Among the Northshore Community Foundation’s most valuable partners are the local attorneys, accountants and financial advisors who have helped their clients realize their charitable dreams and invest in the Northshore region in a way that’s meaningful to them.
Although several clients may already give to charitable organizations, professional advisors can work with the Community Foundation to provide donors with the information they need to make smart giving decisions— choices that have the most positive impact on the community while also providing the greatest possible tax advantages.
We encourage professionals working in the field to join us and stay informed of the ways our Foundation can serve your clients.
| Professional Advisors Council |
| Attorneys |
| Porteous Hainkel & Johnson |
Ms. Adrianne L. Baumgartner/Partner |
| Brandt, Robert |
Robert Brandt/Attorney |
| Seale & Ross, P.L.C. |
Lesli S. Bolner/Partner |
|
Stone Pigmann Walther Wittmann, LLC
|
James E. A. Slaton/Attorney |
| Stone Title |
Michael T. Stone/Owner |
| Talley, Anthony, Hughes & Knight |
Allison Hopkins Penzato/Partner |
| The Reeves Law Firm |
J. Todd Reeves/Owner/Attorney |
| Toledano, Herrin & Lopez, APLC |
Gordon T. Herrin/Partner |
|
| Financial Advisors |
| Raymond James Financial Service |
Alan Knight/CFP |
| Edward Jones Investments |
Scott R. Ross/Partner Financial Advisor |
| J.P. Morgan Chase Bank, N.A. |
Cheryl Peters/ Fiduciary Officer |
| Merrill Lynch |
Ed Harris/VP Area Administration Manager |
| Paul Morris, CLU, ChFC, AEP |
Paul Morris |
| Northwestern Mutal |
Rob Hewitt/Field Director |
|
| CPA'S |
| Hurst & Langlinais LTD |
Ernest Langlinais/President |
|
| Insurance |
| State Farm |
Alexis Ducorbier/Agent |
Click here to view the Historical Returns Report
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