Professional Advisor League

Professional Advisor League is a group of professional advisors who lead the Bay Area Advisor Council. These league members have a history of working especially closely with SVCF by referring clients and colleagues to SVCF, attending its events and serving as charitable giving resources in their respective fields. Professional Advisor League members receive Bay Area Advisor Council membership benefits, review and develop Bay Area Advisor Council membership and lead Bay Area Advisor Council 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
WealthValues, LLC

Robert Grant
Grant and Gordon, LLP

John F. Hopkins
Hopkins & Carley

Suzanne Killea
Merrill Lynch Private Banking & Investment Group

Larry Kuechler
Armanino LLP

Bryan Polster
Frank, Rimerman + Co., LLP

Larry Pon
Pon & Associates

Carol Elias Zolla
Zolla Law Firm

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, call our professional advisor hotline at 650.450.5517 or email donate@siliconvalleycf.org.