Officers:
Richard Ward
First Vice President
Stifel
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.
Jeri Marcia
Senior Manager
Davis Farr LLP
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.
Matt Parsons
Principal
Baker Tilly US
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.
Committee Chairs:
Sara Garske
Principal
Elwood Advisors, LLC.
Members at Large:
Dawn S. Reese
Chief Executive Officer
The Wooden Floor
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.
Kim Nguyễn
Vice President Private Wealth Advisor
US Bank Private Wealth Management
As a Private Wealth Advisor, Kim is responsible for providing comprehensive wealth management strategies tailored to her clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning. Kim takes the time to understand her clients’ unique needs and directs teams of specialists —often working closely with other client advisors, such as attorneys and accountants —to provide services that help her clients work toward their goals.
Kim began her career in the banking and financial services industry in 2013. Prior to joining U.S. Bank Private Wealth Management, Kim worked as a Client Strategist at BNY Mellon Wealth Management. Her professional background includes extensive experience working with business owners as well as non-profit endowments and foundations.
An active member of her community, Kim serves on the Board of Directors for The Wooden Floor as well as the OC Advisors in Philanthropy. She is also a Founding Member of The Jerri Rosen Legacy Fund Committee at Working Wardrobes, where she currently volunteers as a Personal Shopper.
Kim grew up in Irvine and resides in Huntington Beach. When she is not working, she enjoys walking the Back Bay trail, exploring new restaurants and traveling.
Matthew Sipes
CEO
Enterprise Data Solutions
OC AiP focuses on people, engaging professionals who balance client wealth, well-being, and philanthropic values. In my role at First Foundation, I counsel nonprofits and guide families in strategic philanthropic planning and execution. OC AiP offers best practice insights from both perspectives, elevating us personally and professionally while strengthening our community. I’m proud of OC AiP’s impact in fostering philanthropy driven conversations between trusted advisors and clients through a supportive professional network.
Julie Cho
Principal Attorney
Cho Law Firm
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.
Scott Robinson
Director
The Siegfried Group
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.
Marty Dutch
Executive Director, Senior Philanthropic Advisor, Western Region
Morgan Stanley
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
Financial Advisor
Mary Dee Fort & Associates
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
Managing Director, Market Executive, Pacific Desert
UBS
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.
David Moore
Immediate Past President
Doug McKay
Chair, Philanthropic Engagement
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.
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.
