Our Professional Advisors Committee
We recognize the importance of professional advisors in the charitable gift process and gratefully acknowledge the advisors listed here for working with us.
The professional advisors listed here serve on our volunteer advisory committee. They help us develop services and materials we can share with other professional advisors to use in working with their clients.
- Dina Hoffman, committee chair
- Rob Allen
Attorney, Allen and Allen LLP
- Jane Becker
- Larry Brenner
Attorney, Comstock Thompson Kontz & Brenner
- Eileen Hamilton
- Michael Meara
CFP, CEO Pacific Mountain Advisors
- Ralph Miljanich
Financial Advisor (ret.), Morgan Stanley Smith Barney
- Drew Miller
Owner, Drew Miller Insurance Services, Inc.
- Timothy Morgan
Attorney, Santa Cruz Law Firm of Timothy Morgan
- Mark Myers
Attorney, Grunsky Law Firm
- Richard Rammer
- Peter Sanford
Attorney, Bosso Williams
- Steve Shapiro
CPA, Tuition Solutions Now
- Cole Strickland
Financial Advisor, LPL Financial
- Al Walters
CPA, Walters Group, Inc.
- Rachel Wedeen
Financial Advisor, Morgan Stanley Smith Barney