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:
Chairman
Joel K. Stephens, CLU
Thomas Financial Group
Vice Chairman
Leslie J. Barnett, Esq.
Barnett, Bolt, Kirkwood, Long & McBride
Chris Brown
District Manager
Valic Financial Advisors, Inc.
Roy Echols, CTFA
Vice President of Suncoast Trust and Investment Services
Suncoast Schools Federal Credit Union
Matthew N. Gordon, CFP
Vice President
Bernstein Global Management
Steven W. Grove, CPA, CFP
Shareholder
CBIZ Kirkland, Russ, Murphy & Tapp
R. Duane Johnson, CRSP, CTFA
Vice President, Trust Administrative Officer
Northern Trust
Rachel Albritton Lunsford
Attorney
Trenam Kemker
Andrew R. Knust, CFP
Vice President, Private Financial Advisor
SunTrust Investment Services, Inc.
J. Scott Robey, CPA, CFP
Pender Newkirk & Company LLP