James Wolter

President

Telephone
  (615) 468 - 8048 ext. 7012
E-Mail
  jwolter@legacytreefoundation.org

Jim Wolter has been involved in the financial services industry since 1984 in various capacities as a registered representative and licensed life, annuity and health insurance professional.


full biography


Nanette Beebe

Secretary / Treasurer

Telephone
  (615) 468 - 8048 ext. 7011
E-Mail
  nbeebe@legacytreefoundation.org

Nanette has been serving in the nonprofit arena since 2002. She began her career with a national nonprofit as a specialist in the area of major gift transfers with an emphasis on real estate, as well as utilizing her skills as a certified paralegal for their in-house corporate attorneys.


full biography


Kevin Kirkpatrick

Case Design Specialist

Telephone
  (615) 468 - 8048 ext. 7016
E-Mail
  kkirkpatrick@legacytreefoundation.org

Kevin Kirkpatrick brings a successful 14 years experience in the banking and financial services industry to LegacyTree Foundation. Kevin has vast experience in both annuities and various types of insurance and was a producer in the insurance industry as an independent advisor where he offered annuity products and insurance through a variety of carriers.

full biography


Paul Greer

Case Design Specialist

Telephone
  (615) 468 - 8048 ext. 7014
E-Mail
  pgreer@legacytreefoundation.org

Paul is a veteran in the nonprofit industry; having started his career over 15 years ago. His work has been specifically with financial professionals across the country teaching and educating them on the value of implementing planned giving into their practice. He has assisted advisors in closing well over 200 planned giving transactions totaling tens of millions of dollars.

full biography


John Frazier

Case Design Specialist

Telephone
  (615) 468 - 8048 ext. 7015
E-Mail
  jfrazier@legacytreefoundation.org

John Frazier is a native Texan who spent several years in Northern Virginia before moving to Nashville. John has over 10 years experience as a top producer and has received numerous awards in the financial services industry.

full biography





In Loving Memory...

Annette Johnson | Robert Smith