Advisory Council: Serving Donors and
Professional Advisors

To better serve our donors and professional advisors, The Dallas Foundation established its Advisory Council in 1998.

These professionals guide the Foundation and are a resource to donors and prospective donors for advice regarding estate planning and business, tax, family and other matters.

Members of the Advisory Council share the common objectives of promoting philanthropy in our area and helping clients achieve their philanthropic goals.

Our success is due in no small part to their charitable advocacy as part of the wealth management process.

Stuart Bumpas - Chair
Locke Lord Bissell & Liddell

Jesse T. Abercrombie
Edward Jones Investments

Gary Ahr, ChFC
AHR Financial Group

Todd R. Amacher
Robertson, Griege & Thoele

Larry K. Anders
Summit Alliance Companies

Barbara McComas Anderson
Attorney at Law

Sharon J. Baca, CFP
Spectrum Financial Group

Donald W. Bailey, CFP, CIMA
UBS - Addison

Jayson Bales, CFS
Spectrum Strategies

Charles M. Best II
Alliance Financial Group, Inc.

Santo Bisignano, Jr.
Bisignano & Harrison

Jan Hart Black
Civic Volunteer

Kalita Beck Blessing
Quest Capital Management, Inc.

Truman G. Blocker IV
Spectrum Strategies

Colleen M. Bowler, CFP
Strategic Wealth Partners

James Braden
Brownlie & Braden

Jon M. Bradley
Weaver

Thomas D. Brittain
Glast Phillips & Murray, PC

Rebekah Steely Brooker
Passman & Jones 

Patrick S. Carrigan
UBS Financial Services, Inc.

John M. Collins
Haynes and Boone

Edward A. Copley, Jr.
Akin, Gump, Strauss, Hauer & Feld

Deborah A. Cox
JP Morgan Private Bank

Ronald R. Cresswell
Johnson, Jordan, Cresswell & Monk

Dodee Crockett
Merrill Lynch

W. Bennett Cullum
Bell, Nunnally & Martin

Kamal N. Daya, CFP
The Nautilus Group

Brian L. Dethrow
Jackson Walker

Cory M. Dowell
Bernstein Global Wealth Management

Mary H. Durie, CFP
Quest Capital Management, Inc.

William S. Dykeman
JP Morgan Private Bank

John A. Eads
Smith Jackson Boyer & Bovard

Christopher D. Fay
Smith, Frank & Partners

Robert E. Feiger
Friedman & Feiger

Barbara B. Ferguson
Thompson & Knight

Brant C. Ferguson
UBS Financial Services, Inc.

James B. Fincher
Burch, Fincher & Company
CPAs, PC
  
Barry N. Finkelstein
Barry N. Finkelstein, CPA

Derek L. Fletcher
Winstead Sechrest & Minick

David Folz
Texas Capital Bank

William J. Goodwin
U.S. Trust Company of Texas, NA

Joe M. Graham
Graham Investments

Donald J. Hahn
Collins Basinger & Pullman, PC

Greg Hall, CPA, CFP
Tolleson Wealth Management

Jeffrey S. Hamilton
Mincey-Carter, PC

John W. Harris
Snell, Wylie & Tibbals

Bob D. Harrison
Bisignano & Harrison

Jack W. Hawkins
Gardere Wynne Sewell

Todd S. Healy
HealyPartners 

James O. Hutcheson
Regeneration Partners

Douglas G. John
UBS Financial Services, Inc.

William D. Jordan
Johnson Jordan Nipper & Monk

Stanford M. Kaufman
Stanford M. Kaufman & Associates

Tom D. Kingsley
Capitas Financial

Robert Kipp
BKD

Robert H. Kroney
Kroney Morse Lan, PC

Robert Lane
Lane Gorman Trubitt

Sheryl B. Latham
Hallett & Perrin, P.C.

George T. Lee, Jr.
Attorney at Law

Eleshea D. Lively
Kroney Morse Lan, PC

Fred Lohmeyer
Taylor Lohmeyer Law Firm

Jason Loveless
Ash Technical Services 

Lynne J. Luby
Luby & Associates

Eric D. Marchand
Meadows, Collier, Reed,
Cousins, Crouch & Ungerman LLP

Tommy McBride
Merrill Lynch

Carmen McCracken McMillan
Fortune Financial Services

Curtis W. Meadows, Jr.
Thompson and Knight

Danika Mendrygal
Haynes and Boone, LLP

J. Mitchell Miller
Haynes and Boone

James Mincey, Jr.
Mincey - Carter, PC

John Mockovciak, III
Robert W. Baird & Co.

William R. Moss, CPA
IAS

Kathy Muldoon
Carter Financial Management

Jeffrey Murlette, CPA
Weaver
 
Alex E. Nakos
Malouf Lynch Jackson & Swinson

Ira L. Nevelow, CPA, JD
Weaver

Jane Nober
Consultant

Keith V. Novick
Gardere Wynne Sewell

E. E. "Boots" Nowlin
Deutsche Bank

R. David Parrish
Credit Suisse 

David J. Patterson
Evos

Robert C. Prather, Sr.
Snell, Wylie & Tibbals

J. Clint Pugh
Saville Dodgen & Company

Andy Raub
Raub Capital Management

Dale R. Reed, III
Merrill Lynch Private Client Group

Rust E. Reid
Thompson & Knight

John L. Roach
John L. Roach, Inc.

James Y. Robb III
Perot Services

Randall L. Root
Westwood Holdings Group 

David M. Rosenberg
Thompson & Knight

David T. Ross, J.D., L.L.M.
Tolleson Wealth Management

John K. Round
Strasburger & Price

Roger A. Shake
Legacy Consulting Group

Terry Simmons
Thompson & Knight

Steven L. Skov
Law Offices of Steven L. Skov

Edward V. Smith III
Smith & Stephens

R. Scot Smith
Morgan Stanley Smith Barney

John D. Solana
Solana & Associates, P.C.

Elizabeth E. Solender
Solender/Hall, Inc.

Richard J. Szelc
Neuberger Berman

C. Albert Tatum, III
Investments

Kenneth B. Travis
TravisWolff

James K. Webb
Webb Financial

Paul H. Welch
Fiduciary Financial Services of the Southwest, Inc.

Robert E. Wilbur
Robert E. Wilbur, Attorney at Law, PC

Clark Willingham
Barnes & Harrington, PC

Sondra Wilson, CPA
Fiduciary Financial Services
of the Southwest, Inc.


Lawrence M. Wolfish, Esq.
Wolfish & Newman, PC

Scott A. Wood
True North Advisors

David R. Work, Esq.
Merrill Lynch Trust Company, FSB

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