Forest, Franklin, Fulton, Greene, Huntingdon, Indiana, Jefferson, Juniata, Lancaster, Lawrence, Lebanon, McKean, Mercer, Mifflin, Perry, Potter, Somerset, Venango, Warren, Washington, Westmoreland and York
Vickie Freyleue
Sr. Director, Estate and Gift Planning
315.314.4923
vickie.freyleue@cancer.org
Counties Served:
Bradford, Carbon, Columbia, Lackawanna, Luzerne, Lycoming, Monroe, Montour, Northumberland, Pike, Schuylkill, Snyder, Sullivan, Susquehanna, Tioga, Union Wayne, and Wyoming
Monica Berry
Director, Estate and Gift Planning
336.203.1523
monica.berry@cancer.org
Counties Served:
Abbeville, Aiken, Anderson, Barnwell, Cherokee, Chester, Edgefield, Fairfield, Greenville, Greenwood, Lancaster, Laurens, Lexington, McCormick, Newberry, Oconee, Pickens, Richland, Saluda, Spartanburg, Union, and York
Jamie Knowles
Sr. Director, Estate and Gift Planning
919.270.3171
jamie.knowles@cancer.org
Counties Served:
Allendale, Bamberg, Berkeley, Calhoun, Charleston, Chesterfield, Clarendon, Colleton, Darlington, Dillon, Dorchester, Florence, Georgetown, Hampton, Horry, Kershaw, Lee, Marion, Marlboro, Orangeburg, Sumter, and Williamsburg
Lindsey Roberts
Director, Estate & Gift Planning
941.456.8416
lindsey.roberts@cancer.org
Counties Served:
Beaufort and Jasper
Lindsey Tessin
Director, Estate and Gift Planning
229.560.1405
lindsey.tessin@cancer.org
Counties Served:
Anderson, Bedford, Bledsoe, Blount, Bradley, Campbell, Cannon, Carter, Cheatham, Claiborne, Clay, Cocke, Coffee, Cumberland, Davidson, DeKalb, Dickson, Fentress, Franklin, Giles, Grainger, Greene, Grundy, Hamblen, Hamilton, Hancock, Hawkins, Hickman, Houston, Humphreys, Jackson, Jefferson, Johnson, Knox, Lawrence, Lewis, Lincoln, Louden, Macon, Marion, Marshall, Maury, McMinn, Meigs, Monroe, Montgomery, Moore, Morgan, Overton, Perry, Pickett, Polk, Putnam, Rhea, Roane, Robertson, Rutherford, Scott, Sequatchie, Sevier, Smith, Stewart, Sullivan, Sumner, Trousdale, Unicoi, Union, Van Buren, Warren, Washington, Wayne, White, Williamson, and Wilson
Pam Verdung
Vice President, Planned Giving
662.415.5757
pam.verdung@cancer.org
Counties Served:
Benton, Carroll, Chester, Crockett, Decatur, Dyer, Fayette, Gibson, Hardemon, Hardin, Haywood, Henderson, Henry, Lake, Lauderdale, Madison, McNairy, Obion, Shelby, Tipton, and Weakley
Belinda Benavidez
Director, Estate & Gift Planning
210.394.5431
belinda.benavidez@cancer.org
Counties Served:
Aransas, Atascosa, Bandera, Bastrop, Bee, Bexar, Blanco, Brewster, Brooks, Burnet, Caldwell, Calhoun,? Cameron, Comal, Concho, Crane, Crockett, Culberson, De Witt, Dimmit, Duval, Edwards, El Paso, Frio, Gillespie, Goliad, Gonzales, Guadalupe, Hays, Hidalgo, Hudspeth, Irion, Jackson, Jeff Davis, Jim? Hogg, Jim Wells, Karnes, Kendall, Kennedy, Kerr, Kimble, Kinney, Kleberg, La Salle, Lampasas, Lavaca, Live Oak, Llano, Loving, Mason, Maverick, McCulloch, Mc Mullen, Medina, Menard, Mills, Nueces, Pecos, Presidio, Reagan, Real, Reeves, Refugio, San Patricio, San Saba, Schleicher, Starr, Sutton, Terrell, Tom Green, Travis, Upton, Uvalde, Val Verde, Victoria, Ward, Webb, Willacy, Williamson, Wilson, Winkler, Zapata, and Zavala
Lori Dunaway
Director, Estate & Gift Planning
281.658.6443
lori.dunaway@cancer.org
Counties Served:
Anderson, Angelina, Austin, Brazoria, Brazos, Burleson, Chambers, Cherokee, Colorado, Falls, Fayette, Fort Bend, Freestone, Galveston, Grimes, Hardin, Harris, Houston, Jasper, Jefferson, Lee, Leon, Liberty, Limestone, Madison, Matagorda, Milam, Montgomery, Nacogdoches, Newton, Orange, Polk, Robertson, Sabine, San Augustine, San Jacinto, Shelby, Trinity, Tyler, Walker, Waller, Washington, and Wharton
Ruby Sellers
Director, Estate and Gift Planning
817.300.8307
ruby.sellers@cancer.org
Counties Served:
Andrews, Archer, Armstrong, Bailey, Baylor, Bell, Borden, Bosque, Bowie, Briscoe, Brown, Callahan, Camp, Carson, Cass, Castro, Childress, Clay, Cochran, Coke, Coleman, Collin, Collingsworth, Comanche, Cooke, Coryell, Cottle, Crosby, Dallam, Dallas, Dawson, Deaf Smith, Delta, Denton, Dickens, Donley, Eastland, Ector, Ellis, Erath, Fannin, Fisher, Floyd, Foard, Franklin, Gaines, Garza, Glasscock, Gray, Grayson, Gregg, Hale, Hall, Hamilton, Hansford, Hardeman, Harrison, Hartley, Haskell, Hemphill, Henderson, Hill, Hockley, Hood, Hopkins, Howard, Hunt, Hutchinson, Jack, Johnson, Jones, Kaufman, Kent, King, Knox, Lamar, Lamb, Lipscomb, Lubbock, Lynn, Marion, Martin, Mc Lennan, Midland, Mitchell, Montague, Moore, Morris, Motley, Navarro, Nolan, Ochiltree, Oldham, Palo Pinto, Panola, Parker, Parmer, Potter, Rains, Randall, Red River, Roberts, Rockwall, Runnels, Rusk, Scurry, Shackelford, Sherman, Smith, Somervell, Stephens, Sterling, Stonewall, Swisher, Tarrant, Taylor, Terry, Throckmorton, Titus, Upshur, Van Zandt, Wheeler, Wichita, Wilbarger, Wise, Wood, Yoakum, and Young
?
Jennifer Berndsen
Director, Estate and Gift Planning
571.382.6679
Jennifer.Berndsen@cancer.org
Counties Served:
Arlington, Clarke, Fairfax, Fauquier, Frederick, Loudoun, Page, Prince William, Rappahannock, Shenandoah, Warren; along with these independent cities:? Alexandria, Fairfax, Falls Church, Manassas, Manassas Park,? and Winchester
Jennifer Waldholtz
Director, Estate and Gift Planning
757.641.4674
jennifer.waldholtz@cancer.org
Counties Served:
All counties except Arlington, Clarke, Fairfax, Fauquier, Frederick, Loudoun, Page, Prince William, Rappahannock, Shenandoah, Warren; along with these independent cities:? Alexandria, Fairfax, Falls Church, Manassas, Manassas Park, and Winchester
