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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 are truly grateful for the opportunity to serve their clients. For an honor roll of our 2007 advisor partners, click here. Special thanks the past quarter to: Thomas E. Bentley, Truepoint Capital, LLC Irvin G. Bieser, Jr., Esq., Bieser, Greer & Landis LLP Jeffrey C. Borland, ChFC, The Borland Group Karen Buckley, Esq., Buckley, Miller and Wright Matthew Buehrer, Thrivent Financial for Lutherans Barry R. James, James Investment Research, Inc. Jon M. Kreusch, C.H. Dean, Inc. Kevin L. McDonald, KeyBank N.A. Shaun P. Nicholson, CFP, UBS Financial Services, Inc. Mark W. Parsons, Wachovia Securities Nick Stebner, LifePlan Financial Group, Inc. Merle F. Wilberding, Esq., Coolidge Wall Co., LPA UBS Financial Services, Inc., Centerville Office
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The Dayton Foundation. We're here for good.
File date: 05-08-08
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