Professional Advisor Relationships

The PineBelt Community Foundation works hard to maintain the trust and respect of CPAs, attorneys, and financial representatives and are proud of the partnerships we’ve formed throughout the Pine Belt area.

Three things professional advisors need to know:

    • Community Foundations serve donors by supporting their multiple charitable intents and changing charitable interests.  Our services are broad and flexible.
    •  We understand that the primary motivation of advisors is to do what’s best for their clients.
    •  We are the best vehicle to help fulfill donors’ charitable needs and advisors’ business needs; we are not “just another charity.”

 The following professional advisors have either served on our Board of Directors or have referred clients to us:

  • Honorable Dawn Beam, Attorney at Law
  • Mary Denver Blumentritt, Attorney at Law
  • Robert Cornett, Cornett Group
  • Joe Donnell, Donnell & Company
  • Andrew “Drew” Foxworth, Attorney at Law
  • Bernard Green, Bernard Green Insurance – Allstate
  • Chris Inman, CFP – Inman Wealth Management
  • Robert T.  Jackson, Sr., Attorney at Law
  • Rob Jackson, Jr., Attorney at Law
  • Paul Laughlin, Retired Trust Officer
  • Andy Leslie, Trustmark Wealth Management
  • Josh Mars, Attorney at Law
  • McArthur, Thames, Slay & Dews, PLLC
  • Michelle Mabry, President and CEO, Wealth Management Consultants
  • Bryan Nelson, PA
  • David Ott, Attorney at Law
  • Nicholson & Company PLLC
  • Kris Powell, Attorney at Law
  • Sean Priebe, CFP – Raymond James
  • Brady Raanes, CFP – Raanes Capital Partners
  • Dr. Steve Ramp, Attorney at Law
  • Jim Rasberry, Rasberry Financial Services
  • Robert Riley, Jr., Financial Advisor-Wells FargoAdvisors
  • Michael Schemper,  Attorney at Law
  • Doug Seidenburg, Molley-Seidenburg & Co., P.A.
  • Richard Topp, CPA – Nicholson and Company
  • Lance Williams, CFP

 

If you have clients who are interested in charitable giving, please contact Theresa Erickson, Executive Director at contact@PineBeltFoundation.org or call 601.583.6180