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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 truly are grateful for the opportunity to serve their clients.
For an honor roll of our 2010 advisor partners, click here.
Special thanks to the following advisor partners from the second half of 2011:
Jack Adam, Johnson Investment Counsel
Jeffrey Borland, The Borland Group
Lynn Burns, Burns Tax Consulting
Rick Carlile, Thompson Hine
William Duncan, Thorn, Lewis & Duncan
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
Merrill Lynch, King/Engle/Grubb Group
Rob Millner, Morgan Stanley Smith Barney
Shaun Nicholson, UBS Financial Services
Gail Plunkett, Morgan Stanley Smith Barney
William Pohlman, Pohlman & Talmadge
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
Jeffrey Winwood, Winwood Rutledge, Co.
Constance Woods, Woods & Woods Associates
The Dayton Foundation. We Help You Help OthersSM
File date: 02-03-2012
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