Since 2011, the Chartered Advisor in Philanthropy® (CAP®) program has helped 147 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 & Company, PC, 2018
  • Jason Bombeck, FORVIS, 2020
  • Wendy Cooley, Eide Bailly, LLP, 2021
  • Joe Donovan, Lutz, 2022
  • Ralph Dovali, McMillen Dovali Co., P.C., 2017
  • Mark Dynek, AGSN, 2022
  • Steve Esch, Avior Wealth Management, 2022
  • Peter Froelicher, Lutz & Company, PC, 2013
  • Brian Gough, Hancock & Dana, PC, 2020
  • Andrew Guill, RSM, 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 & Company, PC, 2015
  • 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
  • Kenneth Patry, 2012
  • Deyna Rouse, Creighton University Heider College of Busines,s 2020
  • Jeff Snyder, Lutz & Company, PC, 2012
  • Leonard Sommer, Hancock & Dana, PC, 2015
  • Jim Sousley, Eide Bailly, LLP, 2014
  • Lisa Strutzel, LAF Family Wealth Advisors, LLC, 2016
  • Kim Sucha, KPMG Peat Marwick, LLP, 2014
  • Larry Tennison, 2012
  • Andrew Worthington, Frankel Zacharia, LLC, 2017

Financial Services

  • James Ambrose, Merrill Lynch Wealth Management, 2013
  • Anthony Anderson, Anthony Anderson – State Farm Insurance, 2022
  • Mike App, Bridges Trust, 2020
  • Robert Bertsch, Union Bank & Trust Company, 2013
  • James Boulay, Lutz Financial, 2016
  • Dale Christenson, UBS Financial Services, 2015
  • Brandon Dirkschneider, Insurance Designers, 2021
  • John Gessert, Union Bank & Trust Company, 2020
  • CJ Guenzel, First Nebraska Trust Company, 2016
  • Nicholas Hall, Lutz Financial, 2022
  • Joe Hefflinger, Lutz Financial, 2019
  • Jason Hiley, Hiley Hunt Wealth Management, 2012
  • James Huerter, Security National Bank of Omaha, 2021
  • Daniel Kline, First National Bank of Omaha, 2017
  • Susan Koesters, D. A. Davidson & Co., 2012
  • Dan Lindstrom, UBS Financial Services, 2013
  • Marietta Luellen, Bridges Trust, 2014
  • Brady Marlow, Carson Wealth Management, 2018
  • Megan Mcmurry, Bridges Trust, 2017
  • Brian Miles, Bridges Trust, 2015
  • EJ Militti, Morgan Stanley, 2016
  • Eryka Morehead, Collaborative Planning Group, 2016
  • Robert Mundy, Mundy & Associates, 2014
  • Stacie Neussendorfer, Foster Group, 2015
  • Steve Seline, Walnut Private Equity Partners, 2019
  • James Shoquist, Northwest Wealth Management Inc., 2021
  • Jenny Strako, Compass Philanthropic, 2019
  • Thomas Sudyka, Lawson Kroeker Investment Management, 2017
  • 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, 2022
  • Nick Wilwerding, Bridges Trust, 2018

Law

  • Austin Bradley, McGrath North, 2018
  • Ben Deaver, Pansing, Hogan, Ernst, and Bachman LLP, 2020
  • Dan Dittman, Erickson & Sederstrom, 2016
  • Sarah Duey, Smith Pauley, 2018
  • Brett Ebert, Ball, Loudon, Ebert & Brostrom, LLC, 2021
  • Howard Epstein, 2013
  • Laura Essay, Dvorak Law Group, LLC, 2020
  • Amanda Forker, Baird Holm LLP, 2017
  • Gary Gotsdiner, McGill, Gotsdiner, Workman & Lepp, P.C., 2013
  • Adam Grieser, Fraser Stryker PC LLO, 2021
  • Jon Grob, McGrath North, 2016
  • Dan Guinan, Fraser Stryker PC LLO, 2014
  • Brandon Hamm, Koley Jessen PC, LLO, 2014
  • Katie Joseph, Cline, Williams, Wright, Johnson & Oldfather, LLP, 2022
  • Tom Kelley, McGrath North, 2013
  • Sharon Kresha, Baird Holm LLP, 2012
  • Ronald Lee, Mutual of Omaha-Income & Wealth Planning Solutions, 2019
  • Rob Likes, Likes Meyerson Hatch LLC, 2013
  • Tom Malicki, Abrahams Kaslow & Cassman LLP, 2013
  • Jill Mason, Kinney Mason, 2022
  • Nick Montague, Smith Pauley, 2019
  • Trent Reinert, McGill, Gotsdiner, Workman & Lepp, P.C., 2018
  • Susan Rosburg, First National Bank of Omaha, 2022
  • Andrew Sigerson, Legacy Design Strategies, P.C., 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, Vandenack Weaver LLC, 2018
  • Daniel Waters, Lamson Dugan and Murray, LLP, 2016
  • Michael Weaver, Vandenack Weaver 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
  • Jeff Beckman, The Salvation Army, 2019
  • Jeremy Belsky, Boys Town, 2014
  • Kathy Bertolini, CHI Health, 2021
  • Sara Boyd, VidaNyx, 2012
  • Kyle Cartwright, SEAchange, LTD, 2020
  • Kelli Cavey, Omaha Community Foundation, 2017
  • Karen Cimpl, Hotz, Marian High School, 2017
  • Renee Coughlin, MOSAIC, 2017
  • Patricia Crisler, Metropolitan Community College Foundation, 2012
  • Diane Crowley, USA Midwest Province of the Society of Jesus, 2019
  • Matt Darling, Fontenelle Nature Association, 2014
  • Vanessa Denney, Omaha Community Foundtion, 2022
  • Nate Driml, Madonna Rehabilitation Hospital, 2021
  • CK Duryea, University of Nebraska Foundation, 2013
  • Terri Fallin, Consultant, 2015
  • Michael Findley, Creighton University, 2014
  • Catherine French, Omaha Community Foundation, 2019
  • Linda Garbina, Joslyn Castle, 2016
  • Cesar Garcia, Canopy South, 2022
  • John Glenn, Madonna Rehabilitation Hospitals-Omaha Campus, 2016
  • 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, Mount Michael Benedictine Abbey, 2022
  • Donna Kush, Omaha Community Foundation, 2021
  • Tony LaMar, Archdiocese of Omaha, 2020
  • Tracy Madden-McMahon, Methodist Hospital Foundation, 2014
  • Lauren Steier Miltenberger, University of Nebraska Foundation, 2020
  • Charles Olsen, NorthStar Foundation, 2018
  • Juan Padilla, Canopy South, 2020
  • Ryan Pickett, Boy Scouts, Mid-America Council, 2022
  • Emily Prauner, Fontenelle Nature Association, 2021
  • Joe Reding, St. Stephen the Martyr Catholic Church, 2016
  • Erin Russell, Heider Family Foundation, 2013
  • 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
  • Sabrina Weiss, Omaha Performing Arts, 2018

Other

  • Todd Clarke, Jacob Partners LLC, 2018
  • Jeff Gordman, Jeff Gordman Advisory LLC, 2018
  • Dan Hamann, Spectrum Financial Services, Inc., 2020
  • Ronald Quinn, Tenaska, 2012

In Memoriam

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

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