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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 February 20, 2020

Task Force

  • Kimberly Bleach
  • Gary Heard
  • Betsy Marshall
  • Jenifer Schembri
  • Carla Plush Smith
  • Susan T. Wilson

Network Members

  • Andrea M. Ackley
  • J. Allison Archbold
  • J. Scott Atkins
  • Kelly Borgia
  • Chris Caswell
  • Alina B. Cemitier
  • Heather Clark
  • Dana D. Duckman
  • John Freeman
  • Jennifer Guendjoian
  • Krystle Harvey
  • Diane Huntley
  • James E. Johnson, II
  • Keith Johnston
  • Matt Kahn
  • Stephen J. Krause
  • Lisa Krebs-Knepp
  • Adam Longcrier
  • J. Barton Lowther
  • Thomas McLaughlin
  • Peter Magnuson
  • Brian J. Mariash
  • Lisa Mead
  • Tamara Nabergall
  • Gina Palanzi
  • Betsy Pennewill
  • Chris Perkins
  • David Silberstein
  • Maryann Smith
  • Craig W. Tuley
  • Marlo Turner
  • Bruce Udell
  • Dan Vigne
  • Joseph Walsh, II
  • Michael Walsh
  • Carol W. Wood

Join the Network

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