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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 truly are grateful for the opportunity to serve their clients. For an honor roll of our 2009 advisor partners, click here. Special thanks the past quarter to: Robert Bertke, Wachovia Securities Kathleen Carlson, Parker, Carlson & Johnson, Inc. Anne Frayne, Esq., Myers & Frayne, Co., LPA Steven Goens and Robin McCall, Goens McCall Group Jonas Gruenberg, Esq., Coolidge Wall Co., LPA Deb Hunt, Esq., Sebaly, Shillito & Dyer Kevin McDonald, KeyBank, N.A. James McKee, McKee Asset Management Josh Pavon, AXA Advisors, LLC Sandy Pierce, Parker, Carlson & Johnson, Inc. Buzz Portune, Esq., Gottschlich & Portune, LLP Barry Smith, CPA Karen & Jason Thompson, Ameriprise Financial Jeffrey Winwood, Winwood Rutledge Co., LLC Lisa Wiseman, Esq., Taft, Stettinus & Hollister, LLP
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The Dayton Foundation. We help you help others.SM
File date: 12-16-09
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