Advisory Committee

We are grateful to the members of the Philanthropic Advisors’ Forum Advisory Committee, who help transform our community by giving generously their time and expertise to grow philanthropy.

Bill Altavilla
Partner, Senior Financial Advisor
Pacific Investment Consultants 

Chris Ann Bachtel, CTFA, AAMS
Founding Member of PAF
Senior Vice President/Trust Manager
Exchange Bank 

Sean Boyd, CPA® , CFP®, CAP®
Boyd and Associates, P.C.

Kay U. Brooks 
Founding Member of PAF
Shareholder
Weintraub Tobin

Donna L. Courville
Founding Member of PAF
Attorney
Boutin Jones, Inc. 

Elfrena Foord, CFP®, CAP®
Founding Member of PAF
Partner
Foord, Van Bruggen & Pajak 

 

Michael Hardy, CFP®, CIMA®, CAP®
Senior Vice President - Wealth Management
UBS

Damaris L. Perez, CPA®
Managing Director
Crowe , LLP

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

John W. Toney, ASA, MBA
Shareholder
Wallace Valuation Advisors 

Francine Vorhees, CPA®
Partner
Moss Adams LLP