Richard Ward
President
As a financial advisor, I focus on helping successful people pursue the many opportunities for a new purpose as they become engaged as contributors who change lives for the better, often through community organizations or charitable causes. I help them explore new opportunities for signficance in the second half of life, and provide the planning and other financial services to turn these opportunities into reality for themselves, their families, and for the causes they care about. I joined OC AiP to share my passion for philanthropy with a wide audience of business colleagues and professional advisors, encouraging all to learn about the joys and excitement that come with making a difference in other people’s lives.
Matt Parsons
Treasurer
Our community has an incredible history of philanthropy and exceptional non-for-profits devoted to support, encourage, and promote causes at the heart of those living here. I’m excited to work alongside like-minded professionals dedicated to continuing this tradition and inspiring a new generation of philanthropists.
Jeri Marcia
Secretary
I am involved in OC AIP because it takes a community to support a nonprofit organization. OC AIP is an excellent platform for connecting with other professionals in the nonprofit industry. The connection with other professionals as well as the sponsored events has helped in improving the service I can provide to my nonprofit clients.
Julie Cho
Chair, Education and Events
OC AiP is a great group of generous professionals who are dedicated to serving their communities, their clients and supporting other like-minded individuals. I am thankful to work alongside these individuals to improve the service I provide my clients, expand the understanding of philanthropy on a community-wide basis, and enrich people’s lives.
Doug McKay
Chair, Philanthropic Engagement
David Moore
Immediate Past President
Scott E. Robinson
MEMBER-AT-LARGE
There are worthy principles, other than accounting principles, which give meaning to our business and our lives. I chose to join Advisors in Philanthropy because of my desire to blend my professional network with the personal desire to give back to my local community as a way to improve the lives of those around me and those less fortunate.
Haley Kirk Dahl
member-at-large
I am thankful to be a part of OC AiP and included in a community of wonderful individuals. Not only does AiP allow for space to network with similar professionals, but AiP also hosts educational events for members and guests. I am energized and excited about the work we are doing and about the future of the organization.
Marty Dutch
member-at-large
OC AiP is about the people in the room, engaging with professionals who focus on their clients wealth AND well-being AND value philanthropy. In my role at First Foundation we see both sides of philanthropy, consulting with nonprofit organizations and helping families strategic plan and execute their giving. OC AiP provides me best practice learning for both sides of the table, elevating all of us personally and professionally while improving our community. I am proud of OC AiP’s impact on increasing philanthropic conversations between trusted advisors and clients while providing a network of professionals available to execute our clients’ highest goals.
Mary Dee Foft
member-at-large
I love my association with Advisors in Philanthropy. It gives me the opportunity to network with other like-minded professionals. I can also keep abreast of opportunities and changes in Philanthropy for my clients who want to do Charitable Giving strategies in passing their wealth on to others .
Justin Frame
member-at-large
I am involved with OC AiP because we all have an obligation to help educate and inform our community about the power of philanthropy. The opportunity to serve and empower people to extend a helping hand is something we all should strive for. We are very blessed, and with that comes our responsibility to give back.
Sara Garske
member-at-large
OC AiP is where I can surround myself with colleagues who are not only knowledgeable and current on best practices but passionate about making a difference in our community. In my role at First Foundation, I have found that most clients have a team of trusted advisors who help advise them and it’s beneficial to be surrounded by a team of professionals in multifaceted fields involving philanthropy.
Dawn Reese
member-at-large
I joined OC Advisors in Philanthropy (OC AiP) because I believe in creating a culture of philanthropy as a means to foster joy and connect philanthropists with their passions and purpose to make an impact in Orange County. OC AiP provides me with an opportunity to be a part of a philanthropic partnership that brings philanthropists, advisors, and the nonprofit sector together to ensure strategic solutions are created, and the most vulnerable within our community thrive.
Traci Shirachi
member-at-large
I am involved in OC AiP because I want myself and the organization’s members to not only consistently evolve and stay informed of social and economic changes impacting our local community, but also understand and learn about the broader national and global community and impact.
Shawn Jensen
Co-Chair, Education
It is a privilege to work with Financial Consultants, Advisors and donors throughout Southern California to ultimately help members of our community fulfill their philanthropic objectives. OC AiP allows me to learn from other professionals across the nonprofit and financial sectors who share a similar passion for giving back and helping others.
Mark Powell
Co-Chair, Education
Charitable planning is a cornerstone of my practice, and I hope that by being involved with OC AiP I can help other advisors develop strong skills in discussing philanthropy with their clients.
