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Philanthropic Advisors’ Forum of Greater Sacramento
Founded by advisors interested in expanding their clients’ philanthropic impact, the Philanthropic Advisors’ Forum is the center of charitable advising in the region. Led by an expert committee, this network of professionals believes it’s vital to ask about their clients’ charitable intents and help them reach their goals while achieving favorable tax status.
Serving Your Clients and Community
The Forum’s mission is to grow generosity in our region by inspiring and supporting professional advisors to help clients create charitable giving plans that strengthen their families and communities.
Network List
Those who are part of the Philanthropic Advisors’ Forum of Greater Sacramento are interested in expanding their ability to help clients fulfill their philanthropic wishes.
Attorneys
Kay U. Brooks
Weintraub Tobin
Penny R. Brown
Boutin Jones, Inc.
Jeb Burton
The Burton Law Firm
Kristin Capritto
Downey Brand LLP
Penelope A. Changaris
Guth & Changaris
Janet Z. Chediak
Weintraub Tobin
Sasha O. Collins
Alexander Crawford
Boutin Jones, Inc.
Donna L. Courville
Boutin Jones, Inc.
William H. Davis
Trainor Fairbrook
Laurel E. Dein
Rebecca Gardner
HMS Law Group, LLP
Susan C. Hill
Hill Law Offices, PC
Daniel A. Hunt
Law Offices of Daniel A. Hunt
Robin L. Klomparens
Wagner Kirkman Blaine Klomparens & Youmans LLP
L. Stuart List
Boutin Jones, Inc.
R. Dustin MacFarlane
California Probate and Trust
Graham B. McDougal
McDougal Law
Timothy P. Murphy
Northern California Center for Estate Planning and Elder Law
John B. Palley
Meissner Joseph & Palley, Inc.
Allison Pedrazzi
Weintraub Tobin
Tracy M. Potts
Legacy Law Group
Kent W. Silvester
Boutin Jones, Inc.
Marissa Sirota
Marissa Sirota Law, PLC
Samuel K. Swenson
The Swenson Law Firm
Colin T. Smith
Law Office of Colin T. Smith
Ingrid K. Tung
Colleen Watters
Law Office of Colleen J. Watters
R. Brooks Whitehead
Murphy Austin Adams Schoenfeld LLP
Kate Willcox
Boutin Jones, Inc.
CPAs
Sean T. Boyd
California Accounting
Karen McDougal
McDougal & Co. CPAs
Charles Nicholson
Nicholson & Olson
Damaris L. Perez
Francine Vorhees
Moss Adams LLP
Financial Planners
Anthony Apostolidis
LifePath Wealth Advisors
Lesa Johnson
Edward Jones
Colin S. Grahl, CFP®, APMA®, CAP®
WGG Wealth Partners
Michael E. Hardy, CFP®, CIMA®, CAP®
UBS Financial Services, Inc.
Catherine Heath, CFP®, CRPC®, APMA®
Trinity Wealth Advisors
John B. Kelly, CFP®
The Investor’s Caddie, Inc.
Trevor K. Kern, AIF®, AAMS
Zeller Kern Wealth Advisors
Jonathan Lederer, CFA
Mission Creek Capital Partners
Tim Murphrey
Capital Wealth Management
Michael S. Oehler, JD, LL.M.
Wells Fargo Private Bank
Laura Pajak, CFP®, CAP®
Foord, Van Bruggen & Pajak
Gary Pevey, CFP®, CLU®, ChFC®
Wealth Design Group
Monika Reyes
WCG Wealth Partners
Carol Van Bruggen, CFP®
Foord, Van Bruggen & Pajak
Stephen Westlake, CFP®, CLU®, ChFC®, CRPC®, CFS®
Westlake, Grahl and Glover
Steven Zeller, CFP®, AIF®, CExPTM
Zeller Kern Wealth Advisors
Investment Advisors
Bill Altavilla, AIF®
CAPTRUST
Daniel Cairns, CFP®, CIMA®, CPWA®
Robert W. Baird & Company, Inc.
Alisa Chatham Sakowitz
Pacific Advisors
Judith A. Davidson, Ph.D., CFP®
Merrill Lynch
Jason B. Ezzell, C(k)PTM, AIF®
The Ezzell-Conklin Group
Scott Hanson, CFP®, ChFC®, CFS®
Allworth Financial
Doug E. Haskin, CRPS®
Wells Fargo Advisors
Mark Huffman
CAPTRUST
Rani H. Pettis, CFP®
Wells Fargo Advisors
Christeen M. Reeg
CAPTRUST
Jeff C. Rucker
Northwestern Mutual Wealth Management
Trust Officers
Alysia Corell, CTFA
Exchange Bank
Tammi Griswold, CTFA
U.S. Bank Private Wealth Management
Wealth Coaches
Timothy Brockway
Asset Strategies Group
Chuck Ebersole, CLU®, ChFC®, CFP®, CAP®
HoyleCohen, LLC
Other Advisors
Allan E. Robin, CLU®, ChFC®
New York Life
Allan Robin Insurance and Financial Services
John T. Toney
Shareholder
Wallace Valuation Advisors, Inc.
John D. Winters
First Vice President, Wealth Advisor/Senior Portfolio Manager
Morgan Stanley
John Wood
McGee & Thielen
The Sacramento Region Community Foundation does not directly or indirectly endorse or recommend the professional advisors listed as members of the Professional Advisors’ Forum.
Join The Network
We invite you to join the Philanthropic Advisors’ Forum network and make charitable giving a normal part of your client interaction. Benefits include:
- Connect with like-minded professionals whose goal is to enrich the community through philanthropy
- Receive special invitations to thought-provoking programs and events
- Add to the exchange of ideas by sharing your experience and gain insights from the region’s top advisors
- Showcase your practice by adding your firm’s link to our website
- From shared stories, learn to navigate some of the most challenging cases
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Advisory Committee
We are grateful to the members of the Philanthropic Advisors’ Forum Advisory Committee, who help transform our community by giving generously of their time and expertise to grow philanthropy.
Contact Us
We are your charitable partner, helping you support your clients’ giving while you retain control of your relationships.
