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 CFSA 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.

Mark Rubin, Esq., Chair
Rubin & Bernstein PLLC

Laura Alexander, MA, CFRE
Alexander | Carrillo Consulting, LLC

Janet Davis, CPA, CFP
Trusted Advisors Consulting

Matthew Harrison, CFA
Harrison Wealth Management

Doug Haynes, CFP
Merrill Lynch

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

Evelyn Kleinhans, CPA
Clifton Larson Alen, LLC

Alexandra L. Miller, CPA, PC
Alexandra Miller CPA

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

Robin Randall, CPA
Northern Trust Company

Thomas S. Robertson III
Presidio Group Wealth Management

Jane Larriva Rojas, MBA
MorganStanley

Theresa “Terri” Thorson, CFP, CIMA
UBS

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

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

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