Planned Giving Council
Brian Sonnleitner, Chair
With over a decade of financial service experience, Brian is a seasoned finance professional and a results-oriented leader who provides a collaborative environment to his clients while providing the necessary tools needed to achieve their financial objectives. From 1996 to 2000, Brian worked at Bank of America as a Premier Banking Client Manager in Tucson. In 2000, he assumed the role as Private Client Manager until 2005, when he was promoted to Market Trust Executive at Bank of America. Prior to joining BBVA Compass, he held the role as Tucson Market President at Bank of America. As a Private Banker for Wealth Management, Brian provides customized lending, banking, risk and investment management services to high-net-worth individuals and their families throughout Arizona and the Tucson area. Brian and his wife have three beautiful children ages twelve, eight and two. He and his wife are very active in their church.
Larry R. Adamson, Esq.
Duffield Adamson & Helenbolt, P.C.
Larry Adamson is an attorney, CPA, and a certified specialist in estates and trusts law. Larry has served on the boards of the following organizations: Southern Arizona Estate Planning Council, Planned Giving Roundtable of Southern Arizona, American Association of Attorney-Certified Public Accountants, Inc., Rotary Club of Tucson, The University of Arizona Foundation, Community Foundation for Southern Arizona, TMC Foundation Board of Trustees, TMC Foundation Planned Giving Council, Tucson Symphony Society, Tucson Museum of Art and its Western Art Patrons, Arizona Children’s Home Foundation, Friends of Western Art, Tucson Committee on Foreign Relations, Tucson Downtown Alliance, Tucson Airport Authority, and Rotary Club of Tucson Foundation.
Christine K. Aronoff
Wells Fargo Wealth Management Services
Christine Aronoff has been with Wells Fargo Bank for the past sixteen years. She has worked in the financial services industry for over 20 years. Her background includes accounting (CPA), commercial lending, brokerage (securities licensed) and management, but her niche is in financial personal management and the coordination of high net worth family relationships. Christine has been ranked nationally by Wells Fargo in the highest tier during her time with the firm. Christine serves as the wealth advisor for high net worth families by coordinating with local CPA’s, attorneys, trust specialists, investment portfolio managers, private bankers and insurance specialists across Wells Fargo to deliver full-service wealth management.
William L. Asdell, Esq.
O’Connell & Associates
Bill Asdell concentrates his legal practice in the areas of estate planning, estate and gift tax law, charitable gift planning, asset protection, and business formation and succession planning. He has extensive experience helping professionals and business owners to integrate charitable planning into their broader tax and asset protection planning with the purpose of preserving wealth for investment in multi-generational family and charitable endeavors. An Arizona native, Bill received his Ph.D. from the University of Chicago and his J.D. from the University of Arizona. He and his wife, Alison, live in Tucson and have two sons.
Raskob Kambourian Financial Advisors, Ltd.
As COO with Raskob Kambourian Financial Advisors, Steve oversees client relationships, SEC compliance, National Advisors Trust Company, personnel, marketing, budgets, and community outreach. His productive career has involved executive-level positions with the Bank of Marin and Northern Trust where he was responsible for all facets of wealth management including trust, banking and investment management services. Steve’s community service involvement includes top level positions with the Boy Scouts of America, Dominican University, Catholic Charities, American Institute of Banking, Rotary, the Marin Private Industry Council, Marin Housing for the Handicapped, and many others.
Roxanne Fickett, CTFA, AAMS
M&I Wealth Management
Roxanne joined Marshall & Ilsley Trust Company, N.A. in 2010, with over seventeen years of experience in the financial services industry. In her current role as a Vice President and Trust Administrator, Roxanne assists clients with a variety of estate planning needs, and is responsible for managing trust, investment agency, custodial, and individual retirement account relationships. Roxanne earned a Bachelor of Science degree in administration with a specialization in management from the University of Phoenix. She is a graduate of Cannon Trust School and the American Bankers Association Graduate Trust School. Professionally, she holds her Certified Trust and Financial Advisor designation, and Accredited Asset Management Specialist designation. Roxanne serves on the Board of Directors for the Southern Arizona Estate Planning Council, and is a member of the Society of Financial Service Professionals.
James Howard, PhD, CFP, AEP
Abridge Partners, LLC
Dr. Howard is a founding principal with Abridge Partners, LLC in Spokane, WA. He attended Stanford University, Westmont College and Idaho State University prior to obtaining his PhD from the University of Arizona. Dr. Howard began his wealth management practice in Spokane in 1987. Since that time he has completed his CERTIFIED FINANCIAL PLANNER certification and ACCREDITED ESTATE PLANNER designation.
Dr. Howard is a current member and Past-President of the Spokane Estate Planning Council. He is a founding member and current Program Chair of the Inland Northwest Planned Giving Council. He is also a member of the Financial Planning Association, the National Association of Insurance and Financial Advisors, the Association of Advanced Life Underwriters, and the National Association of Estate Planners and Councils. He lives in Spokane, WA with his wife and two sons.
Tad Jewell, LUTCF
Lovitt & Touche, Inc.
John D. Levin, CLU
Levin Financial & Insurance Services
John has been committed to providing exceptional service to his clients since entering the financial services industry in 1989, and has earned his industry designation as a Chartered Life Underwriter (CLU). John is a life and qualifying member of The Million Dollar Round Table (MDRT), a current MDRT Top of the Table qualifier, and a member of the International Forum, Society of Financial Service Professionals and Southern Arizona Estate Planning Council. John's practice focuses on helping business owners, professionals and high net worth individuals. His objective is to help his clients achieve their financial goals through wealth preservation and succession strategies.
As an active member of his local community, John currently serves on the Tucson Medical Center Planned Giving Council. John is an avid reader, who prides himself in keeping up on current financial concepts and matters. He enjoys spending time with his wife, Kim, three children and grandson.
Patricia F. Raskob
Raskob Kambourian Financial Advisors, Ltd.
Patricia F. Raskob, EA. ATA, CFP, (President) earned her Bachelor of Science degree from Kansas State University, graduating with honors. She is a Certified Financial Planner, Enrolled Agent (enrolled to practice before the Internal Revenue Service on tax matters), and is an Accredited Tax Advisor. She has been admitted to the Registry of CFP Licensed Practitioners and is a Fellow of the National Tax Practice Institute. Pat is a member of the Financial Planners Association, the National Association of Personal Financial Advisors, the National Association of Tax Practitioners and the National Association of Enrolled Agents. She serves on a number of community boards.
Mark J. Valentine, Esq.
Valentine & Valentine, P.C.
For over sixty years, Valentine & Valentine has maintained a family tradition of excellence in Tucson. Mark specializes in comprehensive estate, business and real estate planning to protect core wealth, lower taxes and avoid probate. Mark is very committed to helping others and his community. Mark and his wife Patsy keep busy with their four boys, one of whom will be the third generation lawyer in the Valentine family.