Harold (Hal) E. Abrams

A graduate of the Harvard Law School and an editor of the Harvard Law Review, has been a Partner in the Kilpatrick Stockton LLP of Atlanta, Georgia Law Firm since 1963, specializing in tax and estate planning and sophisticated methods of charitable giving.

Hal is a charter member of the Kennesaw State University Planned Giving Advisory Board and is a past president of the Atlanta Estate Planning Council and the Atlanta Tax Forum. He is active in Kennesaw State University’s Cox Family Enterprise Center Family Business Forum, of which Kilpatrick Stockton is a sponsor.

Contact Information:

404-815-6555 (office)
Email: HAbrams@KilpatrickStockton.com

Richard (Dick) K. Babush

Richard (Dick) K. Babush is a Tax Partner in the CPA and Consulting firm of Babush, Neiman, Kornman & Johnson, LLP of Atlanta, Georgia. Dick is a charter member of the Kennesaw State University Planned Giving Advisory Board and is active in the Kennesaw State University Cox Family Enterprise Center Family Business Forum, of which Babush, Neiman, Kornman & Johnson is a sponsor.

He graduated with Highest Honors from Emory University School of Law. He was elected Georgia delegate to the President's White House Conference on Small Business, is past president and trustee of the Atlanta Tax Forum and has served as chairman and member of the Georgia State Personnel Board and Employee Benefit Plan Council.

Currently, he is a member of the American Institute of Certified Public Accountants, the Georgia Society of Certified Public Accountants, and the American Bar Association Section on Taxation.

He chairs the Investment Committee of the Endowment Board of the Jewish Federation of Greater Atlanta, serves as Secretary of the Federation and is Immediate Past Chair of the Endowment Board.

Contact Information:

Babush, Neiman, Kornman & Johnson, LLP
5909 Peachtree Dunwoody Road, Suite 800
Atlanta , Georgia 30328
770-261-1900 (office)
770-261-1901 (fax)

www.bnkj.com

Chris C. Gabriel, CIMA®

Chris Gabriel is a Financial Advisor with UBS Financial Services,Inc. His professional efforts focus on two areas: wealth management for individuals and institutional financial services for non-profit organizations. Chris also has achieved recognition as a licensed Certified Investment Management Analyst (CIMA®) through the Wharton School of Business.

Chris came to UBS in 2003 from Prudential Securities. Prior to joining Prudential in 1999, Chris was a development director and a charitable fundraising, finance, and strategy consultant for nearly 10 years. He is a board member and past president of the Georgia Planned Giving Council and vice chairman of America 's Future Foundation in Washington, D.C. He also serves as a director of the City of Refuge mission. Chris is on the planned giving advisory councils for Atlanta Habitat for Humanity, the Foundation of Wesley Woods, Kennesaw State University, and Piedmont Hospital.

Chris received his bachelor's degree with honors from Yale College and his master's degree from Oxford University.

Christopher C. Gabriel,CIMA®
UBS Financial Services, Inc.
3060 Peachtree Road NW, One Buckhead Plaza, Suite 1200
Atlanta, Georgia 30305
404-848-8522 (office)
404-364-0228 (fax)
Email: chris.gabriel@ubs.com

Cindy Gentry

Cindy Gentry is an Associate Broker with Harry Norman Realtors, Atlanta’s oldest and largest independent residential real estate firm. She earned her undergraduate degree from Kennesaw State University and Master’s degree from Georgia State University.

Cindy is a member of the Atlanta Board of Realtors Million Dollar Club, National Association of Realtors, Georgia Association of Realtors, Southern Marketing Council of the Atlanta Homebuilders Association, Cobb Landmarks and Historical Society, Council of Residential Specialists, Sandy Springs Rotary Club, The Sandy Springs Business Association Board of Directors, and the United States Olympic Alumni Association.

Her accomplishments include:

• Kennesaw State University Alumni Achievement Award, 2003
• Leadership Development Graduate-Atlanta Board of Realtors
• 2000 U.S. Olympic Team and 2000 Olympic Games Finalist
• Congressional Medal Recipient-United States Distinguished International Shooter, 1998
• World Olympic Trap Champion, 1999
• United States Olympic Trap Shooting National Champion, 1999, 2000
• Who’s Who Among Students in American Universities & Colleges, 1991

Contact Information:

404-252-7222, ext.553 (office)
Email: cindy.gentry@harrynorman.com

Barry Hyman

Barry Hyman is originally from High Point North Carolina, where he attended the University of North Carolina, majoring in accounting.

He attended Emory Law School, obtaining his Juris Doctorate in 1970. He is a Registered Representative and Investment Advisor Representative with NFP Securities, Inc. and a Certified Public Accountant, who has worked with Arthur Anderson and Price Waterhouse.

Mr. Hyman is a past President of Congregation Shearith Israel and currently serves on the board.

He is a member of the American Institute of Certified Public Accountants, Georgia Society of CPAs, and the North Carolina State Board of CPAs. Mr. Hyman is a 35-year lifetime member of the Million Dollar Round Table.

Contact information:

Email:barry.hyman@veracor.com

Recently selected to serve as Vice President of NAIFA of the Cartersville Association for 2002-2004

Native of Marietta, Georgia
Married to wife Katherine, (Former Kennesaw State Cheerleader & Graduate)
Focuses business on Professional Insurance Planning for Estate Conservation, Retirement Funding, & Wealth Accumulation.
Markets to Professional Athletes, Entertainers, and Business Professionals.

Contact information:

L.Ronco Johnson, LUTCF
L.R. Johnson & Associates, Inc.
2440 Sandy Plains Road Bld.3, Ste.210
Marietta, Georgia 30066
770-321-1337 (office)
770-321-2542 (fax)
Email: ronco@lrj-associates.com

www.roncojohnson.com

Barbara Parker

Barbara Parker is an attorney practicing primarily in the areas of wills, trusts, and estate planning. Barbara is also a CPA, and has earned her MBA in Finance at the University of New Haven, her undergraduate degree in Accounting from Bryant College in Smithfield, RI, and her JD from the University of Connecticut.

Barbara is a member of the State Bar of Georgia and the Blue Ridge Bar Association. Barbara recently opened her practice after serving corporations in various capacities for over 20 years.

Contact Information:

Barbara Parker & Associates
6175 Hickory Flat Highway, #110-222
Canton, GA 30115
678-880-0800 (office)
678-880-0801 (fax)
Email: barbara@attyparkerlaw.com

www.attyparkerlaw.com

Lee Pence, CFP®, CSA®, AAMS

A retired Lieutenant Colonel with over 20 years of service in the U. S. Army, Mr. Pence is a Distinguished Military graduate of North Georgia College and State University, as well as a graduate of The Defense Language Institute and The Command and General Staff College. While in the Army, Lee served his country as a Field Artillery Officer and German linguist, both at home and abroad, and culminated his career as an Exchange Officer with the German Army.

Lee is also the founder of Pence Financial Advisors, Inc. and has amassed over 14 years of experience in the financial services and financial planning industries.  As a Registered Investment Advisor Representative (RIA) affiliated with The Strategic Financial Alliance, Lee is not only a Certified Financial Planner™, but also a Certified Senior Advisor (CSA®), and an Accredited Asset Management Specialist (AAMS), serving clients all over the country, as well as overseas.
  
In addition to his professional designations, Lee is an active member of the Atlanta Association of Insurance and Financial Advisors, the Leave a Legacy Society of Georgia, the Kennesaw State University Planned Giving Advisory Board and the First Presbyterian Church of Marietta. Lee has also a taught German in the Cobb County School District and volunteers in the schools on a regular basis. Mr. Pence is also highly committed to public service in his local community and has held leadership positions in The Marietta Rotary Club, The Center for Family Resources Planned Giving Committee, the Kennesaw Business Association, and the North Atlanta Business Association. 

Contact Information:

Pence Financial Advisors Inc/ The STrategic Finanical Alliance Inc.
107 Weatherston Dr. Suite 520, Woodstock GA  30188
Office: 678-354-9353
Email: lee@pencefinancialweb.com

www.pencefinancialweb.com

Daniel F. Rooney Jr., CFP®

Dan Rooney is a Certified Financial Planner (CFP®) with thirty years experience providing sophisticated wealth transfer planning for high net worth individuals, business owners and professionals. He has lectured throughout the U.S. and Canada on tax planning, cross border planning and estate planning. Additionally, he has provided consulting services to several major charitable organizations in both the U.S. and Canada and has been instrumental in the placement of over $550 million in charitable gifts.

Dan is a consultant for Tax & Financial Strategies, Ltd. (TFS), which also has offices in Phoenix.

He provides high-end estate and financial planning for this firm and many other planning groups with whom Tax & Financial Strategies Ltd. has established professional relationships. He has had extensive experience working with other Certified Financial Planners, attorneys, CPA's and investment advisors, which enables him to develop, coordinate and implement strategies for clients needingspecialized planning.

Contact Information:

Daniel F. Rooney Jr., CFP
1097 Towne Lake Hills East
Woodstock, Georgia 30189
770-335-7224 (cell)
770-592-9398 (office)
Email: dfrooney@usa.net

Ellen V. Springer, MBA, AEP, CLTC, CSA, RFC, CPA

Securities offered through Investors Capital Corporation,
Advisory Services offered through Investors Capital advisory Services,
Member NASD/SPIC

Ellen Springer is a CPA with licenses in Georgia, Florida, and has practiced since 1978. She has a number of designations including, CLTC, Certification in Long Term Care, CSA, Certified Senior Advisor, RFC, Registered Financial Consultant. She serves as a financial advisor and provides consulting services to businesses, professional practices and individuals. She received her undergraduate degree in business administration, majoring in accounting from the University of South Florida, and her Masters in Business Administration from Georgia State University.

She has received her Accreditation in Estate Planning (AEP) from National Association of Estate Planners & Councils. She is a National Instructor for the CLTC program.

Ellen has served on numerous boards, including Chambers of Commerce, cities and corporations. She is currently serving as chair of the Kennesaw State University Planned Giving Advisory Board and is a charter member of the board. Ellen also serves on the Michael J. Coles College of Business Advisory Board at Kennesaw State University. She also serves as Corporate Secretary on the board of trustees of the Wellstar Foundation and the Treasurer of the Board for the YWCA of NW Georgia, the Treasurer of the Kennesaw Business Association, and President Elect for Women in Financial Services-National Association of Financial Advisors, Atlanta Chapter.

She is past President of Cobb Estate Planning, Inc., past President of the North Atlanta Chapter of the Georgia Society of CPAs, and participates as a board member of other local non-profit organizations. Ellen is a member of the American Institute of CPAs, Georgia Society of CPAs, Florida Institute of CPAs and American Women’s Society of CPAs, Society for Financial Service Professionals, Financial Planning Association, National Association of Financial Advisors.

Contact Information:

Springer Financial Services LLC
770-712-6007 (office)
Email:espringer@springercps.com

www.springerfinancial.com

Ralph W. Walker III

Ralph W. Walker III, a Trustee and member of the Executive Committee of the Kennesaw State University Foundation, Inc., has practiced law in the Atlanta area for over 25 years. His law office specializes in real estate.

Ralph is a charter member of the Kennesaw State University Planned Giving Advisory Board. Both he and his wife, a local dentist, are graduates of Kennesaw State University.

Ralph has served on various corporate, banking and civic boards in the north metro-Atlanta and serves as Past-Chair of the Kennesaw State University Planned Giving Advisory Board. 

Contact Information:

Ralph W. Walker III
770-928-6775
Email: ralphwalker3rd@yahoo.com

Herman Wolter

Herman Wolter has been a Development Officer for Bryan College in Tennessee, for the past fifteen years. Herman is a charter member of the Kennesaw State University Planned Giving Advisory Board.

He has also served for twenty years in public education as a teacher and superintendent, five years in administration with Youth For Christ and four years at the Marist School as Director of Development. He has experience in many areas of financial development, including annual and capital campaigns, and planned giving.

Contact Information:

770-422-0599 (office)
Email: beezer12@juno.com

Skip Guilliams

Skip Guilliams is First Vice-President-Investments with Wachovia Securities. He serves as an emeritus member of the Kennesaw State University Planned Giving Advisory Board. Skip has been an investment advisor in the Atlanta area for over 25 years. As part of a specialty investment team, he works closely with clients to help coordinate their estate and planned giving needs. Skip conducts seminars on behalf of the firm in the estate planning area.

Contact Information:

Wachovia Securities (23)
770-751-8451 (office)

William R. (Bill) Robertson, III

William R. Robertson, III has retired from his law practice in Marietta, Georgia. He graduated from the University of North Carolina - Chapel Hill with a Bachelor of Arts in International Studies/Political Science in 1964, and received his LLB and Juris Doctor Degree from the University of Georgia in 1967 after passing the Bar early and being admitted to practice in 1966. He is a member of the State Bar of Georgia, and the Cobb County Bar Association.

He is a former chairman of the Real Estate Section and Explorer Scout Committee of the Cobb County Bar. He is a former partner in the firms of Hicks & Robertson; Willingham, Smith & Robertson; and Smith, Robertson & Sparrow.

Mr. Robertson serves as an emeritus member of the Kennesaw State University Planned Giving Advisory Board. He has also served as President of the YMCA of Cobb and as an adult leader in the Boy Scouts and Cub Scouts and on the Church Councils of St. Thomas the Apostle Lutheran Church and Holy Trinity Evangelical Lutheran Church, and for Holy Trinity as chairman of the Endowment Fund and a member of the Stewardship Committee. Bill is a member of the American Amateur Athletic Foundation, Inc. (President), the Tommy Nobis Center Foundation, Inc., and the Ruth Carter Vanneman Foundation, Inc. (Vinings Historic Preservation Society), as President and former Secretary. He previously served on the board of directors and was Secretary of Friends of High Meadows, Inc.

Mr. Robertson has authored the following articles: Why IRA Stretch Elections Don't Work, (2004) Facts Publishing, Inc.; The Retirement Fund Tax Trap, (1997) Greenwood Press; Charitable Remainder Trusts as Beneficiaries of Retirement Plans (How to Give Your Children More and Be a Philanthropist Too), (1997) Greenwood Press; The Looming Living Trust Litigation Explosion, (1996) Greenwood Press, Saving Self Employment Taxes with S Corporations, (1996) Greenwood Press, and Asset Protection Techniques, (1995) Greenwood Press.