The Community Foundation offers a variety of resources to help professional advisors help
their clients. See Tools and Resources for more information on how we may assist you.
Our Professional Advisory Group (PAG), a volunteer committee of local financial and estate
planning professionals who provide expertise to the Community Foundation, also host, with
the Community Foundation, a Professionals Seminar
Series Brown Bag Luncheons for Sonoma County’s allied professional community.
Professional
Advisory Group
Joni Fritsche, CPA
Anderson & Company
Santa Rosa
Richard Burger
Attorney at Law
Petaluma
Tom Croft
Edward Jones Investments
Santa Rosa
Tom Haeuser
Attorney at Law
Sonoma
Debbie Kelley
Vice President and Trust Officer
Exchange Bank Trust Department
Santa Rosa
Gary Long
Brecek & Young Advisors, Inc.
Petaluma
To
learn more about these free services, contact
Kate Ecker at 707/579-4073.
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