Meet the Board Members of the Planned Giving Roundtable of Northern Nevada.
President
Simon Williams
Director, Gift Planning Trustee Engagement, The Nature Conservancy
Vice President
Joel Muller
Financial Advisor, Edward Jones
Immediate Past President
Lynda Mahorter, CFA, CFP
Wealth Management Advisor
Secretary
Brian Saeman
Attorney & Director of Planned Giving, University of Nevada, Reno
Treasurer
Tom Rafferty, CPA
Pfrommer & McCune, Ltd
Membership
Gretchen Sawyer
Executive Director, TMCC Foundation
Sarah E. Baley
Attorney, McDonald Carano
Ginny Harding-Davis
Chief Advancement Officer, Community Foundation of Western Nevada
Stuart Golder
Director of Development, Renown
Leah Gregory
Trust Administrator, Premier Trust
Jacob Klaus
Vice President, Client Advisor, Whittier Trust
Anthony Ozuna, CPA
Managing Member, Ozuna CPA, PLLC
Tyler Smith
Associate, GAMCO, Investors, Inc.
Matthew Thornton
Private Banker, U.S. Bank
