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A Diverse Range of Expertise
Our Professional Advisory Council represents a diverse range of expertise and provides vital assistance to the Foundation in building an even stronger culture of giving in southwest Washington. The Community Foundation gathers this distinguished group twice yearly to present and discuss different topics surrounding charitable giving and estate planning.
Professional Advisory Council
Taylor Anderson, CFP®
Middleton and Company
Gordon Brazington, CFP®
Wells Fargo Advisors
Brian Brault, LL.M
Walstead Mertsching
Michael Burgoyne, CFP®, ChFC, AIF
Laurus Wealth Management
Sam Christensen, CPA
Opsahl Dawson
Ed Duvall, CRSP/CTFA
Midwest Trust
Todd Engblom-Stryker, MS, CFP®
First Pacific Financial
Molly Filbin, CTFA
Riverview Trust Company
Stephen Fuller, CFP®, ChFC
Financial Strategies
LeAnn Gilmore, CFP®
U.S. Bank Private Wealth Management
Randy Grove, JD, LL.M.
Landerholm, P.S.
Philip Janney, J.D.
Landerholm, P.S.
Andres E. Jimenez, CFP®, AAMS®
Edward Jones
Max Kamp
Continental Investors Services, Inc.
Kathleen Kee, CFP®
Buckingham Strategic Wealth
Lisa Lowe, J.D.
Schwabe, Williamson & Wyatt
Dan Monaghan Jr., CPA
Greer Kramer Monaghan
Marilyn Reynolds, J.D., LL.M.
Pabst Holland & Reynolds, PLLC
Timothy Wachter, J.D.
Duffy Kekel LLP
"The Community Foundation provides me with a flexible way to meet my clients’ charitable interests. As a neutral party, they are very adept at identifying goals and implementing giving solutions that meet a client’s unique requirements."
Alicia L. Lowe, J.D.Attorney and Shareholder Schwabe, Williamson & Wyatt
Get in Touch
Connect with Janie and be part of the force driving positive change.
Janie SpurgeonExecutive Vice President and Chief Development Officer
