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
BOARD MEMBERS:
Cameron Cole, President
Bernstein
cameron.cole@bernstein.com
Lisa Schneider, Past President
Cell (435) 659-4750
flowerpixel@hotmail.com
Steve Tingey, Secretary
Estate Planning Attorney
Tingey Law Group
steven@tingeylawgroup.com
Joanna Johnston, Treasurer
Tax Principal
Frazier & Deeter
joanna.johnston@frazierdeeter.com
Scott Cunningham, CIMA, CPWA, CEPA
Membership Vice President
Managing Partner - Investment Officer
Family Wealth Management
(801) 666-7020 | Cell (801) 718-2144
Scott@FamilyWM.net
Matt Claflin, CFP
Program Vice President
Senior Manager, Planned Giving
Best Friends Animal Society
mattc@bestfriends.org
435-414-0930
Salt Lake City, Utah 84110