Community Foundation Sonoma County |

 

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
Wealth Management Consultants

Steven M Goldberg
Friedemann Goldberg LLP

J. Barrie Graham
Community Leader

Robert G. Heisterberg
Community Leader

Andy Massie
Retired, Equity Strategist
RMC San Francisco

Lew Reid
Retired, Director and CEO
The California Endowment

Irwin S. Rothenberg, CPA, PFS
Wealth Management Consultants

 

  

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 Board Member
Board member Jeannie Schulz

“There’s never enough money to solve all the current pressing community needs,” says Jeannie Schulz, founding board member who helped design the blueprint of the Community Foundation. “In the early days, the board focused on creating an unrestricted endowment; we did everything we could to encourage a wide donor base.” 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