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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






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Utah Planned Giving Roundtable

PO Box 1526

Salt Lake City, Utah 84110


admin@upgrt.org


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