2024 Professional Partners in Philanthropy
Providing financial and professional support to The Community Foundation
Updated April 2024
Estland
Vada Kelley
Hess Financial Services
Stephan Hess
Kevin Flint
Derek Hess
Robyn Hill
Janney Montgomery Scott, LLC
Michael C. Gochenour
Mary Bryant Via
Lantz & Gochenour Investment Group of Janney Montgomery Scott
Michael C. Gochenour
Mary Bryant Via
Larson Wealth Management
David T. Larson
Tyler L. Conley
Matthew Gray
The Myrias Group
Andrew M. Huggins, CFP
Christopher R. Goehner, CFP
Nicole C. Tayman, CFP, CDFA
Joshua Kyger, CFP
PXI
Mike Meredith
Sipe Kiser Investment Group of Wells Fargo Advisors
Ed Sipe
Marshall Kiser
Stern & Heatwole Financial Group, P.C.
Norm Stern
Christine Worontzoff
Franklin Showalter
Strategent Financial, LLC
Dale S. Lam, CPA, PFS, CFP
Abe J. Shearer, CFP
Andrew S. Lam, CFA, CFP
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Amanda Bomfim
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Amanda Bomfim2024-07-03 13:35:302024-07-03 13:35:30Summer reading that’s worth a forward
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Amanda Bomfim
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Amanda Bomfim2024-07-03 13:20:572024-07-03 13:20:57Philanthropy: It’s not one size fits all
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Amanda Bomfim
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Amanda Bomfim2024-07-03 13:12:122024-07-03 13:12:12Up in the air: Charitable planning in a shifting tax landscape
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Amanda Bomfim
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Amanda Bomfim2024-07-03 12:58:172024-07-03 12:58:17Planning for a sunset: Lock in a higher exemption, unlock a legacy
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Amanda Bomfim
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Amanda Bomfim2024-07-03 12:50:012024-07-03 12:50:01Mixing business and charity: Keep it ethical, legal, and transparent
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Amanda Bomfim
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Amanda Bomfim2024-07-03 12:44:092024-07-03 12:44:09Gifts of appreciated stock: Picking favorites
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Amanda Bomfim
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Amanda Bomfim2024-07-03 10:00:562024-07-01 16:37:472024 Nonprofit Grant Applications now Available!
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Amanda Bomfim
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Amanda Bomfim2024-07-01 16:35:362024-07-01 16:35:36Job Announcement: Director of Programs and Marketing
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Amanda Bomfim
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Amanda Bomfim2024-06-10 13:29:502024-06-10 13:29:50Legal developments: We’re watching!
