
Professional Advisor Council
Our Professional Advisor Council is a group of local attorneys, certified public accountants and financial professionals who work toward gaining a deeper understanding of the Community Foundation’s services and its role in Western New York, and provide feedback to enhance our ability to be a preeminent resource on charitable giving for the professional advisor field.
2023 Professional Advisor Council
David J. Luzon, Esq. (Chair), Barclay Damon LLP
Wyatt Arthurs, CFP®, CPWA®, CRPS®, CEPA The Arthurs Malof Group
Ashley E. Bauer, CPA, Tronconi Segarra & Associates LLP
Andrew Borowski, CPA, The Bonadio Group
David R. Burgio, Custom Wealth Strategies
Dan Byles-Smith, CPA, CFP®, Waterford Advisors, LLC
Jill Colombo, CPA, Dopkins & Company, LLP
Carolyn L. DeVaughn, Esq., Gross Shuman P.C.
Lawrence C. Franco, Esq., Hurwitz & Fine, P.C.
Linda Stravalaci Grear, Esq., Pfalzgraf Beinhauer Grear Harris Schuller LLP
Kenneth A. Grossberg, Esq., Phillips Lytle, LLP
Cheryl Jankowski, CPA, CEPA (Board Liaison), Lumsden McCormick LLP
Jeffrey H. Katz, Esq. (Board Liaison), Katz and Baehre
Christine Mathieu, B.Msc., Wealth Coach, Note Advisors, LLC
Patrick T. McGuire, CPFA, JD, RBC Wealth Management
Mark Stebbins, CPA, CGMA Freed Maxick CPAs, P.C.