university of nevada, reno
Planned Giving advisory council
2022
Planned Giving advisory council
2022
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 26, 2022
Speaker: Bill Johnson, Vice President Advancement, University of Nevada, Reno
Location: Clark Room, Morrill Hall
April 27, 2022
Speaker: Paul McFarlane, Director of the Fleischmann Planetarium and Science Center
Location: Fleischmann Planetarium and Science Center, University of Nevada, Reno
July 27, 2022
Speaker: University of Nevada, Reno Intercollegiate Athletics
Location: TBD
October 26, 2022
Speaker: Dean of the University of Nevada, Reno School of Medicine
Location: University Health Building, 745 West Moana Lane, Reno
LEADERSHIP AND MEMBERS
Chair
Kirk Gardner
Eide Bailly
Chair Elect
Kirstin Griffin
Sage Financial Advisors
Members
Scott Albright
Trident Capital Advisors
John Boyd
Edward Jones
William Creekbaum
Morgan Stanley Wealth Management
Laura Ebert
Willis Towers Watson
Ryan Gonda
Anderson, Dorn & Rader, Ltd.
Derek Hamblet
Whittier Trust Company of Nevada, Inc.
Eric Hollen
Open Window Financial Solutions, Ltd.
Romeo "Ro" Lazzarone
The Lazzarone Group
Bryton Lewis
TIAA
Christopher MacKenzie
Allison MacKenzie, Ltd.
Benson Mathews
Vantage Wealth Planning
Jason Morris
Woodburn and Wedge
David Osgood
Dunham Trust Company
Gino Pascucci
IconTrust, LLC
Thomas Rafferty
Rafferty Oetjen CPA
Steve Rose
Legacy Wealth Planning LLC
Richard Smith
Premier Trust
Timothy Summers
Woodburn and Wedge
F. McClure Wallace
Wallace & Millsap LLC
Gregory Yup
Ashley Quinn CPAs and Consultants, Ltd.
Michel "Mike" Aurnague
Pangborn & Co., Ltd.
Philip Brown
Alliance Trust Company of Nevada
Leslie Daane
Barnard Vogler & Co.
Kirk Gardner
Eide Bailly
Kirstin Griffin
Sage Financial Advisors
Lee Hernandez
Firmament Financial, LLC
Darcy Houghton
Blanchard, Krasner & French
Bob LeGoy, Jr.
Maupin, Cox & LeGoy
Tammy Love
Ashley Quinn CPAs and Consultants, Ltd.
Betsy Marler
Horning, Lingenfelter, & Co., LLP
Janet Mello
City National Bank
Alice Mull
Wells Fargo Private Bank
Anthony Ozuna
Sierra Management Group
Bryce Rader
Anderson, Dorn & Rader, Ltd.
Michael Rooker
Wells Fargo Private Bank
Gustave Rossi
Maupin, Cox & LeGoy
Tyler Smith
GAMCO Asset Management Inc.
John Tennert
Fennemore Craig
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
Bill Johnson
Vice President of Advancement
University of Nevada, Reno
Ex-Officio Members
Soraya Tabibi Aguirre
Aguirre Riley, P.C.
Steven Brown
RBC Wealth Management - Retired
Richard Cunningham
Richard Cunningham Law
Heidi Foster
American Wealth Management
Thomas Hall
Law Offices of Thomas J. Hall
Jacqueline Kulikowski
1864 Capital Investments
Ken Lynn
Hill Lynn Investment Group - Retired
Jim Marren
Nevada Family Wealth
Kyle McCann
Vantage Wealth Planning
Mark Quinlan
Executive Insurance Consultants, Inc.
Ann Rosevear
Dunham Trust Company
C. David Russell
Washoe Legal Services
R. Bryan Sedway
Sedway Financial
Nicole Vance
Dunham Trust Company
Michael Wallace
New York Life Insurance Company
Sandra Wilson
Law Offices of Sandra O. Wilson
David Bianchi
Northwestern Mutual - Retired
Julie Callahan
Nevada Eye Consultants
Harold Depoali
Whittier Trust -- Retired
Julia Gold
Law Offices of Julia Gold, P.C.
Mark Knobel
McDonald Carano LLP
Brian Loy
Sage Financial Advisors
Lynda Mahorter
TIAA - Retired
Ernie Maupin
Maupin, Cox, & LeGoy
George Barton "Bart" Mowry
Maupin, Cox & LeGoy
Timothy Riley
Aguirre Riley, P.C.
Don Ross
Woodburn and Wedge
Vicki Schultz
Schultz Financial Group, Inc.
Thomas Seeliger
Morgan Stanley Dean Witter & Company
Richard Wait
RS Wait, Chtd.
Janice Watson
US Bank - Retired
January 26, 2022
Speaker: Bill Johnson, Vice President Advancement, University of Nevada, Reno
Location: Clark Room, Morrill Hall
Location: Clark Room, Morrill Hall
April 27, 2022
Speaker: Paul McFarlane, Director of the Fleischmann Planetarium and Science Center
Location: Fleischmann Planetarium and Science Center, University of Nevada, Reno
Location: Fleischmann Planetarium and Science Center, University of Nevada, Reno
July 27, 2022
Speaker: University of Nevada, Reno Intercollegiate Athletics
Location: TBD
Location: TBD
October 26, 2022
Speaker: Dean of the University of Nevada, Reno School of Medicine
Location: University Health Building, 745 West Moana Lane, Reno
Location: University Health Building, 745 West Moana Lane, Reno
Chair
Kirk Gardner
Eide Bailly
Chair Elect
Kirstin Griffin
Sage Financial Advisors
Scott Albright
Trident Capital Advisors
John Boyd
Edward Jones
William Creekbaum
Morgan Stanley Wealth Management
Laura Ebert
Willis Towers Watson
Ryan Gonda
Anderson, Dorn & Rader, Ltd.
Derek Hamblet
Whittier Trust Company of Nevada, Inc.
Eric Hollen
Open Window Financial Solutions, Ltd.
Romeo "Ro" Lazzarone
The Lazzarone Group
Bryton Lewis
TIAA
Christopher MacKenzie
Allison MacKenzie, Ltd.
Benson Mathews
Vantage Wealth Planning
Jason Morris
Woodburn and Wedge
David Osgood
Dunham Trust Company
Gino Pascucci
IconTrust, LLC
Thomas Rafferty
Rafferty Oetjen CPA
Steve Rose
Legacy Wealth Planning LLC
Richard Smith
Premier Trust
Timothy Summers
Woodburn and Wedge
F. McClure Wallace
Wallace & Millsap LLC
Gregory Yup Ashley Quinn CPAs and Consultants, Ltd.
Trident Capital Advisors
John Boyd
Edward Jones
William Creekbaum
Morgan Stanley Wealth Management
Laura Ebert
Willis Towers Watson
Ryan Gonda
Anderson, Dorn & Rader, Ltd.
Derek Hamblet
Whittier Trust Company of Nevada, Inc.
Eric Hollen
Open Window Financial Solutions, Ltd.
Romeo "Ro" Lazzarone
The Lazzarone Group
Bryton Lewis
TIAA
Christopher MacKenzie
Allison MacKenzie, Ltd.
Benson Mathews
Vantage Wealth Planning
Jason Morris
Woodburn and Wedge
David Osgood
Dunham Trust Company
Gino Pascucci
IconTrust, LLC
Thomas Rafferty
Rafferty Oetjen CPA
Steve Rose
Legacy Wealth Planning LLC
Richard Smith
Premier Trust
Timothy Summers
Woodburn and Wedge
F. McClure Wallace
Wallace & Millsap LLC
Gregory Yup Ashley Quinn CPAs and Consultants, Ltd.
Michel "Mike" Aurnague
Pangborn & Co., Ltd.
Philip Brown
Alliance Trust Company of Nevada
Leslie Daane
Barnard Vogler & Co.
Kirk Gardner
Eide Bailly
Kirstin Griffin
Sage Financial Advisors
Lee Hernandez
Firmament Financial, LLC
Darcy Houghton
Blanchard, Krasner & French
Bob LeGoy, Jr.
Maupin, Cox & LeGoy
Tammy Love
Ashley Quinn CPAs and Consultants, Ltd.
Betsy Marler
Horning, Lingenfelter, & Co., LLP
Janet Mello
City National Bank
Alice Mull
Wells Fargo Private Bank
Anthony Ozuna
Sierra Management Group
Bryce Rader
Anderson, Dorn & Rader, Ltd.
Michael Rooker
Wells Fargo Private Bank
Gustave Rossi
Maupin, Cox & LeGoy
Tyler Smith
GAMCO Asset Management Inc.
John Tennert
Fennemore Craig
Michael Young
Charles Schwab
Pangborn & Co., Ltd.
Philip Brown
Alliance Trust Company of Nevada
Leslie Daane
Barnard Vogler & Co.
Kirk Gardner
Eide Bailly
Kirstin Griffin
Sage Financial Advisors
Lee Hernandez
Firmament Financial, LLC
Darcy Houghton
Blanchard, Krasner & French
Bob LeGoy, Jr.
Maupin, Cox & LeGoy
Tammy Love
Ashley Quinn CPAs and Consultants, Ltd.
Betsy Marler
Horning, Lingenfelter, & Co., LLP
Janet Mello
City National Bank
Alice Mull
Wells Fargo Private Bank
Anthony Ozuna
Sierra Management Group
Bryce Rader
Anderson, Dorn & Rader, Ltd.
Michael Rooker
Wells Fargo Private Bank
Gustave Rossi
Maupin, Cox & LeGoy
Tyler Smith
GAMCO Asset Management Inc.
John Tennert
Fennemore Craig
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
Bill Johnson
Vice President of Advancement
University of Nevada, Reno
Vice President of Advancement
University of Nevada, Reno
Soraya Tabibi Aguirre
Aguirre Riley, P.C.
Steven Brown
RBC Wealth Management - Retired
Richard Cunningham
Richard Cunningham Law
Heidi Foster
American Wealth Management Thomas Hall
Law Offices of Thomas J. Hall Jacqueline Kulikowski
1864 Capital Investments
Ken Lynn
Hill Lynn Investment Group - Retired
Jim Marren
Nevada Family Wealth
Kyle McCann
Vantage Wealth Planning
Mark Quinlan
Executive Insurance Consultants, Inc.
Ann Rosevear
Dunham Trust Company
C. David Russell
Washoe Legal Services
R. Bryan Sedway
Sedway Financial
Nicole Vance
Dunham Trust Company
Michael Wallace
New York Life Insurance Company
Sandra Wilson
Law Offices of Sandra O. Wilson
Aguirre Riley, P.C.
Steven Brown
RBC Wealth Management - Retired
Richard Cunningham
Richard Cunningham Law
Heidi Foster
American Wealth Management Thomas Hall
Law Offices of Thomas J. Hall Jacqueline Kulikowski
1864 Capital Investments
Ken Lynn
Hill Lynn Investment Group - Retired
Jim Marren
Nevada Family Wealth
Kyle McCann
Vantage Wealth Planning
Mark Quinlan
Executive Insurance Consultants, Inc.
Ann Rosevear
Dunham Trust Company
C. David Russell
Washoe Legal Services
R. Bryan Sedway
Sedway Financial
Nicole Vance
Dunham Trust Company
Michael Wallace
New York Life Insurance Company
Sandra Wilson
Law Offices of Sandra O. Wilson
David Bianchi
Northwestern Mutual - Retired
Julie Callahan
Nevada Eye Consultants
Harold Depoali
Whittier Trust -- Retired
Julia Gold
Law Offices of Julia Gold, P.C.
Mark Knobel
McDonald Carano LLP
Brian Loy
Sage Financial Advisors
Lynda Mahorter
TIAA - Retired
Ernie Maupin
Maupin, Cox, & LeGoy
George Barton "Bart" Mowry
Maupin, Cox & LeGoy
Timothy Riley
Aguirre Riley, P.C.
Don Ross
Woodburn and Wedge
Vicki Schultz
Schultz Financial Group, Inc.
Thomas Seeliger
Morgan Stanley Dean Witter & Company
Richard Wait
RS Wait, Chtd.
Janice Watson
US Bank - Retired
Northwestern Mutual - Retired
Julie Callahan
Nevada Eye Consultants
Harold Depoali
Whittier Trust -- Retired
Julia Gold
Law Offices of Julia Gold, P.C.
Mark Knobel
McDonald Carano LLP
Brian Loy
Sage Financial Advisors
Lynda Mahorter
TIAA - Retired
Ernie Maupin
Maupin, Cox, & LeGoy
George Barton "Bart" Mowry
Maupin, Cox & LeGoy
Timothy Riley
Aguirre Riley, P.C.
Don Ross
Woodburn and Wedge
Vicki Schultz
Schultz Financial Group, Inc.
Thomas Seeliger
Morgan Stanley Dean Witter & Company
Richard Wait
RS Wait, Chtd.
Janice Watson
US Bank - Retired
