Planned Giving

Thank you to the following Professional Advisors who share your values supporting NCH. 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
President
Brandt Financial Concepts, Inc.

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

Paul M. Greene
Vice President, Private Client Services
JPMorgan Chase Bank, N.A.

Joel D. Halper
Attorney at Law

Catherine Kane, CPA, CFP
Senior Manager
Clifton Gunderson LLP

David K. Ungurean
Vice President
Northwest Community Hospital Foundation

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

Craig Schuessler, AAMS
Financial Advisor
Edward Jones

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

Dale Stern
Vice President & Senior Financial Advisor
BMO Harris Financial Advisors, Inc.

Christine Trapp, CFP®
CEO
Trapp Financial

Terrence H. Kral
Partner
The KGK Group, Ltd.

Advisory Council for Gift Planning
James Bertucci, CFP, ChFC
Retirement Planning Specialist
AXA Advisors, LLC

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

Vincent "Skip" Braband
President
Vincent L. Braband Insurance

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

Craig Christell
Financial Advisor
Edward Jones & Co.

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

Michael F. Garcia
Vice President, Senior Trust Officer
JP Morgan Chase Bank

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

Jay Gleason, JD, LLM
Vice President , Senior Trust Officer
U.S. Trust, Bank of America N.A.

Robert H. Glorch, JD
Law Offices of Robert H. Glorch

Paul Greene, JD
Vice President
JP Morgan Chase Bank

Joel Halper
Attorney

Rhonda Jensen, Attorney
Drost Kivlahan McMahon & O'Connor LLC

Cathy Kane, CPA, CFP
Senior Manager
CliftonLarsenAllen LLP

Bruce Kiselstein, Attorney
Law Offices of Bruce Kiselstein, Ltd.

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

Terrence H. Kral
Partner
The KGK Group, Ltd.

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
Strayss & Malk LLP

James McEnerney, CPA
JWM, Inc.

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

Mildred "Millie" V. Palmer, Attorney
Partner
Waltz Palmer & Dawson, LLC

James E. Polites Jr., CFP
Vice President Estate Settlement
The Northern Trust Company

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

Bert Rosenberg, CPA
Partner
CliftonLarsenAllen LLP

Robert Ross, Attorney
Law Offices of Robert J. Ross

Craig Schuessler, AAMS
Financial Advisor
Edward Jones & Co.

Dale Stern
Vice President/Senior Financial Advisor
BMO Harris Financial Advisors, Inc.

Christine Trapp, CFP
Registered Principal
LPL Financial

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

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