Find Your Local Giving Expert

Work with a team of Charitable Strategists from our partner, Ren. Select your location below to meet the team in your area.

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Neil White

Advisor Partnerships Associate

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Susan Manning

Advisor Partnerships Manager
CAP, DAFP, CLSSBB

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Jasmin Cimmarrusti

Charitable Strategist
CFP®, ChFC, CWS Series 7, 66

Connect with me for DAF strategies, client guidance, or large account pricing.

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Yuliya Ponomaryova

Advisor Partnerships Associate

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Cody Bukszar

Advisor Partnerships Manager

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Jordan Richardson

Charitable Strategist
AIF®, CAP®

Connect with me for DAF strategies, client guidance, or large account pricing.

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Yuliya Ponomaryova

Advisor Partnerships Associate

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Angela Herrington

Advisor Partnerships Manager

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Kaycee Butler

Charitable Strategist
Series 7, 66

Connect with me for DAF strategies, client guidance, or large account pricing.

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Go Lo

Advisor Partnerships Associate

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Barb Davis

Advisor Partnerships Manager
CFP®, CIMA®

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Carla Comstock

Charitable Strategist
Series 7, 6, 63

Connect with me for DAF strategies, client guidance, or large account pricing.

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Courtney Thompson

Advisor Partnerships Associate

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Brett Deacy

Advisor Partnerships Manager

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Carly Evans

Charitable Strategist

Connect with me for DAF strategies, client guidance, or large account pricing.

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Crystal Troxell

Advisor Partnerships Associate

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Jeannette Dieterich

Advisor Partnerships Manager

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Tim Sylvester

Charitable Strategist
Series 7, 66

Connect with me for DAF strategies, client guidance, or large account pricing.

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Craig Buchanan

Complex Asset Gifts Specialist
Series 6, 63, 65

Reach out to me for help with complex gifts like stock, real estate, or business assets.

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Craig Buchanan

Complex Asset Gifts Specialist
Series 6, 63, 65

Reach out to me for help with complex gifts like stock, real estate, or business assets.

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Cole Davidson

Complex Asset Gifts Specialist

Reach out to me for help with complex gifts like stock, real estate, or business assets.

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Kim Ledger

Complex Assets National Expert
30+ years of experience

Reach out to me for help with complex asset gifts like stock, real estate, or business assets of greater than $10M.