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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


Steven C. Despotovich, JD, CLU, ChFC, CFP
®

Wilson, Deege, Despotovich, Riemenschneider & Rittgers


Julie A. Fuller, CFP®, CPA

Generations Wealth Management, LLC

 

Bud Hockenberg, Attorney at Law

Coppola, McConville, Coppola, Hockenberg & Scalise, 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.


Michelle Mahoney, CFP®

Generations Wealth Management, LLC

 

Ed McGill, CFP®, CLU, ChFC, CASL, RISP®, AEP®
McGill Junge Financial

 

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

Lyle Simpson, Attorney at Law

Simpson, Jensen, Abels, Fischer & Bouslog, P.C.

 

Johnne Syverson CFP®, AEP®, CAP®, Certified Heritage Planner

Syverson Strege & Company

 

Reenie Shanaberger, Attorney at Law
Iowa State Bank







For more information

Lynne Yontz, CAP®

Chief Charitable Giving Officer

yontz@desmoinesfoundation.org 

Phone (515) 447-4203