Utah Planned Giving Roundtable
PO Box 1526
Salt Lake City, UT 84110-1526
Questions about Membership or Suggestions for Programming?
Please email UPGRT support at: admin@upgrt.org
OFFICERS:
Lisa Schneider, President
Cell (435) 659-4750
flowerpixel@hotmail.com
Jessica Nelson, Secretary
Director Planned Giving - University of Utah
(801) 585-5950 | Cell (8010 821-1089
Jessica.Nelson@utah.edu
Joanna Johnston, Treasurer
Tax Manager
BDO, USA
(801) 269-1818 | Cell (801) 546-5144
JLJOHNSTON@BDO.COM
Scott Cunningham, Membership Vice President
First Vice President, Investment Officer - Wells Fargo Advisors
(801) 487-7177 | Cell (801) 718-2144
scott.cunningham@wfadvisors.com
Beth Wolfer, Sponsorship Vice President
Planned Giving Officer - Best Friends Animal Society
bethw@bestfriends.org
BOARD MEMBERS:
Wayne Olson, JD
Gift Planning Officer at Intermountain Healthcare
wayne.olson@imail.org
Steve Chambers
Attorney at Law - R.Steven Chambers, PLLC
(801) 413-3708 | Cell (801) 718-8252
steve@schamberslaw.com
Rylee McDermott
Private Wealth Advisor
Wells Fargo Private Bank
rylee.mcdermott@wellsfargo.com
Salt Lake City, Utah 84110