Meet Our Team of Advisors
At some point, you finally get it: the most important questions in life can't be answered with a number!
If you refuse to be thought of as a balance sheet, and if the time has come for you to consciously focus on the legacy of your lifetime, you’ve come to the right place.
Dr. Barrie Sanford Greiff of Harvard Medical School has written:
"Many people I meet and talk with every day openly question whether we have become too 'caught up in the thick of thin things.' . . . I sense a yearning in these people, a desire to pass on something more than the material wealth they have accumulated. They want to pass on something of themselves—something of the spirit—of who they are and what they have meant. . . . Many seem to say, 'My life has more relevance than simple economics after a lifetime of living and contribution. I refuse to be thought of as a balance sheet.'”
-- Legacy: The Giving of Life's Greatest Treasures, p. xxi
The SunBridge Legacy Builder Institute
The SunBridge Legacy Builder Institute is a national non-profit organization whose mission is to foster legacy builders and legacy building in our communities. It fellowships and certifies exceptional professionals who understand and implement sound principles and practices of legacy building in their work with their clients and customers.
We encourage you to use this website to find and work with a qualified professional SunBridge Network Advisor in your area.
- When you’re gone, how will you be remembered?
- At the end of the day, how will your life have made a difference?
- When all is said and done, what will those you love say about what you've done?
- What have you accomplished with your wealth? Not just your money, but all the wealth—the real wealth—you have at your disposal?
- Whose lives have been touched by your life?
If you refuse to be thought of as a balance sheet, and if the time has come for you to consciously focus on the legacy of your lifetime, you’ve come to the right place.
Dr. Barrie Sanford Greiff of Harvard Medical School has written:
"Many people I meet and talk with every day openly question whether we have become too 'caught up in the thick of thin things.' . . . I sense a yearning in these people, a desire to pass on something more than the material wealth they have accumulated. They want to pass on something of themselves—something of the spirit—of who they are and what they have meant. . . . Many seem to say, 'My life has more relevance than simple economics after a lifetime of living and contribution. I refuse to be thought of as a balance sheet.'”
-- Legacy: The Giving of Life's Greatest Treasures, p. xxi
The SunBridge Legacy Builder Institute
The SunBridge Legacy Builder Institute is a national non-profit organization whose mission is to foster legacy builders and legacy building in our communities. It fellowships and certifies exceptional professionals who understand and implement sound principles and practices of legacy building in their work with their clients and customers.
We encourage you to use this website to find and work with a qualified professional SunBridge Network Advisor in your area.
Locate a SunBridge Network Advisor by Country/State
*Certified Legacy Advisors are listed in RED*
Australia
Jo Hastings - Certified Legacy Advisor
PO Box 334, Berwick Victoria, 3806 Australia
(61) 458072285
johastings@ymail.com
United States
Arizona
Lori Woodward
Red Wagon Law
2487 S. Gilbert Rd., Suite 106-507 Gilbert, AZ 85295
520-829-0571
redwagonlaw@gmail.com
California
Fritz Brauner
The Brauner Company
333 Twin Dolphin Drive, Ste. 225, Redwood City, CA 94065
650-574-0800
Fritz@Braunercompany.com
Matt Brown
Brown & Streza
40 Pacifica, 15th Floor Irvine, CA 92618
949-453-2900
matt.brown@brownandstreza.com
Donald Gettinger
Aspiriant
11100 Santa Monica Blvd., Ste. 600, Los Angeles, CA 90025
310-806-4067
dgettinger@aspiriant.com
Michael Glowacki
Aspiriant
11100 Santa Monica Blvd., Ste. 600, Los Angeles, CA 90025
310-806-4070
mglowacki@aspiriant.com
Craig Hillegas
Hillegas Advisory Services
P.O. Box 5010 PMB#221, Rancho Santa Fe, CA, 92067-5010
858-756-6111
craig@haswealth.com
Ryan Ponsford
3451 Via Montebello, Ste. 192-515, Carlsbad, CA 92009
619-507-0366
rponsford@akilicap.com
Colorado
James Evans
4610 S. Ulster Street, Ste. 150, Denver, CO 80237-4326
303-751-1001
james@jamesdevanslaw.com
John A. Warnick
The Purposeful Planning Institute
4600 S. Syracuse, 9th Floor Denver, CO 80237
303-256-6300
info@purposefulplanninginstitute.com www.johnawarnick.com
Florida
Sarah AuMiller
Hoyt & Bryan
254 Plaza Drive, Oviedo, FL 32765
407-977-8080
sarah@hoytbryan.com
www.HoytBryan.com
Randy Bryan
Hoyt & Bryan 254 Plaza Drive
Oviedo, FL 32765
407-977-8080
randy@hoytbryan.com
www.HoytBryan.com
Scott Farnsworth - Certified Legacy Advisor
SunBridge, Inc.
3214 Bayflower Ave. Harmony, FL 34773
407-593-2386
scott@sunbridgenetwork.com
www.SunBridgeNetwork.com
Peggy Hoyt - Certified Legacy Advisor
Hoyt & Bryan
254 Plaza Drive, Oviedo, FL 32765
407-977-8080
peggy@hoytbryan.com
www.HoytBryan.com
Jeff Rogers
Stewardship Legacy Coaching, LLC
88 Sedalia St., Ste 102 Ocoee, FL 34761
407-470-1405
jeff@stewardshipadvisory.com
Georgia
John Bennett
Bennett Trust, Estate & Elder Law, LLC
2502 North Oak St. Valdosta, GA 31602
229-333-0860
john@BennettTrust.com
Illinois
Aaron J. Lytle
Ariano, Hardy, Ritt, et al
2000 McDonald Rd., Ste. 200 South Elgin, IL 60177
847-695-2400
ajl@attorneys-illinois.com
Teresa Nuccio - Certified Legacy Advisor
Harrison & Held, LLP
333 W. Wacker Dr., Ste. 700 Chicago, IL 60606
312-621-5239
tnuccio@harrisonheld.com
Raymond Odom
Northern Trust
50 S. LaSalle Street Chicago, IL 60603
312-444-5243
ro7@ntrs.com
Gary Waitzman
250 Parkway Drive, Suite 130, Lincolnshire, IL 60069
847-793-9100
gary@grweplaw.com
Indiana
Rick Randall - Certified Legacy Advisor
3500 DePauw Blvd, Suite 2090, Indianapolis, IN 46268
317-803-4180
rick@lifespanusa.com
James W. Smyth
11550 N. Meridian St., Ste 125 Carmel, IN 46032
317-843-5566
Jsmyth@crottysmyth.com
Kansas
Shara Spilker
8805 W. 80th Street, Overland Park, KS 66204
913-747-5235
carenurse@me.com
Kentucky
Mark B. Weaver CFP®, Senior Financial Advisor
Ameriprise Financial Services, Inc.
238 Second St., Henderson, KY 42420
270-827-8849
Mark.B.Weaver@ampf.com
www.markbweaver.com http://www.ameripriseadvisors.com/team/weaver-dalton-associates/
Massachusetts
Bill Coyne - Certified Legacy Advisor
Boston Legacy Planning LLC
160 Gould Street, Suite 102, Needham, MA 02494
617-624-3350
wcoyne@bostonlegacylaw.com
Michigan
David Kerr
205 South Main Street, Mt. Pleasant, MI 48858
989-773-7071
estate-plan@lawyer.com
www.plan-center.com
Jerry Sutton
2201 E. Grand River Avenue, Lansing, MI 48912
517-487-5555
jerry@suttonadvisors.com
www.suttonadvisors.com
Minnesota
JoEllen Doebbert, Attorney at Law
P.O. Box 1175, Alexandria, MN 56308
320-763-7838
joellen@doebbertlaw.com
Nevada
Deborah Danielson, CFP
Danielson Financial Group
3027 E. Warm Springs Rd., Ste #100, Las Vegas, NV 89120
702-734-7000
deborah@danielsonfiancialgroup.com
www.danielsonfinancialgroup.com
Mark A. Kemp
8275 South Eastern Ave., Ste. 200, Las Vegas, NV 89123
702-794-2821
mark1pc@aol.com
New Hampshire
David Ward
Ward & Webb, PC
129 West St., Keene, NH 03431
603-352-7310
david.ward@wardlegalgroup.com
www.wardlegalgroup.com
New Jersey
Heather Gee, Director of Development
The Wetlands Institute
1075 Stone Harbor Blvd., Stone Harbor, NJ 08247
215-805-8089
hgee@wetlandsinstitute.com
Jeff Knapp - Certified Legacy Advisor
The Knapp Law Firm LLC
11 South Finley Avenue, Basking Ridge, NJ 07920
908-696-0011
jknapp@knapplaw.net
www.knapplaw.net
Yale Levey - Certified Legacy Advisor
Next Generation Wealth Planning LLC-
90 Talmage Rd., Mendham, NJ 07945
732-409-7232
or
Next Generation Wealth Planning LLC- Satellite Office
101 Eisenhower Parkway, Ste. 300, Roseland, NJ 07068
973-228-6566
yale@ngwp.org
Sal Salvo
Summit Financial Resources
4 Campus Dr., 2nd Floor, Parisippany, NJ 07054
973- 285-3600
ssalvo@sfr1.com
Ohio
C. L. Huddleston
Huddleston Law Group
3650 Olentangy River Rd., Ste 210, Columbus, OH 43214
614-488-7878
CLH@HUDDLAW.COM
www.huddlaw.com
Oklahoma
Marty Cain
Cain & Cain, PLLC
1770 W. Main, Norman, OK 73069
405-364-2246
MartyCain@cainandcainlaw.com
www.CainandCainLaw.com
Tamara Cain
Cain & Cain, PLLC
1770 W. Main, Norman, OK 73069
405-364-2246
TamaraCain@cainandcainlaw.com
www.CainandCainLaw.com
Oregon
Wayne von Borstel
308 E. Third Street, The Dalles, OR 97058
541-296-6669
info@vonborstel.com
www.vonborstel.com
Pennsylvania
Peter Gilbert
HighPoint Law Offices, PC
200 Highpoint Drive, Suite 211, Chalfont, PA 18914
215-997-9773
peter@highpointlawoffices.com
Robb McKinney
Bridgewater Wealth
435 Swanson Lane, Wexford, PA 15090
724-940-6321
robb@bridgewatervalues.com
Utah
David Bonner
LDS Philanthropies
1450 N. University Ave, Provo, UT 84604
801-422-1691
david_bonner@byu.edu
J.R. Knight
Family Wealth Advisors
670 Shepard Lane, Suite 101, Farmington, UT 84205
801-447-4656
jr@fwadvisors.com
Wes Mashburn
LDS Philanthropies
1450 N. University Ave., Provo, UT 84604
801-422-7245
wes_mashburn@byu.edu
Virginia
Robert Feisee - Certified Legacy Advisor
44365 Premier Plaza, Ste 220, Ashburn, VA 20147
703-654-6019
raf@insightlaw.net
Washington, D.C.
Bob Haggerty
5229 Nebraska Ave, NW Washington, DC 20015-1323
202-237-7500
r.haggerty@verizon.net
Washington
Ted Ripley - Certified Legacy Advisor
618 S. Peabody St., Suite C, Port Angeles, WA 98362
360-457-0451
ripleylaw@olympus.net
Wisconsin
Edward F. (Foss) Hooper
Hooper Law Office, LLC
2 N. Systems Dr., Appleton, WI 54914
920-993-0990
foss@hooperlawoffice.com
*Certified Legacy Advisors are listed in RED*
Australia
Jo Hastings - Certified Legacy Advisor
PO Box 334, Berwick Victoria, 3806 Australia
(61) 458072285
johastings@ymail.com
United States
Arizona
Lori Woodward
Red Wagon Law
2487 S. Gilbert Rd., Suite 106-507 Gilbert, AZ 85295
520-829-0571
redwagonlaw@gmail.com
California
Fritz Brauner
The Brauner Company
333 Twin Dolphin Drive, Ste. 225, Redwood City, CA 94065
650-574-0800
Fritz@Braunercompany.com
Matt Brown
Brown & Streza
40 Pacifica, 15th Floor Irvine, CA 92618
949-453-2900
matt.brown@brownandstreza.com
Donald Gettinger
Aspiriant
11100 Santa Monica Blvd., Ste. 600, Los Angeles, CA 90025
310-806-4067
dgettinger@aspiriant.com
Michael Glowacki
Aspiriant
11100 Santa Monica Blvd., Ste. 600, Los Angeles, CA 90025
310-806-4070
mglowacki@aspiriant.com
Craig Hillegas
Hillegas Advisory Services
P.O. Box 5010 PMB#221, Rancho Santa Fe, CA, 92067-5010
858-756-6111
craig@haswealth.com
Ryan Ponsford
3451 Via Montebello, Ste. 192-515, Carlsbad, CA 92009
619-507-0366
rponsford@akilicap.com
Colorado
James Evans
4610 S. Ulster Street, Ste. 150, Denver, CO 80237-4326
303-751-1001
james@jamesdevanslaw.com
John A. Warnick
The Purposeful Planning Institute
4600 S. Syracuse, 9th Floor Denver, CO 80237
303-256-6300
info@purposefulplanninginstitute.com www.johnawarnick.com
Florida
Sarah AuMiller
Hoyt & Bryan
254 Plaza Drive, Oviedo, FL 32765
407-977-8080
sarah@hoytbryan.com
www.HoytBryan.com
Randy Bryan
Hoyt & Bryan 254 Plaza Drive
Oviedo, FL 32765
407-977-8080
randy@hoytbryan.com
www.HoytBryan.com
Scott Farnsworth - Certified Legacy Advisor
SunBridge, Inc.
3214 Bayflower Ave. Harmony, FL 34773
407-593-2386
scott@sunbridgenetwork.com
www.SunBridgeNetwork.com
Peggy Hoyt - Certified Legacy Advisor
Hoyt & Bryan
254 Plaza Drive, Oviedo, FL 32765
407-977-8080
peggy@hoytbryan.com
www.HoytBryan.com
Jeff Rogers
Stewardship Legacy Coaching, LLC
88 Sedalia St., Ste 102 Ocoee, FL 34761
407-470-1405
jeff@stewardshipadvisory.com
Georgia
John Bennett
Bennett Trust, Estate & Elder Law, LLC
2502 North Oak St. Valdosta, GA 31602
229-333-0860
john@BennettTrust.com
Illinois
Aaron J. Lytle
Ariano, Hardy, Ritt, et al
2000 McDonald Rd., Ste. 200 South Elgin, IL 60177
847-695-2400
ajl@attorneys-illinois.com
Teresa Nuccio - Certified Legacy Advisor
Harrison & Held, LLP
333 W. Wacker Dr., Ste. 700 Chicago, IL 60606
312-621-5239
tnuccio@harrisonheld.com
Raymond Odom
Northern Trust
50 S. LaSalle Street Chicago, IL 60603
312-444-5243
ro7@ntrs.com
Gary Waitzman
250 Parkway Drive, Suite 130, Lincolnshire, IL 60069
847-793-9100
gary@grweplaw.com
Indiana
Rick Randall - Certified Legacy Advisor
3500 DePauw Blvd, Suite 2090, Indianapolis, IN 46268
317-803-4180
rick@lifespanusa.com
James W. Smyth
11550 N. Meridian St., Ste 125 Carmel, IN 46032
317-843-5566
Jsmyth@crottysmyth.com
Kansas
Shara Spilker
8805 W. 80th Street, Overland Park, KS 66204
913-747-5235
carenurse@me.com
Kentucky
Mark B. Weaver CFP®, Senior Financial Advisor
Ameriprise Financial Services, Inc.
238 Second St., Henderson, KY 42420
270-827-8849
Mark.B.Weaver@ampf.com
www.markbweaver.com http://www.ameripriseadvisors.com/team/weaver-dalton-associates/
Massachusetts
Bill Coyne - Certified Legacy Advisor
Boston Legacy Planning LLC
160 Gould Street, Suite 102, Needham, MA 02494
617-624-3350
wcoyne@bostonlegacylaw.com
Michigan
David Kerr
205 South Main Street, Mt. Pleasant, MI 48858
989-773-7071
estate-plan@lawyer.com
www.plan-center.com
Jerry Sutton
2201 E. Grand River Avenue, Lansing, MI 48912
517-487-5555
jerry@suttonadvisors.com
www.suttonadvisors.com
Minnesota
JoEllen Doebbert, Attorney at Law
P.O. Box 1175, Alexandria, MN 56308
320-763-7838
joellen@doebbertlaw.com
Nevada
Deborah Danielson, CFP
Danielson Financial Group
3027 E. Warm Springs Rd., Ste #100, Las Vegas, NV 89120
702-734-7000
deborah@danielsonfiancialgroup.com
www.danielsonfinancialgroup.com
Mark A. Kemp
8275 South Eastern Ave., Ste. 200, Las Vegas, NV 89123
702-794-2821
mark1pc@aol.com
New Hampshire
David Ward
Ward & Webb, PC
129 West St., Keene, NH 03431
603-352-7310
david.ward@wardlegalgroup.com
www.wardlegalgroup.com
New Jersey
Heather Gee, Director of Development
The Wetlands Institute
1075 Stone Harbor Blvd., Stone Harbor, NJ 08247
215-805-8089
hgee@wetlandsinstitute.com
Jeff Knapp - Certified Legacy Advisor
The Knapp Law Firm LLC
11 South Finley Avenue, Basking Ridge, NJ 07920
908-696-0011
jknapp@knapplaw.net
www.knapplaw.net
Yale Levey - Certified Legacy Advisor
Next Generation Wealth Planning LLC-
90 Talmage Rd., Mendham, NJ 07945
732-409-7232
or
Next Generation Wealth Planning LLC- Satellite Office
101 Eisenhower Parkway, Ste. 300, Roseland, NJ 07068
973-228-6566
yale@ngwp.org
Sal Salvo
Summit Financial Resources
4 Campus Dr., 2nd Floor, Parisippany, NJ 07054
973- 285-3600
ssalvo@sfr1.com
Ohio
C. L. Huddleston
Huddleston Law Group
3650 Olentangy River Rd., Ste 210, Columbus, OH 43214
614-488-7878
CLH@HUDDLAW.COM
www.huddlaw.com
Oklahoma
Marty Cain
Cain & Cain, PLLC
1770 W. Main, Norman, OK 73069
405-364-2246
MartyCain@cainandcainlaw.com
www.CainandCainLaw.com
Tamara Cain
Cain & Cain, PLLC
1770 W. Main, Norman, OK 73069
405-364-2246
TamaraCain@cainandcainlaw.com
www.CainandCainLaw.com
Oregon
Wayne von Borstel
308 E. Third Street, The Dalles, OR 97058
541-296-6669
info@vonborstel.com
www.vonborstel.com
Pennsylvania
Peter Gilbert
HighPoint Law Offices, PC
200 Highpoint Drive, Suite 211, Chalfont, PA 18914
215-997-9773
peter@highpointlawoffices.com
Robb McKinney
Bridgewater Wealth
435 Swanson Lane, Wexford, PA 15090
724-940-6321
robb@bridgewatervalues.com
Utah
David Bonner
LDS Philanthropies
1450 N. University Ave, Provo, UT 84604
801-422-1691
david_bonner@byu.edu
J.R. Knight
Family Wealth Advisors
670 Shepard Lane, Suite 101, Farmington, UT 84205
801-447-4656
jr@fwadvisors.com
Wes Mashburn
LDS Philanthropies
1450 N. University Ave., Provo, UT 84604
801-422-7245
wes_mashburn@byu.edu
Virginia
Robert Feisee - Certified Legacy Advisor
44365 Premier Plaza, Ste 220, Ashburn, VA 20147
703-654-6019
raf@insightlaw.net
Washington, D.C.
Bob Haggerty
5229 Nebraska Ave, NW Washington, DC 20015-1323
202-237-7500
r.haggerty@verizon.net
Washington
Ted Ripley - Certified Legacy Advisor
618 S. Peabody St., Suite C, Port Angeles, WA 98362
360-457-0451
ripleylaw@olympus.net
Wisconsin
Edward F. (Foss) Hooper
Hooper Law Office, LLC
2 N. Systems Dr., Appleton, WI 54914
920-993-0990
foss@hooperlawoffice.com
