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

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, 616.261.2800 

Klevorn & Klevorn

  • Kevin Klevorn, Boyne City, 231.582.7911

Nelson Forster & Stikovich, PC, Petoskey, 231.347.3907

  • Jane Gootee Nelson
  • Claire Hollis Forster 

Parker Harvey, Traverse City, 231-929-4878


Rehmann Financial

  • Ryan Sullivan, Traverse City, 231.946.3230


Richard E. Joseph, Charlevoix, 231.547.0792


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 Law

  • Terri Winegarden, Petoskey, 231.347.7777

Young, Graham, & Wendling, P.C., Bellaire, 231-533-8635

*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.