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Professional Advisors Councils
Professional Advisors Council: Schedule 2007

The Community Foundation hosts local Professional Advisors Councils (PACs), which offer continue education credits from time to time. Our PACs are small, regional groups of professionals (20-25) from neighboring communities that meet quarterly to discuss a variety of topics pertaining to wealth management and estate planning. Currently there are five different PACs meeting in the Ontario area, Redlands-San Bernardino, Riverside, Southwest Riverside County and the Coachella Valley.

The purposes of the Professional Advisors Council:

•  To provide current technical information on topics, which relate to your clients' financial and charitable interests. (Recent examples involved what to do with savings bonds in estate planning or how to make a gift of real estate.)  

•  To help members stay up-to-date on the Foundation activities and services that can benefit your clients.

•  To build a network of allied professionals that will refer clients to The Community Foundation and each other when appropriate.

Members are selected from the following advisory disciplines:

•  Accountants

•  Attorneys

•  Certified Financial Planners

•  Financial Consultants

•  Life Insurance Professionals

•  Real Estate Professionals

If you have an interest in joining the PAC nearest to you, please contact Mike Tracey at 951-684-4194 or via email at mtracey@thecommunityfoundation.net.  

The Community Foundation also sponsors nationally recognized speakers twice a year to provide state of the art continuing education on the latest topics in chartitable and estate planning techniques. In the past we have hosted Christopher Hoyt, Ph.D. and Paul Comstock of Paul L. Comstock Co. See upcoming event information.
COACHELLA VALLEY PROFESSIONAL ADVISORS COUNCIL
Mr. Douglas R. Allensworth
Ms. Tracy Babcock
Mr. Jordan J. Bloom
Mr. William A. Blue
Ms. Carolyn R. Brock
Ms. Mary Brock
Ms. Kathie Browne
Mr. Jim Bruner
Ms. Joan Busick
Mr. Ray Cherry
Mr. Michael Cosgrove
Ms. Cheri G. David
Mr. Mark R. Dirkswager
Mr. Lantson E. Eldred
Mr. David Erwin
Mr. Jack FitzGerald
Ms. Tammy Fox
Mr. Dennis P. Green
Mr. William Healey
Ms. Elaine E. Hill
Ms. Jean Ann Hirschi
Ms. Sang N. Hong
Mr. Andrew T. Jessup, Sr.
Mr. Clayton J. Klein
Ms. Roberta Klein
Mr. David Klose
Mr. Les Kornblatt
Ms. Kimberly T. Lee
Mr. Brian Lewis
Mr. Keith Lyrla
Ms. Gigi S. Maceda
Mr. Douglas Martin
Ms. Janice Martin
Mr. Mark J. McGowan
Mr. Mike McGreevy
Mr. David K. Melear
Ms. Michele Moore
Ms. Carol Moreno
Mr. Lyle Pierceall
Ms. Nadine K. Quinn
Mr. Russ Russell
Mr. Henry Sanchez
Mr. John Schroeder
Mr. John C. Shevlin
Ms. Linda Sinclair
Mr. Michael V. Smith
Mr. Robert Smith
Mr. Don Soucie
Mr. Brian C. Tucker
Ms. Norma E. Van Horn
Ms. Karen Vielhaber
Ms. Lori E. Weigant
Ms. Christine C. Weiner
Mr. David Wilson
Mr. Dick Zeigler
ONTARIO AREA
Ms. Sandy Adcock
Mr. Charles Althouse
Mr. Richard S. Arnold
Ms. Joanna Averett
Ms. Glenda Bayless
Mr. Robert M. Birgen
Mr. Howard Borenstein
Mr. Frank M. Campbell
Mr. Woody Fox
Ms. Carol E. Garris
Ms. Linda J. Gladson
Mr. Jim Heitman
Ms. Yvonne Knight
Mr. Todd C. Landry
Mr. Barry Mason
Mr. Paul R. Mata
Mr. Timothy F. Moore
Mr. Ray M. Musser
Mr. Shawn Price
Mr. Walter Reardon
Mr. Michael Salazar
Mr. Matt Seaburn
Mr. Forrest F. Wolfe
Mr. Richard E. Yorke
Mr. Jim Zitterkopf
REDLANDS AND SAN BERNARDINO PROFESSIONAL ADVISORS COUNCIL
Ms. Kathleen B. Albrektson
Mr. Kelly Allen
Ms. Deborah Anderson
Ms. Betty Auton-Beck
Mr. Stephen Byabashaija
Mr. Robert W. Cannon
Ms. Annette G. deBellefeuille
Mr. Jerry Fields
Mr. Stanley Harter
Mr. Bryan C. Hartnell
Mr. Robert Heinze
Mr. J. David Horspool
Mr. James N. Kennedy
Ms. Elizabeth Kublin
Mr. Wilfrid C. Lemann
Mr. David O. Maupin
Mr. Douglas R. McAdam
Ms. Terri Millson
Mr. William M. Nassar
Ms. Pamela J. Nelson
Mr. Danny Payne
Mr. Christopher Peterson
Mr. John F. Prentice
Mr. Rex B. Ramsey
Mr. Frederick J. Reiss
Mr. Philip M. Savage III
Mr. Larry Sharp
Mr. Kirk Shelby
Mr. Paul Shimoff
Mr. John W. Short
Mr. Kirk G. Stitt
Mr. J. Byron Streifling
Mr. John Thornes
Ms. Leslie Trainor
Mr. Dennis Van Uffelen
Mr. Phillip H. Waller
Mr. Joseph W. Walloch
Mr. Neal Waner
Mr. Craig Wilson
Mr. Charles L. Wright
Mr. Jay Zercher
RIVERSIDE PROFESSIONAL ADVISORS COUNCIL
Mr. Bernhard A. Aaen
Mr. Mark Aleman
Mr. George Arzoo
Ms. Eileen Ashwal
Ms. Carol Best
Mr. David B. Bowker
Mr. John Brown
Ms. Marcia L. Campbell
Mr. Manuel Carrasco
Mr. Herb Chavers
Mr. William D. Dahling, Jr.
Mr. Thomas W. Dominick
Ms. Susan Duncan
Ms. Shelley Fox
Mr. Vernon T. Hall
Mr. Stan Hargrave
Mr. Ryan W. Hurd
Mr. Michael G. Kerbs
Mr. Michael Kormos
Mr. Philip A. Lauro
Mr. Elliott Luchs
Ms. Mary K. Mac Nee
Mr. Paul Meinhold
Mr. J. Dana Mitchellweiler
Mr. Dwight M. Montgomery
Mr. Barry M. Moore
Ms. Soo J. Myland
Ms. Alicia Orejel
Mr. Brian C. Pearcy
Ms. Deborah Prosser
Ms. Teresa J. Rhyne
Mr. Ron E. Ridgeway
Mr. Philip M. Savage, IV
Mr. James B. Scribner
Mr. Ash Sheth
Ms. Dana M. Smith
Mr. Andrew Steinke
Mr. Kenneth B. Stream
Mr. Robert Swortwood
Mr. Dwight Tate
Ms. Nora Teasley
Ms. Mary Vasquez
SOUTHWEST RIVERSIDE COUNTY AREA
Mr. Edward T. Amschel
Mr. Daniel W. Anady
Ms. Lisa Baker
Mr. Ralph Bender
Mr. Mark Bidwell
Mr. Kevin R. Brown
Mr. John E. Burg
Ms. Beverly M. Camper
Mr. Matt Coiner
Ms. Tamara Colon
Mr. Douglas Edgar
Mr. John Fountain
Mr. Michael B. Foutz
Mr. Todd Foutz
Mr. Tim Freese
Mr. Morton Grabel
Ms. Rebecca Gunn
Mr. Brian Havey
Ms. Mary Hunt
Mr. Ross Hunt
Mr. Stephen A. Lindsley
Mr. Peter Lucier
Mr. Kevin A. McKenzie
Mr. James Meyler
Mr. Pete Palmer
Mr. Gregory J. Prudhomme
Ms. Tiffany Robertson
Ms. Tania Stepanek
Mr. William Tierney
Mr. Rod Tolliver
Ms. Darlene Valdez
Ms. Pamela Vasquez
Mr. Bruce M. Wallis
 
Form 990: If you wish to view our IRS Form 990 you may check the following website: www.guidestar.com or call the Foundation office at (951) 684-4194 to request a copy of this document.
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4280 Latham, Suite C., Riverside, CA 92501 (951) 684-4194