Special Thanks to The Following 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.

January 1, 2016 to June 30, 2016:

  • Brian Andzik, Morgan Stanley
  • Scott Behnken, Behnken Financial
  • Robert Blommel, Merrill Lynch Wealth Management
  • Diane Brunn, Thompson Hine
  • Cheryl Ennis, KeyBank
  • Brittany O’Diam-Horseman, O’Diam & Stecker Law Group
  • Deborah Hunt, Sebaly, Shillito & Dyer
  • Gary Leppla, Leppla Associates, Ltd.
  • James McKee, McKee Financial Advisory
  • Richard Pecce, Wells Fargo Advisors
  • Kristina Rainer, Roberson Law
  • Vincent Russell, Johnson Investment Counsel
  • James Schade, Merrill Lynch Wealth Management
  • Pete Stueve, Smith & Stueve
  • James Tischer, CPA, Brady Ware & Company
  • Lorelei Tolson, CPA/PFS, CFP®, CIMA®, CEPA, CExP, Oxford Financial Group
  • Mark Van Leeuwen, Van Leeuwen Retirement & Investment Services
  • Stephen Wenstrup, TW Advisors, LLC
  • Andrew White, Dysinger & Patry, LLC

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File date: 12.02.16

IN HIS WORDS

Irvin Bieser

“The Dayton Foundation is a very solid organization, with staff well-versed in planned giving matters.”
– Irvin G. Bieser, Jr., retired attorney/partner, Bieser, Greeer and Landis and Dayton Foundation donor

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