The Private Client Reserve at U.S. Bank
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Estate Planning Council of Cleveland
Next Meeting

Tuesday, March 13, 2012

Speaker:
Matthew F. Kadish

Topic:
Tax & Legislative Update hosted with the Tax Club of Cleveland sprd by FirstMerit

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Leadership

President
Lisa Michel JD, CTFA
Key Bank, N.A.
216-828-7453
lisa_h_michel@keybank.com
Vice President
Marie L. Monago JD, LL.M.
Cleveland Botanical Garden
216-707-2805
mmonago@cbgarden.org
Programs/Programs Chair
Michael T. Novak CPA, PFS, AEP
Wellspring Financial Advisors, LLC
216-367-0680
mnovak@wellspringadvisorsllc.com
Secretary
Beth M. Korth CPA, CFP®
Key Private Bank
216-828-7160
beth_m_korth@keybank.com
Treasurer
Jennifer A. Savage
Thompson Hine LLP
216-566-5721
jennifer.savage@thompsonhine.com
Immediate Past President
Radd L. Riebe ASA
Stout Risius Ross, Inc.
216-373-2998
rriebe@srr.com
Director
Peter Balunek CLU, ChFC, CFP®
Inverness
440-247-5858
pbalunek@invernesswealth.com
Director
Greg S. Cowan CPA, CFP
Bernstein Global Wealth Management
216-263-8083
greg.cowan@bernstein.com
Director
Elaine Beth Eisner Atty
Eisner & Gohn
216-378-4500
eeisner@eisnergohngroup.com
Director
Julie A. Fischer Atty
Ziegler, Metzger & Miller LLP
216-781-5470
jfischer@zieglermetzger.com
Director
Michael W. Matile
PNC Wealth Management
216-222-5885
michael.matile@pnc.com
Director
Emily Shacklett CPA
Fairport Asset Management
216-431-2738
emily.shacklett@fairportasset.com
Director
Scott Swartz
Scott E. Swartz, Attorney at Law
440-341-4224
scott@swartzlaw.net
Director
Eric Tolbert CLU, ChFC
Eric Tolbert & Assoc., Ameriprise Financial Advisors, Inc.
216-373-7526
eric.tolbert@ampf.com

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