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. We are grateful for your trust and always endeavor to work with you for their best interests.

Diego Alvarez-Miranda, CunninghamLegal

Paul Aronowitz, Aronowitz Skidmore Lyon

Kent Bradley, CFP®, WGG Wealth Partners, Ameriprise Financial Services

Dave G. Brockway, CFP®, Edward Jones

Kay Brooks, Weintraub/Tobin

Penny Changaris, Guth & Changaris, A Professional Law Corporation

Ed Cotney, Olympus Tax, Business and Insurance Solutions, Inc.

Joe Cronin, Lucas Cronin Group at Merrill Lynch

Judith Davidson, Merrill Lynch

Guy Gibson, Gibson & Tuttle Inc., a Law Corporation

Ali Goff, 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, Wagner Kirkman Blaine Klomparens & Youmans LLP

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.

Tracy M. Potts, Legacy Law Group

Debbi Christensen, Propp Christensen Caniglia LLP

Tom E. Propp, Propp Christensen Caniglia LLP

Margaret Fulton, Robinson & Fulton Law

Adam Shiells, Shiells & Hammer

Jeffrey Stephens, GVM Law LLP

Michael Storz, Storz Fiduciary Services

Steve Eklund, Tridea Advisors

Cecilia Tsang, Bold, Polisner, Maddow, Nelson & Judson, A Professional Corporation

Ernie H. Tuttle, IV, Gibson & Tuttle Inc., a Law Corporation

Debbie Van Roekel, CunninghamLegal

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