Contact Us Today

We look forward to hearing from you. Please find your charitable estate planning representative contact information by state. If you would like for us to contact you directly, please fill out the form below.

John Cullum

Charlie Goldsmith

Lauren Iwema

John Cullum, CFP®
(AL, DC, FL, GA, LA, MD, MS, NC, PR, SC, TN, VA)

128 S. Tryon St. #1588
Charlotte, NC 28202
(864) 517-2154

Charlie Goldsmith
(AR, CO, OK, NM, TX, WY)

Denver CenterPoint II
1777 S Harrison St., STE 500
Denver, CO 80210
(303) 981-6617

Lauren Iwema, CAP®
(IA, IL, IN, KS, KY, MI, MN, MO, ND, NE, OH, SD, WI)

300 S. Riverside Plaza, STE 1200
Chicago, IL 60606
(630) 212-7864

Ed Rodbro

Carl Wayne

Ed Rodbro
(CT, DE, MA, ME, NJ, NY, PA, RI, VT, WV)

10 E. 40th St., 11th Fl.
 New York, NY 10016
(847) 721-8010

Carl A. Wayne, JD 
(AK, AZ, CA, HI, ID, MT, NV, OR, UT, WA)

816 S. Figueroa Street
Los Angeles, CA 90017
(818) 919-5556