Professional Advisory Committee
Philanthropy is our only business. Our goal is to help your clients give in the way that works best for them, their family, their assets and their legacy. We recognize that the advice and assistance of lawyers, accountants, financial and insurance planners, brokers, money managers and other estate planners is critical to the future of philanthropy in Western North Carolina.
We consult with a Professional Advisory Council that includes:
Sarah Thornburg, McGuire, Wood & Bissette, P.A, Chairperson
Joel Adams, Raymond James Financial Services
L. Daniel Akers, Jr., Altavista Wealth Management, Inc.
Andrew D. Atherton, McGuire, Wood & Bissette, P.A.
Mike Begley, Begley Law Firm, P.A.
Carter Webb, Strauss & Associates, PA
Larry Casper, Oppenheimer & Co., Inc.
Cindy D. Causby, CTFA, AEP®, C&C Senior Services
Vincent D. Childress, Jr., Roberts & Stevens P.A.
R. Walton Davis, R. Walton Davis, III, P.A.
Bob Deutsch, Deutsch & Gottschalk, P.A.
Betty Doll, Doll & Associates, Long Term Care Insurance Services
Kerry Friedman, Patla, Straus, Robinson & Moore, P.A.
Jacqui Friedrich, Altavista Wealth Management, Inc.
Robert Gillis, First Citizens Bank
Larry B. Harris, CPA, CFP Burlingham & Harris, P.A.
Melanie Johnson, Dixon Hughes Goodman, LLP
Harris Livingstain, McGuire, Wood & Bissette, P.A.
Shon Norris, Gould Killian CPA Group, P.A.
Kale Olson, Oppenheimer & Co. Inc.
Harli L. Palme, Parsec Financial Management, Inc.
James Plaster, Altamont Capital Management
Susan Taylor Rash, Adams Hendon Carson Crow & Saenger, P.A.
Townsend Tanner, Wells Fargo Advisors LLC