The following have completed the 2024 Trusted Charitable Advisor education series at the Jewish Community Foundation of Southern Arizona.
TCI Wealth Advisors
BeachFleischman PLLC
Moeller & Conway, PLLC
Fleming & Curti, PLC
Gadarian & Cacy, P.L.L.C.
Providia Partners
Mesch Clark Rothschild, PC
Law Office of David I. Karp
HBL CPAs, P.C.
Laurence Lof Financial Advisors
Gordian Advisors LLC
Moeller & Conway, PLLC
Jennings Haug Keleher McLeod Waterfall LLP
Bogutz & Gordon, P.C.
The Northern Trust Company
Whitehill Law
The following have completed the 2025 Trusted Charitable Advisor education series at the Jewish Community Foundation of Southern Arizona.
Newman & Ahlers PLLC
Greenberg Financial Group
The Northern Trust Company
TCI Wealth Advisors
Edward Jones
HBL CPAs, P.C.
Providia Partners, LLC
Duffield Adamson & Helenbolt, P.C.
Windrock Wealth Management
HBL CPAs, P.C.
Moore, Masunas & Moore, PLLC
Fletcher Struse Wagner & Derksen
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.
