2024 TCA Participants

Integrating charitable planning for achieving clients’ overall goals

Trusted Charitable Advisor

The following have completed the 2024 Trusted Charitable Advisor education series at the Jewish Community Foundation of Southern Arizona.

Scott Bennett,
Advisor

TCI Wealth Advisors
[email protected].

Kaylan Brushwood, CPA

BeachFleischman PLLC
[email protected].

William Conway, Attorney

Moeller & Conway, PLLC
[email protected]

Elizabeth Friman, Attorney

Fleming & Curti, PLC
[email protected]

Gregory Gadarian, Attorney

Gadarian & Cacy, P.L.L.C.
[email protected]

Sarah Heisler Singer, Partner

Providia Partners
[email protected]

Sheeri B. Kahn, Attorney

Mesch Clark Rothschild, PC
[email protected]

David Karp,
Attorney

Law Office of David I. Karp
[email protected]

Coleen Krogen,
Tax Partner

HBL CPAs, P.C. [email protected]

Laurence Lof,
President

Laurence Lof Financial Advisors [email protected]

JD Matchett-Robles, Financial Planner

Gordian Advisors LLC
[email protected]

Jacque Mingle,
Attorney

Moeller & Conway, PLLC
[email protected]

Christina Noz,
Associate

Jennings Haug Keleher McLeod Waterfall LLP [email protected]

Ana Perez-Arrieta,
Attorney

Bogutz & Gordon, P.C. [email protected]

Rachel M. Sass,
Trust Advisor

The Northern Trust Company [email protected]

Jim Whitehill,
Senior Partner

Whitehill Law [email protected]

*Jewish Community Foundation offers the Trusted Charitable Advisor program to educate advisors about charitable giving opportunities. Participation in the program does not constitute endorsement of any specific individual or organization.