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
Jim Suttner
Blue & Company
Financial Advisors
Colleen Curry
BAIRD
John C. Hurlow
Hurlow Wealth Management
Chris Kroll
Old National Bank
Errek Suhr
Merrill Lynch
Savanah Whittaker
Edward Jones
Insurance
Ronald F. Remak
Bill C. Brown and Associates
