East Bay Community Foundation’s Professional Advisor Leadership Council (PALC) consists of estate, financial, and tax-planning professionals.
PALC meets regularly and serves as an invaluable sounding board for the Foundation’s strategies. We are grateful to Council members for volunteering their time to help us become a better resource to advisors and their clients.
Current Council Members
ARABELLE MALINIS
Law Office of Arabelle Malinis
amalinis@malinislaw.com
CAROLYN E. HENEL, ESQ.
Roisman Henel LLP
chenel@roismanhenel.com
CATHERINE CHEN, CIMA, AWM
SRI Wealth Management Group | RBC Wealth Management
catherine.r.chen@rbc.com
DAVE OGBURN
BNY Mellon Wealth Management
david.ogburn@bnymellon.com
ELLA TAYLOR, CFP®, ADPA®
ella@ellafinancialadvising.com
ERIC M. FLETT
Concentric Wealth Management, LLC.
eric@concentric-wealth.com
EUGENIA AMADOR, ESQ.
Northern Trust
EA90@ntrs.com
FRANK PARÉ, CFP®
President, PF Wealth Management Group, LLC
frank@pfwealthgroup.com
GLORIA K. PARK
Law Office of Gloria K. Park
gloriapark@post.harvard.edu
HYUN JOO PARK, CHFC®, CLU®, LUTCF
MassMutual Financial Group of the Pacific
hpark@financialguide.com
IRA L. HILLYER
Hillyer Advisory
ira@hillyeradvisory.com
JAKE BLOCK
Redbrick LMD
jakeblock@gmail.com
JAMES P. KING, CFP
J.P. King & Associates
jim@jpkingadvisors.com
JEAN TOM
Davis Wright Tremaine, LLP
jeantom@dwt.com
JOANNA C AIKEN, AAMS®
Principal, Enso Wealth Management
joanna@ensowealth.com
JOHN A. HARTOG, ESQ.
Hartog, Baer, Hand
jahartog@hbh.law
JOHN SENSIBA
Sensiba San Fillipo
jsensiba@ssfllp.com
JONNA THOMAS
Wells Fargo Private Bank
jonna.thomas@wellsfargo.com
JULIA MATSUDAIRA
Jordan Park
julia.matsudaira@jordan-park.com
KATHARINE C. EARHART
Fairlight Advisors LLC
katharine@fairlightadvisors.com
LUDO THOMASSON
Ensemble Capital
ludo@ensemblecapital.com
MARK FREDENBURG, CFA
BTR Capital Management, Inc.
mfredenburg@btrcap.com
MARTIN JOHNSON
361 Financial Planning
martin@361planning.com
MARY BALLIN, CFP, CDFA
Perigon Wealth Management
mballin@perigonwealth.com
NICOLE MIDDLETON, CFP
Strategy Squad
nicole@strategysquad.com
RACHEL A. DODSON, ATTORNEY AT LAW
Roisman Henel Adams Trust and Estate Lawyers
rdodson@roismanhenel.com
RICHARD ROCKE, CFP, CFA
MassMutual Financial Group of the Pacific
rrocke@financialguide.com
SHILPA ANDALKAR
Ensemble Capital
shilpa@ensemblecapital.com
TAMMY PLOTKIN-OREN, CFP, CHFC, MBA
TPO Financial & Insurance Services
tammy@tpofinancial.com
TIMOTHY H. SMALLSREED, JD
Wendel, Rosen, Black & Dean LLP
tsmallsreed@wendel.com
TIMOTHY J.GAVIN JD
CPA Gavin Law
tim@gavin-law.com
TOM NGUYEN
Beneficial State Bank
ttnguyen@beneficialstate.com
WARD PYNN, CPA
RGP LLP
wpynn@rgpllp.com
Get in Touch
For more information about the Professional Advisor Leadership Council or the EBCF’s services to professional advisors, please contact Mây Nguyễn at philanthropicadvisors@eastbaycf.org.
