About Us


The Council members are committed to improving public literacy about legal and financial matters.  Please contact one of the members listed below to serve as a speaker at your next class or meeting.  Click on the name of the member and you will connect with contact information.



 Steven W. Breen

Financial Advisor

 Investment Risk Management, Planning and Income Production 

Robert Ty Cook Jr.

Financial Advisor

  Muni Bonds and Asset Allocation

Richard Allen

 Asset Protection Planning For The Next Generation, Estate Tax Planning Opportunities for 2014

James C. Moore

Financial Advisor

 Capital Markets Review, Estate Planning: Maintaining Control, Retirement Planning, Education Planning

Bob Gardner

Financial Advisor

 Tax-Free Retirement, Planning for Impossible Outcomes

Todd Rhine

Financial Advisor
GenUs Design, Building Family Stewardship, Transformational Philanthropy

Manuel Holland

Insurance Agent
Charitable Giving and Financial Planning

Michael Petrilli

Insurance Agent
Lifetime Income Annuities, ABC's of Medicare, Long-Term Care Insurance, Basic Life Insurance