Text Resize

Professional Advisors Council

The Community Foundation of Bloomington and Monroe County partners closely with a local network of accomplished professionals with expertise in tax law, estate planning, accounting, wealth management, and financial planning. Members appointed to the Council share their expertise with fellow professional advisors on how to effectively integrate philanthropy into conversations with clients. The council also advises the Community Foundation about the changing needs of professional advisors and helps broaden the circle of advisors who recommend the Foundation to clients wishing to leave a lasting legacy for the benefit of our community.

The Community Foundation gratefully acknowledges the professional advisors listed below for their role in smart philanthropy.

Leadership
Brian Yeley
Chair
Indiana University Foundation

Attorneys
James Bohrer
Clendening, Johnson & Bohrer

Lance D. Like
Like Law Group, LLC

Erin Martoglio
Freitag & Martoglio

Jessica Merkel
Bunger & Robertson

Accountants
Isabel Santner
BKD

Jim Suttner
Blue & Company

Financial Advisors
Colleen Curry
BAIRD

John C. Hurlow
Hurlow Wealth Management

Chris Kroll
Old National Bank

Errek Suhr
Merrill Lynch

Insurance
Ronald F. Remak
Bill C. Brown and Associates

scriptsknown