The PACF’s Professional Advisors Circle is a diverse group of tax, estate, and financial planning experts who have partnered or continue to partner with the PACF to create charitable gifts or funds for the future of our organization and region.
Andrew Pacala and Tony Rager were recently recognized for working with one of the PACF’s donor families to craft a Charitable Lead Annuity Trust (CLAT)and three Charitable Remainder Annuity Trusts (CRATs).
Andrew Pacala is a part of the United Bank Wealth Management team where he is a Fiduciary Wealth Advisor. Prior to joining United, Andrew worked in the Private Wealth Management group of Goldman Sachs. Andrew earned his MBA with a concentration in Asset Management/Sales and Trading from the Darden School of Business at the University of Virginia, and a BA in economics from Vanderbilt University.
Anthony “Tony” Rager, CPA, CGMA, is a partner in Brown Edwards, with more than 25 years of experience specializing in tax planning and compliance for privately owned businesses and owners. He focuses in the areas of taxation and business and individual tax compliance and planning. He has a BS in Business from WV Wesleyan College with a concentration in Accounting and minor in Economics.
Congratulations Andrew and Tony!