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Charitable Planning Specialists

Fidelity Charitable has a nationwide network of professionals with experience in charitable planning strategies. Our specialists are available to meet with you any time.

Region Charitable Planning Specialists
Alabama, Florida, Georgia, Mississippi, North Carolina, South Carolina Brock Allard: 919-458-0917
Arizona, Colorado, Idaho, Kansas (including Kansas City metropolitan area), Montana, Nebraska, New Mexico, North Dakota, South Dakota, Utah, Wyoming Mark Ricketson: 303-513-8955

Brandon Collins: 817-474-6034
Hawaii, Southern California (including Los Angeles County and south), Southern Nevada Jonathan Batista: 949-281-9147

Shay Wiggins: 817-474-6748
Arkansas, Louisiana, Oklahoma, Texas Daniel Tarsha: 972-904-9060

Marci Poticny: 817-474-6056
Alaska, Northern California (including Ventura County and north), Northern Nevada, Oregon, Washington Stephen Brooks: 925-407-6737

Colby Chaisson: 617-563-0948
Connecticut, New York (Upstate and Long Island), Northern New Jersey, Vermont Margot Navins: 617-645-0401

Stephen Schwanke: 919-458-5971
Delaware, Maryland, Southern New Jersey, Eastern Pennsylvania, Virginia, Washington, D.C. Glenn Garbutt: 610-301-3242

Angela Herrington: 817-474-6662
Illinois, Iowa, Minnesota, Missouri, Wisconsin Tony Oommen: 312-771-5676

Kyle Casserino: 919-458-6656
Indiana, Kentucky, Michigan, Ohio, Tennessee, West Virginia, Western Pennsylvania Chris Hodgson: 817-474-6538
Maine, Massachusetts, New Hampshire, Rhode Island Josh Daly: 617-429-7395

Harrison Miller: 919-458-6230

New York Metro Jacqueline Valouch: 212-335-6432

Colin Roth: 919-458-3099

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