The Community Foundation of Bloomington and Monroe County partners closely with a local network of accomplished professionals with expertise in tax law, estate planning, accounting, wealth management, and financial planning. Members appointed to the Council share their expertise with fellow professional advisors on how to effectively integrate philanthropy into conversations with clients.The council also advises the Community Foundation about the changing needs of professional advisors and helps broaden the circle of advisors who recommend the Foundation to clients wishing to leave a lasting legacy for the benefit of our community.
The Community Foundation gratefully acknowledges the professional advisors listed below for their role in smart philanthropy.
Leadership
Scott Walters
Chair
Old National Bank
Margaret “Peggy” Frisbie
Chair of Community Foundation Development Committee
(Ex-Officio)
Bunger & Robertson
Attorneys
James Bohrer
Clendening, Johnson & Bohrer
Lance D. Like
Like Law Group, LLC
Thomas M. McGlasson
Jones, McGlasson, & Freitag
Accountants
Stephanie Cobb
Olson & Company
Mary A. Horn
BKD LLP
Jim Suttner
Blue & Company
Financial Advisors
David Estes
Hillard Lyons
John C. Hurlow
Hurlow Wealth Management
Walter L. Koon
Koon Financial Planning
Dennis Smith
Merrill Lynch
Insurance
Ronald F. Remak
Bill C. Brown and Associates