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Wealth Advisors.

Planned Giving Council

We are proud to introduce our new Planned Giving Council, a vital resource to our fundholders and our community that will complement our work as the hub of philanthropy in SW Colorado. We recommend any of these professional advisors to assist you with your estate planning needs.

Wealth Advisors

We are proud to introduce our new Planned Giving Council, a vital resource to our fundholders and our community that will complement our work as the hub of philanthropy in SW Colorado. We recommend any of these professional advisors to assist you with your estate planning needs.

Wealth Advisors

David Hill | Morgan Stanley

Matt Hoaglin | Oxford Financial Planners

Rachel Kuss | Kennebec Wealth Management

Trent Porter | Priority Financial Partners

Drea Pressley | Edward Jones

 

Estate Lawyers

Eleni Albrechta | Albrechta & Albrechta

Charles Spence | Maynes, Bradford, Shipps & Sheftel

Denise Sague Robbins | DS Robbins Law

 

CPAs/Tax Advisors

Chuck Fredrick | FredrickZink & Associates