Advisory Committees

 

Investment Advisory
Committee

Judy L. Withee, CFP, Chair
Registered Principal
Protected Investors of America

Christopher M. Dobson
Certified Financial Planner
Dobson Asset Management

Thelia A. Eagan, CPA, PFS
Principal and Wealth Advisor
Buckingham Asset Management

Patrick Emery
Abbey, Weitzenberg, Warren & Emery

Steven M Goldberg
Friedemann, Goldberg LLP

J. Barrie Graham
Chief Operating Officer
WR Hambrecht + Co

Robert G. Heisterberg
Retired Senior Vice President
Alliance Capital Management

Andy Massie
Retired, Equity Strategist
RMC San Francisco

Lew Reid
Retired, Director and CEO
The California Endowment

Irwin S. Rothenberg, CPA, PFS
Principal and Wealth Manager Buckingham Asset Management

Investment Consultants

Scott G. Thayer, CMA
Graystone Consulting Partners Group

 

Professional Advisor
Group

Steven T. Jenkins, Chair
Senior Vice President and Manager
Exchange Bank Wealth Management

Richard Burger
Attorney at Law

Thomas R. Croft, AAMS
Edward Jones Investment

Joni Fritsche, CPA
Burr Pilger Mayer

Thomas A. Haeuser
Attorney at Law

MaryClare Lawrence
Attorney at Law
Connor, Lawrence & Rodney

Gary R. Long, CLU
Gary R. Long Insurance and
Financial Services

Shelley Ocana
Professional Private Fiduciary

 

Featured Grants Program
Quetzalen Ballet Feature

We provide grants to neighborhood residents who work together to address and resolve shared issues of concern. We hope to inspire residents to build and strengthen relationships and gain a sense of both belonging and leadership in their neighborhoods. More…

Featured supporting organization
Photo of Chops Teen Center

In 1995 when former Santa Rosa Mayor, Charles "Chop" DeMeo chose to leave his $16 million estate for the benefit of Sonoma County teens and homeless mothers, he knew he would be creating a bridge to the future. His legacy, the DeMeo Teen Club, a supporting organization of the Community Foundation, is a perfect example of creating something lasting value that spans generations