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 Bomfim2024-04-12 10:00:212024-04-02 15:49:08Estate planning: Your kids … and your community
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Amanda Bomfim
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Amanda Bomfim2024-04-10 10:00:522024-04-10 09:59:53Four FAQs to help you establish an endowment
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Amanda Bomfim
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Amanda Bomfim2024-04-09 09:00:222024-04-09 09:25:27Gifts of appreciated stock: Let the numbers do the talking
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Amanda Bomfim
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Amanda Bomfim2024-04-02 14:56:522024-04-02 14:56:52Position Opening: Accounting Assistant
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Amanda Bomfim
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Amanda Bomfim2024-03-26 15:53:292024-03-26 15:53:29Position Opening: Donor Services Assistant
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Amanda Bomfim
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Amanda Bomfim2024-03-22 09:00:302024-03-04 14:17:15Fund types tailored to your client’s charitable goals
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Amanda Bomfim
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Amanda Bomfim2024-03-18 10:00:442024-03-04 14:00:29News from Washington: An update on donor-advised funds
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Amanda Bomfim
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Amanda Bomfim2024-03-15 08:02:272024-03-04 14:07:05Tax return reviews help clients level up charitable giving plans
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Amanda Bomfim
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Amanda Bomfim2024-03-11 10:00:012024-03-04 13:50:58Our door is open: What happens when you meet with the team
