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 916.558.6055
Penny R. Brown
Boutin Jones, Inc. 916.321.4444
Jeb Burton
The Burton Law Firm 916.822.8700
Penelope A. Changaris
Guth & Changaris 530.674.9841
Janet Z. Chediak
Weintraub Tobin 916.558.6063
Sasha D. Collins
Meissner, Joseph & Palley, Inc. 916.920.5983
Donna L. Courville
Boutin Jones, Inc. 916.321.4444
William H. Davis
Trainor Fairbrook 916.929.7000
Laurel E. Dein
HMS Law Group, LLP 916.252.0200
Rebecca Gardner
HMS Law Group, LLP 916.252.0200
Susan C. Hill
Hill Law Offices, PC 916.473.1274
Daniel A. Hunt
Law Offices of Daniel A. Hunt 916.488.9788
Robin L. Klomparens
Wagner Kirkman Blaine Klomparens & Youmans LLP 916.920.5286
L. Stuart List
Boutin Jones, Inc. 916.321.4444
R. Dustin MacFarlane
MacFarlane Legal, Inc. 916.674.2066
Graham B. McDougal
McDougal Law 916.813.1967
Timothy P. Murphy
Northern California Center for Estate Planning and Elder Law 916.437.3500
John B. Palley
Meissner Joseph & Palley, Inc. 916.920.5983
Tracy M. Potts
Legacy Law Group 916.643.2000
Kent W. Silvester
Boutin Jones, Inc. 916.321.4444
Marissa Sirota
Marissa Sirota Law, PLC 530.231.5853
Samuel K. Swenson
The Swenson Law Firm 916.333.0833
Colin T. Smith
Law Office of Colin T. Smith 916.563.7140
Ingrid K. Tung
Guthrie & Ellerman 530.677.6230
Colleen Watters
Law Office of Colleen J. Watters 916.225.3570
R. Brooks Whitehead
Murphy Austin Adams Schoenfeld LLP 916.446.2300
Kate Willcox
Boutin Jones, Inc. 916.321.4444
Sean T. Boyd
Boyd & Associates P.C. 916.932.2030
Karen McDougal
McDougal & Co. CPAs 916.924.9911
David R. Motes
David R. Motes, CPA 916.563.7138
Charles Nicholson
Nicholson & Olson 916.786-7997
Damaris L. Perez
Crowe Horwath, LLP 916.441.1000 ext. 113
Francine Vorhees
Moss Adams LLP 916.503.8110
Anthony Apostolidis
LifePath Wealth Advisors 209.956.7020
Elfrena Foord, CFP®, CAP®
Foord, Van Bruggen & Pajak 916.487.8700
Lesa Johnson
Edward Jones 916.419.0080
Colin S. Grahl, CFP®
Westlake, Grahl and Glover 916.677.1640
Michael E. Hardy, CFP®, CIMA®, CAP®
UBS Financial Services, Inc. 916.648.7244
Amanda E. Johnson, CFP®
Ameriprise Financial Services, Inc. 916.641.7400 ext. 206
John B. Kelly, CFP®
The Investor's Caddie, Inc. 916.296.9019
Jonathan Lederer, CFA
Lederer Private Wealth Management 916.648.3059
Betty R. Loftus, CFP®
Loftus Investment Advisors 916.858.8525
Patrick McGilvray, JD, CFP®
Golden Horizon Financial 916.821.6200
Michael S. Oehler, JD, LL.M.
Wells Fargo Private Bank 916.788.4671
Laura Pajak, CFP®, CAP®
Foord, Van Bruggen & Pajak 916.487.8700
Paul C. Pennington, CFP®
Pennington Financial Group 916.635.5858
Gary Pevey, CFP®, CLU®, ChFC®
Wealth Design Group 916.480.0669
Allan E. Robin, CLU®, ChFC®
New York Life
Allan Robin Insurance and Financial Services 916.446.4660
Carol Van Bruggen, CFP®
Foord, Van Bruggen & Pajak 916.487.8700
Stephen Westlake, CFP®, CLU®, ChFC®, CRPC®, CFS®
Westlake, Grahl and Glover 916.677.1640
Steven Zeller, CFP®, AIF®, CExPTM
Zeller Kern Wealth Advisors 916.436.8270
Bill Altavilla
Pacific Investment Consultants 916.932.0159
Daniel Cairns, CFP®, CIMA®, CPWA®
Robert W. Baird & Company, Inc. 916.563.2030
Alisa Chatham Sakowitz
Pacific Advisors 916.379.0200
Judith A. Davidson, Ph.D., CFP®
Merrill Lynch 916.774.8053
Jason B. Ezzell, C(k)PTM, AIF®
Managing Director, Founder
The Ezzell-Conklin Group 916.287.0113
Scott Hanson, CFP®, ChFC®, CFS®
Hanson McClain 916.482.2196
Doug E. Haskin, CRPS®
Merrill Lynch 916.475.8134
Rani H. Pettis, CFP®
First Vice President - Investment Officer
Wells Fargo Advisors 916.491.6326
Christeen M. Reeg
Pacific Investment Consultants 916.932.0151
Jeff C. Rucker
Northwestern Mutual Wealth Management 916.812.9779
Chris Ann Bachtel, CTFA, AAMS
Exchange Bank 916.782.0138
Alysia Corell, CTFA
Exchange Bank 916.782.0135
Tammi Griswold, CTFA
Wells Fargo Private Bank 916.440.4087
Timothy Brockway
Asset Strategies Group 916.641.6650
Chuck Ebersole, CLU®, ChFC®, CFP®, CAP®
HoyleCohen, LLC 916.588.2960
Barry Brundage
Senior Vice President, Managing Director/Wealth Management Advisor
US Bank-The Private Client Reserve 916.498.3420
John D. Winters
Vice President, Wealth Advisor/Senior Portfolio Manager
Morgan Stanley 916.567.2055
The Sacramento Region Community Foundation does not directly or indirectly endorse or recommend the professional advisors listed as members of the Professional Advisors' Forum.