| For the following questions: | Please contact: |
| General questions or to be directed according to your need | Client Servicing Representatives: Lynall Malecha; Mary Schubbe; Chrissy John; Colleen Schneider; Jordan Peck; Jill Metz |
| Account Servicing: making deposits or withdrawals; cash availability; address changes | Client Servicing Representatives: Lynall Malecha; Mary Schubbe; Chrissy John; Colleen Schneider; Jordan Peck; Jill Metz |
| Account Management & New Accounts: opening a new account; making initial deposits; transfers between accounts; online account access and/or eDelivery registration; Investment Policy Statements; Asset Management Agreements | Client Servicing Representatives: Lynall Malecha; Mary Schubbe; Chrissy John; Colleen Schneider; Jordan Peck; Jill Metz |
| American Center for Philanthropy: new accounts; transfers; contributions; nomination of grants to charities; grant status | ACP Administrator, Tonya Quade |
| CCM Principals: appointment scheduling or assistance contacting Greg Carlson; Jeff Carlson or Justin Stets | Executive Assistant, Ginger Church |
| Client Communications & Events | Director of Marketing & Communications, Kelly Irvine |
| Media/PR inquiries; CCM Press Kit | Director of Marketing & Communications, Kelly Irvine |
| New client inquiries and requirements | Principals: Greg Carlson; Jeff Carlson; Justin Stets |
| Questions during CCM Planning Process; new client inventory and questionnaires; scheduling meetings; meeting details; invoices or agreements | Executive Assistant, Ginger Church (who will connect you with your Primary Advisor) |
| Refer family or friends to CCM | Principals: Greg Carlson; Jeff Carlson; Justin Stets or your Primary Advisor at CCM |
| RMDs (Required Minimum Distributions from IRA accounts) | Client Servicing Representative, Mary Schubbe |
| Tax Compliance/Annual Filing, CCM Tax & Trust Administration | CCM Tax & Trust Tax Administrator, Chris Kuhn |