Planned Giving Advisory Council
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Planned Giving Advisory Council
The Overlake Planned Giving Advisory Council (PGAC) is a group of professionals from fields such as law, financial planning, wealth management, accounting and banking who have interest and experience in working with their clients on charitable tax law and planned giving. PGAC members serve as resources for the Foundation and our supporters by sharing their expertise and insights related to economics, taxation and estate planning.
We are grateful to the following individuals for their commitment to furthering Overlake’s mission:
Melanie Abigania, CPA
Principal
Sweeney Conrad, P.S.
Doug Custer, CFP, CAP
Director, Financial Advisor
Edelman Financial Engines
Kathy Henningsen
Financial Advisor, CFP®
KSH Advisors
Joey Kaempf, JD
Perkins Coie, LLP
Jennifer King, JD
Three60 Law Group, PLLC
Allison Kollack, CPA, MST
Tax Advisory Services
King & Oliason PLLC
Dan Kwon, MSF
Managing Director
Pathstone
James McBain, JD (Chair)
Senior VP/West Regional Director, Wealth Planning and Trust Advisory
U.S. Bank Private Wealth Management
Rachel L. Merrill, JD
Shareholder/Attorney
Hanson Baker Ludlow Drumheller P.S.
Darcy Roennfeldt JD, LMM
Regional Fiduciary Manager
Estate Settlement Group, Delaware Trust Company, Ohio Trust Company
PNC Private Bank
John Sherwood, Jr., JD
Peterson Russell Kelly Livengood, PLLC
Randy Siegel, CTFA, CIMA, CFP
Chief Operating Officer
Aletheian Wealth Advisors
Ida Zhu, MBA, CRPC, CFP
LPL Financial Advisory
CMZ Wealth Strategies