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"The most wonderful people in the world work at the Hospital. I want my gift to ensure the Hospital's long-term capacity to recruit and retain great employees – and offer the very best care."
– Christine Trapp

Planned Giving

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
President
Brandt Financial Concepts, Inc.

William E. Dever, Jr.
Principal
JMG Financial


Lenore D. Franckowiak
Partner
Kiselstein Fanckowiak Law Group

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


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

Catherine Kane, CPA, CFP
Principal
CLA LLP


Bruce Kiselstein
Partner
Kiselstein Frankowiak Law Group

Martha McHugh
Attorney
Kelleher & Buckley, LLC




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

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

David K. Ungurean
Vice President
Northwest Community Hospital Foundation


Christine Trapp, CFP®
CEO
Trapp Financial



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.

Craig Christell
Financial Advisor
Edward Jones & Co.

William E. Dever, Jr.
Principal
JMG Financial

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

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

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

Monica J. Gurgiolo, Attorney
Waltz, Palmer & Dawson, LLC

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

Cathy Kane, CPA, CFP
Principal
CLA LLP

Bruce Kiselstein, Partner
Kiselstein Frankowiak Law Group

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
Kelleher & Buckley, LLC

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
Ross Law Firm Ltd.

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

Christine Trapp, CFP
Registered Principal
LPL Financial

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