Professional Advisors Council Community Foundation of Greater Des Moines
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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

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

 







For more information

Jordan Richardson

Director of Charitable Giving

richardson@desmoinesfoundation.org 

Phone (515) 244-0020