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HELPING YOU SERVE YOUR CLIENTS
CHARITABLE PLANNING TOOLS AND SOLUTIONS
FREQUENTLY ASKED QUESTIONS
CONSIDERING A PRIVATE FOUNDATION?
FOR FINANCIAL ADVISORS
RECOGNIZING OUR CHARITABLE PARTNERS
Professional advisor events
Glossary
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Thanks for strengthening our community by encouraging philanthropy.
We are proud to recognize our “Advisor Friends” who refer clients to the Community Foundation. Let us know if your name should be added to the list. It is published in our Annual Report and on this website.
Advisor Friends have been frequent recipients of our Friend of the Foundation Award, presented at our Annual Luncheon.
James F. Adams, CFP
Merrill Lynch Co.
Max D. Anderson, J.D.
Interwest Financial Advisors, LLC
Scot Berryman, CFP, CIMA
The Pacific Wealth Group at Morgan Stanley Smith Barney
Michael Bortz, J.D.
Landerholm, Memovich, Lansverk & Whitesides, P.S.
Sid Boles, CPA
Boles Company
Josh Bratt, CIMA
Morgan Stanley Smith Barney
Richard J. Brownstein, LL.B.
Brownstein, Rask, Sweeney, Kerr, Grim, DeSylvia & Hay, LLP
Brett Bryant, CFP, CTFA
First Independent
Michael R. Burgoyne ChFC, CFP, AIF
Laurus Wealth Management
Robert A. Chace CPA/ABV
Chace & Spurgeon, P.S.
Craig Childress, CFP
Hall, Ribach, Childress & Gore
Kay E. Dalke
Retired
Michael E. Day, CPA
Caton, Day & Co. CPAs P.C.
William C. Dudley, J.D.
Landerholm, Memovich, Lansverk & Whitesides, P.S.
Patricia W. Eby, CPA, J.D.
Peterson & Associates P.S.
Jerome F. Eline, II, J.D.
Jerome F. Eline II, PS
Maryla Fitch, MBA
Ameriprise Financial
Beverly Fogle, CFP
Cambridge Financial Management
Kevin J. Freihoefer, AAMS
Wells Fargo Private Client Services
Linda Frischmeyer, J.D.
Landerholm, Memovich, Lansverk & Whitesides, P.S.
Stephen Fuller, CFP, CFS
Impact Financial Group
Michael Gangle, J.D.
Attorney at Law
Karen Goulding-Hendricks, CFM
Merrill Lynch Private Client Group
Gary Gross, CTFA, CFP
U.S. Bank Private Client Group
T. Randall Grove, JD, LL.M.
Landerholm, Memovich, Lansverk & Whitesides, P.S.
Sam B. Gunn, J.D.
Weber & Gunn LLC
Linda A. Haines, CFP, CIMA, CWS
Morgan Stanley Smith Barney
Dawn Harrison, J.D.
Attorney at Law
Nikki C. Hatton, J.D., LL.M.
Schwabe, Williamson & Wyatt
Lori Hawkins, CTFA
Riverview Asset Management Corporation
Kathryn E. Holland, J.D.
Pabst, Holland & Reynolds, PLLC
Ron Horn, AAMS
Edward Jones
Robert Hyer, ChFC, CLU, CMFC
Mosaic Financial Group
Peter K. Jackson, J.D.
Jackson, Jackson & Kurtz, Inc. PS
Philip B. Janney, J.D.
Landerholm, Memovich, Lansverk & Whitesides, P.S.
Robert E. Kabacy, J.D.
Kell, Alterman & Runstein, LLP
Fred Kamp
Continental Investors Services, Inc.
Max B. Kamp
Continental Investors Services, Inc.
Stephen E. Kantor, J.D.
Samuels, Yoelin, Kantor, Seymour & Spinrad, LLP
Emily V. Karr, J.D., LL.M.
Stoel Rives LLP
Roger D. Knapp, J.D.
Knapp, O'Dell, Lewis & MacPherson
Brian Knotts
Mosaic Financial Group
Jill Kurtz, J.D.
Jackson, Jackson & Kurtz, Inc. P.S.
Michael Langsdorf, J.D.
Langsdorf Law Offices
Linda Langsdorf-Johnson, J.D.
Attorney at Law
Juliet C. Laycoe, J.D.
Laycoe Lukins & Bogdon PC
Robert LeChevallier, J.D.
Buckley LeChevallier P.C.
Robert LeChevallier, J.D.
Buckley LeChevallier P.C.
Alicia L. Lowe, J.D.
Schwabe, Williamson & Wyatt
Michael Macnab
First Independent Wealth Management
Daniel G. Marsh, J.D.
Marsh, Higgins, Beaty & Hatch, P.C.
Casey Marshall, J.D.
English, Lane, Marshall, Barrar, Stahnke & Vanderwood PLLC
Mark S. Martel, CFP
Martel Wealth Advisors
Jim Martin
James R. Martin Consulting Inc.
Dan Maxwell, CSA, CMFC
DSR Wealth Management
Craig M. McReary, J.D.
Craig M. McReary P.S.
Jim F. Mead, CFP
Morgan Stanley Smith Barney
Gary A. Meier, ChFC, CLU
Meier Financial
Mary E. Meyers, CPA
Threshold, Inc.
Art Miles, CPA/ABV
Moss Adams
Carolyn W. Miller, J.D.
Carolyn W. Miller, P.C.
Michael Minnick, CLU, CASL, RHU
Northwestern Mutual Financial Network
Kenneth E. Mogseth
Morgan Stanley Smith Barney
Marsha Murray-Lusby, J.D.
Dunn Carney Allen Higgins & Tongue LLP
Pat Pabst, J.D.
Pabst, Holland & Reynolds, PLLC
Dave Palena
Raymond James Financial Services, Inc.
Elizabeth Perry, J.D.
Landerholm, Memovich, Lansverk & Whitesides, P.S.
Vernon F. Peterson, CPA
Peterson & Associates, P.S.
Chad Peterson, CFP
Thrivent Financial for Lutherans
Connie Potter, CTFA
Potter Fiduciary Services, Inc.
Travis Pruit, CFA
Arnerich Massena & Associates, Inc.
Gerry A. Reitsch, J.D.
Reitsch, Weston & Blondin, PLLC
Marilyn K. Reynolds, JD, LL.M.
Pabst, Holland & Reynolds, PLLC
Paul R. Roesch, Jr., J.D.
Attorney At Law
Jill H. Sasser, J.D.
Landerholm, Memovich, Lansverk & Whitesides, P.S.
Thomas J. Sayeg, J.D.
Karnopp Petersen LLP
Karey A. Schoenfeld, J.D., LL.M, CPA
Ferguson & Schoenfeld, PLLC
William J. Schwartz
Morgan Stanley Smith Barney
Alan M. Scott, J.D.
Galton, Scott & Colett, LLP
Penny H. Serrurier, J.D.
Stoel Rives LLP
Mike Sexton, J.D.
Morgan Stanley Smith Barney
Lynne F. Siegel, J.D.
Strategies for Philanthropy
Yvette L. Stewart, CTFA
Wells Fargo Private Banking
Scott W. Swindell, J.D., LL.M.
Attorney At Law
Russell W. Tennant, LWS
Tennant Thomas Tennant, a member of DA Davidson & Co
Jeffrey Thede, J.D.
Thede Culpepper Moore Munro & Silliman LLP.
Laurie J. Treosti, J.D.
Boyd, Gaffney, Sowards, McCray & Treosti, P.L.L.C.
Keith Wallace, CPA, MT
Frumenti Lander & Wallace, P.S.
Brian Wolfe, J.D.
Brian Wolfe, PC
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