university of nevada, reno
Planned Giving advisory council
2023
Planned Giving advisory council
2023
COUNCIL MEETINGS AND EVENTS
All meetings take place, quarterly, during January, April, July, and October, from 7:45am to 9:00am unless otherwise noted.
2022 Meeting Dates
January 25, 2023
Speakers: Brian Saeman and Keiko Weil
Topic: UNR Foundation Procedure and Fundraising Review
Location: Clark Room, Morrill Hall
April 26, 2023
Speaker: Dr. Erick Jones, Dean of the College of Engineering
Location: Room 240, William Pennington Engineering Building
July 26, 2023
Speaker: Stephanie Rempe, Director
University of Nevada, Reno
Intercollegiate Athletics
Location: Basin Street Club-Mackay Stadium
October 25, 2023
Speaker: Catherine Cardwell, Dean of the University of Nevada, Reno
Libraries
Location: Mathewson/IGT Knowledge Center
LEADERSHIP AND MEMBERS
Chair
Kirstin Griffin
Wealthspire Advisors
Chair Elect
Michael Young
Charles Schwab
Members
Christine Arrascada Aramini
Arrascada & Aramini, PLLC
Kevin Bertonneau
Kevin L. Bertonneau, Attorney at Law
Dan Dooley
d
Edward Jones
Derek Hamblet
Whittier Trust Company of Nevada, Inc.
Ashley Hicks
Edward Jones
Darcy Houghton
U.S. Bank Private Wealth Management
Molly LeGoy
LeGoy Law
Joel Locke
Allison MacKenzie, Ltd.
Benson Mathews
Vantage Wealth Planning
Andi Moser
Eide Bailly LLP
David O’Mara
O’Mara Law Firm, P.C.
Tamara Reid
Aguirre Riley, P.C.
Laura Saunders
WTW Private Client Group/Willis
Personal Line, LLC
Richard Smith
Premier Trust
Angie Sosa
Grant Thornton LLP
Emily Winters
Dunham Trust Company
Gregory Yup
Ashley Quinn CPAs and Consultants, Ltd.
Michel "Mike" Aurnague
Pangborn & Co., Ltd.
Nicolas Conroy
Morgan Stanley
Kirstin Griffin
Wealthspire Advisors
Lee Hernandez
Firmament Financial, LLC
Eric Hollen
Open Window Financial Solutions, Ltd.
Bob LeGoy, Jr.
Maupin, Cox & LeGoy
Bryton Lewis
TIAA
Betsy Marler
Horning, Lingenfelter, & Co., LLP—Retired
Janet Mello
City National Bank
Jason Oetjen
Rafferty Oetjen CPA
David Osgood
Dunham Trust Company
Steve Rose
Art of Wealth Management
Irene Self
Ameriprise Financial Services, LLC
Tyler Smith
GAMCO Asset Management Inc.
F. McClure Wallace
Wallace & Millsap LLC
Michael Young
Charles Schwab
Ex-Officio Members
Brian Sandoval
President
University of Nevada, Reno
Brian Saeman
Director of Development, Planned Giving
University of Nevada, Reno
Patricia Richard
Interim Vice President of Advancement
University of Nevada, Reno
Emeriti Members
Soraya Tabibi Aguirre
Aguirre Riley, P.C
David Bianchi
Northwestern Mutual—Retired
Philip Brown
BANXA
William Creekbaum
Morgan Stanley Wealth Management
Leslie Daane
Barnard Vogler & Co.
Heidi Foster
American Wealth Management
Julia Gold
Law Offices of Julia Gold, P.C.
Thomas Hall
Law Offices of Thomas J. Hall
Jacqueline Kulikowski
1864 Capital Investments
Tammy Love
Ashley Quinn CPAs and Consultants, Ltd.
Ken Lynn
Hill Lynn Investment Group – Retired
Lynda Mahorter
TIAA - Retired
Ernie Maupin
Maupin, Cox, & LeGoy
Jason Morris
Woodburn and Wedge
Anthony Ozuna
Sierra Management Group
Mark Quinlan
Executive Insurance Consultants, Inc.
Thomas Rafferty
Rafferty Oetjen CPA
Michael Rooker
Wells Fargo Private Bank
Don Ross
Woodburn and Wedge
C. David Russell
Washoe Legal Services
R. Bryan Sedway
Sedway Financial
John Tennert
Fennemore Craig
Richard Wait
RS Wait, Chtd.
Janice Watson
US Bank - Retired
Ronald Zideck
Whittier Trust Board of Directors
Scott Albright
Trident Capital Advisors
John Boyd
Edward Jones
Steven Brown
RBC Wealth Management – Retired
Richard Cunningham
Richard Cunningham Law
Harold Depoali
Whittier Trust—Retired
Kirk Gardner
Eide Bailly LLP
Ryan Gonda
Deseret Trust Company
Mark Knobel
McDonald Carano LLP
Romeo "Ro" Lazzarone
The Lazzarone Group
Brian Loy
Wealthspire Advisors
Christopher MacKenzie
Allison MacKenzie, Ltd.
Jim Marren
Nevada Family Wealth
Kyle McCann
Vantage Wealth Planning
George Barton "Bart" Mowry
Maupin, Cox & LeGoy
Gino Pascucci
IconTrust, LLC
Bryce Rader
Anderson, Dorn & Rader, Ltd.
Timothy Riley
Aguirre Riley, P.C.
Ann Rosevear
Dunham Trust Company
Gustave Rossi
Maupin, Cox & LeGoy
Vicki Schultz
Schultz Financial Group, Inc.
Thomas Seeliger
Morgan Stanley Dean Witter & Company
Nicole Vance
Dunham Trust Company
Michael Wallace
New York Life Insurance Company
Sandra Wilson
Law Offices of Sandra O. Wilson
January 25, 2023
Speakers: Brian Saeman and Keiko Weil
Topic: UNR Foundation Procedure and Fundraising Review
Location: Clark Room, Morrill Hall
Topic: UNR Foundation Procedure and Fundraising Review
Location: Clark Room, Morrill Hall
April 26, 2023
Speaker: Dr. Erick Jones, Dean of the College of Engineering
Location: Room 240, William Pennington Engineering Building
Location: Room 240, William Pennington Engineering Building
July 26, 2023
Speaker: Stephanie Rempe, Director
University of Nevada, Reno
Intercollegiate Athletics
Location: Basin Street Club-Mackay Stadium
University of Nevada, Reno
Intercollegiate Athletics
Location: Basin Street Club-Mackay Stadium
October 25, 2023
Speaker: Catherine Cardwell, Dean of the University of Nevada, Reno
Libraries
Location: Mathewson/IGT Knowledge Center
Libraries
Location: Mathewson/IGT Knowledge Center
Chair
Kirstin Griffin
Wealthspire Advisors
Chair Elect
Michael Young
Charles Schwab
Christine Arrascada Aramini
Arrascada & Aramini, PLLC
Kevin Bertonneau
Kevin L. Bertonneau, Attorney at Law
Dan Dooley
d Edward Jones
Derek Hamblet
Whittier Trust Company of Nevada, Inc.
Ashley Hicks
Edward Jones
Darcy Houghton
U.S. Bank Private Wealth Management
Molly LeGoy
LeGoy Law
Joel Locke
Allison MacKenzie, Ltd.
Benson Mathews
Vantage Wealth Planning
Andi Moser
Eide Bailly LLP
David O’Mara
O’Mara Law Firm, P.C.
Tamara Reid
Aguirre Riley, P.C.
Laura Saunders
WTW Private Client Group/Willis
Personal Line, LLC
Richard Smith
Premier Trust
Angie Sosa
Grant Thornton LLP
Emily Winters
Dunham Trust Company
Gregory Yup
Ashley Quinn CPAs and Consultants, Ltd.
Arrascada & Aramini, PLLC
Kevin Bertonneau
Kevin L. Bertonneau, Attorney at Law
Dan Dooley
d Edward Jones
Derek Hamblet
Whittier Trust Company of Nevada, Inc.
Ashley Hicks
Edward Jones
Darcy Houghton
U.S. Bank Private Wealth Management
Molly LeGoy
LeGoy Law
Joel Locke
Allison MacKenzie, Ltd.
Benson Mathews
Vantage Wealth Planning
Andi Moser
Eide Bailly LLP
David O’Mara
O’Mara Law Firm, P.C.
Tamara Reid
Aguirre Riley, P.C.
Laura Saunders
WTW Private Client Group/Willis
Personal Line, LLC
Richard Smith
Premier Trust
Angie Sosa
Grant Thornton LLP
Emily Winters
Dunham Trust Company
Gregory Yup
Ashley Quinn CPAs and Consultants, Ltd.
Michel "Mike" Aurnague
Pangborn & Co., Ltd.
Nicolas Conroy
Morgan Stanley
Kirstin Griffin
Wealthspire Advisors
Lee Hernandez
Firmament Financial, LLC
Eric Hollen
Open Window Financial Solutions, Ltd.
Bob LeGoy, Jr.
Maupin, Cox & LeGoy
Bryton Lewis
TIAA
Betsy Marler
Horning, Lingenfelter, & Co., LLP—Retired
Janet Mello
City National Bank
Jason Oetjen
Rafferty Oetjen CPA
David Osgood
Dunham Trust Company
Steve Rose
Art of Wealth Management
Irene Self
Ameriprise Financial Services, LLC
Tyler Smith
GAMCO Asset Management Inc.
F. McClure Wallace
Wallace & Millsap LLC
Michael Young
Charles Schwab
Pangborn & Co., Ltd.
Nicolas Conroy
Morgan Stanley
Kirstin Griffin
Wealthspire Advisors
Lee Hernandez
Firmament Financial, LLC
Eric Hollen
Open Window Financial Solutions, Ltd.
Bob LeGoy, Jr.
Maupin, Cox & LeGoy
Bryton Lewis
TIAA
Betsy Marler
Horning, Lingenfelter, & Co., LLP—Retired
Janet Mello
City National Bank
Jason Oetjen
Rafferty Oetjen CPA
David Osgood
Dunham Trust Company
Steve Rose
Art of Wealth Management
Irene Self
Ameriprise Financial Services, LLC
Tyler Smith
GAMCO Asset Management Inc.
F. McClure Wallace
Wallace & Millsap LLC
Michael Young
Charles Schwab
Brian Sandoval
President
University of Nevada, Reno
Brian Saeman
Director of Development, Planned Giving
University of Nevada, Reno
President
University of Nevada, Reno
Brian Saeman
Director of Development, Planned Giving
University of Nevada, Reno
Patricia Richard
Interim Vice President of Advancement
University of Nevada, Reno
Interim Vice President of Advancement
University of Nevada, Reno
Soraya Tabibi Aguirre
Aguirre Riley, P.C
David Bianchi
Northwestern Mutual—Retired
Philip Brown
BANXA
William Creekbaum
Morgan Stanley Wealth Management
Leslie Daane
Barnard Vogler & Co.
Heidi Foster
American Wealth Management
Julia Gold
Law Offices of Julia Gold, P.C.
Thomas Hall
Law Offices of Thomas J. Hall
Jacqueline Kulikowski
1864 Capital Investments
Tammy Love
Ashley Quinn CPAs and Consultants, Ltd.
Ken Lynn
Hill Lynn Investment Group – Retired
Lynda Mahorter
TIAA - Retired
Ernie Maupin
Maupin, Cox, & LeGoy
Jason Morris
Woodburn and Wedge
Anthony Ozuna
Sierra Management Group
Mark Quinlan
Executive Insurance Consultants, Inc.
Thomas Rafferty
Rafferty Oetjen CPA
Michael Rooker
Wells Fargo Private Bank
Don Ross
Woodburn and Wedge
C. David Russell
Washoe Legal Services
R. Bryan Sedway
Sedway Financial
John Tennert
Fennemore Craig
Richard Wait
RS Wait, Chtd.
Janice Watson
US Bank - Retired
Ronald Zideck
Whittier Trust Board of Directors
Aguirre Riley, P.C
David Bianchi
Northwestern Mutual—Retired
Philip Brown
BANXA
William Creekbaum
Morgan Stanley Wealth Management
Leslie Daane
Barnard Vogler & Co.
Heidi Foster
American Wealth Management
Julia Gold
Law Offices of Julia Gold, P.C.
Thomas Hall
Law Offices of Thomas J. Hall
Jacqueline Kulikowski
1864 Capital Investments
Tammy Love
Ashley Quinn CPAs and Consultants, Ltd.
Ken Lynn
Hill Lynn Investment Group – Retired
Lynda Mahorter
TIAA - Retired
Ernie Maupin
Maupin, Cox, & LeGoy
Jason Morris
Woodburn and Wedge
Anthony Ozuna
Sierra Management Group
Mark Quinlan
Executive Insurance Consultants, Inc.
Thomas Rafferty
Rafferty Oetjen CPA
Michael Rooker
Wells Fargo Private Bank
Don Ross
Woodburn and Wedge
C. David Russell
Washoe Legal Services
R. Bryan Sedway
Sedway Financial
John Tennert
Fennemore Craig
Richard Wait
RS Wait, Chtd.
Janice Watson
US Bank - Retired
Ronald Zideck
Whittier Trust Board of Directors
Scott Albright
Trident Capital Advisors
John Boyd
Edward Jones
Steven Brown
RBC Wealth Management – Retired
Richard Cunningham
Richard Cunningham Law
Harold Depoali
Whittier Trust—Retired
Kirk Gardner
Eide Bailly LLP
Ryan Gonda
Deseret Trust Company
Mark Knobel
McDonald Carano LLP
Romeo "Ro" Lazzarone
The Lazzarone Group
Brian Loy
Wealthspire Advisors
Christopher MacKenzie
Allison MacKenzie, Ltd.
Jim Marren
Nevada Family Wealth
Kyle McCann
Vantage Wealth Planning
George Barton "Bart" Mowry
Maupin, Cox & LeGoy
Gino Pascucci
IconTrust, LLC
Bryce Rader
Anderson, Dorn & Rader, Ltd.
Timothy Riley
Aguirre Riley, P.C.
Ann Rosevear
Dunham Trust Company
Gustave Rossi
Maupin, Cox & LeGoy
Vicki Schultz
Schultz Financial Group, Inc.
Thomas Seeliger
Morgan Stanley Dean Witter & Company
Nicole Vance
Dunham Trust Company
Michael Wallace
New York Life Insurance Company
Sandra Wilson
Law Offices of Sandra O. Wilson
Trident Capital Advisors
John Boyd
Edward Jones
Steven Brown
RBC Wealth Management – Retired
Richard Cunningham
Richard Cunningham Law
Harold Depoali
Whittier Trust—Retired
Kirk Gardner
Eide Bailly LLP
Ryan Gonda
Deseret Trust Company
Mark Knobel
McDonald Carano LLP
Romeo "Ro" Lazzarone
The Lazzarone Group
Brian Loy
Wealthspire Advisors
Christopher MacKenzie
Allison MacKenzie, Ltd.
Jim Marren
Nevada Family Wealth
Kyle McCann
Vantage Wealth Planning
George Barton "Bart" Mowry
Maupin, Cox & LeGoy
Gino Pascucci
IconTrust, LLC
Bryce Rader
Anderson, Dorn & Rader, Ltd.
Timothy Riley
Aguirre Riley, P.C.
Ann Rosevear
Dunham Trust Company
Gustave Rossi
Maupin, Cox & LeGoy
Vicki Schultz
Schultz Financial Group, Inc.
Thomas Seeliger
Morgan Stanley Dean Witter & Company
Nicole Vance
Dunham Trust Company
Michael Wallace
New York Life Insurance Company
Sandra Wilson
Law Offices of Sandra O. Wilson
