FIND A PROFESSIONAL ADVISOR
Meeting with a PA is one of the first steps in your estate planning and Leave 5 journey
DISCLAIMER:
These professional advisors have made the Leave 5 pledge. Their inclusion in this list does not mean that they are employed or endorsed by Leave 5. As with hiring any professional, it is important for you to conduct a few interviews first, comparing fees, experience and personalities in order to find the advisor who is the most suitable for you.
Gayla Fullerton
Fullerton & Associates PLLC
First Financial Trust
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Michelle Beaty
EideBailly
Chaile Allen
The Law Firm of Chaile Allen
Joe Melson
EideBailly
Bobbie Wolfe
Wolfe and Company, P.C.
Nick Shepherd
Charles Schwab and Co.
Russell Guthrie
EideBailly
McMahon Surovik Suttle, P.C.
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If you wish to be a partnering advisor, please notify our Leave 5 team by
emailing info@leave5.org or call us at 325-676-3883.