Meet the experienced advisors partnering with the Area Foundation to turn charitable intent into community impact across South Texas.
The Professional Advisor Council (PAC) is a select advisory group of experienced financial, legal, and tax professionals who collaborate with the San Antonio Area Foundation to strengthen charitable giving across Greater San Antonio and South Texas.
Council members are practitioners who regularly advise individuals, families, and businesses on estate planning, charitable strategies, and complex gifts. The council provides a formal channel to inform how philanthropy is structured, supported, and sustained in the region.
The Professional Advisor Council is composed of professionals representing a range of disciplines and firms across the region, including:
as of March 16, 2026
Hayley Almaraz, CPA
Partner, ATKG Advisors, LLC
Hayley Almaraz, CPA, is a partner at ATKG, where she advises clients on tax planning, estate strategy, and succession planning. Hayley began her career at the firm as an intern in 2012 and became ATKG’s first internally developed partner in 2024. She works with clients across industries including real estate, oil and gas, and farm and ranch operations, helping families design individualized wealth transfer plans.
Ashley Brand, CPA
Partner, ADKF, PC
Ashley Brand, CPA, is a Tax Partner at ADKF who advises family offices, closely held businesses, and high-net-worth individuals on tax strategy and wealth planning. Brand works across industries including real estate, restaurants, oil and gas, and estate and trust planning. She focuses on aligning tax strategies with long-term financial and philanthropic goals. Brand is a graduate of the University of Texas Permian Basin and a member of the National Association of Women Business Owners.
Adam Carr
Community Bank President, First United Bank
Adam Carr is Community Bank President at First United Bank in San Antonio, where he brings more than 25 years of banking experience and a passion for relationship-driven service. Carr works closely with business owners and community leaders, helping clients grow and sustain their businesses through trusted partnerships and personalized guidance. A longtime San Antonio resident, he is also active in the community and currently serves on the board of Boysville. He is most proud of his family, including his wife of more than 25 years and their two sons.
Katherine E. “Katy” David, JD
Attorney, Steptoe & Johnson PLLC
Katy David, JD, is an attorney with Steptoe & Johnson who advises tax-exempt organizations at every stage of their lifecycle. With more than 20 years of experience, David helps nonprofit clients navigate formation, governance, compliance, growth, and, when necessary, dissolution. She is known for combining deep technical knowledge with practical judgment, helping organizations address challenges and seize opportunities while advancing their missions and strengthening the communities they serve.
Erica Gay, JD
Vice President and Trust Officer, Jefferson Bank
Erica Gay, JD, is Vice President and Trust Officer at Jefferson Bank in San Antonio, where she advises clients on trust administration, estate planning, and wealth transfer strategies. Gay brings a background in transactional law and estate and tax planning, including experience serving high-net-worth families with probate and trust administration. She works closely with clients to support thoughtful stewardship of assets and long-term family legacy planning. Gay earned her B.S. from Texas A&M University and her J.D. from St. Mary’s University School of Law.
Alex Ireta, CFP®
Chief Operating Officer, SWBC Wealth Management
Alex Ireta, CFP®, is Chief Operating Officer of SWBC Wealth Management, a broker-dealer and registered investment adviser based in San Antonio. With more than 15 years of experience, Ireta leads operations, compliance, and strategic initiatives serving high-net-worth and globally connected families. He focuses on aligning governance, technology, and business operations to support complex planning needs. Ireta is also a strong advocate for financial education and first-generation wealth creation.
Angela Melchor, CFP®
Financial Advisor, PNC Wealth Management
Angela Melchor, CFP®, is a Financial Advisor with PNC Wealth Management in San Antonio and has more than a decade of experience guiding individuals and families toward long-term financial goals. Melchor is known for her client-centered approach and commitment to comprehensive financial planning. A graduate of the Alexander Briseño Leadership Development Program and alumna of the Latina Leadership Institute, she is passionate about financial literacy and community engagement. She is a proud wife and mother of two children.
Catherine A. Morrison, CFP®
Founding Partner and Senior Vice President, Conservant Capital of Conservant Financial
Catherine Morrison, CFP®, is a financial advisor who focuses on building long-term relationships with individuals and multigenerational families. Morrison provides guidance on wealth management, estate planning, and long-term financial decision-making. She previously worked in the trust departments of Bank of America and Frost Bank and spent 15 years with Morgan Stanley. Morrison values ongoing education and community engagement and lives in New Braunfels.
Gregg Muenster, PhD
Senior Philanthropic Advisor, Sendero Family Enterprise
Gregg E. Muenster, PhD, is Senior Philanthropic Advisor at Sendero, where he established the firm’s philanthropic advisory division. Muenster works closely with private foundation boards and philanthropic families to develop strategic giving plans supported by education and technology. With decades of experience in banking and investment management, he brings deep knowledge of nonprofit governance and charitable planning. Muenster also enjoys mentoring emerging foundation leaders.
Linde Murphy, CRCP™
President, M.E. Allison & Co., Inc.
Linde Murphy, CRCP™, is President and Chief Compliance Officer of M.E. Allison & Co., Inc., a full-service broker-dealer and SEC-registered investment adviser serving public sector and institutional clients. Murphy brings more than 25 years of industry experience spanning compliance, business development, and executive leadership. She has also held prominent leadership roles in the industry, including serving two terms on the FINRA Board of Governors.
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Selena Neptune, CPA
Tax Manager, Forvis Mazars, LLP
Selena Neptune, CPA, is a Tax Manager on the Private Client team at Forvis Mazars, LLP in San Antonio. Neptune advises high-net-worth individuals, families, and family offices on individual income tax matters, trust taxation, and private foundation planning. She also collaborates with professionals across the firm on complex tax matters and helps develop internal training programs. Neptune is known for her thoughtful, detail-oriented approach and practical guidance.
Jake Nuno, MS, CFP®, CPWA®, EA
Financial Planner, i•financial
Jake Nuno, MS, CFP®, CPWA®, EA is a San Antonio-based financial planner who works with individuals and families navigating complex financial lives, including multigenerational wealth, tax planning, and charitable giving. Nuno focuses on bringing clarity and context to financial decisions, helping clients align resources with what matters most. He values thoughtful conversation, long-term relationships, and the role financial planning can play in supporting meaningful lives and communities.
Kim Pruett, CPA
Tax Director, the KFORDgroup
Kim Pruett, CPA, is a financial and tax professional with extensive experience leading accounting, financial planning, and reporting functions for a range of organizations. Pruett specializes in financial analysis, budgeting, forecasting, cash flow management, and tax preparation. She is known for developing effective financial systems and controls while helping organizations align financial management with strategic goals. Pruett also brings strong leadership and communication skills to working with business owners and executive teams.
Whitney E. Solcher, CFA®
Partner, Chief Investment Officer, and Senior Advisor, Ulrich Investment Consultants
Whitney E. Solcher, CFA®, provides fiduciary investment guidance to institutions, foundations, family offices, and high-net-worth clients, focusing on capital markets research, asset allocation, and risk management. Prior to joining Ulrich, she held leadership roles with Goldman Sachs and San Antonio Capital Management. Solcher is a graduate of The University of Texas at Austin and is active in numerous civic and nonprofit organizations.
Charlie Weisinger, JD, AEP®
President and Managing Attorney, Weisinger Law Firm, PLLC
Charlie Weisinger, JD, AEP®, is Managing Attorney and is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. Weisinger advises individuals and families on estate planning, probate, and long-term wealth transfer strategies. A graduate of St. Mary’s University School of Law, he is also an ACCREDITED ESTATE PLANNER® through the National Association of Estate Planners & Councils. Weisinger and his wife, Olivia, are raising four sons in San Antonio.
David White, JD, LL.M., CPA
CPA & Attorney, Porter Rodgers Dahlman & Gordon, PC
David White, JD, LL.M., CPA is an attorney and certified public accountant whose practice focuses on estate planning, probate, and tax-efficient wealth transfer strategies. White works with high-net-worth individuals and families on trusts, charitable planning, and business transactions. He also serves on the practicing faculty at St. Mary’s University School of Law, where he teaches estate planning and trust law. White has more than 30 years of experience advising clients.
The Professional Advisor Council serves as a strategic advisory body to the San Antonio Area Foundation.
Its role is to provide practitioner insight that helps the Foundation:
Council members do not make grant decisions or manage funds. Instead, they contribute real-world perspective drawn from advising clients and navigating complex philanthropic decisions.
Interested in serving on the San Antonio Area Foundation’s Professional Advisor council?
Professional advisors from San Antonio and the surrounding region can apply to become members. Members are selected based on professional experience, engagement with charitable planning, and commitment to strengthening philanthropy in South Texas. They commit to two-year terms and convene six times per year.
Applications are currently closed.
Applications open at the beginning of each calendar year.
CONTACT
David Simmons
Wealth Advisor Relations Manager
donorservices@saafdn.org
