Professional Advisor League

Professional Advisor League is a group of professional advisors who lead the Valley Council Advisors. These league members have a history of working especially closely with Silicon Valley Community Foundation by referring clients and colleagues to the community foundation, attending its events and serving as charitable giving resources in their respective fields. Professional Advisor League members receive Valley Council Advisors membership benefits, review and develop Valley Council Advisors membership and lead Valley Council Advisors activities. Members may serve up to two four-year terms and are invited to attend two annual events with fellow league members.

PROFESSIONAL ADVISOR LEAGUE MEMBERS

Steve Anderson
Carr, McClellan, Ingersoll,
Thompson & Horn

J. Richard Braugh
UBS Financial Services

Paul Casias
My-Business-Advisor, LLP

Cammie Doder
Aspiriant

Greg Gallo
DLA Piper US LLP

Karen Goodfriend
KK Wealth Advisors, LLC

Robert Grant
Grant and Gordon, LLP

John Hopkins
Hopkins & Carley

Nancy Johnson
Borel Private Bank & Trust Company

Suzanne Killea
Merrill Lynch Private Banking & Investment Group

Larry Kuechler
Berger/Lewis Accountancy Corp.

Bryan Polster
Frank, Rimerman + Co., LLP

Larry Pon
Pon & Associates

Jeff Shields
Watershed Asset Management, LLC

Ronald VandenBerg
Lakin Spears, LLP

Mark Vorsatz
Wealth & Tax Advisory Services

Mary White
White Law

Jane Williams
Sand Hill Global Advisors, LLC

To learn more about the Professional Advisor League, contact Karyn Cilker, professional advisor relations officer, at kjcilker@siliconvalleycf.org or 650.450.5517.