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.

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.

Betty Doll, Doll & Associates, Long Term Care Insurance Services

Kerry Friedman, Patla, Straus, Robinson & Moore, P.A.

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

Carter Webb, Strauss & Associates, PA

 

 

 


Sarah Wenzel
Estate Planning Attorney

As a professional advisor, Sarah values CFWNC’s expertise and experience.  “The staff has a lot of knowledge,” she says.  “That makes my clients feel comfortable; knowing I can work with the Foundation as a partner makes me feel comfortable.” 
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