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Professional Advisors

Attorneys, Accountants, and Other Advisors

Many of our relationships with donors are initiated through an introduction from a professional advisor.  We'd like to recognize and give special thanks to these advisors with whom the Community Foundation has worked closely on gifts to benefit the community.

Bowerman, Bowden, Ford, Clulo & Luyt, P.C.

  • Timothy J. Clulo, Traverse City, 231.941.8048
  • Kurt M. Bowden, Traverse City, 231.941.8048

Edward Jones Investments

  • Michael Eberhart, Walloon Lake, 231.535.6079
  • Ben Muladore, Charlevoix, 231.237.0643
  • Ruth Skop, Boyne City, 231.582.3416

fifth third bank

  • Steve Cross, Petoskey, 231.439.8533
  • Nancy Campbell, Petoskey, 231.439.8577

Harry K. Golski, P.L.C.

Charlevoix, 231.547.0099

Grannis Farley Wealth Management Group of Raymond James

Petoskey, 231.347.3961

Greenleaf Trust Inc.

  • Lauree VanderVeen, Traverse City, 231.778.0050

JVL Wealth Strategies

  • Chad Soukup, Grand Rapids, 616.378.8806 

Klevorn & Klevorn

  • Kevin Klevorn, Boyne City, 231.582.7911

Nelson Forster & Stikovich, PC

Petoskey, 231.347.3907

  • Jane Gootee Nelson
  • Claire Hollis Forster 

osborneklein

  • Shaun Osborne, Petoskey, 231-439-0911

Parker Harvey

Traverse City, 231.929.4878

Rehmann Financial

  • Ryan Sullivan, Traverse City, 231.946.3230

Robert A. Banner, P.C.

Boyne City, 231.582.1710

Schraw and Associates

Boyne City, 231.582.2252

  • Joel Schraw

Scott Beatty Law

Charlevoix, 231.547.4059

Stroup, Meengs P.C.

  • Bill Meengs, Petoskey, 231.622.8486

Trowbridge Law Firm, P.C.

Detroit

  • Jon B. Gandelot, 313.259.6900

Warner, Norcross, + Judd

Grand Rapids, 616.752.2000

Winegarden elder Law, pllc

  • Terri Winegarden, Petoskey, 231.347.7777

*We have compiled this list based on experience and notes in files.  Did we miss you?  Please let us know so we can properly recognize your assistance. 

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