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.