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. 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

Kristin Capritto
Downey Brand LLP

Penelope A. Changaris
Guth & Changaris

Janet Z. Chediak
Weintraub Tobin 

Sasha O. Collins
Meissner, Joseph & Palley, & Ruggles, Inc. 

Alexander Crawford
Boutin Jones, 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
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
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

Charles Nicholson
Nicholson & Olson 

Damaris L. Perez
Crowe Horwath, LLP 

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®

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

Rani H. Pettis, CFP®
Wells Fargo Advisors 

Christeen M. Reeg

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 Advisor Listings

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

John T. Toney
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.