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We Help You Help Others For Professional Advisors
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Regional Community Foundation
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© 2012 The Dayton Foundation All rights reserved worldwide.
Phone: (937) 222-0410
info@daytonfoundation.org
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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 2010 advisor partners, click here.

Special thanks to the following advisor partners from the second half of 2011:

• Jack Adam, Johnson Investment Counsel

• Jeffrey Borland, The Borland Group

• Lynn Burns, Burns Tax Consulting

• Rick Carlile, Thompson Hine

• William Duncan, Thorn, Lewis & Duncan

• 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

• Merrill Lynch, King/Engle/Grubb Group

• Rob Millner, Morgan Stanley Smith Barney

• Shaun Nicholson, UBS Financial Services

• Gail Plunkett, Morgan Stanley Smith Barney

• William Pohlman, Pohlman & Talmadge

• 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

• Jeffrey Winwood, Winwood Rutledge, Co.

• Constance Woods, Woods & Woods Associates

 


The Dayton Foundation. We Help You Help Others
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File date: 02-03-2012
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