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PLANNED GIVING ADVISORY COUNCIL
David J. Amend, CTFA
Vice President and Trust Officer
Regions Financial Corporation
Waterloo, IA 50701
(319) 291-5307
Dave.Amend@Regions.com
Vicki L. Angove
Senior Vice President
U. S. Bank
West Park at Cedar, PO Box 88
Waterloo, IA 50704
Phone 319-235-3285, FAX 319-235-2325
Vicki.l.angove@usbank.com
Gale Bonsall, C.R.S., G.R.I.
Broker
Trapp Realtors – GMAC Real Estate
3321 Cedar Heights Drive
Cedar Falls, IA 50613
Phone 319-277-2121, FAX 319-277-2127
gbonsall@cfu.net
Lyn Countryman
Associate Professor
UNI Price Lab School
Cedar Falls, IA 50614
Ph: 319-273-2614; FAX 319-273-6457
lyn.countryman@uni.edu
Dennis L. Eslick, CLU (Chair)
Chartered Financial Consultant
Eslick Financial Group, Inc.
999 Home Plaza, Suite 201
Waterloo, IA 50701
Phone 319-232-5500, FAX 319-232-5409
Deslick@eslickfinancial.com
Heather Gunderson, CPA
Chartered Financial Consultant
Bergan Paulsen CPAs & Consultants
100 E. Park Avenue, Suite 300
Waterloo, IA 50701
Phone 319-234-6885
hgunderson@berganpaulsen.com
Brad Lee
Investment Advisor
Brad Lee Financial Services
P.O. Box 847
Cedar Falls, IA 50613
Phone 319-266-2445, FAX 319-266-4259
bigcat@cfu.net
Steven D. Moore
Attorney at Law
Redfern, Mason, Dieter, Larsen & Moore, PLC
415 Clay Street, Box 627
Cedar Falls, IA 50613
Phone 319-277-6830, FAX 319-277-3531
moore@cflaw.com
David J. Rogers, CPA
Manager
Carney, Alexander, Marold & Co., L. L. P.
PO Box 1290
Waterloo, IA 50704-1290
Phone 319-233-3318, FAX 319-233-1346
david.rogers@carneycpa.com
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