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The Hillsborough Education Foundation: Planned Giving Committee

The Hillsborough Education Foundation Planned Giving Committee serves as a technical resource, providing advice on policy and marketing, assisting with seminars, and acting as a liaison with other professional contacts to provide credibility to the Hillsborough Education Foundation planned giving program. It assists in raising planned gifts to assure the sustainability of the Foundation.

Current members of the Planned Giving Committee include:

Chairman
Joel K. Stephens
Thomas Financial Group

Vice-Chairman
Leslie J. Barnett, Esq.

Barnett, Bolt, Kirkwood, Long & McBride

H. Brian Adcock
Adcock Financial Group

Jeffrey Armstrong
Vice President & Trust Officer
The Bank of Tampa

Kathy Belmonte, CTFA, AEP
Vice President, Senior Trust Officer
Bank of America Private Bank Trust

Chris Brown
District Manager
AIG Valic Financial Advisors, Inc.

John B. Brannan
Certified Public Accountant
Dwight Darby & Company

Temple Drummond, Esq.
Drummond Wehle & Ross, LLP

Julie L. Farber
Vice President, Trust Advisor
Wachovia Trust

Steven W. Grove, CPA, CFP
Shareholder
Kirkland, Russ, Murphy & Tapp

Shane A. Hart, Esq.
Holland & Knight LLP

Wilda Isabel
Private Banker
Fifth Third Bank

R. Duane Johnson, CRSP, CTFA
Vice President, Trust Administrative Officer
Northern Trust Bank of Florida, NA

Charles H. Mulfinger, II
Senior Vice President Investments
Senior Portfolio Manager
SmithBarney/Citigroup



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