Who we are
Members of the Advisor Advocacy Alliance represent some of the most mission-centric community advisors from banking, wealth management, financial and tax advising, law, investment, and other client-based industries.
What we do
As we embark upon building one of the largest and most transformative pediatric hospitals in the nation, our Alliance members advocate for making life better for children across our region, expand philanthropic-based relationships, and connect clients to philanthropic education to accelerate estate planning and outright donation opportunities with Children’s Medical Center Foundation.
Join the Alliance!
Becoming a member is easy. Alliance membership will grant you the opportunity to:
- access behind-the-scenes knowledge of our new pediatric campus
- network with like-minded peers
- make life better for children
To join a community of passionate and ambitious advisors like you, simply fill out the form below.
Founding Members
- Cathleen Crews
CEO & Founder
Orchid Advisory - Amanda Hill, CFP, AMPA
Financial Advisor
LaunchPoint Wealth Advisors - Phil Lindquist
Partner
Lindquist Eisenberg LLP - Celeste Moya
Partner
Robin Glen - Debra Tagg, CFP
President
BFS Advisory - Kim Young
Estate Administration Manager
Northern Trust
