Working Together for the Greater Good

Our strong relationships with donors, fundholders, charitable organizations and professional advisors allow us to serve as an effective conduit for local philanthropy. Advisors serve a unique role in this group. They are often the architects, planning and calculating meaningful charitable gifts that maximize their client’s charitable dollars and achieve their goals. They identify and define their clients’ charitable interests and refer them to the Community Foundation when appropriate. Since our inception, all types of professional advisors — attorneys, accountants, financial planners, brokers, insurance agents, and others — have utilized the Community Foundation to strengthen their clients’ charitable and estate planning activities.

Advisor Friends

We are proud to partner closely with the following professional advisors who have referred their clients to the Community Foundation. By identifying their clients’ charitable interests and promoting charitable planning tools and strategies, they are advancing local philanthropy. For that, they earn our sincere respect and gratitude. If you utilize the services of a professional advisor that is not on this list, we welcome the opportunity to get to know them.

James F. Adams, CFP
Merrill Lynch Co.

Scot Berryman, CFP, CIMA
The Pacific Wealth Group
at Morgan Stanley

Sid Boles, CPA
Boles Company

Michael Bortz, J.D.
Landerholm, P.S.

Michael J. Bragg, LL.M.
Buckley Law P.C.

Josh Bratt CIMA
Morgan Stanley Smith Barney

John R. Briscoe
Briscoe Law Firm, PC

Brett Bryant CFP, CTFA
Heritage Bank

Michael R. Burgoyne, ChFC, CFP, AIF
Laurus Wealth Management

Robert A. Chace, CPA, ABV
Chace & Spurgeon, P.S.

Craig Childress, CFP
Craig Childress Inc.

Michael Cutshall, CTFA
U.S. Bank Private Client Reserve

Kay E. Dalke
Retired

Michael E. Day, CPA
Day, Bacon, Smith & Co., PLLC

Susan J. DeRenzo, CFP
Heritage Wealth Strategies

William C. Dudley, J.D.
Landerholm, P.S.

Patricia Eby, CPA, J.D.
Peterson & Associates, P.S.

Rebecca L. Eckert, CFP, ChFC
Johnson Bixby & Associates, LLC

Todd R. Engblom-Stryker, MS, CFP
First Pacific Financial

Mark R. Feichtinger, J.D.
Stoel Rives LLP

Beverly Fogle, CFP
Fogle Financial Consulting

Kevin J. Freihoefer, AAMS
Wells Fargo Private Client Services

Linda Frischmeyer, J.D.
Landerholm, P.S.

Stephen Fuller, CFP, ChFC
Financial Strategies

Sean V. Gabrio, CIMA
The Pacific Wealth Group
at Morgan Stanley

Jacki Gallo, J.D., LL.M.
The Gallo Group LLC

Gary Gross, CTFA, CFP
U.S. Bank Private Client Group

T. Randall Grove, J.D., LL.M.
Landerholm, P.S.

Sam B. Gunn, J.D.
Sam B. Gunn, Attorney at Law, PLLC

Linda A. Haines, CFP, CIMA, CWS
The Haines Mogseth Group
at Morgan Stanley

Gary A. Harm, CLU, ChFC
WestStar Financial Group LLC

Dawn Harrison, J.D.
Attorney at Law

Nikki C. Hatton, J.D., LL.M.
Schwabe, Williamson & Wyatt

Lori Hawkins, CTFA
Riverview Asset
Management & Trust Co.

Kari Hebble
Wells Fargo Private Bank

Kelly A. Higgins
Wells Fargo

Kathryn E. Holland, J.D.
Pabst Holland & Reynolds, PLLC

Philip R. Hopkins, AIF
Laurus Wealth Management

Ron Horn, AAMS
Edward Jones

Jett Hoskins
Jett Wealth Strategies, Inc.
/Raymond James

Robert Hyer, ChFC, CLU, CMFC
Mosaic Financial Group

Philip B. Janney, J.D.
Landerholm, P.S.

Marcia Jory, CTFA
U.S. Trust, Bank of America
Private Wealth Management

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 LLP

John A. Karas, Esq., J.D.
Riverview Asset
Management & Trust Co.

Emily V. Karr, J.D., LL.M.
Stoel Rives LLP

Roger D. Knapp, J.D.
Knapp, O’Dell, Lewis & MacPherson

Mark J. Kralj
Ferguson Wellman Capital Management

Jill Kurtz, J.D.
Jackson, Jackson & Kurtz, Inc. PS

Larry G. Lafady
The Lafady Co./Raymond James

Linda Langsdorf-Johnson, J.D.
Attorney at Law

Robert LeChevallier, J.D.
Buckley Law P.C.

Wayne Leonetti
Retired

Craig S. Limoges, CFA, CFP, EA
Limoges Investment Management PC

Alicia L. Lowe, J.D.
Schwabe, Williamson & Wyatt

Daniel G. Marsh, J.D.
Marsh, Higgins, Beaty & Hatch, P.C.

Mark S. Martel, CFP
Martel Wealth Advisors

James R. Martin, CPA
M.J. Murdock Charitable Trust

David W. Mason, CFP
Financial Advisors – KMS

Jim P. Mead, CFP, CIMA
The Pacific Wealth Group
at Morgan Stanley

Gary A. Meier, ChFC, CLU
Meier Financial

Mary E. Meyers
Threshold, Inc.

Art Miles, CPA, ABV
Retired

Carolyn Miller, J.D.
Carolyn W. Miller, P.C.

Michael Minnick, CLU, ChFC, CASL
Northwestern Mutual Financial Network

Kenneth Mogseth, CPM
The Haines Mogseth Group
at Morgan Stanley

Marsha Murray-Lusby, J.D.
Dunn Carney Allen
Higgins & Tongue, LLP

Kathleen O’Connor, ChFC, MBA
MetLife

Newt Rumble, CPA
Peterson & Associates, P.S.

Jill H. Sasser, J.D.
Landerholm, P.S.

Karey A. Schoenfeld, J.D., LL.M., CPA
Schoenfeld Law Firm

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
First Republic Trust Company

Scott W. Swindell, JD, LL.M.
Scott W. Swindell, Attorney at Law, P.C.

Russell W. Tennant, LWS
McAdams Wright Ragen, Inc.

Jeffrey C. Thede, J.D.
Thede Culpepper Moore
Munro & Silliman LLP

Laurie J. Treosti, J.D.
Boyd, Gaffney, Sowards,
McCray & Treosti, P.L.L.C.

Greg Usselman
Regents Bank

Katherine O. VanZanten, J.D.
Schwabe, Williamson & Wyatt

Timothy J. Wachter, J.D.
Duffy Kekel LLP

Keith Wallace, CPA, MT
Frumenti, Lander & Wallace, P.S.

Walt D. Warren, ChFC
Laurus Wealth Management

Kristy Weaver
Pacific Continental Bank

Brian Wolfe
Brian Wolfe, PC