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