Professional Advisory Committee

Professional advisors play a critical role in the future of philanthropy in our region.

Our Professional Advisor Committee (PAC) works closely with the Community Foundation for Southern Arizona to learn more about the community and to better address their clients’ philanthropic goals. The PAC is composed of lawyers, financial advisors, investment managers, accountants and others from top advisory companies throughout Southern Arizona.

Craig Hunter Wisnom, Esq., Chair
Bogutz and Gordon PC

Laura Alexander, MA, CFRE
Alexander | Carrillo Consulting

Jan Bernardini, J.D.
Jan Bernardini Law

Janet Davis, CPA, CFP
Trusted Advisors Consulting

Doug Haynes, CFP
Merrill Lynch

Anne C. Hoff, M.S., CPA
Roediger Hoff, PLC

Daren J. Layton, Esq.
Snell & Wilmer

Evelyn Kleinhans, CPA
Clifton Larson Alen, LLC

 

Angela C. Moore, Esq.
Moore, Masunas & Moore, PLLC

Bradley Jon Nystedt, Esq.
Nystedt & Fletcher, PLLC

Robin Randall, CPA
Northern Trust Company

Thomas S. Robertson III
Presidio Group Wealth Management

Mark Rubin, Esq.
Law Office of Mark Rubin

Theresa “Terri” Thorson, CFP, CIMA
UBS

James “Jim” B. Underhill, CFP
Underhill Financial Advisors

Steven C. Wagner, JD, CPA
Fletcher Struse Fickbohm & Marvel