1. Planned Giving
  2. Professional Advisory Council

Meet Our Planned Giving Professional Advisory Council

Need advice? Our professional advisors are available to answer questions and assist in your gift planning needs. Are you a professional advisor interested in joining SARRC's Planned Giving Professional Advisory Council? Learn more about the Professional Advisory Council's role. Contact Beth Salazar, Planned Giving Manager, at (602) 340-8717, Ext. 1039.

  • Emily Taylor, Chairperson
    Attorney
    Taylor & Lihn, PLLC
    Emily@taylorlihn.com
  • Megan Selvey, Vice Chairperson
    Attorney
    Bivens & Associates, P.L.L.C.
    megan@bivenslaw.com
  • Dave Binsfeld
    Risk & Insurance Advisor
    General Southwest Insurance Agency
    daveb@generalsouthwest.com
  • Elana Campbell
    Founder/Consultant
    Intentional Students
    elana@intentionalstudents.com
  • Matthew Cherry
    Financial Advisor
    ABLE financial Group
    Mattcherry@ablefinancialgroup.com
  • Robin Cochran
    Attorney
    HonorHealth Foundation
    RobinCochran@gmail.com
  • Mike Gombrich
    Private Wealth Advisor
    Affirm Wealth Advisors
    Michael.gombrich@ampf.com
  • Charlotte Johnson
    Attorney
    Elder Law of Arizona
    Charlotte@ElderLawofAZ.com
  • Emily Kile—Past Chairperson
    Kile Law Firm
    emily@kilelawfirm.com
  • Stephanie King—Past Chairperson
    Charles Schwab, Vice President
    Stephanie.King@schwab.com
  • Kelly Kral, Nominating Committee Chair
    Attorney
    Dyer Bregman & Ferris, PLLC
    klkral@dbfazlaw.com
  • Jill McIlroy
    Philanthropic Advisor
    Arizona Community Foundation
    jmcilroy@azfoundation.org
  • Hannah Malinski
    Trust Officer
    Zia Trust
    hmalinski@ZiaTrust.com
  • Troy McNemar—Past Chairperson
    Attorney
    McNemar Law Offices, P.C.
    Law@McNemar.com
  • Rachel Page, CFP
    Retired Financial Advisor
    Arcc70@aol.com
  • Jay Parke
    Partner, CPA
    Walker & Armstrong, LLP
    jparke@wa-cpas.com
  • Karen Starbowski, Past Chairperson
    Special Care Planner
    MassMutual Arizona
    kstarbowski@financialguide.com
  • Annette Stertzer
    Vice President-Senior Trust Officer
    Bank of America, N.A.—U.S. Trust
    annette.stertzer@bofa.com
  • Lisa Sullivan
    Senior Trust Officer
    Trust Bank
    Lisa.sullivan@tbaz.com
  • Janet Tubbs
    Medicare Consultant
    Insurance Professionals of America
    JTubbs@nsuranceproaz.com
  • Jacquie Weflen
    Senior Wealth Advisor
    TFO Phoenix jweflen@tfophoenix.com
  • Matthew Wells
    Financial Advisor
    Renaissance Financial
    Matt.wells@RFConline.com
  • Kathy Bosco—Emeritus
    Grandparent Group Founder & Leader
    sisbosco@aol.com
  • Meighan Harahan—Emeritus
    Principal
    Waterfront Financial, LLC
    mharahan@gmail.com