Professional Advisors Council
The Community Foundation's Professional Advisors Council consists of leading attorneys, CPAs, financial planners and advisors, and other professionals.
Members of the Community Foundation's Professional Advisors Council share their expertise on how to effectively integrate philanthropy into conversations with clients and peers. The council also advises the Community Foundation about the changing needs of professional advisors and helps broaden the circle of advisors and clients who work with the Community Foundation. As a result, we help connect more donors with community needs.
Professional Advisors Council Members
Bill Boatwright, Attorney at Law
Davis Brown Law Firm
Billi Brahn, Attorney at Law
Iowa State Bank
Trent Burley, CFP®, RICP®
McGill Junge Wealth Management
Kristin Clayton, CPA
McGowen Hurst Clark & Smith, P.C.
Steven C. Despotovich, JD, CLU, ChFC, CFP®
Wilson, Deege, Despotovich, Riemenschneider & Rittgers
Julie A. Fuller, CFP®, CPA/Michelle Mahoney CFP®
Generations Wealth Management, LLC
Matthew Gardner, Attorney at Law
Gardner Law Firm, P.C.
Matt Juffer, JD, CPA, CFP®
Hamilton Juffer & Associates, LLP
Kent Kramer, CFP®, AIF®
Foster Group, Inc.
James B. Langeness, Attorney at Law
Duncan, Green, Brown & Langeness, P.C.
Adam B. Obrecht, CFP®
AO Wealth Advisory
Angela Reed, CPA
Tarbell & Co., P.L.C
Ashley E. Shafer, Financial Advisor, CFP®, CAP®
The 801 Group at Morgan Stanley
Scott Simpson, Attorney at Law
Simpson, Jensen, Abels, Fischer & Bouslog, P.C.
Johnne Syverson CFP®, AEP®, CAP®, Certified Heritage Planner
Syverson Strege & Company