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Professional Advisor Council

The Professional Advisor Council (PAC) at the Community Foundation of Northern Nevada serves as a connection between the Community Foundation and the broader professional advisor community. Composed of local attorneys, CPAs, and financial planners, the council provides insight and expertise that helps strengthen relationships, share charitable planning resources, and expand awareness of how the Community Foundation can support advisors and their clients.                 

The PAC represents one part of our broader commitment to partnering with professional advisors throughout northern Nevada. All advisors, whether or not they serve on the council, are encouraged to connect their clients with the Community Foundation as they consider charitable giving within their estate, tax, and financial plans. From gifts of appreciated assets to charitable trusts and other giving strategies, our team works alongside advisors to help clients translate their philanthropic goals into meaningful support for the causes they care about.

Through these partnerships, the Community Foundation brings knowledge of regional needs and charitable opportunities to the planning process, helping advisors connect their clients’ generosity with lasting impact in northern Nevada.

Professional Advisor Council Members

tim riley smiling

Tim Riley

Aguirre Riley, P.C.

Ann Rosevear

Ann Rosevear

Dunham Trust Company

Alaina Sylvester

Alaina Sylvester

Navolio & Tallman LLP

John Boyd

John Boyd

Edward Jones

Jeffrey Jenkins

Jeffrey Jenkins

Merrill Lynch

Jason Oetjen

Jason Oetjen

Rafferty Oetjen

Past Professional Advisor Council Members

Attorneys

Soraya Aguirre
Aguirre Riley, P.C.

Tyson Cross
Cross Law

Gerald Dorn
Anderson, Dorn & Rader LTD

Gary M. Fuller
Guild, Gallagher & Fuller, Ltd

Julia Gold
Law Offices of Julia Gold

Thomas J.Hall
Law Offices of Thomas J. Hall

Jack Hanifan
Jack R. Hanifan Law Offices

Kurt O. Hunsberger
Maupin, Cox & LeGoy

Lauren Landa
Goicoechea, DiGrazia & Stanton

Robert LeGoy, Jr.
Maupin, Cox & LeGoy

Ernest J.Maupin
Maupin, Cox & LeGoy

Lance McKenzie, Partner
McDonald Carano Wilson LLP

Jason Morris
Woodburn/Wedge

Gordon R. Muir
Hawkins, Folsom & Muir

Jim Pace
Sinai, Schroeder, Mooney, Boetsch, Bradley & Pace

Mike Pavlakis
Allison MacKenzie Law

Michaelle Rafferty
Maupin, Cox & LeGoy

Tim Riley
Aguirre Riley, P.C.

Don Ross
Woodburn & Wedge

Robert M. Salyer
Wilson Barrows Salyer Jones

F. DeArmond Sharp Esq
RSSB Law

Aaron Squires
Anderson, Dorn & Rader LTD

Steven Tackes
Kaempfer Crowell

Luke Welmerink
Welmerink Law

Mark A. Winter
Attorney at Law

Financial Planners

Thomas Barcia, CFP
Edward Jones

John Boyd
Edward Jones

Bruce Brugler
Tiedmann Advisors

William Creekbaum, CFP
Morgan Stanley

Alyssa Dalbey
Schultz Financial Group

Dan Dooley
Edward Jones

John Dooley
Edward Jones

Jerome Etchegoyhen
Sagepoint Financial, Inc.

Raymond Gonzalez
Wells Fargo Advisors

DJ Lee, CFA, CAIA
American Wealth Management

Craig Libler, VP
Charles Schwab

Daniel Lofrese
Gamco Asset Management

Phil Mahoney
Legacy Wealth Planning

Greg Martin
Edward Jones

Rachel Morman
Edward Jones

Dick Reynolds
Stifel Financial Corp

Jennifer Rust
Edward Jones

Vicki  Schultz, CFP
Schultz Financial Group

Michael L. Young, CWS®
Charles Schwab

CPAs

Drew Aguilar, CPA
Carson Valley Accounting

Elaine Alexander, CPA

Deborah Blackman
Deborah Blackman, CPA

Ruth Gregory, CPA

Joe Lane, CPA
Lane and Associates

Edwin Pereyra,
CPA

Thomas Rafferty, CPA
Pfrommer McCune Ltd.

David Turner, CPA
Turner, Loy & Co.

Richard Wait, CPA
RSWait, Chtd

Other Advisors

Rebecca Dickson
Dickson Realty

Alan Hoffman
HomeGate Realty

Tara Jorgensen
TrustMasters

Beau Keenan
Dickson Realty

David Larson
DL Realty

 

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.

Christina Sarman

Contact Christina Sarman, Vice President of Donor Relations

Call 775-333-5499 Ext. 140