Personal and Powerful.

And much more.

A key part of our culture is our commitment to our communities and the preservation of our planet’s natural resources. We are proud to partner with organizations that share our values and support our efforts to help educate clients on the changing world around us.

The Marine
Mammal Center

A private, non-profit organization established for the purpose of rescuing, rehabilitating, and releasing, marine mammals who are injured, ill, or abandoned.

SR3 – SeaLife Response, Rehabilitation, and Research

SR³ is a Non-Profit organization in the Pacific Northwest dedicated to improving marine wildlife health and welfare.

Community Leadership and Volunteerism

Greg Friedman

  • Board Member, The Marine Mammal Center

Julie Back

  • Advisory Board, Central Washington University Personal Financial Planning
  • Leadership Board, Central Washington University College of Business
  • Seattle Humane Society Planned Giving Council

Bill Bockwoldt

  • Instructor, Junior Achievement of Northern California
  • Pro Bono Consultant, Pro Bono Days

Steve Branton

  • Professional Advisory Council, Horizons Foundation

Amanda Fox

  • Volunteer, Marin Agricultural Land Trust (MALT)
  • Volunteer, The Presidio

Kevin Gahagan

  • Volunteer Instructor, Independent Living Skills Program – Contra Costa County
  • Pro Bono Counseling, Family Wealth Forum

Angela Giombetti

  • Volunteer, American Corporate Partners Mentor
  • Volunteer, American Cancer Association
  • Volunteer, Special Olympics

Cynthia Greenfield

  • Partner, Greenhouse Scholars

Channing Olson

  • Board of Directors – Secretary, Marina Community Association
  • Board of Directors – Nominating Chair, Junior League of San Francisco
  • Alumni/Member, Leadership San Francisco – Chamber of Commerce

Kelly Keydel

  • Board, Knit For Life
  • Volunteer, Seattle Humane Society
  • Volunteer, Youth Care
  • Volunteer, Methow Conservancy

Sabrina Lowell

  • Member, Leadership San Francisco (2018-2019)
  • Committee Member, The Olympic Club (Past Chair of Admissions and Standards and Past
    Member of the History & Archives Committee)
  • Volunteer and Past Board Member, The Junior League of San Francisco
  • Board, CFP Board WIN Council member

Lisa Peters

  • Board, Financial Planning Association
  • Volunteer, Seattle Times Financial Hotline.
  • Volunteer, Washington Women’s Foundation

Chip Pyfer

  • Former board member & current volunteer – 20 years, The Guardsmen (San Francisco)
  • Co-chair and Volunteer, The Redwoods Retirement Community (Mill Valley)

Sheila Schroeder

  • Board of Directors, Chautauqua Institution Foundation
  • Co-founder/Steering Committee, Electing Women San Francisco
  • Co-Chair, Center For Reproductive Rights
  • Co-Chair, San Francisco Bay Area Leadership Council
  • Mentor, American Corporate Partners
  • Advisory Board, San Francisco Waldorf School

Sarah Wotherspoon

  • San Anselmo Cooperative Nursery School Advisory Board
  • Volunteer, Heartwood Educational Collaborative
  • Volunteer, FPA Pro Bono