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The 
Regional Community Foundation
© 2007 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 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

 

The Dayton Foundation. We're here for good.

File date: 05-08-08
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