Special Thanks to The Following 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.

July 1, 2015 to December 31, 2015:

  • Scott Behnken, Behnken Financial Services
  • Robert Blommel, Merrill Lynch Wealth Management
  • Kathleen Carlson, CFA, CAPTRUST
  • James Cole, Attorney-at-Law
  • Amy Cook, Merrill Lynch Wealth Management
  • Grant Donaldson, Tudor Financial
  • Steven Goens and Robin McCall, The Goens McCall Group at Morgan Stanley
  • Gary Gottschlich, Gottschlich & Portune, LLP
  • Rip Hale and Todd Nuss, The Hale Group at Morgan Stanley
  • Gary Hurst, Ameriprise Financial
  • Jim Kordik, Rogers & Greenberg, LLP, Attorneys-at-Law
  • Chris Kowal, Merrill Lynch Wealth Management
  • John McAlpine, Wells Fargo Advisors
  • Jeff McWilliams, McWilliams Financial Group, LLC
  • Vincent Ryan, Ryan, Goode & Ryan
  • Joel Siefert, Johnson Investment Counsel
  • Bruce Smith, Smith & Stueve
  • David A. Smith, CFP, MSFS, AIF, Smith, Moses & Company LLC
  • Debbie Staton, Merrill Lynch Wealth Management
  • Lu Ann Stanley, Coolidge Wall
  • Robert Suttman, EBS Asset Management
  • Jim Tischer, Brady Ware
  • Joshua Weiland, Stifel
  • Jeffrey Winwood, Winwood Rutledge Co., LLC

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File date: 02.05.16


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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