PRESENTED BY:
Living Your Legacy Speaker Series
Next Session
Thursday, May 14, 2026 | Missouri Athletic Club West
10 am - 12 pm
SSM Health Cardinal Glennon Children’s Hospital is proud to present the Living Your Legacy series as a service to the St. Louis philanthropic community.
Living Your Legacy brings together a unique series of expert panels, giving donors important information as they plan their legacy. Community experts share practical ways to explore planned giving opportunities and their benefits – ensuring your legacy for your community and your family.
Join us for Living Your Legacy to enjoy the company of fellow philanthropists and learn from industry experts to plan your great legacy.
Light fare du jour and refreshments will be served.
Living Your Legacy is a planned giving series sponsored by SSM Health Cardinal Glennon Children’s Hospital.
For Information, call 314-633-7351 or
email Rose.Brower@ssmhealth.com
| Thursday, May 14, 2026 Series Topics | Speakers |
|---|---|
| Cybersecurity and Fraud: Protecting Your Assets | Mark Clark Robert Rudloff |
| Panel Discussion. | Dominic Pisoni David Skaggs Chad John |
| Wednesday, August 26, 2026 Series Topics | Speakers |
|---|---|
| What is your Wealth Transfer Strategy? | Paul Gantner |
| Panel Discussion. | T. Jack Challis Adam Ford Deborah Smiley |
| Wednesday, October 7, 2026 Series Topics | Speakers |
|---|---|
| Smart Tax Planning: A Pro’s Take on Everything Your Friends are Talking About. Come with all your tax planning questions! | Hannah Castellano |
| Panel Discussion. | Adam Ford Paul Gantner Michael Niemann |
Living Your Legacy Panel of Experts
Hannah Castellano is an Investment Advisor with RubinBrown Advisors and Partner with RubinBrown LLP. Hannah works closely with clients, building trusted relationships as she helps define their objectives in the development and execution of comprehensive financial plans. She enjoys being part of a team assembled to help families and organizations plan for and navigate life’s main events. A CPA and Certified Financial Planner, Hannah graduated from the University of Missouri – Columbia with a Masters in Accountancy. Prior to joining RubinBrown Advisors in 2016, Hannah worked as an auditor in RubinBrown’s Assurance Services Group.
Mark Clark, CPA, CISSP, CISA, CEH is a manager in RubinBrown’s Consulting Services Group and leads its Compliance and Frameworks team. A retired Marine, Mark has 21 years of information security experience involving assessment and accreditation, compliance, risk assurance, and secure system configuration. Mark has spent 14 years assessing and securing Department of Defense (DoD) systems and DoD contractor systems. He is a Certified Information Systems Auditor (CISSP), Certified Public Accountant (CPA), (CISA), Qualified Security Assessor (QSA), Payment Card Industry Professional (PCIP), Certified Ethical Hacker (CEH), Certified Cybersecurity Maturity Model Certification (CMMC) Assessor (CCA) and holds a Network+ certification.
Paul Gantner is owner of the law firm Amen, Gantner and Capriano. Along with his law degree, Paul holds an MBA, is Veterans Affairs accredited, holds an active insurance license and is Series 65 licensed as an investment advisor. Paul frequently speaks for the Missouri Bar and other organizations and was a 2022 member of the St. Louis Business Journal’s 40 under 40. Paul’s firm is built on the tenet that in modern estate and wealth planning, the middle class deserves a legacy too through white-glove, long term advisory services.
Dominic Pisoni is a Partner in RubinBrown’s Entrepreneurial Services Group. He has over 20 years of public accounting experience, focusing his efforts with privately held businesses and start-up companies. He serves clients in many industries with a variety of business needs including financial statement preparation, outsourced accounting and tax return preparation and planning. Dominic received a B.S. in Accounting from Truman State University. He is a member of the Missouri Society of Certified Public Accountants and a member of the American Institute of Certified Public Accountants.
Deborah Smiley, JD, AEP®, CFP®, specializes in estate and business planning. Deborah holds the designation of Accredited Estate Planner® (AEP®). This designation is a graduate level specialization in estate planning. She attended The University of Kentucky where she received her Bachelor of Arts in Political Science Cum Laude and received her J.D. Deborah is a member of the Missouri Bar, Past Chair of the BAMSL’s Probate and Trust Committee, serves on The Cardinal Glennon Hospital Legacy Board and The St. Louis Missouri Humane Society’s Women’s Leadership Council.
To RSVP, call 314-633-7351 or email Rose.Brower@ssmhealth.com
T. Jack Challis is managing director for estate planning strategies at Midwest Trust Company and has more than 40 years of experience in law practice and trust department management. He has an extensive career in wealth planning. Jack is a Fellow of the American College of Trust and Estate Counsel since 1988 and has served as Missouri State Chair of the College. Jack is also a member of the College’s Fiduciary Litigation Committee and State Laws Committee and is active in many community organizations. He is an honors graduate of St. Louis University School of Law and a Creighton University alum.
Adam Ford is an advisor with Moneta Group where he acts as a fiduciary for client’s wealth management needs including financial planning, tax planning and estate planning guidance. Through his services, Adam has guided numerous clients through the complex financial planning matters, including purchasing/selling a business, advanced estate planning techniques and advanced philanthropic planning. At his core, Adam has a passion for helping families navigate life’s path through all their financial needs and works tirelessly to help them achieve their financial and wealth goals.
Michael Niemann is CEO and Founder of the Niemann Group. Michael has over 30 years of experience. He focuses on high-end tax, estate planning, succession planning, and life insurance ideas for his clients. Michael has been very active with both identifying and helping to resolve tax issues often resulting in substantial income and estate tax savings. He is a Certified Public Accountant and a member of the AICPA and the Missouri Society of CPAs. Michael also is an Accredited Estate Planner, Charter Global Management Advisor, Trust and Estate Practitioner, Charter Financial Consultant, and Charter Life Underwriter.
Robert Rudloff, CISSP, CISA, QSA is a Partner in RubinBrown’s Consulting Services Group with more than 25 years of information security experience on
security reviews, mitigation, strategy, and architecture development. He consults with clients on a variety of information security projects ranging from penetration testing to security assessments, to implementation of security architectures, and serving as a vCISO. Rob began his career with the Air Force, serving at the Pentagon and the National Security Agency before transitioning to a consulting career with a Big Four firm as well as several smaller firms focusing on information security and project management. In his most recent role, he served as the Chief Information Security Officer for a large, higher education institution.
Chad M. John, CPA/CFF, CFE received his Master of Accounting, emphasis in Forensic Accounting, from Florida Atlantic University. He is a licensed CPA in the state of Missouri, certified in Financial Forensics. He is also a Certified Fraud Examiner. He has worked in public accounting in audit for a Big 8 Public Accounting Firm, retired from the federal government after a career in federal law enforcement working primarily complex financial crimes and public corruption, and served as Internal Auditor for a state department in Missouri. Chad has taught Forensic Accounting as an adjunct instructor for several years.