LARRY R. ADAMSON
Attorney at Law
Duffield Adamson & Helenbolt, P.C.
3430 E. Sunrise Drive, Suite 200
Tucson, AZ 85718-3236
520-792-1181
DIRECT: 520-202-2185
and
101 S. La Canada Drive, Suite 65
Green Valley, AZ 85614
520-625-4404
Email: ladamson@duffieldlaw.com
Website: www.duffieldlaw.com |
Professional Focus: estate planning and estate and trust administration; tax law; charitable planning
Education & Training: BS, Business Administration, University of Arizona; JD, University of San Francisco; LLM in Taxation, New York University
Practice in Tucson and Green Valley
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MILTON AMES
Financial Coach
Buttonwood Advisors
P.O. Box 15265
Tucson, AZ 85708
949-510-1606
Email: Milton@buttonwoodadvisors.com
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Professional Focus: wealth management; retirement planning; financial education
Education & Training: MBA, Certified Financial Planner™
Practice in Tucson and Oro Valley
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JAN BERNARDINI
Attorney
Jan Bernardini Law
5405 N. Oracle Road, Suite 101
Tucson, AZ 85704
520-344-9403
Email: jan@janbernardinilaw.com
Website: www.janbernardinilaw.com
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Professional Focus: wealth management; retirement planning; financial
Professional Focus: estate planning; probate and trust administration; elder law; guardianships/conservatorships
Education & Training: B.S. in Finance and MBA, De Paul University; JD, University of Arizona, James E. Rogers College of Law
Practice in Tucson, Green Valley and surrounding areas
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THOMAS J. BOUMAN
Attorney at Law
Bouman Law Firm
7650 E. Broadway Blvd., Suite 108
Tucson, AZ 85710
520-546-3558
Email: tom@tomboumanlaw.com
Website: www.tomboumanlaw.com
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Professional Focus: Estate Planning, Estate Administration, Asset Protection.
Education & Training: BA University of Michigan; JD University of Arizona
Practice in Tucson
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DONALD BUTLER II, CPA
Certified Public Accountant
Kleinhans, Lashbrook, Butler & Davis, P.L.L.C.
4534 E. Camp Lowell Drive
Tucson, AZ 85712
520-327-8530
Email: don@klbdtucson.com
Website: www.klbdtucson.com
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Professional Focus: individual, partnership, corporate, fiduciary and estate tax compliance and planning
Education & Training: BS, Accounting, Northern Arizona University
Practice in Tucson
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GEORGE J. CHARDUKIAN
Senior Vice President -
Financial Consultant
RBC Wealth Management
3430 E. Sunrise Dr., Suite 250
Tucson, AZ 85718
520-615-4326
Email: george.chardukian@rbc.com
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Professional Focus: estate planning, investment planning, comprehensive financial planning
Education & Training: BA, Carthage College; MS, Financial Services; Registered Investment Advisor; holds CFP®, AWM, MSFS, CLU, CHFC
Practice in Tucson and Green Valley
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WILLIAM M. CONWAY
Attorney at Law
Phillips, Moeller & Conway, PLLC
405 W. Franklin Street
Tucson, AZ 85701
520-798-3803
Email: wmc@hpzlaw.com
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Professional Focus: tax, estate planning, probate, and commercial transactions
Education & Training: BS, Accounting, University of Arizona; JD, University of Arizona College of Law
Practice in Tucson and Southeastern Arizona
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LEONARD M. CORIS
President
Watermill Financial Group
611 N. Bryerly Drive
Tucson, AZ 85748
520-733-0777
Email: lencoris@alum.mit.edu
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Professional Focus: comprehensive personal financial planning and wealth management for individuals and families
Education & Training: BS, MS, MIT; MBA in Finance, MIT Sloan School of Management; MS in Financial Services, American College; Chartered Financial Consultant; Qualified Financial Planner; Accredited Estate Planner
Practice in Tucson
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JULIE E. DOWNER, CTFA
Vice President and Trust Officer
Mission Management and Trust Company
3567 E. Sunrise Dr., Suite 235
Tucson, AZ 85718
520-577-5559
Email: julie@missiontrust.com
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Professional Focus: estate planning and trust estate administration
Education & Training: University of Arizona; Institute of Certified Bankers; Cannon Financial Institute, CTFA
Practice in Tucson and Green Valley
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THOMAS A. DuPLAIN, CFP®
Sr. Vice President - Investment Officer
7630 North Oracle Road
Tucson, AZ 85704-6311
520-229-3006
Email: Thomas.duplain@wellsfargoadvisors.com
Website:
http://home.wellsfargoadvisors.com/thomas.duplain |
Professional Focus: Key financial advisor to a select group of high net-worth investors, business owners and
corporate executives.
Education & Training: BS Business Administration, University of Arizona, CFP® Practitioner
Practice in Southern Arizona and throughout the United States.
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MADELINE FRIEDMAN
Vice President
Long Realty Company
6410 E. Tanque Verde
Tucson, AZ 85715-3809
520-918-4808
Email: tucsonhomefinder@aol.com
Website: www.TucsonAzhomes.com
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Professional Focus: residential real estate; second homes; vacation homes; golf villas, land, investment property.
Professional & Civic Profile: Board of the Long Cares Foundation; Vice President on Board of Jewish Federation of Southern Arizona; Vice President Congregation Anshei Israel
Practice in Tucson
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FRED B. FRUCHTHENDLER
Jacob C. Fruchthendler & Co.
3113 E. First
Tucson, AZ 85716
520-325-1840
Email: Fred@insure-Tucson.com
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Professional Focus: property-casualty insurance specializing in commercial property and professional liability exposures as well as non-profit organizations; personal insurance
Education & Training: BA, University of California, San Diego
Practice in Tucson and Green Valley
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W. CRAIG “HOOT” GIBSON, CLU
Agent
New York Life
1 S. Church, Suite 1230
Tucson, AZ 85701
520-620-5312
Email: cwgibson@ft.NewYorkLife.com
Website: http://www.tucson.nyloffices.com/ |
Professional Focus: life insurance/annuities and pensions; estate planning and funding
Education & Training: BS, Energy and Transportation Engineering; BA, Secondary Education, Northern Arizona University; graduate work at University of Arizona
Practice in Tucson and Green Valley
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CRAIG S. GUERNSEY
Investment Advisor Representative
Guernsey Financial Group
2030 E. Speedway Blvd., Suite 213
Tucson, AZ 85719
520-762-7529
Email: craig@guernseyfinancialgroup.com
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Professional Focus: comprehensive retirement planning and investment management services for families, individuals and businesses
Education & Training: BS, Michigan State University; MBA, Central Michigan University
Practice in Tucson
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RUSSELL W. HALL, SIOR, GSCS
Partner/Shareholder
PICOR Commercial Real Estate
Services Company
1100 N. Wilmot, Suite 200
Tucson, AZ 85712
OFFICE: 520-748-7100
MOBILE: 520-331-7717
DIRECT: 520-546-2747
Email: rhall@picor.com
Website: www.picor.com
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Professional Focus: commercial and real estate investment, sales and leasing
Education & Training: BA, St. Ambrose University, Davenport Iowa
Practice in Tucson primarily.
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ALAN K. HOFFMAN
7615 E. Calle los Arboles
Tucson, AZ 85750
520-577-7737
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Professional Focus: insurance, long term care, Medicare supplements, annuities, structured settlements
Education & Training: BA, Salem State College
Practice in Tucson and Green Valley
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HERBERT J. HOFFMAN
Partner
Certified Public Accountant
CliftonLarsonAllen, LLP
335 N. Wilmot Road, Suite 300
Tucson, AZ 85711
520-790-3500
Email: herbert.hoffman@cliftonlarsonallen.com
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Professional Focus: taxes – estate and gift planning, real estate, closely held businesses, personal service companies, manufacturers, distributors.
Education & Training: BBA, University of Michigan – Ann Arbor; MST – Walsh College of Business & Accounting-Troy, MI; CPA – 1981 to present; CPA – Michigan, Arizona
Practice in Tucson
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ROBERT G. KAHL
President
Sabino Investment Management, LLC
2933 E. Cannes Street
Tucson, AZ 85716
520-790-2070
Email: rgkahl@sabino.biz
Website: www.sabino.biz
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Professional Focus: investment management – stocks, bonds and closed-end funds
Education & Training: CFA; CPA; MBA, Finance and Marketing, University of California Berkeley; BS, Accounting, University of Arizona
Practice in Tucson
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CARLA J. KEEGAN
Certified Public Accountant
President
Keegan, Linscott & Kenon, PC
33 N. Stone Ave., Suite 1100
Tucson, AZ 85701
520-884-0176
Email: ckeegan@klkcpa.com
Website: www.klkcpa.com
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Professional Focus: tax planning and compliance for individuals, partnerships, estates, for-profit and not-for-profit corporations, certified fraud examiner, certified insolvency and reorganization advisor
Education & Training: BA, MBA, University of Arizona
Practice in Tucson
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BRENDA KOEDYKER
Senior Vice President
Professional & Corporate Banking
200 S. Craycroft
Tucson, AZ 85711
520-784-6021
Email: bkoedyker@alliancebankofarizona.com
Website: www.alliancebankofarizona.com
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Professional Focus: Management of banking relationships and development of new customers for ABA with emphasis on business loans, merchant and cash management services. Alliance Bank of Arizona.
Education & Training: Southwest Graduate School of Banking, Southern Methodist University, 1987; Murray State University
Practice in Tucson
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BRUCE W. MARTIN
Attorney & Counselor at Law
Bruce W. Martin Law, PLC
5151 E. Broadway Blvd., Suite 1600
Tucson, AZ 85711-3777
520-745-4406
Email: bruce@martinazlaw.com
Website: www.martinazlaw.com
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Professional Focus: Estate planning; charitable planning; probate and trust administration; elder law; guardianships and conservatorships
Education & Training: BA, Sociology, Hendrix College; JD, University of Arizona College of Law; Certified Specialist – Estate & Trust Law, State Bar of Arizona; Certified Fiduciary – Arizona Supreme Court
Practice in Tucson
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JAMES K. MARVEL
Attorney at Law
Slosser, Struse, Fickbohm, Marvel & Fletcher, PLC
6750 N Oracle Road
Tucson, AZ 85704
520-575-5555
Email: jmarvel@tucsontrusts.com
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Professional Focus: estate planning; estate administration; charitable gift planning
Education & Training: BA, JD, University of Iowa College of Law; LLM in Estate Planning, University of Miami
Practice in Tucson
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DAVID J. McMENAMIN, CFP®, CHFC
President
Horizon Financial Group, LLC
7490 N. La Cholla Blvd.
Tucson, AZ 85741
520-751-4300
Email: david@horizonfinancialgroup.net
Website: www.horizonfinancialgroup.net
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Professional Focus: comprehensive wealth management, investment management, retirement and estate planning.
Education & Training: BS, University of Houston; MS, Florida State; ChFC and CLU, The American College; Registered Investment Advisor, CFP, Board of Standards
Practice in Tucson
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FRANCES McLANE MERRYMAN, CFP®
Vice President
Wealth Strategies Group
Northern Trust Company, Registered Rep
3450 E. Sunrise Dr., Suite 100
Tucson, AZ 85718
520-615-2307
and
Splendido
13500 N. Rancho Vistoso Boulevard
Tucson, AZ 85755
Email: fmw2@ntrs.com
Website: www.northerntrust.com
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Professional Focus: financial planning, trust, estate, investments, not-for-profit fiduciary investment management
Education & Training: MS, Finance, University of Arizona; BSBA Entrepreneurship and Finance, University of Arizona; Certified Financial Planning Professional; Series 7 and 66 Licenses
Practice in Tucson and Green Valley
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ANGELA C. MOORE
Attorney at Law
Moore, Masunas & Moore, P.L.L.C.
135 S. Stratford Drive
Tucson, AZ 85716
520-318-0001
Email: angela@mmmattorneys.com
Website: www.mooremasunasandmoore.com
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Professional Focus: estate planning; probate and trust administration; guardianships and conservatorships
Education & Training: BS, Accounting and Finance, University of Arizona; JD, Arizona State University College of Law; Masters of Laws in Taxation, University of Washington
Practice in Tucson, willing to make home or hospital visits as appropriate in Southern Arizona
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MICHAEL W. MURRAY
Attorney at Law
Law Offices of Michael W. Murray
257 N. Stone Avenue
Tucson, AZ 85701
520-622-8883
and
231 W. Esperanza Blvd., Suite C
Green Valley, AZ 85614
520-625-4444
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Professional Focus: Trusts, wills, estate planning, guardianships and conservatorships, probate
Education & Training: BS, St. John’s University, Collegeville, MN; JD, University of Arizona College of Law
Practice in Tucson and Green Valley
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ROBIN B. RANDALL
Senior Vice President
Northern Trust, NA
3450 E. Sunrise Drive, Suite 100
Tucson, AZ 85718
520-615-2304
Email: rab6@ntrs.com
Website: www.northerntrust.com
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Professional Focus: trust administration
Education & Training: BS, BA, Accounting and Finance, University of Arizona; CPA
Practice in Tucson
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PATRICIA F. RASKOB, CFP®, EA, ATA
President
Raskob Kambourian Financial
4100 N. First Avenue
Tucson, AZ 85719
520-690-1999
Email: patr@rkfin.com
Website: www.rkfin.com
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Professional Focus: Fee-only financial, estate, tax work; enrolled to practice before IRS; trust services
Education & Training: BS, Kansas State University; CFP®, College of Financial Planning; certified instructor in wills and bequests; advanced education courses in retirement and estate planning; founding director, National Advisor’s Trust Co.
Practice in Tucson and throughout the United States
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MARGI RHODES
Funeral Counselor
Public Relations Representative
Bring Funeral Homes
Bring’s Broadway Chapel
6910 E. Broadway
Tucson, AZ 85710
520-623-4718
and
Bring’s Memorial Chapel
236 S. Scott Avenue
Tucson, AZ 85701
Email: mrhodes@specialmemoriesoflife.com
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Professional Focus: Pre-arrangement counseling; presenter of “All This Paperwork” and “Necessary Conversations” Planning Ahead Seminars for professional, civic and church groups
Education & Training: BA, Abilene Christian University; insurance licensed in Life, Health, Property and Casualty
Practice in Tucson
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KAY RICHTER
Attorney at Law
Law Office of Kay Richter
3615 N. Prince Village Place, Suite 101
Tucson, AZ 85719
520-318-1301
Website: www.kayrichter.com
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Professional Focus: estate planning and elder law
Education & Training: BA, Michigan State University; MSW, Arizona State; JD, University of Arizona
Practice in Tucson and Green Valley
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JAMES M. SAKRISON
Attorney at Law
Partner
Slutes, Sakrison & Rogers, P.C.
4801 E. Broadway Blvd., Suite 301
Tucson, AZ 85711
520-624-6691
Email: jsakrison@sluteslaw.com
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Professional Focus: Estate planning, probate, corporate and real estate
Education & Training: BS Finance, University of Arizona; L.L.B University of Arizona; ARIZONA LAW REVIEW Editorial Board; Phi Delta Legal Fraternity.
Practice in Arizona: Tucson, Green Valley and Southern Arizona; State of California
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CYNTHIA A. SCHROEDER, CPA
Tax Shareholder
Beach Fleishman PC
1985 E. River Road, Suite 201
Tucson, AZ 85718
520-321-4600
Email: cschroeder@beachfleischman.com
Website: www.beachfleischman.com |
Professional Focus: estates, trusts, individuals, family partnerships, estate planning, succession planning
Education & Training: BA Accounting, University of West Florida
Practice in Tucson
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MARY C. STANFORD, JD
Vice President and Trust Administrator
The Northern Trust Company
3450 E. Sunrise Dr.
Tucson, AZ 85718
520-615-2316
Email: mcs8@ntrs.com
Website: www.northerntrust.com
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Professional Focus: Corporate fiduciary providing trust administration and investment management for high net worth clients. Services include full-service private banking, lending, and brokerage.
Education & Training: BA, University of Oregon, 1984; J.D. Seattle University, 1992; Member of the Washington State Bar.
Practice in Tucson and Green Valley
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WILLIAM C. STOUT
Financial Consultant
Stout Financial, LLC
1601 E. Camino del Monte
Nogales, AZ 85621
520-377-2992
Cell: 520-313-6789
Email: stoutfinancial1@yahoo.com
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Professional Focus: financial planning, pension plans, annuities, life and health insurance
Education & Training: BS, Northwestern University
Practice in Tucson, Nogales and Green Valley
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THERESA M. “TERRI” CAMPBELL THORSON, CFP®, CIMA®
Vice President – Investments
Portfolio Manager
UBS Financial Services, Inc.
5285 E. Williams Circle, Suite 5500
Tucson, AZ 85711-7400
520-748-3629
Toll Free: 800-235-0450
Email: terri.thorson@ubs.com
Website: www.ubs.com/fa/territhorson
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Professional Focus: comprehensive wealth planning and investment management
Education & Training: CFP®, CIMA®, BA, Economics, Stanford University
Practice in Tucson and Green Valley
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JAMES B. UNDERHILL, CFP
Owner
Underhill Financial Advisors, LLC
3146 N. Swan Road
Tucson, AZ 85712
520-795-2950
Email: junderhill@underhillfinancial.com
Website: www.underhillfinancial.com
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Professional Focus: comprehensive estate and retirement financial planning for families and small business owners
Education & Training: BS Mechanical Engineering – University of Missouri, Columbia; MBA Finance, Katz Graduate School of Business – University of Pittsburgh; Certified Financial Planner®
Practice in Tucson
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ELIZABETH WEINER-SCHULMAN, CIMA®
Senior Vice President – Wealth Management, Institutional Consultant
Wealth Management Advisor
The Liz Pollard Group
Merrill Lynch
5210 E. Williams Circle, Suite 900
Tucson, AZ 85711
520-747-6108 or 800-937-0651
Email: Liz_Weiner-Schulman@ml.com
Website: www.wealthmanagement.ml.com/
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Professional Focus: investment management consulting; estate and financial planning, including retirement planning; designated by Merrill Lynch to represent Investment Management Consulting Group nationally
Education & Training: BA, Brandeis University; earned national certification, Certified Investment Management Analyst (CIMA) through the Investment Management Consultants Association program in concert with The Wharton School of Business
Practice in Tucson
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DAVID D. WEST
Attorney at Law
West & Zickerman, PLLC
310 S. Williams Blvd., # 250
Tucson, AZ 85711
520-790-7337
Email: david.d.west@azbar.org
Website: www.wzlawaz.com
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Professional Focus: estate planning, elder law, guardianships and conservatorships
Education & Training: BS, Business Administration with Major in Accounting; JD, University of Arizona
Practice in Tucson
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JILL D. WILEY
Attorney at Law, CPA
Shareholder of Firm
Waterfall, Economidis, Caldwell,
Hanshaw & Villamana, PC
5210 E. Williams Circle, 8th Floor
Tucson, AZ 85711
520-745-7826
Email: jdw@wechv.com
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Professional Focus: estate planning, probate, estate and fiduciary income tax, guardianships, conservatorships
Education & Training: BS, Accounting, University of Arizona; JD, University of Arizona College of Law; Certified Public Accountant, State of Arizona
Practice in Tucson
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CRAIG HUNTER WISNOM
Certified Specialist in
Trust and Estate Law
State Bar of Arizona
Bogutz and Gordon, PC
3503 N. Campbell Avenue, Suite 101
Tucson, AZ 85719
520-321-9700
Email: cwisnom@bogutzandgordon.com
Website: www.bogutzandgordon.com
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Professional Focus: estate planning, probate and trust administration, charitable planning
Education & Training: BA, Political Science, University of Arizona; JD, University of Arizona College of Law; Certified Specialist in Estate and Trust Law, State Bar of Arizona
Practice in Tucson
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