Creating a lasting legacy for your clients begins with a conversation.
Many Newaygo County philanthropists recommend the Community Foundation as the best choice to fulfill their charitable goals and passions due to our expertise, flexible giving options, and deep roots in the community. Working with the Community Foundation also offers your client real tax advantages.
We can provide you with information and resources to start the conversation about charitable giving options with your clients. By joining with us as your trusted partner in philanthropy, your clients can create a lasting legacy in the community they love.
Professional Advisors Board
Our partnerships with professional advisors have been helping community members fulfill their charitable goals for decades! That’s why we created our Professional Advisors Board in 2014. They provide strategic planning, guidance, and serve as liaisons to our entire network of advisors. The board includes a diverse group of advisors, from estate planning attorneys to CPAs to financial planners.
Erin Barnhart
Attorney, McCurdy, Wotila & Porteous
David M. Byrne
Attorney at Law
Jason DeKuiper
Owner and Insurance Agent, The White Agency
Julie Dykman
Insurance Agent, The White Agency
Don Farmer
Senior Vice President, Edgewater Bank
Brad Fath
Financial Advisor, Lerner, Csernai & Fath Financial Group
Cathy Kissinger
Financial Advisor, Edward Jones
David Landheer
Insurance Advisor, Landheer Insurance Agency
Richard LeBaron
Financial Advisor, LeBaron Financial Group
Mark Miller
Attorney, Murphy Caris & Miller P.C.
John Mousel
Financial Advisor, ChoiceOne Bank
Jennifer Proctor
Accountant, Baker’s Management
Rolly Reed
Partner and Certified Public Accountant, H&S Companies
Scott Swinehart
Financial Advisor, Edward Jones
Seth Wenger
Owner and Insurance Agent, The Wenger Agency
Brian Youngs
Vice President, Lake-Osceola State Bank
