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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 Partner Honor Roll for 2011

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 2011 advisor partners:

• Jack Adam, Johnson Investment Counsel

• Jeffrey Borland, The Borland Group

• Lynn Burns, Burns Tax Consulting

• Rick Carlile, Thompson Hine

• Robert Davis, Merrill Lynch

• William Duncan, Thorn, Lewis & Duncan

• Ted Gudorf, Gudorf Law Offices

• John Guehl, Roth and Company

• 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

• Jeffrey Kruse, US Bank

• Robin McCall, Goens/McCall

• James McKee, McKee Financial Advisory

• Merrill Lynch, King/Engle/Grubb Group

• Rob Millner, Morgan Stanley Smith Barney

• Shaun Nicholson, UBS Financial Services

• William O'Neal, Merrill Lynch

• Tyrone Phillippi, LifePlan Financial Group

• Gail Plunkett, Morgan Stanley Smith Barney

• William Pohlman, Pohlman & Talmadge

• Nancy Roberson, Roberson Law Office

• Timothy Rodgers, KeyBank

• 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

• Courtney Weber, Truepoint, Inc.

• 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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