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Major and Planned Giving Officer
Karen K. McCloskey
Karen McCloskey, CPA provides tax services to include planning and compliance for closely-held businesses and their owners, as well as for not-for-profit organizations. Working in public accounting for 30 years, she has extensive experience in federal, Arizona, California, and multi-state income tax issues.
Donald F. Romano
Don Romano recently retired after a 25+ year career in wealth management. His experience provided him with the knowledge and skills to understand not only the personal financial needs of his clients, but also the business and economic trends that affect them. Even though he recently retired, Don continues his commitment to the community by serving on several non profits boards and advisory councils.
Law Office of Kay Richter
Kay Richter practices in the areas of Estate Planning, Trusts, Wills, Elder Law and Long Term Care planning. Ms. Richter's office serves Tucson and southern Arizona. Kay has received numerous of awards and has earned the highest possible rating by the oldest legal directory in the nation. She volunteers her time with many nonprofits and serves on several boards and planned giving advisory committees.
Law Office of Jeremy Sohn, PLLC
Jeremy Sohn has been a practicing attorney since 1993, focusing on estate and business planning. Jeremy is a past partner at Snell & Wilmer L.L.P. and in 2011 he started his own practice. He is involved with several charities and is a member of several boards and committees for local charitable and community organizations.
Donald Butler II, CPA
DLashbrook, Butler & Davis, P.L.L.C
Don Butler has been in the practice of public accounting since 1981 with experience in various areas of tax, audit and accounting engagements. Since joining Kleinhans, Lashbrook, Butler & Davis, P.L.L.C. his primary practice has been in the areas of individual, partnership, corporate, and fiduciary taxation. Don?s professional affiliations include the Arizona Society of Certified Public Accountants, the American Institute of Certified Public Accountants, Southern Arizona Estate Planning Council, and the Tucson Tax Study Group.
Elizabeth D. Spilotro
Elizabeth Spilotro practices in the area of estate planning, charitable planning, estate settlement and probate, and trust administration. Ms. Spilotro advises individuals, couples, blended families, and unmarried couples in committed relationships to plan for incapacity, care for loved ones with special needs, and provide for family and beloved causes after death.
Polly Putnam White
Polly, a native of Phoenix, AZ is Vice President and Senior Trust Administrator in the Tucson Tanque Verde office of the Northern Trust Company. Polly holds a B.S degree in Business Administration from the University of Arizona and a Juris Doctor from Michigan State University College of Law. Polly is a licensed member of the State Bar Arizona and currently serves on not-for-profits boards in the Tucson area.
Patricia F. Raskob
Raskob Kambourian Financial Advisors, Ltd.
Patricia F. Raskob, earned her Bachelor of Science degree from Kansas State University, graduating with honors. She is a Certified Financial Planner, Enrolled Agent (enrolled to practice before the Internal Revenue Service on tax matters), and is an Accredited Tax Advisor. She has been admitted to the Registry of CFP Licensed Practitioners and is a Fellow of the National Tax Practice Institute. Pat is a member of the Financial Planners Association, the National Association of Personal Financial Advisors, the National Association of Tax Practitioners and the National Association of Enrolled Agents. She serves on a number of community boards.
Pamela E. McConnaughey CTFA, AAMS
Wells Fargo Bank, NA Wealth Management Group
Pam McConnaughey joined Wells Fargo in 1977 and is a Senior Trust & Fiduciary Specialist within The Private Bank, Wealth Management . Pam focuses on estate planning and working with charitable giving opportunities and not-for-profit organizations. Ms. McConnaughey serves on several community boards and planned giving advisory boards.
West, Elsberry, Longenbaugh and Zickerman, P.L.L.C.
David West is a a diehard Wildcat fan who is a member of the Real Estate and Tax Sections of the American Bar Association, the Tax, Elder Law, Real Estate and Probate Sections of the State Bar of Arizona and the National Academy of Elder Law Attorneys. He has also served on the Executive Council of the Probate and Trust Section of the State Bar of Arizona. His primary areas of practice are estate planning, guardianships, conservatorships. He serves on community boards helping Tucson be a better place.
Benjamin J Burnside
Bogutz & Gordon, PC
Ben is a Certified Specialist in Estate & Trust Law by the State Bar of Arizona and a Certified Elder Law Attorney by the National Elder Law Foundation. Ben has practiced estate planning firm since 1994. He also serves on the State Bar of Arizona Probate & Trust Section Executive Council. He is a Member of the National Academy of Elder Law Attorneys, the Rotary Club of Tucson, and the Pima County Bar Association. He writes and lectures frequently and is active in numerous community organizations.
Waterfall, Economidis, Caldwell, Hanshaw & Villamana, P.C.
Jill Wiley has practiced law since 1995 and handles a broad array of matters involving trusts and estates. In addition to assisting clients with the preparation of complex estate plans, the administration of trusts and estates, and probate, Ms. Wiley?s practice includes representing clients in estate and trust litigation to prosecute and defend breach of fiduciary duty claims, will and trust contests, fiduciary tax issues and protect clients? rights in trusts and estates.