Maximize Your Impact
Philanthropic Advisors’ Forum
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.
Serving Your Clients & Your Community
The Philanthropic Forum’s mission is to grow generosity in our region by supporting professional advisors, like you, to help clients create meaningful charitable giving plans. We are proud to work with the following members of the Forum, who have demonstrated interest in expanding their abilities to help clients fulfill philanthropic wishes.
Attorneys
Caitlyn Andrijich
GVM Law LLP
Alexis Arriaga
Onyx Law Office, APC
Kay U. Brooks
Weintraub Tobin
Liza Bunker
Hanson Bridgett LLP
Jeb Burton
The Burton Law Firm
Kristin Capritto
Downey Brand LLP
Penelope A. Changaris
Guth & Changaris
Janet Z. Chediak
Weintraub Tobin
Sasha O. Collins
Victorium Legal, Inc.
Mauriah Conway
Meissner Joseph Ruggles
Alexander Crawford
Boutin Jones, Inc.
Donna L. Courville
Boutin Jones, Inc.
William H. Davis
Buchalter
Laurel E. Dein
Cookie Desai
Watson & Machado
Rebecca Gardner
HMS Law Group, LLP
Susan C. Hill
Huber Fox
Daniel A. Hunt
Law Offices of Daniel A. Hunt
Aaron Johnson
Meissner Joseph Ruggles, Inc.
Robin L. Klomparens
Fennemore
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
Hannah Myers
Huber Fox, P.C.
John B. Palley
Cunningham Legal
Allison Pedrazzi
Watson & Machado
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
The Burton Law Firm
Colleen Watters
Law Office of Colleen J. Watters
Kate Willcox
Boutin Jones, Inc.
CPAs
Sean T. Boyd
California Accounting
Brandon Holland
Crowe, LLP
Karen McDougal
McDougal & Co. CPAs
Charles Nicholson
Nicholson & Olson
Francine Vorhees
Moss Adams LLP
Financial Planners
Anthony Apostolidis
LifePath Wealth Advisors
Colby Bell
New York Life Insurance Company
Alex Brown
CAPTRUST
Colin S. Grahl, CFP®, APMA®, CAP®
WGG Wealth Partners
Michael Genovese
CAPTRUST
Michael E. Hardy, CFP®, CIMA®, CAP®
UBS Financial Services, Inc.
Catherine Heath, CFP®, CRPC®, APMA®
Trinity Wealth Advisors
Lesa Johnson
Edward Jones
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.
Baird Private Wealth Management
Laura Pajak, CFP®, CAP®
Pajak Financial Services
Christine Petersen
CAPTRUST
Gary Pevey, CFP®, CLU®, ChFC®
Wealth Design Group
Alec Prinze
Prinze Foundational Planning
Monika Reyes
WGG Wealth Partners
Rebecca Stewart
Morgan Stanley
Mark Teh, J.D., CAP®, AEP®
MassMutual
Carol Van Bruggen, CFP®
Stephen Westlake, CFP®, CLU®, ChFC®, CRPC®, CFS®
WGG Wealth Partners
Steven Zeller, CFP®, AIF®, CExPTM
Zeller Kern Wealth Advisors
Investment Advisors
Bill Altavilla, AIF®
CAPTRUST
Daniel Cairns, CFP®, CIMA®, CPWA®
D.A. Davidson
Alisa Chatham Sakowitz
Pacific Advisors
Judith A. Davidson, Ph.D., CFP®
Merrill Lynch
Jason B. Ezzell, C(k)PTM, AIF®
Natoma Wealth
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
Lauren Williams
ProsperPlan Wealth
Trust Officers
Alysia Corell, CTFA
Exchange Bank
Tammi Griswold, CTFA
U.S. Bank Private Wealth Management
Tiffany Terrell
Exchange Bank
Wealth Advisor
Timothy Brockway
Asset Strategies Group
Chuck Ebersole, CLU®, ChFC®, CFP®, CAP®
Focus Partners
Ismar Zildzic
Focus Partners
Other Advisors
Lori Hartin
Partner/CLPF
Walcott & Hartin, LLC
Evan Matthew
Insurance Consultant
Trek Financial
Allan E. Robin, CLU®, ChFC®
New York Life
Allan Robin Insurance and Financial Services
John T. Toney
Toney Valuation Advisors
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.
“The Sacramento Region Community Foundation continues to be the place to turn when looking to direct funds with significant impact.”
Dennis Mangers, Community Member
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:
✅ Adding to the exchange of ideas by sharing your experience and gain insights from the region’s top advisors.
✅ Connecting with like-minded professionals whose goal is to enrich the community through philanthropy.
✅ Receiving invitations to thought-provoking programs and events.
✅ Showcasing your practice by adding your firm’s link to our website.
Join the Philanthropic Advisors’ Forum
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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.
Let’s Get Started
We are your charitable partner, helping you support your clients’ giving while you retain control of your relationships.
