Planned Giving - Professional Advisors

We have a highly regarded group of professional advisors who are uniquely familiar with all aspects of individual and corporate financial planning, wealth management, estate planning, and charitable gift planning.

We would encourage you to contact any of the listed professionals who will provide for you sound, ethical advice, and who are also very knowledgeable about various funding techniques within the El Paso Community Foundation.

Advisors

Mel Adams, LUTCF
New York Life Insurance
303 North Oregon Street
Suite 1100
El Paso, TX 79901
915-534-3234
mmadams@ft.newyorklife.com
Member: El Paso Estate Planning Council

Joe Balsiger
Senior Vice President
MIMCO Inc.
6500 Montana Avenue
El Paso, Texas 79925
915-779-6500
jbalsiger@mimcoinc.com
Member: None

Marshall Barclay
Regional Managing Principal
Lincoln Financial Advisors
3817 Constitution, Ste. 100
El Paso, Texas 79922
915-543-5630
Marshall.Barclay@lfg.com
Member: El Paso Estate Planning Council (2107-2018 President)

R. Glenn Davis, JD
ScottHulse
201 North Church Street
Suite 201
Las Cruces, NM 88001
575-522-0765
gdav@scotthulse.com
Member: El Paso Estate Planning Council, Southern NM Estate Planning Council

Adrian Dodds
Charles Dodds, Jr.
Raymond James Financial Planning
4503 N. Mesa Street
El Paso, TX 79912
915-534-4000
adrian.dodds@raymondjames.com
charles.doddsjr@raymondjames.com
Members: El Paso Estate Planning Council, Southern NM Estate Planning Council

Joshua Dwyer, JD
ScottHulse
201 North Church Street
Suite 201
Las Cruces, NM 88001
575-522-0765
jdwy@scotthulse.com
Member: El Paso Estate Planning Council, Southern NM Estate Planning Council

Susan Eisen
Susan Eisen Fine Jewelry
Century Plaza, 5857 N Mesa St #19,
El Paso, TX 79912
(915) 584-0022
Orders@susaneisen.com
Member: El Paso Estate Planning Council
 
Jamie Fletcher
Merrill Lynch
425 South Telshor Blvd.
C-101
Las Cruces, NM 88011
575-521-5137
James_fletcher@ml.com
Member: None

Mark Goldstein
Safe Money Alliance
1100 S. Main Street
Las Cruces, NM 88001
575-556-2472
mark@SafeMoneyAlliance.net
markdavidgoldstein@gmail.com

David Hassler, JD
ScottHulse
1100 Chase Tower
El Paso, TX 79901
915-533-2493
Dhas@scotthulse.com
Member: El Paso Estate Planning Council

Travis Hughes, CFP®,CLU®,ChFC®,AEP®,REBC®
Hughes Financial Group
5925 Silver Springs, Suite B
El Paso, TX 79912
915-587-7777
travis.hughes@ceteraadvisors.com
Member: El Paso Estate Planning Council

John Jacobs
Merrill Lynch
425 South Telshor Blvd.
C-101
Las Cruces, NM 88011
575-521-5137
John_jacobs@ml.com
Member: Southern NM Estate Planning Council

Marylee Warwick Jurecky, JD
PO BOX 13205
El Paso, TX 79913
915-249-4488
Marylee@warwickjureckylaw.com
Member: El Paso Estate Planning Council

James T. Lemaster CIMA
Morgan Stanley
303 N. Oregon Street 9th Floor
El Paso, TX 79901
915-842-7949
James.Lemaster@morganstanley.com
Member: None

Mario Lopez CFP, CRPC
Fernando Lopez
Merrill Lynch
4699 North Mesa
El Paso, TX 79912
915-534-3115
mario2.lopez@ml.com
Member: None

Elizabeth “Liz” Dipp Metzger
Crown Wealth Strategies
4907 Crossroads Drive, Suite A
El Paso, TX 79922
915-613-4300
emetzger@crownwealthstrategies.com
Member: El Paso Estate Planning Council

Judy Monteleone, CTFA
GECU
7227 Viscount Blvd.
El Paso, TX 79925
800-722-4328
Judy.monteleone@memberstrust.com
Member: None

Sumer Nolen
Crown Wealth Strategies
4907 Crossroads Drive, Suite A
El Paso, TX 79922
915-613-4300
jrosenolen@ft.newyorklife.com
Member: Southern NM Estate Planning Council

Linda Ontiveros
GECU
7227 Viscount Blvd.
El Paso, TX 79925
800-722-4328
Linda.ontiveros@memberstrust.com

Rene D. Pena, CPA
4171 North Mesa Street
El Paso, TX 79902
915-542-1733
rene@cpaelpaso.com

Britt L. Porter
CESCO Capital LLC
4442 SHADOW WILLOW DR
El Paso, TX 79922
915-585-8585
El Paso, Texas
Bporter@CESCOLLC.com
stoxx5653@yahoo.com

Joseph N. Sayklay
First Senior Vice President
Weststar Bank
500 North Mesa Street
El Paso, Texas 79901
915-747-1645
jsayklay@weststarbank.com
Members: El Paso Estate Planning Council, Southern NM Estate Planning

Lauren D. Serrano, JD
ScottHulse
1100 Chase Tower
El Paso, TX 79901
915-533-2493
lser@scotthulse.com
Member: El Paso Estate Planning Council, Southern NM Estate Planning

Stancy Stribling
Attorney At Law
4110 Rio Bravo
Suite 220
El Paso, TX 79902
915-351-9886
sstribling@hscllp.com
Member: El Paso Estate Planning Council

Gene Wolf, JD
Attorney At Law
KempSmith
221 N. Kansas
Suite 1700
El Paso, TX 79901
915.533.4424
gene.wolf@kempsmith.com
Member: El Paso Estate Planning Council

Jennifer Wright, CFP
Morgan Stanley
303 N. Oregon 9th Floor
El Paso, TX 79901
915-842-7949
Jennifer.wright@morganstanley.com