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.