Professional Advisor Network

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

Our Professional Advisor Network works closely with CFSA to learn more about the community and to better address their clients’ philanthropic goals. The network is comprised of lawyers, financial advisors, investment managers, accountants, and representatives from other top advisory companies throughout Southern Arizona. We offer several opportunities each year to network and learn.

Fletcher Struse Fickbohm & Wagner

Steven C. Wagner is a Partner at the legal services firm of Fletcher Struse Fickbohm & Wagner PLC. His areas of expertise are in estate planning, trust administration, and estate, trust, gift, and generation-skipping transfer taxation. Steve became a certified public accountant in December 2002. Then Steve went to Rutgers School of Law in Camden, New Jersey, and became a member of the state bar of Arizona in December 2005. Steve is a member of the Southern Arizona Estate Planning Council and Tucson Tax Study Group.

In addition, Steve volunteers for Step Up to Justice and is the Chair of the Professional Advisory Committee for the Community Foundation for Southern Arizona. In his free time, Steve performs with local circus companies Cirque Roots and Big Toe Acro, performing with fire and partner acrobats.

Alexander | Carrillo Consulting, LLC

Making a positive impact on people’s lives has always been my driving force. As an advisor at TCI, I am able to combine my passion to help others with my experience as a Certified Financial Planner™. Empowering clients to prepare financial plans aligned with their values and goals brings me the most joy.

After graduating from Northern Arizona University, I worked for a nonprofit in Los Angeles, helping students from under-served communities get back on track to graduate, followed by a brief stint in the advertising industry. With a desire to help others on a more personal level, I returned to my hometown, Tucson, Arizona, in 2016. That’s when I first joined TCI Wealth Advisors as a Financial Planning Associate. Most recently, I was Executive Director of 3rd Decade, a nonprofit providing no-cost financial education and mentorship to individuals who would not typically have access to unbiased professional financial planning.

The idea of helping clients make sound financial decisions and create generational wealth for their families while positively impacting their community is of utmost importance to me, especially since I have a growing family of my own.

Trusted Advisors Consulting

Shannon M. Derksen, Esq., is a partner with the Tucson, Arizona law firm of Fletcher Struse Fickbohm & Wagner, PLC. She practices primarily in the areas of estate planning, estate and trust administration, related litigation, and guardianships/conservatorships. She received her Juris Doctor, magna cum laude, from Tulane University Law School in New Orleans, Louisiana.

Prior to her move to Arizona, Ms. Derksen practiced law in Louisiana and focused on litigation matters there (La. Bar license currently inactive). Shannon M. Derksen also serves on the Executive Council of the Arizona State Bar Probate and Trust Section and is a member of the Pima County Bar Association and the Planned Giving Roundtable of Southern Arizona. She also volunteers at a local elementary school and is an incoming member of the Board of Imago Dei Middle School in Tucson, a tuition-free private school for low-income students seeking to break cycles of poverty through quality education.

New York Life Insurance Company

Jeff Hicks, Financial Advisor | EdwardJones

Roediger Hoff, PLC

Clifton Larson Alen, LLC

TCI Wealth Management

Waterfall, Economidis, Caldwell, Hanshaw & Villamana, P.C.

Alexandra Miller CPA

Moore, Masunas & Moore, PLLC

Bogutz & Gordon, PC

Northern Trust Company

Presidio Group Wealth Management

The Rojas Group