PLANNED GIVING
PROFESSIONAL COUNCIL
Lake Health Foundation is available to work with donors individually, but recommends that you consult with your personal
financial advisors before finalizing a gift. If you do not have an advisor to assist you with your philanthropic wishes the
members of our Professional Council may be of support.
(members alphabetized by last name)
Morris Beverage, III
Financial Advisor
Wernick Wealth Management/Wells Fargo
Advisors
8334 Mentor Avenue, Suite 100
Mentor, OH 44060
Phone: 440.974.7555
Fax: 440.974.0694
morris.beverage@wfadvisors.com
Area of Expertise: Investments, Insurance, Estate
Planning
Shannon M. Cianciola
Attorney
Manning & Manning Co., L.P.A.
6982 Spinach Drive
Mentor, OH 44060
Phone: 440.266.0700
Fax: 440.266.0705
scianciola@manning-law.com
Area of Expertise: Estate Planning/Probate
Robert D. Coode
Principal
Skoda Minotti
6685 Beta Drive
Mayfield Village, OH 44143
Phone: 440.449.6800
Fax: 440.646.1615
rdcoode@smfinancial.com
Area of Expertise: Financial Planning, Investments
Bert A. Covell
Owner
Covell Financial Services
29 West Main Street
Madison, OH 44057
Phone: 440.428.9011
Fax: 440.428.8585
bert.covell@lpl.com
Area of Expertise: Insurance, Investments
Bob Fritts
CFP, Partner
Johnnycake Financial
9930 Johnnycake Ridge Road, 5D
Concord, OH 44060
Phone: 440.354.6616
Fax: 440.354.5512
robert.fritts@raymondjames.com
Area of Expertise: Investments, Insurance, Estate
Planning
Janet W. Havener, MBA
Vice President & Relationship Manager
The Glenmede Trust Company, N.A.
25825 Science Park Drive, Suite 110
Beachwood, OH 44122
Phone: 216.514.7862
janet.havener@glenmede.com
Area of Expertise: Estate, Financial, Tax,
Retirement, and Charitable Planning, Gift
Administration
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Lake Health Foundation
PLANNED GIVING PROFESSIONAL COUNCIL
Joseph W. Kampman
Partner – Chair of Estate Planning/Probate Group
Ziegler Metzger LLP
925 Euclid Avenue, Suite 2020
Cleveland, OH 44115
Phone: 216.781.5470
Fax: 216.781.0714
jkampman@zieglermetzger.com
Area of Expertise: Estate Planning
Denise C. Klemencic
Financial Advisor/Employee Benefits Consultant
Plancorp, Inc.
9050 Sweet Valley Drive
Valley View, OH 44125
Phone: 216.573.2716
Fax: 216.642.1186
denisek@plancorp.biz
Area of Expertise: Disability Insurance
Deviani M. Kuhar
Chair, Estate Planning and Probate
Benesch, Friedlander, Coplan and Arnoff
200 Public Square, Suite 2300
Cleveland, OH 44024
Phone: 216.363.4469
dkuhar@beneschlaw.com
Area of Expertise: Estate Planning
Patty Kuhar
Vice President/Senior Relationship Manager
Key Private Bank
8405 Munson Road
Mentor, OH 44060
Phone: 440.205.1342
Fax: 440.255.0547
patty_kuhar@keybank.com
Area of Expertise: Certified Wealth Strategist
including: Investment management and trust
services, gifting strategies, insurance, business
succession planning, banking/credit services
Karen Manning
Portfolio Manager/Vice President
BNY Mellon Wealth Management
30195 Chagrin Boulevard, Suite 350 West
Cleveland, OH 44124 (Pepper Pike)
Phone: 216.593.2012
Fax: 216.464.4246
karen.manning@bnymellon.com
Area of Expertise: Estate planning, Trust
Administration
M. Elizabeth Monihan, Esq.
Spieth, Bell, McCurdy & Newell Co., L.P.A.
925 Euclid Avenue, Suite 2000
Cleveland, OH 44115
Phone: 216.535.1017
Fax: 216.696.2706
memonihan@spiethbell.com
Area of Expertise: Estate Planning and
Administration, Probate and Trust Administration,
Charitable Planning, Gift Planning, GenerationSkipping Planning, Powers of Attorney
Jodi M. Nead
Trust Officer
JPMorgan Chase Bank, N.A.
1300 E. 9th Street, Suite 1300
Cleveland, OH 44114
Phone: 216.781.2052
Fax: 216.781.1964
jodi.m.nead@jpmorgan.com
Area of Expertise: Trust Administration
Ryan C. Olds, CFP ®
Partner
Cedar Brook Financial Partners, LLC
5885 Landerbrook Drive, Suite 200
Cleveland, OH 44124
Phone: 440.683.9227
Fax: 440.683.9127
rolds@cedarbrookfinancial.com
Area of Expertise: Comprehensive personal
financial planning and wealth management.
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Lake Health Foundation
PLANNED GIVING PROFESSIONAL COUNCIL
Maria E. Quinn
Attorney
Maria E. Quinn Co., L.P.A.
25550 Chagrin Boulevard
Beachwood, OH 44122 and
8444 Mentor Avenue
Mentor, OH 44060
Phone: 216.593.0910
Fax: 216.593.0914
mquinn@mariaquinnlaw.com
Area of Expertise: Estate Planning
Lee Quiñones
Registered Principal
Johnnycake Financial
9930 Johnnycake Ridge Road, 5D
Concord, OH 44060
Phone: 440.350.7510
Fax: 440.350.7513
lee.quinones@raymondjames.com
Area of Expertise: Investments, Insurance,
Annuities
Susan Priest Richlak
Attorney/Owner
Law Offices of Susan Priest Richlak
9140 Tyler Boulevard
Mentor, OH 44077
Phone: 440.255.4838
Fax: 440.255.5600
susanrichlak@yahoo.com
Area of Expertise: Estate Planning and Probate
Administration; Powers of Attorney; Advance
Directives; Guardianships; Family Consultations &
Mediation.
Kristen Schmidt
Marketing Coordinator
CTAC
Plaza South Two
7261 Engle Road, Suite 202
Cleveland, OH 44130
Phone: 800.562.2045
Fax: 440.239.8600
kschmidt@ctacadmin.com
Area of Expertise: Offering constructive, expert
administration services to assist you and your
donors in managing philanthropic endeavors.
June A. Seech, CTFA
Vice President, Personal Trust Officer
The Private Client Reserve of U.S. Bank
1350 Euclid Avenue, Suite 1100
Cleveland, OH 44115
Phone: 216.875.2667
Fax: 216.623.9253
june.seech@usbank.com
Area of Expertise: Financial Planning, Investment
Management, Personal Trust, Private Banking,
Insurance Services
Andrea M. Shea, CFP ®
Financial Advisor
UBS Financial Services, Inc.
600 Superior Avenue, East, 27th Floor
Cleveland, OH 44114
Phone: 216.736.2843
Fax: 216.736.2836
andrea.shea@ubs.com
Area of Expertise: Holistic Financial Planning—
touching on Estate Planning and charitable giving.
Jim Thompson
Director of Private Bank Sales
Fifth Third Private Bank
600 Superior Avenue, East
MDA6513D
Cleveland, OH 44114
Phone: 216.274.5342
james.thompson@53.com
Area of Expertise: Estate/Financial Planning,
Insurance, Investments
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Amy Vegh
Vice President—Sales
BNY Mellon Wealth Management
30195 Chagrin Boulevard, Suite 350 West
Cleveland, OH 44124 (Pepper Pike)
Phone: 216.593.2020
Fax: 216.464.4246
amy.vegh@bnymellon.com
Area of Expertise: Investments
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