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© 2007 The Dayton Foundation. All rights reserved worldwide.
Phone: (937) 222-0410
info@daytonfoundation.org
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Our Advisor Partner Honor Roll for 2009

All of us at The Dayton Foundation wish to thank the following financial advisors and estate planners who brought their clients to The Dayton Foundation in the past year. We greatly appreciate their confidence in The Dayton Foundation as a partner in helping to achieve their clients' charitable goals.

Special thanks to our 2009 advisor partners:

• 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

 


The Dayton Foundation. We help you help others.
SM

File date: 12-16-09
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