Allied Advisors Empowering Philanthropy for Healthier Futures
The Phoenix Children’s Allied Advisor Council is a dynamic network of professionals from the financial, wealth management, real estate, and legal sectors who are passionate about making a difference. As advocates for Phoenix Children’s mission, our council members use their influence and expertise to drive awareness, foster strategic connections, and inspire philanthropic support.
Our Advisors
Discover the expertise of our dedicated advisors committed to advocating for Phoenix Children’s and philanthropic engagement throughout Arizona.
Megan Lemieux Bell, IPA
Director of Engagement
Daylight Advisors
megan@daylightadvisors.com
Allison Cahill, Esq., M.S. Ed., ABR, SRS,
CLHMS, PSA
Designated Broker
The Agency
allison.cahill@theagencyre.com
Steve Castle
Owner
Castle Real Estate Group
steve@castlegroupaz.com
Kelley L. Cathie, J.D.
Managing Director
Braun Cathie Kruzel
kcathie@bckazlaw.com
Mark E. Criner III, J.D.
Vice President Baird Trust
Baird Trust
mcriner@rwbiard.com
Lisa Ladds Doche, CPWA®
Managing Director
Doche Financial Consulting Group at Robert W. Baird & Co.
ldoche@rwbaird.com
Lena Gardea
Vice President , Private Client Advisor
Columbia Trust Company
lenagardea@columbiatrustcompany.com
Timothy J. Hague, Jr., CFP
Managing Partner
Dynamite Wealth Management
tim@dynamitewealth.com
Bill Herf, CFP
Senior Vice President-Financial Advisor
Senior Portfolio Manager – Portfolio Focus
RBC Wealth Management
bill.herf@rbc.com
Tiffany House CAP®, CEPA, FCEP
Owner
Tax & Estate Strategy
tiffany@giftplanninginstitute.com
Alex Kurutz, CPA
Tax Manager
RSM US LLP
Alex.Kurutz@rsmus.com
Kory Leadon
Senior Lead Advisor
Brighton Jones
kory.leadon@brightonjones.com
Cole Leonida, CFP®, CPWA®, CKA®
Financial Planner
John Moore Associates
cleonida@johnmoore.com
Thomesa Lydon
Chief Executive Officer
LYDON Senior Pathways
Re/Max Excalibur Real Estate Services &
Senior Move Management
tlydon@lydonforhome.com
Troy McNemar, J.D., CAP ®
Owner
McNemar Law Offices, P.C.
law@mcnemar.com
Sean McEvilly, CFA
Chief Executive Officer
Crescent Capital
sean@crescentcapitalpwm.com
Dan Mullen
Wealth Advisor
Touchstone Wealth
dan@dfgadvisors.com
Matt Osborn
Associate Vice President of Sales
Desert Financial Credit Union- Wills & Trust Division
matt.osborn@desertfinancial.com
Patty Park
Senior Wealth Advisor
Northern Trust
pap13@ntrs.com
Matthew Rea
Branch Manager
Ameriprise Financial Services, LLC
mrea@ampf.com
T.J. Ryan
Senior Partner
Frazer Ryan Goldberg & Arnold, LLP
tjryan@frgalaw.com
Justin D. Smith CAP®, CFA®, CFP®
Financial Advisor
Savant Wealth Management
jsmith@savantwealth.com
Christopher Wells
Senior Wealth Strategist
Frazer, Ryan, Goldberg & Arnold
cwells@frgalaw.com
Resources
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. To subscribe to our monthly Gift Law newsletter, please click here to sign up. We are available to assist in helping you provide clients with clear and understandable gift illustrations.
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Run charitable deduction calculations for your favorite gift plan.
Events
Registration is now open for Phoenix Children’s 2025 Advisor Summit, a professional development opportunity focused on wealth preservation strategies through tax optimization using philanthropic legislation.
We’re Here to Help
Phoenix Children's offers guidance on tax-optimized planning options that can help your clients meet their personal and philanthropic objectives, including:
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- Donations of appreciated assets, stocks, securities or cryptocurrency
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- Gifts from qualified retirement plans
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- Bequests in wills or trusts
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- Gifts from donor-advised funds
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- Gift of real estate
To learn more about these options and how your clients may benefit from them, contact our Gift Planning team at 602-933-3870 or giftplanning@phoenixchildrens.com.
Contact Us
Get in touch with one of Phoenix Children's philanthropic advisors today.
