Our Professional Advisor Committee members are here to help

Our Professional Advisor Committee (PAC) is a group of experienced professionals in the financial, law and insurance fields who are dedicated to helping you make the right financial decisions and investments. Whether you are considering a planned gift, estate gift or a charitable trust our preferred Advisors are able to assist you through the process.

 
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Margo Allen

Estate Planning and Corporate Work Attorney, Watland & Allen, PLLC

margo.allen@walawaz.com

Stephanie A. Bivens, Esq., CELA

Owner, Bivens & Associates, P.L.L.C.

stephanie@bivenslaw.com

Kristel K. Patton, Esq.

Attorney & Counselor at Law, Empowered Legacy Planning

kkp@legacylawaz.com

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Mary Ann Hennelly-Favata

Private Wealth Manager, MRA Associates

mhennelly-favata@mraassociates.com

creighton hardy

Principal and Wealth Management Advisor, Hardy Wealth Management - Northwestern Mutual

creighton.b.hardy@nm.com

Carol Bell, MBA, CFP®

Senior Wealth Manager, Better Money Decisions

IN MEMORY OF PATRICK BERTENSHAW

Patrick was a dedicated member of our Professional Advisors Committee and AFW as a whole. As a Financial Advisor.

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Lyuda Eisenman, CPA

Tax Shareholder, BeachFleischman PC

Shayne R. Neuwirth, CPA

CPA and Principal, Shayne R.Neuwirth CPA PLLC

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Doretta Thomas

Managing Representative/ Career Agent, Transamerica Agency Network

doretta.e.thomas@transamericanetwork.com

 
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Judith A. Smith, MA, CFRE

President, GivingSMITH

judi@givingsmith.net

Lora Golke, CAP®

Senior Director, Development & Donor Engagement, Arizona Community Foundation

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Carmel fenwick

Vice President / Private Banker, National Bank of Arizona