TCA Participants

Integrating charitable planning for achieving clients’ overall goals

The following have completed the Trusted Charitable Advisor education series at the Jewish Community Foundation of Southern Arizona. Their participation illustrates their commitment to making our community stronger through philanthropy.

2024 Inaugural Trusted Charitable Advisor Participants

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

Spring 2025 Trusted Charitable Advisor Participants

Melissa Ahlers,
Managing Partner

Newman & Ahlers PLLC

Todd Glick,
Financial Advisor

Greenberg Financial Group

Kerry Hall,
CTFA, Senior Trust Advisor

The Northern Trust Company

Ryan Halvorson,
CFP

TCI Wealth Advisors

Jeff Hicks,
CFP

Edward Jones

Anne Hoff,
CPA

Roediger Hoff PLC

Brian S. Longenbaugh,
Esq.

Duffield Adamson & Helenbolt, P.C.

Brandy Maben,
CFP, MS

Windrock Wealth Management

Angela C. Moore,
Attorney at Law

Moore, Masunas & Moore, PLLC

Heather Morton,
CPA

Life in Balance Accounting CPAs, PLC

James D. Riley
Attorney

Fletcher Struse Wagner & Derksen

Traci M. Smith,
Partner

Duffield Adamson & Helenbolt, PC

*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.