Professional Advisors Cabinet

Foundation For The Carolinas places great importance on its relationships with attorneys, financial planners, CPAs, brokers, life insurance representatives and other professional advisors.

The Foundation created a Cabinet of Professional Advisors to work strategically on issues and trends in charitable giving and to provide assistance in meeting the philanthropic goals of a professional advisor’s clients.

Cabinet members have a history of working closely with the Foundation, serving as charitable giving resources in their respective fields.

2012

Giles Almond, Matrix Wealth Advisors, Inc.
Cynthia Anderson, Anderson Financial Planning
John Barry, Barry Evans Josephs & Snipes
Rusty Bryson, III, Cary Street Partners
Lynn Chandler, Smith Moore Leatherwood
Andrea Chomakos, Parker Poe Adams and Bernstein LLP
Mike Crisp, Grier Furr & Crisp, PA
Janice Davies, Davies Law
Jay Eich, The Trust Company of the South
Kara Elbert, Elbert Financial Consulting, Inc.
Tim Flanagan, HF Financial
Debra Foster, Debra L. Foster, PA
Meg Goldstein, Meg D. Goldstein, Attorney-At-Law
Kathy Habluetzel, MBL Advisors
Graham Holding, Robinson Bradshaw & Hinson, PA
Nat Hyde, U.S. Trust - Bank of America Private Wealth Management
Ben Kochenower, Cline Brandt Kochenower & Co., P.A.
Leah Maybry, Elliott Davis
Sherri L. McGirt, McNair Law Firm, PA
Andrew Nesbitt, Nesbitt Law
Christy Reid, Robinson Bradshaw & Hinson, PA
Eric Ridenour, GenSpring Family Offices
Ken Samuelson, The Morehead Group
Lucy Siler, Johnston Allison & Hord, P.A.
Brad Van Hoy, Moore & Van Allen


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Click here to learn more about how Foundation For The Carolinas works with professional financial advisors to help clients achieve their philanthropic goals.