Board of Directors

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		President Erinn Andrews GiveTeam Menlo Park, CA		"AiP sits at the intersection of the business and social sectors, a community of financial professionals, attorneys, and advisors who aim to support clients in realizing their charitable goals. I believe this is where the magic happens. Clients bring with them deeply seated values and priorities which cannot be separated from their financial goals. Advisors who support the "whole" client build stronger, better, and more satisfying relationships with their clients and can have a major impact on the social sector. This is the intersection that I love and where I choose to spend my time. This is the future of financial planning and philanthropic advising and best of all, this is how we can change the world."

		Vice President Alyssa Heath, CAP® Fire Capital Management San Francisco, CA		"I am honored to serve on the AiP Board of Directors to reimagine what is possible to be the number one association for advisors in philanthropic planning. I look forward to helping grow the AiP network and serving with other passionate advisors who seek to make a difference in the world, both individually and by supporting their clients to fulfill their philanthropic goals. As a member of AiP, I’ve appreciated the ability to amplify our collective work when this community comes together to share best practices for working with our clients to deepen their philanthropic impact. I bring my experience from both sides of the table as a nonprofit professional and now on the wealth management/family office side working with individuals, families and foundations to help build bridges in the AiP network. I am a Chartered Advisor in Philanthropy ( CAP®) and 21/64 Certified Advisor."

		Treasurer Matt Parsons Moss Adams Irvine, CA		"As a dedicated CPA with over 20 years of experience providing audit and other assurance services to the non-profit sector, I am passionate about philanthropy and committed to empowering individuals and organizations to make a meaningful impact in their communities. My professional journey has been shaped by a deep belief in the transformative power of giving back. In my role as Treasurer for Advisors in Philanthropy, I leverage my accounting expertise to ensure sound financial management and strategic planning for our initiatives. My goal is to create an environment where professionals can share insights, learn from one another, and ultimately enhance their ability to support philanthropists in their charitable endeavors. I look forward to continuing this important work with Advisors in Philanthropy and contributing to a culture of generosity and service."

		Secretary Kimberlee Riley, CAP® Seniors First, Inc. Orlando, FL		"It is a privilege to serve on the AiP Board of Directors, joining a community deeply committed to creating meaningful impact through multi-sector and multi-discipline collaboration. AiP’s mission thrives on advancing our industry through education and the power of partnerships and the strategic leveraging of resources, ensuring that together, we can amplify our collective efforts to serve our clients and communities more effectively. Being part of this board means contributing to a shared vision of innovation, compassion, and sustainable impact."

		Ex-officio Richard Peck, CAP®, CFP®, ChFC® Richard C. Peck Consulting, LLC Concord, NH		"I am passionate about educating professional advisors (especially trusts and estates attorneys, wealth advisors, family office professionals, and CPAs) about the benefits of the philanthropic conversation and the importance of engaging clients in this way. There is no shortage of themes, skills, and topics to introduce to advisors! I bring over 18 years of experience as a development officer and consultant working with high-net-worth and ultra-high-net-worth clients, especially in the area of complex/non-cash assets. Prior to that, I was a financial advisor with American Express Financial Advisors for seven years. I have three designations ( CFP®, ChFC® , and CAP®), and I believe I have a unique perspective as both a former for-profit wealth advisor and a current non-profit advisor."
		Past President Andi Kang, CFP®, CAP®, BFA™ Crown Wealth Management Costa Mesa, CA		"It is a privilege to network and serve with exceptional professionals who are devoted to mastering and promoting the highest standards in philanthropy. As a member of AIP, I strive to live by my company’s tagline, “ Live Abundantly. Give Generously.” My team and I are dedicated to educating and inspiring our clients to discover what true wealth* means to them, and how the gift of giving can add joy to their life and the lives of their loved ones."

		Director Aquanetta Betts, J.D., AEP®, CAP®, CFRE George Mason University Fairfax, VA		"It is an honor to be on the board of AiP. AiP has a vision, mission and promise that are easy for me to support. AiP’s aspiration to be the number one association for advisors in philanthropic planning is a worthy effort for me to join. My experience as an estate planning attorney and as a planned giving professional will add much to the work that AiP is involved in. The opportunities for growth as an organization are appealing, and I see many ways to be a part of such progress. The goals I have for AiP are to continue inspiring and educating advisors while promoting the highest standards in philanthropic planning."

		Director Sharon Cappetta, CAP® The Community Foundation of Greater New Haven New Haven, CT		"AIP is a truly unique organization that brings together multi-disciplined professionals around philanthropy and client service. The members I’ve met and worked with are generous with their expertise, committed to adding value to their clients, to their individual fields, and to the practice of philanthropy."

		Director Shane Jacksteit Edward Jones Sunnyvale, CA		"As an AiP board member, my purpose is to further philanthropy in society by inspiring and equipping professional advisors to better understand and engage in charitable conversations with their clients. Advisors play a crucial role in guiding clients to achieve their philanthropic goals with greater impact and efficiency. By helping advisors see the value of these discussions, we ensure that more individuals can give meaningfully, resulting in a stronger, more vibrant culture of giving. AiP provides the platform and community to support this mission, fostering a deeper integration of philanthropy into the advisory practice."

		Director Diane Lai, CAP® Tides San Francisco, CA		"It is an honor to serve as a member of the Advisors in Philanthropy Board of Directors. I have seen first-hand the value of this member network to connect, foster collaboration, and strengthen our network of philanthropic practitioners. With over 10 years of experience in philanthropy and as a holder of the CAP designation, I am invested in applying my expertise to further the mission of AiP, as we are uniquely positioned to educate our network of advisors. With an ever-evolving charitable landscape, I am proud to be a part of AiP’s efforts as we work not only to educate and strengthen our community but grow our network of relationships as a means to increase our collective impact."

		Director Christine Lim, MBA DAFgiving360™ San Francisco, CA		"I am grateful to be considered as a member of the Advisors in Philanthropy (AiP) Board. Throughout my own career trajectory from over 15 years in Wealth Management Services to Philanthropy, AiP offered me a wealth of resources and mentorship. I have a strong passion and commitment for the mission of AiP and am constantly inspired by the members. As a member of AiP, I’ve had the opportunity to be part of a supportive community, to see the world of philanthropy as we know it evolve, and, to personally grow my career and be a better colleague, philanthropist, and human being."

		Director Kathryn Medeiros Torch Family Capital Hanover, NH

		Director Alison Patterson, MPA, 21/64 certified Patterson Philanthropic Advisors Kansas City, MO		"As a member of the Advisors in Philanthropy Board of Directors it is my honor and privilege to advance the mission of the organization, to inspire and educate advisors, helping them make philanthropic planning with their clients an integral part of their practice. I bring over 20 years experience as a development officer and entrepreneur as a philanthropic advisor. I am passionate about bringing philanthropic planning to all wealth levels and believe that AiP is uniquely positioned through its network of support for professionals to advance the availability and equity of philanthropy. Since joining AiP I have been embraced on my journey as a professional advisor and have had the opportunity to learn from some of the wisest thought leaders in the industry and look forward to making a meaningful contribution."


		Director Darin Shebesta, CFP®, CAP® Possibility Wealth Advisors, LLC Scottsdale, AZ		"It is a privilege to serve on the board of directors for Advisors in Philanthropy. With a passion for igniting the generosity amongst my clients and my community, I am rowing in the same direction with members of AiP in inspiring values matching up with financial resources to the causes we care about and contributing to the success of the nonprofit community as a whole. As a CFP(R) professional and a holder of the CAP(R) designation, I am carrying two torches that intersect with charitable and financial planning. I believe in the value of "doing good while doing well" inspired by William P Carey."

		Director Matthew Todsen, CPWA®, RMA® MKT Wealth Management Irvine, CA

		Director Melanie LeGrande		It is a privilege to serve on the board of directors for Advisors in Philanthropy. My career centers on helping individuals and organizations harness philanthropy as a tool for meaningful, systemic change. From working with corporations and nonprofits to guiding individuals and their trusted teams, I focus on turning vision into impact and advancing strategies that matter. Serving on the AiP Board gives me the opportunity to connect those insights with a broader network of professionals who share a commitment to advancing the field and supporting donors in making lasting impact.

		Director Mark Greer		Mark Greer is a philanthropic advisor and legacy strategist who helps ultra-high-net-wealth families, next-generation leaders, and family offices align wealth with purpose. At Phīla Engaged Giving, he guides clients through deeply personal philanthropic journeys, crafting giving strategies that honor family values, build intergenerational legacy, and reflect a commitment to impact with integrity. With a background in community organizing, Mark brings a justice-informed lens to philanthropy while meeting families where they are. He is known for designing thoughtful, high-touch engagements-from family learning journeys and foundation planning to global giving strategies and bespoke advisory for next-gen inheritors. Mark has held leadership and grantmaking roles at JPMorgan Chase Foundation, The Kresge Foundation, and the PwC Charitable Foundation. He previously served as Co-Executive Director of the Transforming Power Fund, a Detroit-based collaborative fund supporting community-led change. Mark holds a B.A. in Political Science and Afro-American & African Studies from the University of Michigan and an M.B.A. from Wayne State University’s Mike Ilitch School of Business. He is a Chartered Advisor in Philanthropy (CAP) and serves as a faculty member for Daylight Advisor’s Impact Philanthropy Advisor Certificate program. A native Detroiter, Mark enjoys traveling, live music, and exploring parks with his wife Jamesa and their daughter Nia.

		Director James Mulhern

		Director Nick Palahnuk		It’s a pleasure to serve on the board of AiP because of the tremendous opportunity our sector has to positively influence our collective future through philanthropy. I am energized by seeing a fresh cohort of AiP members that includes advisors who want to transform their practices to be more philanthropy forward. With growing needs for the tools, resources, and networking that AiP provides, I look forward to having AiP become more international and expand its reach into Canada and other countries. Over a 20-year career in financial services guiding clients’ financial affairs, being able to focus on philanthropy is rewarding. Finding ways to discuss philanthropy and unlock clients’ capacity to give is truly the most rewarding aspect of engaging in my profession.”