Attorneys, Accountants, and Other Advisors

Many of our relationships with donors are initiated through an introduction from a professional advisor.  We'd like to recognize and give special thanks to these advisors with whom the Community Foundation has worked closely on gifts to benefit the community.

 

Bowerman, Bowden, Ford, Clulo & Luyt, P.C.

• Timothy J. Clulo, Traverse City, 231.941.8048
• Kurt M. Bowden, Traverse City, 231.941.8048
   

Edward Jones Investments

• Michael Eberhart, Walloon Lake, 231.535.6079
• Ben Muladore, Charlevoix, 231.237.0643
• Ruth Skop, Boyne City, 231.582.3416
   

Harry K. Golski, P.L.C., Charlevoix, 231.547.0099
 

Grannis Farley Wealth Management Group of Raymond James, Petoskey, 231-347-3961
 

Greenleaf Trust Inc.

• Lauree VanderVeen, Traverse City, 231.778.0050
   

JVL Wealth Strategies

• Chad Soukup, Grand Rapids, 616.261.2800 

Klevorn & Klevorn

• Kevin Klevorn, Boyne City, 231.582.7911
   

Nelson Forster & Stikovich, PC, Petoskey, 231.347.3907

• Jane Gootee Nelson
• Claire Hollis Forster 

Parker Harvey, Traverse City, 231-929-4878

 

Rehmann Financial

• Ryan Sullivan, Traverse City, 231.946.3230

 

Richard E. Joseph, Charlevoix, 231.547.0792

 

Robert A. Banner, P.C., Boyne City, 231.582.1710

Schraw and Associates, Boyne City, 231.582.2252

• Joel Schraw
   

Scott Beatty Law, Charlevoix, 231.547.4059

 

Stroup, Meengs P.C.

• Bill Meengs, Petoskey, 231.622.8486
   

Trowbridge Law Firm, P.C., Detroit

• Jon B. Gandelot, 313.259.6900
   

Warner, Norcross, + Judd, Grand Rapids, 616.752.2000

 

Winegarden Law

• Terri Winegarden, Petoskey, 231.347.7777
   

Young, Graham, & Wendling, P.C., Bellaire, 231-533-8635
 

*We have compiled this list based on experience and notes in files.  Did we miss you?  Please let us know so we can properly recognize your assistance.