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.
To join the Professional Advisors Council, please complete this form and return it to Winter Skelton.
Professional Advisors Council Members:
- David Appleby; David Appleby, Attorney at Law, PC, Ozark
- Newt Brill; Brill, Moore & Wagoner, West Plains
- James R. Brock, UMB Asset Management, Springfield
- Clifford Brown; Carnahan, Evans, Cantwell & Brown, PC, Springfield
- Janet Brown; Brown & Burns, LLC, Poplar Bluff
- Julie Brown; Carnahan, Evans, Cantwell & Brown, P.C., Springfield
- Jeffery Brummet, Stifel, Nicolaus & Co, Inc., Rolla
- A Kay Burk, Commerce Trust, Springfield
- Charles Cantrell; Cantrell & Oberzalek, Attorneys at Law, Mountain View
- Nadia Cavner; BancorpSouth, Springfield
- Kevin Checkett; Checkett & Pauly, PC, Carthage
- Gretchen Cliburn, BKD Wealth Advisors, Springfield
- Christena Coleman, Attorney, West Plains
- Ann Conus, BKD, Springfield
- John Courtney; Springfield Trust Company, Springfield
- Greg DeLong; Edward Jones, Springfield
- Kerry Douglas; Douglas, Haun & Heidemann PC, Bolivar
- Chris Dumm; The Elder Law Center, LLC, Joplin
- Frank S. Dunaway III CLU; Compensation & Benefit Systems, Carthage
- Landon Fletcher, First State Bank of Purdy, Cassville
- Trenny Garrett, Central Trust & Investment Company, Osage Beach
- Gary Garwitz; BKD, LLP, Springfield
- Eric Griessel; Liberty Bank, Springfield
- Dan Guy, D & M Accounting Service, Forsyth
- Fred Hall, Hall, Ansley, Rodgers & Sweeney, Springfield
- Jay Handy; Walnut Capital Management, Springfield
- Art Haseltine; Springer & Haseltine Attorneys, Springfield
- Douglas Hauser, US Bank NA Private Client Group, Springfield
- Mitch Holmes; Edward Jones, Branson
- Diane Homan, Springfield Trust & Investment, Springfield
- Jennifer Huckfeldt; Carnahan, Evans, Cantwell & Brown, P.C., Springfield
- Rick Jackson; Jackson & Jackson CPAs, Springfield
- Kent Kehr; Kehr & Associates, St. Louis
- Laura Kiesel, Commerce Trust, Springfield
- Douglas Lee, Carnahan, Evans, Cantwell & Brown, Springfield
- Brenda Logsdon; Whitlock Selim & Keehn, Springfield
- Mark McQueary; Neale & Newman, L.L.P., Springfield
- Randy Maness; Maness & Miller, Doniphan
- Evelyn Mangan; Evelyn Gwin Mangan, P.C., Springfield
- Mary Lou Martin, Law Office of Mary Lou Martin, PC, Springfield
- James Mcleod; Lathrop & Gage LC, Springfield
- Bill Miller; Kirkpatrick Philips & Miller CPAs, Springfield
- Patrice Ann Moore; Roberts, McKenzie, Mangan & Cummings PC, Springfield
- R. Mark Morris, CPA; Hlavacek, Morris, McIntyre, Yates & Danielson, PC, Springfield
- Skip Motsenbocker, Signal Point Asset Management, LLC, Springfield
- Dennis Newkirk, Newkirk & Company, Branson
- Douglas Nickell; Lathrop & Gage LC
- Chris Ollis, Commerce Trust, Springfield
- J. Richard Owensby; Neale & Newman, LLP, Springfield
- Jami S. Peebles, Senior Vice President Central Trust/Empire Bank, Springfield
- Thomas D. Peebles Jr.; Carnahan, Evans, Cantwell and Brown, Springfield
- Bill Perkins; Perkins Law Office, L.L.C., Thayer
- John Piatchek; ChFC, CLU, Piatchek & Smith, Springfield
- Mark W. Pickens; Farmers Insurance Group, Springfield
- David Pointer; Pointer Law Office, Gainesville
- Gary Powell; Husch & Eppenberger LLP, Springfield
- Chester “Ed” Pratt; Pratt, Mitchell & Co, CPAs, Salem
- Carol Pyles, Springfield Trust & Investment Co, Springfield
- Dwight Rahmeyer; Trust Company of the Ozarks , Springfield
- Candice Reed, Commerce Trust, Springfield
- Jill Reynolds, Commerce Trust, Springfield
- Donald Rogers; Aviva Life, Dadeville
- Richard A. Russell, Husch Blackwell Sanders, Springfield
- Mel Saunders, Wells Fargo, Springfield
- Stan Schmidt; Schmidt Associates PC, Carthage
- Steve Schneider, Jr, CLU, ChfC, New York Life Insurance Company, Springfield
- Jerry Sitton, State Farm Insurance, Joplin
- Jane Sligar; New York Life, Monett
- Dan Stanley, Edward Jones, Joplin
- Dianne Stapleton, US Bank Private Client Group, Springfield
- Patrick Sweeney; Hall, Ansley, Rodgers, Condry, Springfield
- Jim Wheeler; Edward Jones, Monett
- Gabrielle White; McKay & White, L.L.C., Springfield
- David Yaktine, CLU, ChFC; Northwestern Mutual Financial Network, Springfield
- Dean W. Young of Heim; Young and Associates
Affiliate Professional Advisory Councils
Community Foundation of the Hermann Area, Inc.
Donald Althauser
Randy Eikermann, Eikermann Vollmar & Co. LLC
Sam Frink
Joy Haeffner
Matt Haeffner
Robert Henson
Jim Holland
Raylene Hollrah
Michael R. Mundwiller
Glenn Warnebold