Members List

Members of the Philanthropic Advisors' Forum of Greater Sacramento are interested in expanding their ability to help clients fulfill their philanthropic wishes. We are grateful to those who share their expertise to grow philanthropy in our community as members of the Forum's Advisory Committee.

 

Attorneys


Michael C. Bennett
MCB Estate Planning 916.774.7562

Kay U. Brooks
Weintraub Tobin 916.558.6055

Penny R. Brown
Boutin Jones, Inc. 916.321.4444

Jeb Burton
The Burton Law Firm 916.822.8700

Penelope A. Changaris
Guth & Changaris 530.674.9841

Janet Z. Chediak
Weintraub Tobin 916.558.6063

Sasha D. Collins
Meissner, Joseph & Palley, Inc. 916.920.5983

Donna L. Courville
Boutin Jones, Inc. 916.321.4444

William H. Davis
Trainor Fairbrook 916.929.7000

Laurel E. Dein
HMS Law Group, LLP  916.252.0200

Rebecca Gardner
HMS Law Group, LLP  916.252.0200

Susan C. Hill
Hill Law Offices, PC  916.473.1274

Daniel A. Hunt
Law Offices of Daniel A. Hunt 916.488.9788

Robin L. Klomparens
Wagner Kirkman Blaine Klomparens & Youmans LLP 916.920.5286

L. Stuart List
Boutin Jones, Inc. 916.321.4444

R. Dustin MacFarlane
MacFarlane Legal, Inc. 916.674.2066

Graham B. McDougal
McDougal Law 916.813.1967

Timothy P. Murphy
Northern California Center for Estate Planning and Elder Law 916.437.3500

John B. Palley
Meissner Joseph & Palley, Inc. 916.920.5983

Tracy M. Potts
Legacy Law Group 916.643.2000

Kent W. Silvester
Boutin Jones, Inc. 916.321.4444

Samuel K. Swenson
The Swenson Law Firm 916.333.0833

Colin T. Smith
Law Office of Colin T. Smith 916.563.7140

Ingrid K. Tung
Guthrie & Ellerman 530.677.6230

Colleen Watters
Law Office of Colleen J. Watters 916.225.3570

R. Brooks Whitehead
Murphy Austin Adams Schoenfeld LLP 916.446.2300

Kate Willcox
Boutin Jones, Inc. 916.321.4444

 

CPAs


Sean T. Boyd
Boyd & Associates P.C. 916.932.2030

Karen McDougal
McDougal & Co. CPAs 916.924.9911

David R. Motes
David R. Motes, CPA 916.563.7138

Charles Nicholson
Nicholson & Olson 916.786-7997

Damaris L. Perez
Crowe Horwath, LLP 916.441.1000 ext. 113

Francine Vorhees
Moss Adams LLP 916.503.8110

 

Financial Planners


Anthony Apostolidis
LifePath Wealth Advisors 209.956.7020

Elfrena Foord, CFP®, CAP®
Foord, Van Bruggen & Pajak 916.487.8700

Lesa Johnson
Edward Jones 916.419.0080

Colin S. Grahl, CFP®
Westlake, Grahl and Glover 916.677.1640

Michael E. Hardy, CFP®, CIMA®, CAP®
UBS Financial Services, Inc. 916.648.7244

Amanda E. Johnson, CFP®
Ameriprise Financial Services, Inc. 916.641.7400 ext. 206

John B. Kelly, CFP®
The Investor's Caddie, Inc. 916.296.9019

Jonathan Lederer, CFA
Lederer Private Wealth Management 916.648.3059

Betty R. Loftus, CFP®
Loftus Investment Advisors 916.858.8525

Patrick McGilvray, JD, CFP®
Golden Horizon Financial 916.821.6200

Michael S. Oehler, JD, LL.M.
Wells Fargo Private Bank 916.788.4671

Laura Pajak, CFP®, CAP®
Foord, Van Bruggen & Pajak 916.487.8700

Paul C. Pennington, CFP®
Pennington Financial Group 916.635.5858

Gary Pevey, CFP®, CLU®, ChFC®
Wealth Design Group 916.480.0669

Allan E. Robin, CLU®, ChFC®
New York Life
Allan Robin Insurance and Financial Services 916.446.4660

Carol Van Bruggen, CFP®
Foord, Van Bruggen & Pajak 916.487.8700

Stephen Westlake, CFP®, CLU®, ChFC®, CRPC®, CFS®
Westlake, Grahl and Glover 916.677.1640

Steven Zeller, CFP®, AIF®, CExPTM
Zeller Kern Wealth Advisors 916.436.8270

 

Investment Advisors


Bill Altavilla
Pacific Investment Consultants 916.932.0159

Daniel Cairns, CFP®, CIMA®, CPWA®
Robert W. Baird & Company, Inc. 916.563.2030

Alisa Chatham Sakowitz
Pacific Advisors 916.379.0200

Judith A. Davidson, Ph.D., CFP®
Merrill Lynch 916.774.8053

Jason B. Ezzell, C(k)PTM, AIF®
Managing Director, Founder
The Ezzell-Conklin Group 916.287.0113

Scott Hanson, CFP®, ChFC®, CFS®
Hanson McClain 916.482.2196

Doug E. Haskin, CRPS®
Merrill Lynch 916.475.8134

Rani H. Pettis, CFP®
First Vice President - Investment Officer
Wells Fargo Advisors 916.491.6326

Christeen M. Reeg
Pacific Investment Consultants 916.932.0151

Jeff C. Rucker
Northwestern Mutual Wealth Management 916.812.9779

 

Trust Officers


Chris Ann Bachtel, CTFA, AAMS
First Northern Bank 916.325.8500

Alysia Corell, CTFA
First Northern Bank 916.325.8501

Tammi Griswold, CTFA
Wells Fargo Private Bank 916.440.4087

 

Wealth Coaches


Timothy Brockway
Asset Strategies Group 916.641.6650

Chuck Ebersole, CLU®, ChFC®, CFP®, CAP®
HoyleCohen, LLC 916.588.2960

 

Other Advisor Listings


Barry Brundage
Senior Vice President, Managing Director/Wealth Management Advisor
US Bank-The Private Client Reserve 916.498.3420

John D. Winters
Vice President, Wealth Advisor/Senior Portfolio Manager
Morgan Stanley 916.567.2055

 

The Sacramento Region Community Foundation does not directly or indirectly endorse or recommend the professional advisors listed as members of the Professional Advisors' Forum.