Valley Council Advisors Membership Benefits
Members of the Valley Council Advisors receive the following benefits:

  • An invitation to an annual event to network amongst fellow Valley Council Advisors members, the community foundation’s CEO and president, and other community foundation leaders;
  • Your name and firm listed on the community foundation’s website in the Valley Council Advisors section;
  • Priority access to community foundation resources for professional advisors;
  • Invitations, as available, to participate in special focus groups, educational trainings and other events for professional advisors; and
  • Networking access to other Valley Council Advisors members.

Valley Council Advisors Membership Qualification

As a professional advisor, you qualify to be a member of the Valley Council Advisors for three years if you do at least one of the following:

  • Refer a client to Silicon Valley Community Foundation who consequently opens a fund or makes an outright gift (or previously referred a client to its parent organizations).
  • Attend at least one community foundation event (professional advisor seminar, educational training, reception, etc.).

Your three-year membership term begins with the most recent client referred or event attended. We will ask you to complete a form in order to renew your membership. If you qualify for Valley Council Advisors, complete our Valley Council Advisors membership form (PDF) to join.


VALLEY COUNCIL ADVISORS MEMBERS

Deborah Abel
Deborah Abel, CFP

Vanessa Anderson
UBS Financial Services

Alex Bennett
Alex Bennett Consulting

Bryon J. Botsford
U.S. Trust Company

Robert Campbell
Founders Financial Network

James Cashman
Berliner Cohen

Carolyn Crow
Carolyn Crow

Leslie J. Daniels
Groom & Cave, LLP

Christopher de Souza-Lawrence
Morgan Stanley

Frank J. Espina
Shea Labagh Dobberstein

David Faulk
The Portola Group

Enrique Figueroa
Merrill Lynch

Robert C. Fitzwilson
The Portola Group

Timothy J. Gavin
Northwestern Mutual Financial Network

Diana D. Gendotti
Law Offices of Diana Dean Gendotti

Hilary P. Giles
Merrill Lynch

John P. Golden
Bayse & Golden

Judith V. Gordon
Grant & Grodon

Stan Green
Stanley F. Green, LLC

Russ Hall
Legacy Venture Management, LLC

John C. Harrington
Harrington Investments, Inc.

Linda Hayes
Smith Barney Citigroup

Gillian G. Hays
Dorsey & Whitney

David W. Hettig
Lakin Spears, LLP

David Holland
Sorensen + Holland

Jeffrey S. Holman
Kaye Holman Law Group

Matthew Ives
Morgan Stanley

James E. Jackson
James E. Jackson, A Professional Corporation

Mark T. Johnsen
Wealth Architects

Jeffrey W. Keimer
Stanford Investment Group, Inc.

Robert Kresek
Founders Financial Network

Peter K. Landes
Law Offices of Peter Landes

Robyn H. Lee
Robyn Lee Financial Services

Matthew Leek
Ameriprise Financial

Joe Martin
Golub Group, LLC

Keith B. McWilliams
Mt. Eden Investment Advisors, LLC

Karen A. Meckstroth
Beck, Ross, Bismonte & Finley, LLP

David Mitchell
Hoge, Fenton, Jones & Appel, Inc.

Sandra Moll
Mayer, Moll & Associates

George F. Montgomery, II
Friedman, McCubbin, Spalding, Bilter, Roosevelt & Montgomery

Charles H. Packer
Hopkins & Carley, A Law Corporation

Mike Patterson
Retired

Daniela Pedley
Lehman Brothers Private Investment Management

Matthew A. Pemberton
Northwestern Mutual Investment Services, LLC

Stephen F. Peterson
Sand Hill Advisors

Ronald Pray
Ronald G. Pray Company

James V. Quillinan
Hopkins & Carley, A Law Corporation

David M. Sacarelos
Seiler & Company, LLC

Laura D. Sanchez
Goldman Sachs & Co.

Mary Sleeper
Merrill Lynch

George Stafford
George Stafford & Associates

Robert E. Temmerman, Jr.
Temmerman & Cilley, LLP

John Tregenza
Whittier Trust Company

David J. Waitrovich
Merrill Lynch Private Banking and Investment Group

Rick Wardenburg
Merrill Lynch

Curt Weil
Lasecke Weil Wealth Advisory Group, LLC

Carol Weeks Acker
Nancy K. Weeks Associates, LLC

Jane Williams
Sand Hill Advisors

Marcee Yager
Financial Vision, LLC

Anne M. Yamamoto
Frank, Rimerman + Co., LLP

Jeffrey F. Yoakum
Lasecke Weil Wealth Advisory Group, LLC

Carol Elias Zolla
Zolla Law Firm

To learn more about Valley Council Advisors, contact Karyn Cilker, professional advisor relations officer, at kjcilker@siliconvalleycf.org or 650.450.5517.