Advisory Council 

Established in 1998, The Dallas Foundation's Advisory Council guides the Foundation and serves as 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

Larry K. Anders
Summit Alliance Companies

Barbara McComas Anderson
Attorney at Law

Lesley Annen
Annen Consulting

Sharon J. Baca, CFP
Level Four Advisory Group

Donald W. Bailey, CFP, CIMA
UBS Financial Services, Inc.

Jayson Bales, CFS
Robert W. Baird & Co.

Tyler Beeson
Robertson, Griege & Thoele

Charles M. Best II
Alliance Financial Group, Inc. 

Santo Bisignano, Jr.
Bisignano, Harrison & Neuhoff, L.L.P.

Jan Hart Black
Black, Muncy, Davis

Kalita Beck Blessing, CFP, CAP
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
Scheef & Stone, L.L.P.

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 

Neely D. Duncan, CPA, CFE, FCPA
Lane Gorman Trubitt, PLLC

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

William S. Dykeman
JP Morgan Private Bank 

John A. Eads
Kirkpatrick Mathis & Brown LLC

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
James Bert Fincher, CPA 

Barry N. Finkelstein
Barry N. Finkelstein, CPA

Derek L. Fletcher
US Trust Bank of America

David Folz
Retired, Texas Capital Bank

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

Joe M. Graham
Graham Investments

Donald J. Hahn
Investments

Jeffrey S. Hamilton
Jackson Walker, L.L.P.

John W. Harris
Palmer & Manuel, LLP

Bob D. Harrison
Bisignano, Harrison & Neuhoff, L.L.P.

Jack W. Hawkins
Gardere Wynne Sewell

Todd S. Healy
HealyPartners

James O. Hutcheson
Regeneration Partners

Mark A. Jaudes
Insurance Designers

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
Stephens-Guthrie, PLLC

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 Wealth Management

Curtis W. Meadows, Jr.
Thompson and Knight

Danika H. Mendrygal
Mendrygal Law PLLC

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

Tom Neuhoff, Jr.
Bisignano, Harrison & Neuhoff, L.L.P.

Ira L. Nevelow, CPA, JD
Weaver

Jane Nober
Consultant

Keith V. Novick
Gardere Wynne Sewell

E. E. "Boots" Nowlin
UBS Financial Services, Inc.

R. David Parrish
Credit Suisse 

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

J. Clint Pugh
Saville Dodgen & Company

Andy Raub
Ameriprise

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

John K. Round
Strasburger & Price

Roger A. Shake
Legacy Consulting Group

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. 

Susan Sturdivant
Highland Park Appraisals

Richard J. Szelc
Neuberger Berman

C. Albert Tatum, III
Investments

Kenneth B. Travis
TravisWolff 

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

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

Clark Willingham
Key Harrington Barnes, PC

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

Scott A. Wood
True North Advisors

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