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.

Jeff Hicks
Jeff.Hicks@edwardjones.com
EdwardJones
Phone: (520) 797-3812
Fax: (888) 675-7648

I began my career with Edward Jones after graduating from the University of Arizona with a degree in finance. Born and raised in Tucson, this community holds a special place in my heart. If not at work, you may find me hiking through the Catalina Mountains, attending a UofA basketball game, or making a quick trip north to go skiing. In addition to this committee, I am a board member of the Planned Giving Roundtable of Southern Arizona

Rubin & Bernstein PLLC

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