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. We are grateful to those who share their expertise to grow philanthropy in our community as part of the Forum's Advisory Committee.
Kay U. Brooks
Weintraub Tobin
Penny R. Brown
Boutin Jones, Inc.
Jeb Burton
The Burton Law Firm
Penelope A. Changaris
Guth & Changaris
Janet Z. Chediak
Weintraub Tobin
Sasha O. Collins
Meissner, Joseph & Palley, & Ruggles, Inc.
Donna L. Courville
Boutin Jones, Inc.
William H. Davis
Trainor Fairbrook
Laurel E. Dein
HMS Law Group, LLP
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
MacFarlane Legal, Inc.
Graham B. McDougal
McDougal Law
Timothy P. Murphy
Northern California Center for Estate Planning and Elder Law
John B. Palley
Meissner Joseph & Palley, Inc.
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
Sapphire Law Group
Colleen Watters
Law Office of Colleen J. Watters
R. Brooks Whitehead
Murphy Austin Adams Schoenfeld LLP
Kate Willcox
Boutin Jones, Inc.
Sean T. Boyd
California Accounting
Karen McDougal
McDougal & Co. CPAs
David R. Motes
David R. Motes, CPA
Charles Nicholson
Nicholson & Olson
Damaris L. Perez
Crowe Horwath, LLP
Francine Vorhees
Moss Adams LLP
Anthony Apostolidis
LifePath Wealth Advisors
Elfrena Foord, CFP®, CAP®
Foord, Van Bruggen & Pajak
Lesa Johnson
Edward Jones
Colin S. Grahl, CFP®
Westlake, Grahl and Glover
Michael E. Hardy, CFP®, CIMA®, CAP®
UBS Financial Services, Inc.
Catherine Heath, CFP®, CRPC®, APMA®
Trinity Wealth Advisors
Amanda E. Johnson, CFP®
Ameriprise Financial Services, Inc.
John B. Kelly, CFP®
The Investor's Caddie, Inc.
Trevor K. Kern, AIF®, AAMS
Zeller Kern Wealth Advisors
Jonathan Lederer, CFA
Lederer Private 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
Allan E. Robin, CLU®, ChFC®
New York Life
Allan Robin Insurance and Financial Services
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
Bill Altavilla
Pacific Investment Consultants
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
Rani H. Pettis, CFP®
Wells Fargo Advisors
Christeen M. Reeg
Pacific Investment Consultants
Jeff C. Rucker
Northwestern Mutual Wealth Management
Alysia Corell, CTFA
Exchange Bank
Tammi Griswold, CTFA
Wells Fargo Private Bank
Timothy Brockway
Asset Strategies Group
Chuck Ebersole, CLU®, ChFC®, CFP®, CAP®
HoyleCohen, LLC
Barry Brundage
Senior Vice President, Managing Director/Wealth Management Advisor
US Bank-The Private Client Reserve
John D. Winters
Vice President, Wealth Advisor/Senior Portfolio Manager
Morgan Stanley
John T. Toney
Shareholder
Wallace Valuation Advisors, Inc.
The Sacramento Region Community Foundation does not directly or indirectly endorse or recommend the professional advisors listed as members of the Professional Advisors' Forum.