PGRT is proud to have earned the Community Foundation of Western Nevada's 2020 100% Board Giving Award.
Meet the Planned Giving Round Table of Northern Nevada Board
President
Simon Williams
Associate Director of Gift Planning, The Nature Conservancy
Vice President
Danny Schenker, CFP, CTFA
Associate, Epiq Capital Group
Past President
Joel Muller, CFRE
Financial Advisor, Edward Jones
Secretary
Brian Saeman
Director of Development, Planned Giving, University of Nevada, Reno
Treasurer
Lee Hernandez, MBA, CFA, CPA
President & Founder, Firmament Financial
Membership Chair
Gretchen Sawyer
Executive Director, TMCC Foundation
Marketing & Communications Co-Chair
Ginny Harding-Davis
Vice President of Philanthropy
Boys & Girls Club of North Lake Tahoe
Erica Cooper, Esq.
Attorney LLM in Taxation and Certified Specialist in Estate Planning,
Trust and Probate Law, MOBO Law, LLP
Rebecca Duguid
Senior Vice President, Whittier Trust Company
Jennifer Hill
Chief Development Officer, Catholic Charities of Northern Nevada
Andrea Lalen-Kasten
Trust Administrator, Premier Trust
Bill Saylor, CPA, CGMA
Director, Barnard Vogler & Co.
Irene Self, CFP
Financial Advisor, Ameriprise
Karen Senger, CFRE
Senior Grant Writer, Food Bank of Northern Nevada
Tyler Smith
Associate, GAMCO, Investors, Inc.
Abigail G. Stephenson, Esq.
Attorney
Michael Young, MBA
Financial Consultant, Charles Schwab
Simon Williams
Associate Director of Gift Planning, The Nature Conservancy
Vice President
Danny Schenker, CFP, CTFA
Associate, Epiq Capital Group
Past President
Joel Muller, CFRE
Financial Advisor, Edward Jones
Secretary
Brian Saeman
Director of Development, Planned Giving, University of Nevada, Reno
Treasurer
Lee Hernandez, MBA, CFA, CPA
President & Founder, Firmament Financial
Membership Chair
Gretchen Sawyer
Executive Director, TMCC Foundation
Marketing & Communications Co-Chair
Ginny Harding-Davis
Vice President of Philanthropy
Boys & Girls Club of North Lake Tahoe
Erica Cooper, Esq.
Attorney LLM in Taxation and Certified Specialist in Estate Planning,
Trust and Probate Law, MOBO Law, LLP
Rebecca Duguid
Senior Vice President, Whittier Trust Company
Jennifer Hill
Chief Development Officer, Catholic Charities of Northern Nevada
Andrea Lalen-Kasten
Trust Administrator, Premier Trust
Bill Saylor, CPA, CGMA
Director, Barnard Vogler & Co.
Irene Self, CFP
Financial Advisor, Ameriprise
Karen Senger, CFRE
Senior Grant Writer, Food Bank of Northern Nevada
Tyler Smith
Associate, GAMCO, Investors, Inc.
Abigail G. Stephenson, Esq.
Attorney
Michael Young, MBA
Financial Consultant, Charles Schwab
