Professional Advisors Council
The Community Foundation of the Ozarks has formally established the Professional Advisors Council. The Council, comprised of estate planning, financial and investment professionals, will assist Community Foundation of the Ozarks in increasing the focus on planned charitable giving, as well as provide leadership in promoting future charitable gifts to organizations and communities in the Missouri Ozarks.The focus of the Council will be to encourage individuals to engage in estate and financial planning. It is the Community Foundation of the Ozarks’ belief that regular and consistent emphasis on planned charitable giving will result in significant future financial support for charitable causes in our communities. The Council will also sponsor professional development and donor education events.
Professional Advisor Council Members:
- Newt Brill; Brill, Moore & Wagoner, West Plains
- Clifford Brown; Carnahan, Evans, Cantwell & Brown, PC, Springfield
- Janet Brown; Brown & Burns, LLC, Poplar Bluff
- Charles Cantrell; Cantrell & Oberzalek, Attorneys at Law, Mountain View
- Nadia Cavner; The Signature Bank, Springfield
- Kevin Checkett; Checkett & Pauly, PC, Carthage
- John Courtney; Springfield Trust Company, Springfield
- Kerry Douglas; Douglas, Haun & Heidemann PC, Bolivar
- Frank S. Dunaway III CLU; Compensation & Benefit Systems, Carthage
- Gary Garwitz; BKD, LLP, Springfield
- Art Haseltine; Springer & Haseltine Attorneys, Springfield
- Eric Griessel; Liberty Bank, Springfield
- Kent Kehr; Kehr & Associates, St. Louis
- Randy Maness; Maness & Miller, Doniphan
- Evelyn Mangan; Blackwell, Sanders, Peper, Martin LLP, Springfield
- James Mcleod; Lathrop & Gage LC, Springfield
- J. Richard Owensby; Neale & Newman, LLP, Springfield
- Jami S. Peebles, US Bank Private Client Group, Springfield
- Thomas D. Peebles Jr.; Carnahan, Evans, Cantwell and Brown, Springfield
- John Piatchek; ChFC, CLU, Piatchek & Smith, Springfield
- G. Clair Plank; Kansas City Life, Springfield
- David Pointer; Pointer Law Office, Gainesville
- Gary Powell; Husch & Eppenberger LLP, Springfield
- Chester “Ed” Pratt; Pratt, Mitchell & Co, CPAs, Salem
- Dwight Rahmeyer; Trust Company of the Ozarks , Springfield
- Dennis Reaves; Reaves Law Office, Stockton
- Donald Rogers; Ameritas Investment Corp., Dadeville
- Lori Smith; Wachovia Securities, LLC, Joplin
- Patrick Sweeney; Hall, Ansley, Rodgers, Condry, Springfield
- Jim Wheeler; Edward Jones, Monett