Professional Advisors Council

Professional Advisors Council

Our Professional Advisors Council includes individuals from a variety of disciplines, including law, accounting, financial planning, insurance and investment, and wealth management. Members are invited to serve two-year terms of service, and they share our commitment to building a better Bay Area, an interest in our programmatic work and to the power of charitable giving. Meetings are held exclusively for members of the council four times per year and provide a forum to discuss new initiatives at the foundation and gift planning strategies.

We are grateful for the involvement of these professionals in our work, as members provide the foundation with critical feedback and guidance.

2019 – 2020 Members
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Alma Soongi Beck, Esq. (Co-Chair), Lakin Spears, LLP

Rachel R. Caldwell. Andersen Tax

Caitlin Carey, Esq., Perkins Coie LLP

Kyle Cliff, HUB International

Virg Cristobal, C.F.P., Cullen Financial Advisors

Richard Davis-Lowell, C.F.P., BNY Mellon Wealth Management

Lisi Bailliere Dean, Capital Group

Mitchell Edwards, Esq., Coblentz Patch Duffy & Bass LLP

Meredith Shuey Etherington, MBA, Litman Gregory

Lorna Padia Markus, Mowat Mackie and Anderson

Julia Matsudaira, Jordan Park

Karl F. Mill, Esq., Adler & Colvin

Gigi Orta, J.P. Morgan Private Bank

Jeffrey M. Ostrum, C.F.P. (Co-Chair), Financial Architects Partners

George Rokas, Northern Trust

Elizabeth S. Sevilla, C.LU., Ch.F.C., Seiler LLP

Lan Shaw, Vision Financial Planning

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