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Our Advisor Partner Honor Roll for 2007
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 2007. We greatly appreciate their confidence in The Dayton Foundation as a partner in helping to achieve their clients' charitable goals. Special thanks to our 2007 advisor partners: Scott Behnken, Behnken Financial Services, Inc. Thomas E. Bentley, Truepoint Capital, LLC Christopher J. Buck, CFP, LifePlan Financial Group, Inc. Kathleen A. Carlson, CFP, Parker, Carlson & Johnson, Inc. Daniel P. Christie, UBS Financial Services, Inc. Thomas P. Croskey, Esq. Joyce M. Deitering, Esq., Oldham and Deitering Scott A. Edwards, CFP, Heick, Hester & Associates B. Eugene Gilbert, Esq. Steven F. Goens, Morgan Stanley Kevin Green, Harrison Financial Group LPL Brandon Harrison, Harrison Financial Group LPL J. R. Hochwalt, Flagel, Huber, Flagel & Co. Gary Holstine, A. G. Edwards & Sons, Inc. Gordon H. Honeyman, Merrill Lynch Edwin L. Katz, First Alliance Asset Management, Inc. Stanley J. Katz, First Alliance Asset Management, Inc. Joseph M. Knopp, Family Partners, LLC Stephen Kohls, Morgan Stanley Timothy C. Lange, CPA, Lange & Associates Robin L. McCall, Morgan Stanley Kevin L. McDonald, KeyBank N.A. Rob Millner, UBS Financial Services, Inc. Thomas C. Minnich, Merrill Lynch Alexandra Ollinger, Truepoint Capital, LLC Tyrone Phillippi, CFP, CSA, LifePlan Financial Group, Inc. Sandra K. Pierce, CPA, Parker, Carlson & Johnson, Inc. William H. Pohlman, CPA, CFP, Pohlman & Talmage, CPAs, Inc. Vincent J. Ryan, CPA, Goode & Ryan Guy Smallwood, Merrill Lynch Bruce Smith, Smith & Stueve James P. Thein, Thein Financial Group Teri Turner, CFP, Merrill Lynch Kevin R. Wichman, Linsco/Private Ledger Financial Services
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File date: 12-20-07
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