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About Us
Donna Pagano, CFP ®
President, Family Love Letter, LLC
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Donna Pagano is President of the Family Love Letter, LLC and the co-author of the Family Love Letter. A highly sought-after speaker and champion of helping families “getting their house in order,” Donna brings passion, wisdom and experience to her work with professional associations, public interest groups and individuals. Her focus is the value of the living legacy of the Family Love Letter. She provides guidance, training and certification programs to professional advisors on using the Family Love Letter and helps individuals and families understand how to best work with a team of advisors to create their own legacy.
Donna has more than 20 years in the financial services industry. She was formerly vice president of a women’s markets program at a national financial company. Prior to pursuing her passion in the women’s markets, Donna was national director of business development for a leading financial services company where she served as a business coach to the company’s top advisors in designing and implementing strategic business plans. She also had a successful personal practice as a financial advisor in Southern California. Committed to professional education, she earned the industry’s prestigious Certified Financial Planner® professional designation. She resides in Thousand Oaks, California with her husband, Joe, of 36 years. They have three children and four grandchildren. |
John J. (“Jeff”) Scroggin,
AEP, JD, LL.M.
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Jeff Scroggin is the creator and c0-author of the Family Love Letter; and serves as Chairman of Family Love Letter, LLC. He has practiced as a business, tax and estate planning attorney in Atlanta for 30 years. He is known for his ability to convert complex, technical information into practical, useable forms. Jeff serves as Founding Editor-in-Chief of the NAEPC Journal of Estate and Tax Planning. Jeff is the author of over 200 published articles and columns. Jeff is a frequent speaker to tax, estate and financial planning groups around the U.S. Jeff has been quoted extensively, including in the Wall Street Journal, CHH Headline News, MSN National Public Radio Marketplace Radio, National Public Radio Talk of the Town, Fortune Magazine, Forbes Magazine, Kiplinger’s, Money Magazine, Dow Jones Investment Advisor, Worth Magazine, Financial Advisor, National Underwriter, Bloomberg Wealth Management, Financial Planning, The New York Times, Journal of Financial Services Professionals, Smart Money Magazine, Wall Street Magazine, The South China Post, The LA Times, BNA Estates Gifts & Trusts Journal and Newsday. Jeff resides in Roswell, Georgia. He has been married for 29 years to Lynn G. Scroggin and has three children. |
To engage Donna Pagano or Jeff Scroggin to make a presentation on the Family Love Letter or other estate planning topics, contact each of them at the email addresses and phone numbers noted below. |
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