Investment Advisory Board
Investment Advisory Board members play a vital role in the Community Foundation of the Ozarks. Their distinguished backgrounds enable them to advise the Foundation on investment policy, asset allocation and the selection of fund managers.
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William W. Miller, Chairman CPA; shareholder, Kirkpatrick, Phillips & Miller, CPAs P.C. |
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Ron Neville
CPA; former CFO of American Century Investments in Kansas City; currently a private investor and Chairman of the Board for Community Foundation of the Ozarks. |
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Thomas J. Carlson
Real estate developer, attorney and present mayor of Springfield. |
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John Cooper
Vice President of Harry Cooper Supply Company |
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William H. Darr
Founder and CEO of American Dehydrated Foods, Inc. |
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Greg DeLong
Financial advisor and part owner of Edward Jones Investments |
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William R. Hardie Investment counselor and retired vice president of Boatmen’s National Bank. |
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Michael Horrell
CPA/managing member of Michael Horrell & Associates, LLC. Genevieve, MO |
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Mark Nelson
Certified investment management analyst (CIMA); vice president and wealth management advisor for Merrill Lynch. |
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Mary Beth O’Reilly
Founder of Breast Cancer Foundation of the Ozarks; former secretary of the board for O’Reilly Automotive prior to the company becoming a publicly held corporation. |
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Jewell Thompson Schweitzer
Private investor, corporate officer and real estate developer. |
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Jane Sligar
CLU/New York Life agent,
Monett, Missouri. |
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Lori Smith
Wachovia Securities, LLC, Joplin, MO
and member of the Community Foundation of Southwest Missouri, Inc. |
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Gary L. Wortman
CPA; former partner at BKD with 25 years in public accounting. |