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Professional Advisor Council

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 Northern 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.

Chris Askin, President/CEO

Contact Chris Askin, Certified Specialist in Planned Giving and CEO

Confidentially discuss your client’s planned giving opportunities.

Thank you for your trust in us. We value your partnership.

Email ChrisCall 775-333-5499

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

Soraya Aguirre
Aguirre Riley, P.C.

Linda Bowman
Law Offices of Linda Bowman

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

James Kalicki
Kalicki Collier

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

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

Joel L. Muller
Edward Jones

Enid Oliver, ChFC
Ameriprise Financial Services

Dick Reynolds
Stifel Financial Corp

Jennifer Rust
Edward Jones

Vicki  Schultz, CFP
Schultz Financial Group

Alyssa Yocom
Schultz Financial Group

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

 

The Community Foundation is a beneficial resource because the mission is so broad it can be thought of like a one-stop-shop. Gifts can be made to accomplish several different objectives and benefit different charities, and I know they will be managed with respect to the client’s wishes.

- Michaelle Rafferty, Maupin|Cox| LeGoy