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Our Advisor Partner Honor Roll for 2011
All of us at The Dayton Foundation wish to thank the following financial advisors and estate planners who brought their clients to The Dayton Foundation in the past year. We greatly appreciate their confidence in The Dayton Foundation as a partner in helping to achieve their clients' charitable goals.
Special thanks to our 2011 advisor partners:
Jack Adam, Johnson Investment Counsel
Jeffrey Borland, The Borland Group
Lynn Burns, Burns Tax Consulting
Rick Carlile, Thompson Hine
Robert Davis, Merrill Lynch
William Duncan, Thorn, Lewis & Duncan
Ted Gudorf, Gudorf Law Offices
John Guehl, Roth and Company
Gary Holstine, Wells Fargo
Susan Hosbach, Smith Barney
Richard Huchison, CPA
Dennis Hughes, Hammerman, Graf, Hughes & Co.
Edwin Katz, Oakstreet Wealth Management
Stanley Katz, ClientFirst Financial Strategies
Tiffany Kellner, UBS Financial Services
Jeffrey Kruse, US Bank
Robin McCall, Goens/McCall
James McKee, McKee Financial Advisory
Merrill Lynch, King/Engle/Grubb Group
Rob Millner, Morgan Stanley Smith Barney
Shaun Nicholson, UBS Financial Services
William O'Neal, Merrill Lynch
Tyrone Phillippi, LifePlan Financial Group
Gail Plunkett, Morgan Stanley Smith Barney
William Pohlman, Pohlman & Talmadge
Nancy Roberson, Roberson Law Office
Timothy Rodgers, KeyBank
Thomas Skelley, Skelley & Company
Barry Smith, CPA
David Smith, Smith, Griesmeyer & Moses
Patti Stoll, First Financial Wealth Resources
Robert Suttman, EBS Asset Management
Christine Tenbarge, Tudor Financial
Courtney Weber, Truepoint, Inc.
Jeffrey Winwood, Winwood Rutledge, Co.
Constance Woods, Woods & Woods Associates
The Dayton Foundation. We Help You Help OthersSM
File date: 02-03-2012
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