Our Advisor Partners

Special thanks to the financial advisors and estate planners who brought their clients to The Dayton Foundation to help these individuals do their charitable giving in the most effective and satisfying manner possible. We thank these advisors and all the professionals who work with us daily to make a difference for charitable individuals who enrich our community. We truly are grateful for the opportunity to serve their clients.

Special thanks to the following advisor partners from 2013 to 2014:

  • Eric Anderson, Northwestern Mutual - Miami Valley
  • John Borchers, CFP, Merrill Lynch
  • Jeff Borland, The Borland Group
  • John Bradley, The Bradley Financial Group UBS Financial Services, Inc.
  • Lynn Burns, CPA, JD, CFP, Burns Tax Consulting, LLC
  • Aaron Campbell, The Bradley Financial Group UBS Financial Services, Inc.
  • Doug Cline, The Five Rivers Group at Morgan Stanley Wealth Management
  • Tim Cornell, UBS Financial Services, Inc.
  • David Cox, CFP, CIMA, The Five Rivers Group at Morgan Stanley Wealth Management
  • Tom Culpepper, Culpepper Law, LLC
  • Steve Goens & Robin McCall, The Goens McCall Group at Morgan Stanley
  • Brandon Harrison, Harrison Financial Group, LPL
  • Lawrence Hayes, UBS Financial Services
  • Eugene Heflin, Stratos Wealth Partners
  • Gary Holstine, Wells Fargo Advisors, LLC
  • Stanley Katz, ClientFirst Financial Strategies, Inc.
  • Timothy Lange, Lange & Associates
  • Al Leland, Leland Consulting
  • Ricard Pecce, MBA, Wells Fargo Advisors, LLC
  • Guy Smallwood, CFP, Merrill Lynch
  • David Smith, Smith, Moses & Co., LLC
  • Jason Thompson, Ameriprise Financial
  • Josh Weiland, Stifel Financial Corp.
  • Jeffrey Winwood, Winwood Rutledge Co., LLC

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File date: 9.18.14

IN HIS WORDS

Irvin Bieser

“The Dayton Foundation is a very solid organization, with staff well-versed in planned giving matters.”
– Irvin G. Bieser, Jr., retired attorney/partner, Bieser, Greeer and Landis and Dayton Foundation donor

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