Gift Planning Advisory Committee

Stonehill College is grateful to the following members of the Gift Planning Advisory Committee for their voluntary service to the Office of Advancement. Members present insight into their areas of expertise, including: charitable giving, trusts, financial and estate planning, investments, tax law, and accounting. The primary role of the Gift Planning Advisory Committee is to encourage planned giving by providing a combination of educational and technical advice and assistance to members of the College community.

Michael Alimi '03
Ameriprise Financial Services, Inc.

Timothy P. Barry '88
Needel, Welch, & Stone, PC

Mark R. Bossey '97
Securitas Financial Group

Daniel J. Candura CFP '71
PennyTree Advisers, LLC

Christopher J. Civale '74
Ameriprise Financial Services, Inc.

Anthony M. Florio '98
Merrill Lynch

Walter K. Herlihy '68
Beacon Financial Planning, Inc

Barbara H. Hollis '78
The Winston School

Joseph G. Imbriani '89
Taylor, Ganson & Perrin

Gary R. Oman '72
Gary R. Oman, PC

James P. Scanlan '83
Patriot Financial Group

Susan M. Slattery '91
J. H. Slattery Insurance Agcy.

Jacquelyn H. Tracy '88
Mandel & Tracy, LLC