PARTNERING FOR
IMPACTFUL GIVING
Your client referrals profoundly impact the future prosperity of the community.
It is with great appreciation we acknowledge the following professional advisors that have connected their clients to Placer Community Foundation over the last five years. We are grateful for your trust and always endeavor to work with you for their best interests.
Diego Alvarez-Miranda, CunninghamLegal
Kent Bradley, CFP®, WGG Wealth Partners, Ameriprise Financial Services
Kay Brooks, Weintraub/Tobin
Penny Changaris, Guth & Changaris, A Professional Law Corporation
Debbi Christensen, Propp Christensen Caniglia LLP
Joe Cronin, Lucas Cronin Group at Merrill Lynch
Margaret Fulton, Robinson & Fulton Law
Alexandria Goff, Esq., Goff Legal, PC
Edward W. Goodson, Lagerlof, LLP
Richard Hall, BottomLine Lawyers PC
Charlie Harrison, Sequoia Advisory Group
Tasha K. Jahn, CunninghamLegal
Glenn D. Kenes, Private Wealth Advisor, Ameriprise Financial
Robin Klomparens, Fennemore Law
Steven Lease, Morgan Stanley
Stan Leavitt, CFP®, Ameriprise Financial Services, Inc.
Michelle A. Martin, Goff Legal, PC
David Morris, Morris Law Group
Jody Nunez, American Capital Tactics
Amy Ochi, Ochi Law
Chris Packard, Packard Financial and Insurance Services
Elise Baker, Placer Law Group, APC
Tracy Poston Shows, Seasons Law P.C.
Tom E. Propp, Propp Christensen Caniglia LLP
Juliette T. Robertson, Esq., Robertson Law Group
Adam Shiells, Shiells & Hammer
Jeffrey Stephens, GVM Law LLP
Michael Storz, Storz Fiduciary Services
Joseph M. Sullivan, CPA
Cecilia Tsang, Bold, Polisner, Maddow, Nelson & Judson, A Professional Corporation
Ernie H. Tuttle, IV, Gibson & Tuttle Inc., a Law Corporation
Dianna Wilke, Law Office of Dianna M. Wilke
Have you referred a client?
Let us know and be among our honored advisors that we highlight and include in our special events and programs.
I think the Placer Community Foundation in particular does a good job providing “no commitment” discussions with interested potential donors for background information and education. This makes them very easy to work with because I know the client will have a good experience if I make an introduction to one of their representatives.
Jeff Stephens, Attorney at Law, GVM Law LLP
