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Professional Advisors Network

A group of estate planners, financial managers and portfolio advisors committed to being ambassadors for Asolo Rep. The Network is an initiative of Asolo Rep’s Professional Advisors Task Force. List current as of September 6, 2018

Task Force

  • Kimberly Bleach (chair)
  • Gary Heard
  • Betsy Marshall
  • Jenifer Schembri
  • Carla Plush Smith

Network Members

  • Andrea M. Ackley
  • J. Allison Archbold
  • J. Scott Atkins
  • Joan E. Bickford
  • Veronica Brady
  • Alina B. Cemitier
  • Heather Clark
  • Taylor Collins
  • Dan DeLeo
  • Dana D. Duckman
  • Kristen Ehrlich
  • Joanne Fabec
  • John Freeman
  • Hermione Gilpin
  • Jennifer Guendjoian
  • Mitch Helton
  • Susan Hines
  • Diane Huntley
  • Jonathan Kacmarcik
  • James E. Johnson, II
  • Keith Johnston
  • Jonna Keller
  • Stephen J. Krause
  • Lisa Krebs-Knepp
  • Richard Lawrence
  • Adam Longcrier
  • J. Barton Lowther
  • Thomas McLaughlin
  • Brendan McQuaid
  • Peter Magnuson
  • Brian J. Mariash
  • Lisa Mead
  • Cynthia Miller
  • Tamara Nabergall
  • Gina Palanzi
  • Phillip B. Pasho
  • Betsy Pennewill
  • Chris Perkins
  • Sharon Prizant
  • Andrew Rosin
  • Jennifer Rust
  • Cory Schaul
  • David Silberstein
  • Julie Simonson
  • Craig Smith
  • Maryann Smith
  • Elizabeth Rabbitt Stephen
  • Scott Swan
  • Emily Tolge
  • Craig W. Tuley
  • Marlo Turner
  • Bruce Udell
  • Dan Vigne
  • Joseph Walsh, II
  • Susan T. Wilson
  • Carol W. Wood
  • Seann Wooten

Join the Network

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