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Planned Giving Advisory Committee

The Planned Giving Advisory Committee was formed in 1989 to provide oversight and technical assistance to the Office of Gift Planning on all estate and other planned gift arrangements that benefit Hoag Hospital.

Megan Acosta, Esq.
Acosta Business & Estate Planning
[email protected]
Christina Bahr, CPA
[email protected]
Eric Bardwell, Esq.
Jeffer Mangels Butler & Mitchell LLP
[email protected]
Kimberly Bernatz, CFP
CIBC Private Wealth Management
[email protected]
Katie Conklin Bowles, CPA
Deloitte Tax, LLP
[email protected]
Valisa A. Carney, Esq.
Saul Ewing, LLP
[email protected]
Mark Hardtke
Northern Trust
[email protected]
Darren L. Henderson
Corient Capital Partners
[email protected]
Julie Heggeness, JD, CSPG, TEP
Hoag Hospital Foundation
[email protected]
Jason Mericle
Chair
Mericle & Company
[email protected]
Michelle Weinstein
Bank of America Private Bank
[email protected]
Haley Kirk Dahl, CAP
Whittier Trust
[email protected]
 

Emeritus Members

Ira J. Garbutt, CLU, CHFC
[email protected]
John J. "Jay" Swigart, Jr., Esq
[email protected]
James Johnson, CPA
Johnson, Hart & Dyson
[email protected]
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