Professional advisors play a critical role in the future of philanthropy in our region.
Our Professional Advisory Committee (PAC) works closely with CFSA to learn more about the community and to better address their clients’ philanthropic goals. PAC is composed of lawyers, financial advisors, investment managers, accountants, and representatives from other top advisory companies throughout Southern Arizona.
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.
Shannon M. Derksen, Esq., is a shareholder with the Tucson, Arizona law firm of Duffield, Adamson & Helenbolt, P.C. 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.
Rubin & Bernstein PLLC