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Estate & Tax Planning Advisory Council
The Lewis University Estate & Tax Planning Advisory Council was established in 2009 to provide guidance and support to the University’s Planned Giving efforts to help ensure a healthy and vibrant future for Lewis. A primary objective of the Council is to provide ongoing financial, tax, estate and planned giving education to alumni, friends and families of the Lewis Community through various forms of communication.
The Council consists of respected alumni and friends who have expertise in the fields of taxes, estate planning, law, trusts, investments, annuities and life insurance.
Lewis University Estate & Tax Planning Advisory Council members (from left, top row) James Panagiotis ’77, Charles Kuchar ’73, Robert Diedrich, John Flaherty ’74, John Wright ’78, Ed Dollinger, and Robert Finley, Sr.; (bottom row) Robert Pluth, Jr. ’76, Carroll Klotz, Lewis President Br. James Gaffney, FSC, Robert Cooper ’78, and Glenn Bylina ’76. (Not pictured: Donald L. Cordano ’56)
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Donald L. Cordano ’56
President
Cordano, Severson & Associates, Ltd.
Professor Emeritus – Lewis University College of Business
mrdlc@dlcordano.com |
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Robert W. Finley, Sr.
Vice President – Investments
Oppenheimer & Co., Inc.
robert408c@aol.com |
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Charles R. Kuchar ’73, CLU, ChFC, CFP
Financial Advisor
Northwestern Mutual Financial Network
chuck.kuchar@nmfn.com |
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James D. Panagiotis ’77, CLU
President
Loop Financial, LTD.
jpclu77@aol.com |
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