Meet Our Team
John Cullum, CFP
Sr. Advisor, Charitable Estate Planning
AL, AR, DC, FL, LA, GA, MD, MS, NC, SC, VA
Phone Number:(864) 517-2154
Email: john.cullum@heart.org
Carl Wayne, Esq.
Sr. Advisor, Charitable Estate Planning
AK, AZ, CA, CO, HI, NM, NV, OR, UT, WY
Phone:(818) 919-5556
E-mail: carl.wayne@heart.org
Ed Rodbro
Sr. Advisor, Charitable Estate Planning
CT, MA, ME, NH, NJ, NY, RI, VT
Phone:(847) 721-8010
E-mail: ed.rodbro@heart.org
Lauren Iwema
Sr. Advisor, Charitable Estate Planning
DE, IL, IN, KY, MI, OH, PA, TN, WI, WV
Phone:(630) 212-7864
E-mail: lauren.iwema@heart.org
Sonja Greenwaldt, Esq.
Sr. Advisor, Charitable Estate Planning
IA, ID, KS, MO, MN, MT, NE, ND, OK, SD, TX, WA
Phone:(612) 245-0437
E-mail: sonja.greenwaldt@heart.org
Laura Peterson
Advisor, Charitable Estate Planning
IA, IL, IN, KS, MO, MI, MN, ND, NE, SD
Phone:(314) 456-0059
E-mail: laura.peterson@heart.org
Joey Fowkes
Advisor, Charitable Estate Planning
DE, KY, OH, PA, WV
Phone Number:(907) 952-2853
Email: joey.fowkes@heart.org
Mike Jansen, CFP
Advisor, Charitable Estate Planning
AR, CO, NM, OK, TX, WY
Phone Number:(512) 569-8145
Email: mike.jansen@heart.org
Jeff Mueller
Advisor, Charitable Estate Planning
DC, MD, NC, SC, VA
Phone:(703) 248-1768
E-mail: jeff.mueller@heart.org
Ellen Dudas
Advisor, Charitable Estate Planning
CT, MA, ME, NH, NJ, NY, RI, VT
Phone:(212) 878-5901
E-mail: ellen.dudas@heart.org
Michelle Staes, J.D.
Advisor, Charitable Estate Planning
AL, GA, LA, MS, TN
Phone:(404) 984-9480
E-mail: michelle.staes@heart.org
Arzie Stephens, J.D.
Advisor, Charitable Estate Planning
FL, PR
Phone:(407) 285-6300
E-mail: arzie.stephens@heart.org
Bonnie Hayden, Esq.
Advisor, Charitable Estate Planning
CA, HI
Phone:(213) 291-7016
E-mail: bonnie.hayden@heart.org
Cliff Lura
Advisor, Charitable Estate Planning
AK, AZ, ID, MT, NV, OR, UT, WA
Phone:(510) 903-4032
E-mail: cliff.lura@heart.org
