PARS
Professional Advisor Recognition SocietyBeginning in 2022, CFAAC was delighted to announce the launch of its new Professional Advisor Recognition Society at its Celebration of Philanthropy, naming six inductees to its inaugural class, with another four inductees honored in 2023. CFAAC created the Professional Advisor Recognition Society to acknowledge professional advisors for their commitment to the community and their work to support philanthropy and encourage charitable giving across Anne Arundel County.
“We are proud to honor these professional advisors for their work to encourage philanthropy in our community,” said Mary Spencer, CFAAC President and CEO. “These professionals play an active role in helping donors to achieve their charitable giving goals through the Community Foundation.”
PARS Society Members
James P. Nolan
2024 Professional Advisor Recognition Society
For nearly 50 years, James (Jim) Nolan has practiced law as a litigator and counselor handling cases in general and civil litigation, administrative law, business and commercial law, corporate law, construction law, real estate and land use law, a...
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Ellen D. Shiery
2024 Professional Advisor Recognition Society
Philanthropy is central to Ellen Shiery’s personal and professional lives. As a Wealth Management Advisor at Murray, McGehrin & Shiery, Merrill Lynch, she helps individuals and institutions transform their wealth into lasting significance by i...
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Nicole Livingston
2023 Professional Advisor Recognition Society
Colleagues say that Nicole’s knowledge and ability to explain complex matters in terms everyone understands are her strengths. As a partner at Council, Baradel, Kosmerl & Nolan, PA, Nicole concentrates her practice in the areas of estate plann...
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Justin Roudiez
2023 Professional Advisor Recognition Society
Justin has the ability to intimately understand his clients unique priorities and develop effective financial plans that address their goals. He joined White Oak Wealth Management in 2019 as the Director of Financial Planning, following a 10-year ...
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Fred Franke
2023 Professional Advisor Recognition Society
Client-centric teamwork are not buzzwords to Frederick and his firm, Franke Beckett LLC. As the firm’s managing attorney, Frederick makes sure they deliver first-rate estate and trust services to their clients. For his estate planning clients, thi...
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Danielle Cruttenden
2023 Professional Advisor Recognition Society
To Danielle, giving back means that she is being a responsible member of her community by supporting the needs of individuals and causes she cares about. Caring and sincere, Danielle takes a very personal approach when representing her clients. He...
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Richard Wright
2022 Professional Advisor Recognition Society
With more than 40 years in estate and business planning, Rich is highly regarded in his field and in the community for his commitment to charitable causes. He is an extraordinary partner in charitable endeavors, offering expertise and advice and w...
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Mike Lehr
2022 Professional Advisor Recognition Society
Mike is always there to lend a hand to those considering charitable giving—offering advice and exploring options for the betterment of all. He serves as a great resource to the community and CFAAC is deeply grateful for his service. Mike joined Si...
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Karen Whaley
2022 Professional Advisor Recognition Society
Karen is well-known for her devotion to community, family, and causes that improve lives. She has been a backbone at the Community Foundation for many years, with her passion to ensure that everyone, regardless of wealth status, has a place to mak...
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Frank Campbell
2022 Professional Advisor Recognition Society
Frank is well-known for his charitable heart and willingness to help with anything that will advance our county, often bringing his family to help with community volunteer activities. One of Frank’s greatest strengths is ensuring that important co...
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Christine Hubbard
2022 Professional Advisor Recognition Society
Whenever there is a need for help, Christine is there. She cares deeply about her community, stepping up to volunteer, lend a hand, or offer advice. She has been an integral part of the Community Foundation’s efforts to encourage philanthropy in A...
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Chadwick Watson
2022 Professional Advisor Recognition Society
From his earliest professional experience, Chad’s life has been about service to others. His commitment, consistency, and love of community are all part of his passion to help others and encourage good works through charitable giving. Chad is a pa...
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