THI Partners
Marty Chiu
Navigator Legacy Partners
Seal Beach, CA
-
(562)598-7800
marty@navigatorlegacypartnersllc.com
Bret Gardner
Sporting Culture Advisors
Superior, CO
(720)352-5439
bret@sportingcultureadvisors.com
Robert Gardner
WSG Advisors
Hilton Head Island, SC
(843) 837-8562
Tom Greider
Roehl & Sittner Investment Advisors, LLC
Eugene, OR
(541) 683-2085
Cynthia “Cindy” Peak Hoffmann
El Paso, TX
(915) 875-0250
peakphilanthropy@sbcglobal.net
Mark Johnson
Bauer, Captain & Johnson
Bosie, ID
(800) 605-6669
Jeff Jones
Jones & Company CPAs, LLC
Lancaster, OH
(740) 653-6900
Chuck KinCannon, JD
Atlanta, GA
(770) 948-9808
Kaye Lozier
Community Foundation Greater Des Moines
Des Moines, IA
(515) 883-2626
lozier@desmoinesfoundation.org
Roger McClure
Wealth Counselors
McLean, VA
(571) 633-0330
Paul Murk
Sequoia Planning & Investments LLC
Walnut Creek, CA
(925) 934-8200
Laura Noble
Camelot Portfolios, LLC
Maumee, OH
(855) 277-3863
lauranoble@camelotportfolios.com
Rebecca E. Powers
125 Beryl Way
Broomfield, CO 80020-2313
509-750-2898
Roger Shake
Legacy Consulting Group
Plano, TX
(972) 599-4750
rshake@legacyconsultinggroup.com
Art Stine
The Salvation Army
San Francisco, CA
(707) 771-9077
Arthur.stine@USW.SalvationArmy.org
Betsy Strong
San Francisco, CA
(415) 271-5559
bstrong@stronglegacyplanning.com
Jack Sullivan
Heritage Wealth Counselors, LLC
(973) 402-2000
Bill Super
William Super CPAs
Carlsbad, CA
(858) 531-7232
Richard Tanner
Ownership Advisors
Cleveland, OH
(216) 328-5538
Arleen Westcott
Full Advantage
San Francisco, CA
-
(415)861-2661
Nancy Wilson
Wilson Wealth Solutions
Indianapolis, IN
-
(317)572-1390
Delivering value to their clients and constituents by
working in collaboration with Certified Wealth Consultants
Meet more of the THI Community
Home l About l The Heritage Process l Families l Professionals l Training l Training Schedule l Contact l Video l News
3-19-13