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.

 

Attorneys


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. 

 

CPAs


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 

 

Financial Planners


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 

 

Investment 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 

 

Trust Officers


Alysia Corell, CTFA
Exchange Bank 

Tammi Griswold, CTFA
Wells Fargo Private Bank 

 

Wealth Coaches


Timothy Brockway
Asset Strategies Group

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

 

Other Advisor Listings


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.