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

Kaylan Brushwood,
CPA

BeachFleischman PLLC

William Conway,
Attorney

Moeller & Conway, PLLC

Elizabeth Friman,
Attorney

Fleming & Curti, PLC

Gregory Gadarian,
Attorney

Gadarian & Cacy, P.L.L.C.

Sheeri B. Kahn,
Attorney

Mesch Clark Rothschild, PC

David Karp,
Attorney

Law Office of David I. Karp

Laurence Lof,
President

Laurence Lof Financial Advisors

Jacque Mingle,
Attorney

Moeller & Conway, PLLC

Christina Noz,
Associate

Jennings Haug Keleher McLeod Waterfall LLP

Ana Perez-Arrieta,
Attorney

Bogutz & Gordon, P.C.

Rachel M. Sass,
Trust Advisor

The Northern Trust Company

*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.