Our Professional Advisors Council

The San Francisco Foundation has a long history of working hand-in-hand with the Bay Area professional advisor community to ensure individuals and families achieve their philanthropic goals. We are grateful for the strong partnerships we hold with professional advisors who demonstrate a commitment to the community by working to advance philanthropy and encourage charitable giving across the Bay Area.

Our Professional Advisors Council (PAC) plays an important role in advising The San Francisco Foundation’s planned giving and donor relations work as we build a community of donors interested in enhancing the impact of each donor’s charitable giving. In this way, PAC members act as ambassadors for The San Francisco Foundation.

The Professional Advisors Council provides an opportunity for members to learn about new issues in philanthropy, the best strategies for meeting their clients’ needs in charitable giving, and establish new relationships with other advisors in the region. Read the latest blog posts by and for our professional advisor community, and check out the most recent newsletter for professional advisors.

To learn more about our Professional Advisors Council, please contact Pamela Doherty, Director of Development at pdoherty@sff.org or 415.733.8521.

Professional Advisors Council Members


Alma Soongi Beck, Esq.
Lakin Spears, LLP

Larry P. Beck, Esq.
Partner,  Head of Estates and Trusts Department
Haas and Najarian LLP,  Attorneys-at-law

Kimberly K. Brandon, C.W.S.
Senior Vice President, Wealth Management
Morgan Stanley

Annette Brinton, CPA, CFP®
Wealth Manager, Partner
WayPoint Wealth Partners

Rachel R. Caldwell (Co-Chair)
Senior Manager
Andersen Tax

Kyle Cliff
Vice President at Fort Point Insurance
HUB International

Jane A. Cook, C.T.F.A
Sr. Vice President, Sr. Trust Advisor
Northern Trust

Virg Cristobal, C.F.P.
Open Advisors, LLC

Meredith S. Etherington, M.B.A.
Senior Investment Advisor
Litman Gregory

Sinclair Hwang, Esq.
Partner, Estate Planning, Trusts + Wealth Transfer
Anderson Yazdi Hwang Minton + Horn LLP

Jason Kiss, CFA, CFP®, CAIA
Director of Wealth Management

Keith McWilliams, CFA
Partner, Head of West Coast Region
Evercore Wealth Management

Jeffrey M. Ostrum, CFP®  
Managing Principal
Financial Architects Partners

Lorna Padia Markus
Mowat Mackie & Anderson LLP

Suzy Pak
Financial Advisor
Morgan Stanley

Barry Taylor, CFP®  
Integral Financial Solutions

Endy Ukoha-Ajike, LL.M.
The Ukoha-Ajike Law Group, P.C.

Anthony P. Vecino, Esq.
Farella Braun + Martel LLP

Mary White, Esq.  (Co-Chair)
White Law

*Please note council members’ titles and firms are listed for affiliation purposes only