Professional Advisors Council

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We are honored the following group of professional advisors has partnered with us to share their experience and insight. Our Professional Advisors Council includes local attorneys, financial planners and other professionals who advise their clients about financial and estate planning. This select group understands that charitable giving can be an integral and rewarding part of a financial strategy.

Professional Advisors Council Overview (PDF)

Michael Corbett
Senior Vice President and Wealth Advisor
Bessemer Trust
Vera Divenyi
Vice President
Wealth Director, BNY Mellon Wealth Management
Kim Eilber, JD, LL.M, CFP®
Senior Vice President & Senior Trust Officer
U.S. Trust
Julie Fletcher McDaniel, CFP
Partner and Certified Financial Planner
IMPACTfolio, LLC
Heidi Gassman
Attorney
Wade Ash Woods Hill & Farley, P.C.
Erin Hadary
Partner & Senior Wealth Planner
Dunston Financial Group
Jeff Kadavy, JD, CTFA
President & Chief Executive Officer
Trail Ridge Wealth Management
Jason Lewis, CFP®
Financial Advisor
Raymond James & Associates, Inc.
John Lischer
Shareholder
Ryley Carlock & Applewhite
Julia McVey
Attorney
Balso Faix & McVey, LLP
Dan Morris
Investment Advisor Representative
High Point Financial Group, LLC
Andy Pahl
Assistant Vice President | Senior Portfolio Advisor | Financial Advisor
Merrill Lynch Global Wealth and Investment Management
Leslie Schaus, CPA, MT
Director
Stratagem CPA
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