The Professional Advisor Council (PAC) is a group of 60 professional advisors who have a history of working especially closely with the Community Foundation of Western Nevada. In partnering with us, they have referred clients, and colleagues to the Community Foundation attended its events and are serving as charitable giving resources in their respective fields.
You can count on the Community Foundation staff for discretion and expertise.
We work as a team. Have confidence that you will remain in control of the client relationship and that your clients will be treated with respect and integrity.
Call Chris Askin, Certified Specialist in Planned Giving, and CEO at 775-333-5499 or email caskin@nevadafund.org to confidentially discuss your client’s planned giving opportunities.
Thank you for your trust in us. We value your partnership.
Reach Jamie Klund, the Professional Advisor Council Staff Liaison at 775-333-5499 ex 13 or by email at jklund@nevadafund.org/
Professional Advisor Council Members
Attorneys |
Financial Planners |
CPAs |
| Soraya Aguirre Aguirre Riley, P.C. 4745 Caughlin Pkwy Suite 100 Reno, NV 89519 775-285-5455 |
Thomas Barcia, CFP Edward Jones 401 Court Street, Suite 204 Reno, NV 89501 775-348-7919 |
Drew Aguilar, CPA Carson Valley Accounting 1663 US Hwy 395 N Suite 201 Minden, NV 89423 775-782-7874 |
| Linda Bowman Law Offices of Linda Bowman 540 Hammill Lane Reno, NV 89511 775-335-1700 |
John Boyd Edward Jones, Inc. 4795 Caughlin Pkwy Suite 210 Reno, NV 89519 775-329-4646 |
Elaine Alexander, CPA 245 E. Liberty Street Suite 250 Reno, NV 89501 775-324-7449 |
| Tyson Cross Cross Law 611 Sierra Rose Drive, Suite A Reno, NV 89511 775-376-7306 |
Bruce Brugler Tiedmann Advisors 101 California St Suite 1200 San Francisco, CA 94111 415-449-1000 |
Deborah Blackman Deborah Blackman, CPA 775-224-3365 |
| Gerald Dorn Anderson, Dorn & Rader LTD 500 Damonte Parkway Suite 860 Reno, NV 89521 775-823-9455 |
William Creekbaum, CFP Morgan Stanley 5390 Kietzke Lane, Suite 200 Reno, NV 89511 775-823-8645 |
Ruth Gregory, CPA 1875 Plumas Street #5 Reno, NV 89509 775-329-7701 |
| Gary M. Fuller Guild, Gallagher & Fuller, Ltd 100 W. Liberty Street Suite 800 Reno, NV 89501 775-786-2366 |
Dan Dooley Edward Jones 534 Lander Street Reno, NV 89509 775-332-2881 |
Joe Lane, CPA Lane and Associates 800 Samantha Circle Fallon, NV 89406 775-423-6718 |
| Julia Gold Law Offices of Julia Gold 641 Humbolt Street Reno, NV 89509 775-826-5599 |
John Dooley Edward Jones 3839 N. Carson St. Suite 2 Carson City, NV 89706 775-882-0371 |
Edwin Pereyra, CPA 1325 Airmotive Way Suite 266 Reno, NV 89502 775-329-2721 |
| Thomas J.Hall Law Offices of Thomas J. Hall 305 South Arlington Reno, NV 89501 775-348-7011 |
Jerome Etchegoyhen Sagepoint Financial, Inc. 1591 Mono Avenue Suite 104 Minden, NV 89423 775-783-1943 |
Thomas Rafferty, CPA Pfrommer McCune Ltd. 645 Sierra Rose Drive Suite 101 Reno, NV 89511 (775) 827-1931 |
| Jack Hanifan Jack R. Hanifan Law Offices 1575 Delucchi Lane #115 Reno, NV 89502 775-828-9970 |
Raymond Gonzalez Wells Fargo Advisors 6005 Plumas St. Suite 200 Reno, NV 89519 775-688-4723 |
David Turner, CPA Turner, Loy & Co. 6502 S. McCarran Blvd. Suite D Reno, NV 89509 775-823-3777 |
| Kurt O. Hunsberger Maupin, Cox & LeGoy 4785 Caughlin Pkwy Reno, NV 89519 775-827-2000 |
DJ Lee CFA, CAIA American Wealth Management 570 Hammill Lane Reno, NV 89511 775-332-7000 |
Richard Wait, CPA |
| James Kalicki Kalicki Collier 401 Ryland Street #200 Reno, NV 89502 775-204-0600 |
Craig Libler, VP Charles Schwab 5301 Kietzke Lane Reno, NV 89511 Phone 775-689-4218 |
Realtors and
|
| Lauren Landa Goicoechea, DiGrazia & Stanton 530 Idaho Street Elko, NV 89801 775-738-8091 |
Daniel Lofrese Gamco Asset Management 165 W. Liberty Street Suite 220 Reno, NV 89501 775-333-0360 |
Rebecca Dickson Dickson Realty 1030 Caughlin Crossing Reno, NV 89519 775-746-7000 |
| Robert LeGoy, Jr. Maupin, Cox & LeGoy 4785 Caughlin Parkway Reno, NV 89519 775-827-2000 |
Phil Mahoney Legacy Wealth Planning 10599 Double R Blvd. Reno, NV 89521 775-850-2500 |
Alan Hoffman HomeGate Realty 8755 Technology Way Unit 1 Reno, NV 89521 775-284-2615 |
| Ernest J.Maupin Maupin, Cox & LeGoy 4785 Caughlin Parkway Reno, NV 89519 775-827-2000 |
Greg Martin Edward Jones 895 Roberta Lane, #102 Sparks, NV 89431 775-355-1100 |
Tara Jorgensen Trust Masters 3500 Lakeside Ct., #213 Reno, NV 89509 775-683-3100 |
| Lance McKenzie, Partner McDonald Carano Wilson LLP 100 West Liberty Street 10th Floor Reno, NV 89501 775-788-2000 |
Rachel Morman Edward Jones 200 Ridge Street Suite 100 Reno, NV 89501 775-323-8800 |
Beau Keenan Dickson Realty 1030 Caughlin Crossing Reno, NV 89519 775-746-7000 |
| Jason Morris Woodburn/Wedge 6100 Neil Road, Suite 500 Reno, NV 89511 775-688-3000 |
Joel L. Muller Edward Jones 3005 Skyline Blvd. Suite 120 Reno, NV 89509 775-825-1705 |
David Larson DL Realty 226 California Ave. 1st Floor Reno, NV 89509 775-762-5418 |
| Gordon R. Muir Hawkins, Folsom & Muir 679 Sierra Rose Drive Suite A Reno, NV 89511 775-786-4646 |
Enid Oliver, ChFC Ameriprise Financial Services, 500 Damonte Pkwy Suite 735 Reno, NV 89511 775-236-0515 |
|
| Jim Pace Sinai, Schroeder, Mooney, Boetsch, Bradley & Pace 448 Hill Street Reno, NV 89501 775-323-5178 |
Dick Reynolds Stifel Financial Corp 50 W. Liberty Street Suite 100 Reno, NV 89501 775-786-8500 |
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| Mike Pavlakis Allison MacKenzie Law 402 N. Division Street Carson City, NV 89703 775-687-0202 |
Jennifer Rust Edward Jones 412 East Musser Street Suite 1 Carson City, NV 89701 775-883-1444 |
|
| Michaelle Rafferty Maupin, Cox & LeGoy 4785 Caughlin Pkwy Reno, NV 89519 775-827-2000 |
Vicki Schultz, CFP Schultz Financial Group 10765 Double R Blvd, Suite 200 Reno, NV 89521 775-850-5620 |
|
| Tim Riley Aguirre Riley, P.C. 427 W. Plumb Lane Reno, NV 89509 775-376-9477 |
Alyssa Yocom Schultz Financial Group 10765 Double R Blvd Suite 200 Reno, NV 89521 775-850-5620 |
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| Don Ross Woodburn & Wedge 6100 Neil Road Suite 500 Reno, NV 89511 775-688-3000 |
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| Robert M. Salyer, CPA Wilson Barrows Salyer Jones 442 Court Street Elko NV 89801 775-738-7271 |
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| F. DeArmond Sharp Esq RSSB Law 71 Washington Street Reno, NV 89503 775-329-3151 |
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| Aaron Squires Anderson, Dorn & Rader LTD 500 Damonte Parkway Suite 860 Reno, NV 89521 775-823-9455 |
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| Steven Tackes Kaempfer Crowell 510 West Fourth Street Carson City, NV 89703 775-884-8300 |
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| Luke Welmerink Welmerink Law 9432 Double R Blvd. Suite B Reno, NV 89521 775-954-6006 |
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| Mark A. Winter Attorney at Law 801 N. Division Street Carson City, NV 89703 775-882-2183 |