EBCF Professional Advisor Committee

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The East Bay Community Foundation’s Professional Advisor Committee consists of top estate, financial and tax-planning professionals. The Committee meets regularly and serves as an invaluable sounding board for the Foundation’s marketing and service strategies.

We are grateful to Committee members for volunteering their time to help us become a better resource to advisors and their clients.

Giles MillerFor more information about the Professional Advisor Committee or the Foundation’s services to professional advisors, please contact Giles Miller, Director of Development, at 510.208.0817, or at gmiller@eastbaycf.org

Mr. Thomas Beaty CFP
First Republic Bank
(415) 262-8618
tbeaty@firstrepublic.com
William Lee
Union Bank of California
(510) 891-2490
william.lee@uboc.com
Norleen S. Bounds
Deloitte Tax LLP
(415) 783-4200
nbounds@deloitte.com
Robert Lew
Planning & Financial Advisors
415-675-2930
rlew@pfadvisor.com
Cammie Doder
Aspiriant
(415) 371-7888
cdoder@aspiriant.com
Deanna D. Lyon, JD
Wendel, Rosen, Black & Dean
(510) 834-6600
dlyon@wendel.com
William Espey, CFA
V.P. / Senior Relationship Manager
Private Banking
Mechanics Bank
(415) 249-0312
bill_espey@mechanicsbank.com
Alan L. Olsen, CPA
Greenstein Rogoff Olsen & Co., LLP
(510) 797-8661
aolsen@groco.com
Timothy J. Gavin JD, CPA
Northwestern Mutual
(650) 566-3809
tim.gavin@nmfn.com
Darryl D. Ott, Esq
ddott@mac.com
Lara Gilman
Farella, Braun & Martel LLP
(415) 954-4913
gilman@fbm.com
Ward Pynn, CPA
Blanding, Boyer & Rockwell
(925) 954-2146
wpynn@bbrcpa.com
Ms. Megan McNealy Graves, CFP
Merrill Lynch
(510) 208-3839
megan_mcnealy@ml.com
Penny Righthand, CLU, ChFC
New York Life Insurance Company
(510) 601-3384
prighthand@ft.newyorklife.com
Mr. Kenneth N. Haas
Wells Fargo Investments
Kenneth.N.Haas@WellsFargo.com
(415) 396-538
Jeff Shields
Watershed Asset Management, LLC
(415) 288-0544
jshields@wcap.com
Mr. John A. Hartog Esq.
John A. Hartog, Inc.
(925) 253-1717
jahartog@calteclaw.com
Timothy H. Smallsreed, JD
Fitzgerald, Abbott & Beardsley
(510) 451-3300
tsmallsreed@fablaw.com
Ralph W. Haskew CPA, MS
Matlin & Haskew, CPAs, LLP
(925) 828-4915
ralph@mhcpas.com
Walt Tchirkine
RINA Accountancy Corporation
(510) 893-6908
wtchirkine@rina.com
Carolyn E. Henel, Esq.
Roisman Henel LLP
(510) 466-6000
chenel@estatetrustlaw.com
Bill Thomason
Thomason Capital Management
(510) 763-7300
bill@thomasoncapital.com
Ira L. Hillyer
(925) 256-3033
irahillyer@me.com
Kirsten E. Weisser
Mechanics Bank
(415) 249-0310
kirsten_weisser@mechbank.com
James P. King, CFP
J.P. King & Associates
(925) 935-1555
jpk@jpkingassociates.com