Professionals and Advisors

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Our Planned Giving Advisory Committee

Professional advisors play a critical role in the future of philanthropy in McHenry County. Our Planned Giving Advisory Committee members meet quarterly to learn more about The Community Foundation and the community, to better be able to address their clients’ philanthropic goals.

Seanwong J. Brown, Agent
Schaumburg
New York Life Insurance Company

Shelly Casella-Dercole, CPA
McHenry
Eder Casella & Co.

Melissa J. Cooney, Attorney at Law
Crystal Lake

Zukowski, Rogers, Flood & McCardle

Jennifer Dallas, CFP, Vice President/Financial Planner
Barrington
Morgan Stanley

Nancy Effert, President
Barrington
Effert Financial Solutions, Inc.

Timothy Fraser, Wealth Manager
Woodstock
Fraser Wealth Management, Inc.

Linda Grizely, CAP
Lake in the Hills
Weyers McKeever Financial Planners

Jennifer L. Johnson, Executive Vice President
Crystal Lake
Exemplar

Patricia C. Kraft, Attorney at Law
Woodstock

Scott McKeever, Investment Advisor Representative
Lake in the Hills
Weyers McKeever Financial Partners

Margaret L. Largay, CTFA, Trust Officer
McHenry
First Midwest Wealth Management

James M. McCarthy, CPA
Schaumburg
New York Life Insurance Company

Terrence J. McKenna, Attorney
Marengo
Frank Gerkin McKenna

Sam Melei, Attorney
Crystal Lake
Roth Melei

Steve Middaugh, Financial Advisor
Lakewood
Edward Jones

Timothy J. O’Connor, CFP, Senior Vice President-Investment Officer
Woodstock
Wells Fargo Advisors

Bernard Papp, Attorney
Harvard
Campion, Curran, Lamb & Cunabaugh, P.C.

Dawn Pruchniak, Family Affairs Specialist
Prudence Partners LLC

Katherine H. Powell, Vice President Private Banking
Woodstock
American Community Wealth Management

Ellaine A. Sambo-Reyther, Vice President
Barrington
BMO Private Bank

Mark Weber, President
Crystal Lake
Trust & Asset Management Group
Home State Bank

Roberta Wajrowski, CPA
Crystal Lake
RCW Tax Services, LLC

Larry Whitaker, Vice President and Senior Trust Officer
Barrington
The Northern Trust

For a list of complete names, addresses, and contact information, click here.

If you would like to know how you too can join our Planning Giving Advisory Committee and add your expertise to making a difference in our community, please email connect@thecfmc.org or call 815.338.4483