Since 2011, the Chartered Advisor in Philanthropy® (CAP®) program has helped 162 professional advisors bring philanthropic expertise to clients.

The yearlong program features a series of courses that teach professional advisors how to best help clients discover the legacies they will leave their families and community. CAP® also provides professionals with the knowledge and tools needed to help clients reach their charitable giving objectives while helping them meet their estate planning and wealth management goals.

Look for advisors with the CAP® designation to apply the best tax strategies to accomplish your philanthropic goals.

Accounting

  • Tyler Bartruff, Lutz, 2018
  • Jason Bombeck, FORVIS, 2020
  • Allie Boulay, Bridges Trust, 2023
  • Ben Burton, Lutz, 2023
  • Wendy Cooley, Eide Bailly, LLP, 2021
  • Joe Donovan, Lutz, 2022
  • Ralph Dovali, McMillen Dovali Co., PC, 2017
  • Mark Dynek, AGSN, 2022
  • Steve Esch, Avior Wealth Management, 2022
  • Peter Froelicher, Lutz, 2013
  • Brian Gough, Hancock & Dana, PC, 2020
  • Andrew Guill, 10 Roads Express, 2015
  • Greg Harr, O’Donnell, Ficenec, Wills & Ferdig, LLP, 2013
  • Tom Hosier, Berger, Elliott & Pritchard CPAs, LLC, 2014
  • Randy Kathol, Eide Bailly, LLP, 2019
  • Steven Kenney, Lutz, 2015
  • Justin Korth, Lutz, 2024
  • Megan Koziol, Eide Bailly, 2024
  • Laura Latka, FORVIS, 2023
  • Mike McDevitt, BKD, LLP, 2017
  • Troy McKinney, Bland & Associates, PC, 2016
  • Matt Mercer, Deloitte, 2013
  • Janie Meyer, Eide Bailly, LLP, 2022
  • Matt Muehling, Deloitte, 2018
  • Janet Osborn, Hancock & Dana, PC, 2016
  • Ken Patry, 2012
  • Deyna Rouse, Creighton University Heider College of Business, 2020
  • Jeff Snyder, Lutz, 2012
  • Leonard Sommer, Hancock & Dana, PC, 2015
  • Jim Sousley, Eide Bailly, LLP, 2014
  • Lisa Strutzel, LAF Family Wealth Advisors, LLC, 2016
  • Kim Sucha, KPMG, 2014
  • Derek Sutton, RSM, 2024
  • Larry Tennison, 2012
  • Andrew Worthington, Frankel Zacharia, LLC, 2017

Financial Services

  • James Ambrose, Merrill Lynch, 2013
  • Anthony Anderson, State Farm Insurance, 2022
  • Mike App, Bridges Trust, 2020
  • Abby Arcishewsky, Archway Consulting, 2023
  • Robert Bertsch, Union Bank & Trust Company, 2013
  • Jim Boulay, Lutz Financial, 2016
  • Matt Boyd, Bridges Trust, 2024
  • Dale Christenson, UBS Financial Services, 2015
  • Brandon Dirkschneider, Insurance Design Management, 2021
  • Robert Forrest, Morgan Stanley, 2024
  • Cory Garlock, RBC Wealth Management, 2024
  • John Gessert, Security National Bank, 2020
  • CJ Guenzel, First Nebraska Trust Company, 2016
  • Nick Hall, Lutz Financial, 2022
  • Joe Hefflinger, Lutz Financial, 2019
  • Jason Hiley, Hiley Hunt Wealth Management, 2012
  • Jack Holmes, Bridges Trust, 2023
  • James Huerter, Security National Bank, 2021
  • Daniel Kline, Fair Winds Financial Planning, 2017
  • Susan Koesters, D.A. Davidson & Co., 2012
  • Brett Lindstrom, Bridges Trust, 2023
  • Dan Lindstrom, UBS Financial Services, 2013
  • Marietta Luellen, Bridges Trust, 2014
  • Brady Marlow, Carson Wealth Management, 2018
  • Megan McMurry, Bridges Trust, 2017
  • Brian Miles, Brian R. Miles Law, 2015
  • E.J. Militti, Morgan Stanley, 2016
  • Eryka Morehead, Collaborative Planning Group, 2016
  • Bob Mundy, Mundy & Associates, 2014
  • Stacie Neussendorfer, Foster Group, 2015
  • Steve Seline, Walnut Private Equity Partners, 2019
  • James Shoquist, Northwest Wealth Management Inc., 2021
  • Thomas Sudyka, Lawson Kroeker Investment, 2017
  • Brady Sutfin, D.A. Davidson, 2024
  • Joe Vlock, Vlock Financial Group, 2012
  • Mark Weber, Legacy Spectrum Advisor, LLC, 2012
  • Robert Wellendorf, Executive Solutions, 2015
  • Kevin Welsh, Morgan Stanley, 2014
  • Paul West, Carson Wealth Management, 2019
  • Sherman Willis, State Farm Insurance, 2022
  • Nick Wilwerding, Bridges Trust, 2018

Law

  • Austin Bradley, McGrath North, 2018
  • Andy Deaver, Abrahams Kaslow & Cassman, 2024
  • Ben Deaver, Pansing, Hogan, Ernst, & Bachman LLP, 2020
  • Dan Dittman, Erickson & Sederstrom, 2016
  • Sarah Duey, Smith Pauley, 2018
  • Brett Ebert, Ball, Loudon, Ebert & Brostrom, LLC, 2021
  • Laura Essay, Dvorak Law Group, LLC, 2020
  • Courtney Foltz, McGrath North, 2024
  • Amanda Forker, Baird Holm LLP, 2017
  • Gary Gotsdiner, McGill, Gotsdiner, Workman & Lepp, PC, 2013
  • Adam Grieser, Fraser Stryker, PC, LLO, 2021
  • Jon Grob, McGrath North, 2016
  • Dan Guinan, Guinan O’Siochain Law Group, 2014
  • Brandon Hamm, Koley Jessen PC, LLO, 2014
  • Katie Joseph, Cline, Williams, Wright, Johnson & Oldfather, LLP, 2022
  • Kris Karnes, First National Bank of Omaha, 2023
  • Colin Kastrick, Kastrick Law, 2023
  • Tom Kelley, McGrath North, 2013
  • Sharon Kresha, Baird Holm LLP, 2012
  • Ronald Lee, Mutual of Omaha, 2019
  • Rob Likes, Likes Meyerson Hatch, LLC, 2013
  • Tom Malicki, Abrahams Kaslow & Cassman LLP, 2013
  • Jill Mason, Kinney Mason, 2022
  • Nick Meysenburg, Dvorak Law Group, LLC, 2023
  • Nick Montague, Smith Pauley, 2019
  • Nathan Patterson, Koley Jessen, 2024
  • Trent Reinert, McGill, Gotsdiner, Workman & Lepp, PC, 2018
  • Susan Rosburg, First National Bank, 2022
  • Andrew Sigerson, Legacy Design Strategies, PC, LLO, 2021
  • Jesse Sitz, Baird Holm LLP, 2015
  • Nick Taylor, Fitzgerald, Schorr, Barmettler & Brennan, PC, LLO, 2012
  • James Tews, Koley Jessen PC, LLO, 2017
  • Mary Vandenack, Duggan Bertsch, 2018
  • Daniel Waters, Lamson Dugan & Murray, LLP, 2016
  • Michael Weaver, Dvorak Law Group, LLC, 2014
  • Sean White, Cline, Williams, Wright, Johnson & Oldfather, LLP, 2015
  • David Wilson, Walentine O’Toole, 2015
  • Alexander Wolf, Koley Jessen, PC, LLO, 2016
  • Clark Youngman, Koley Jessen, PC, LLO, 2022

Nonprofit

  • Katie Bakhit, Duchesne Academy of the Sacred Heart, 2015
  • Tessa Barney, Omaha Community Foundation, 2024
  • Jeff Beckman, The Salvation Army, 2019
  • Jeremy Belsky, Boys Town, 2014
  • Kathy Bertolini, CHI Health, 2021
  • Kyle Cartwright, Civic Nebraska, 2020
  • Karen Cimpl Hotz, 2017
  • Renee Coughlin, MOSAIC, 2017
  • Patricia Crisler, Metropolitan Community College Foundation, 2012
  • Diane Crowley, USA Midwest Province of the Society of Jesus, 2019
  • Vanessa Denney, Omaha Community Foundation, 2022
  • Elizabeth Donner, Boys & Girls Clubs of the Midlands, 2023
  • Nate Driml, Madonna Rehabilitation Hospitals, 2021
  • CK Duryea, University of Nebraska Foundation, 2013
  • Dr. Bradley Ekwerekwu, Jesuit Academy, 2024
  • Terri Fallin, Consultant, 2015
  • Michael Findley, Creighton University, 2014
  • Linda Garbina, Joslyn Castle, 2016
  • Cesar Garcia, Canopy South, 2022
  • Matt Gerard, Creighton University, 2023
  • John Glenn, Madonna Rehabilitation Hospitals, 2016
  • Susan Gnann, St. John Paul II Newman Center, 2024
  • Stacey Goodman, Iowa West Foundation, 2015
  • Steven Hill, University of Nebraska Foundation, 2016
  • Steven Jerina, Rollins College, 2019
  • Tom Kerfoot, Children’s Hospital & Medical Center Foundation, 2017
  • Chris Knauf, Stephen Center, 2022
  • Donna Kush, Omaha Community Foundation, 2021
  • Tony LaMar, Archdiocese of Omaha, 2020
  • Tracy Madden-McMahon, Methodist Hospital Foundation, 2014
  • Catherine French McGill, Nebraska Philanthropic Trust, 2019
  • Anne Meysenburg, Omaha Community Foundation, 2023
  • Lauren Steier Miltenberger, University of Nebraska Foundation, 2020
  • Charles Olsen, Suzanne & Walter Scott Foundation, 2018
  • Juan Padilla, Lending Link, 2020
  • Ryan Pickett, Jesuit Academy, 2022
  • Emily Prauner, Fontenelle Nature Association, 2021
  • Joe Reding, St. Stephen the Martyr Catholic Church, 2016
  • Erin Russell, Heider Family Foundation, 2013
  • Dana Ryan, Methodist Hospital Foundation, 2023
  • Shannon Sands, Springfield Community Foundation, 2017
  • Steven Scholer, Creighton University, 2012
  • Robert Skrydlak, Creighton University, 2015
  • Louri Sullivan, 2016
  • Michael Thompson, Boys Town, 2021
  • Jennifer Tompkins, Jewish Federation of Omaha, 2022
  • Karen Van Dyke, Educate Uganda, 2021
  • Albert Varas, Latino Center of the Midlands, 2023
  • Sabrina Weiss, Omaha Performing Arts, 2018

Other

  • Sara Boyd, Ascend Advisory, LLC, 2012
  • Kelli Cavey, Oakdale Strategies, 2017
  • Todd Clarke, Jacob Partners, LLC, 2018
  • Matt Darling, Oakdale Strategies, 2014
  • Howard Epstein, Oakdale Strategies, 2013
  • Jeff Gordman, Jeff Gordman Advisory, LLC, 2018
  • Dan Hamann, Spectrum Financial Services, Inc., 2020
  • Andrea Marshall, Andrea Marshall Consulting, 2023
  • Ron Quinn, Tenaska, 2012
  • Jenny Strako, Compass Philanthropic, 2019
  • Lisa Wellendorf, Creighton University, 2024

In Memoriam

We remember and honor the CAP® graduates who have passed away.

  • Camille Allen, University of Nebraska Foundation (nonprofit, 2018 CAP®)