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Bob Worcester, of Worcester & McKay, PC, is a member of the Foundation's Council of Professional Advisors. Photo by Julie Graber

The following professional advisors join with the Santa Fe Community Foundation in encouraging efforts to strengthen the health and well-being of our communities.  Please offer your time and resources to nonprofit organizations that connect with the causes you care about.  Together, we will create a better community.
 
April Adams
Thornburg Investment Management

John R. Adams, Financial Adviser
Quinn Southwest, Southwest Securities Inc.

Keith K. Anderson
Registered Investment Adviser

John E. Barraclough, Jr., CPA
Barraclough & Associates, PA

Kenneth Bateman
Gerber & Bateman, PA

Catherine Beck
Smith Barney

Sandra J. Brinck
White, Koch, Kelly & McCarthy, PA

Fletcher Catron
Catron, Catron and Pottow, PA

Johnny P. Crowley
First National Bank of Santa Fe

Nancy S. Cusack
Hinkle, Hensley, Shanor, & Martin, LLP

Kim Davis
Santa Fe Services, Inc

Glenn C. Dickter
American Financial Services, Inc.

Peggy Feldt, CPA

John R. Fox
Fox Law Firm, PC

Bruce Galpert
Wachovia Securities

Mariana Griswold Geer
Felker, Ish, Ritchie & Geer, PA

A. Bedford Gill, CPA
Gill, Kohr & Johnson, CPA's, LLC

James F. Hallquist
Hallquist Gieco, PC

C.T. Herman
Merrill Lynch - Herman Group

John M. Hickey
Thomson, Rose & Hickey

William D. Leslie
Aegis Capital Management

Carl R. Luff
White & Luff Financial, Inc.

Barbara McIntyre
Grubb & Ellis New Mexico

Janet McKay
Worcester and McKay, PC

Daniel  J. Monte
Los Alamos National Bank

James L. Norris
Norris, Duffy & Reiss, PC

Julia L. Peters
Avalon Trust Company

Mark Rael
New Mexico Bank and Trust

John A. Rochester
Morgan Stanley

Patricia Ann Rudy-Baese
Rudzinski Consulting

John T. Sandager
Santa Fe Trust, Inc.

Ralph Scheuer
Scheuer, Yost, & Patterson

Curtis W. Schwartz
Modrall, Sperling, Roehl, Harris and Sisk PA

Todd C. Smith
Morgan Stanley - Albuquerque

Kurt Sommer
Sommer, Udall, Hardwick, Ahern & Hyatt, LLP

Mike Sutin
Sutin, Thayer & Browne

Michael Swain
Swain, MacKinnon & Thurman, LLC

Jeff Sweers, CIMA
Smith Barney

Fred Thurman
Swain, MacKinnon & Thurman, LLC

Heidi Tilton
Wells Fargo Bank

John Vazquez
UBS Financial Services

Timothy Vidal
Canepa & Vidal, PA

Mallory A. White
White & Luff Financial

Bob Worcester
Worcester and McKay, PC

Mel E. Yost
Scheuer, Yost & Patterson, PC

The Council is a group of local professionals recognized as advocates of philanthropy to  enhance life in Santa Fe and Northern New Mexico.  The health of a community is directly related to the concern its citizens have for one another.  The goal of the Council is to sustain a united presence relative to the importance of philanthropy.  

• The Santa Fe Community Foundation publishes information to encourage citizens to be actively involved in their communities.  The message is simple:  philanthropy is essential for a community’s health and well-being.  By volunteering their time and providing gifts to their favorite charitable causes, citizens will help to make their communities more rewarding places in which to live.

• This information appears in local newspapers and Santa Fe Community Foundation newsletters, annual reports and web site.  

• By having your name attached to this communication, you will receive e-mail updates from the foundation on current planned giving and tax-related issues.  As a member of the National Council on Foundations, we have access to a wealth of information.  The Council provides references for further study of an issue and those references have proven to be beneficial and enlightening.

• We will seek occasional input from you on relevant community issues.  Periodically, we will e-mail questions to you regarding ways we might be more helpful to you and your clients.  We will not seek professional advice.

• There are no meetings or obligations to attend any events and there is no financial commitment required of members.  The Council is a coalition of professional community leaders who serve as examples to their fellow citizens.  As a member, you have no obligations and many benefits.  

If you wish to be included as a member of the Santa Fe Community Foundation Council of Professional Advisors, we ask you to do the following:

Please respond by e-mailing Valerie Ingram.  Include how you wish to have your name listed in publications.  Please indicate the proper way to list the name of your firm.