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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Lauren Jefferson
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Lauren Jefferson2024-09-06 14:14:382024-09-06 14:14:38Less can be more: Charitable giving helps parents pass wealth to children
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315
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Lauren Jefferson
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Lauren Jefferson2024-09-06 13:58:112024-09-06 13:58:11Gifts of real estate: Watch every step
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Lauren Jefferson
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Lauren Jefferson2024-09-06 13:49:342024-09-06 13:49:58Charitable planning can help ease client procrastination
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654
675
Lauren Jefferson
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Lauren Jefferson2024-08-30 10:42:582024-09-04 13:31:512024 Great Community Give nets $2.2 million, marking seven years of growth
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Lauren Jefferson
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Lauren Jefferson2024-08-28 08:45:002024-08-28 14:42:31Donor-advised fund fees decrease
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839
2000
Lauren Jefferson
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Lauren Jefferson2024-07-23 17:12:432024-08-28 10:04:04The Community Foundation Receives Adult Vocation Studies Grant Funding
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788
940
Lauren Jefferson
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Lauren Jefferson2024-07-03 13:35:302024-07-03 13:35:30Summer reading that’s worth a forward
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788
940
Lauren Jefferson
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Lauren Jefferson2024-07-03 13:20:572024-08-28 09:46:31Philanthropy: It’s not one size fits all
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788
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Lauren Jefferson
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Lauren Jefferson2024-07-03 13:12:122024-07-03 13:12:12Up in the air: Charitable planning in a shifting tax landscape
