Advisory Council

Download contact information for Planned Giving Professional Advisory Council members.

Baton Rouge Chapter

John C. Blackman
Attorney at Law
Jones Walker
Baton Rouge, LA

Robert T. Bowsher
Attorney — Partner
Breazeale, Sachse, & Wilson
Baton Rouge, LA

Bunnie R. Cannon, CFRE
Director, Planned Giving
Tiger Athletic Foundation
Baton Rouge, LA

Dustin Dowling
Chief Executive Officer
Peters Wealth Advisors
Baton Rouge, LA

Mr. Daryl R. Ellis
Certified Financial Planner
Ellis Insurance & Financial Group
Baton Rouge, LA

Nicole S. Fawley
Financial Advisor
Morgan Stanley Wealth Management
Baton Rouge, LA

Mr. Jason W. Graham
Graham Enterprises
Baton Rouge, LA

Joseph Darrell Green, LUTCF
Financial Representative
Northwestern Mutual
Lafayette, LA

Mary Hester
Partner
Taylor, Porter, Brooks & Phillips, LLP
Baton Rouge, LA

Mr. K. Jonathan Kearney, PT, DPT
Physical Therapist
Peak Performance Physical Therapy
Baton Rouge, LA

Mr. Kevin Knobloch
Managing Director-Investments
Wells Fargo Advisors
Baton Rouge, LA

Don "Skipper" McAdams, Jr.
Baton Rouge, LA

Mr. Michael J. McCoy
Vice President
LA Trust Manager
Hancock Bank
Baton Rouge, LA

Mr. John F. McDermott
Partner
Taylor, Porter, Brooks & Phillips, LLP
Baton Rouge, LA

Mr. Carey Messina
Partner
Kean Miller LLP
Baton Rouge, LA

Ms. Jayne L. Middleton
Baton Rouge, LA

Steven E. Morgan
Market Manager
J.P. Morgan Private Bank
Baton Rouge, LA

Fred A. Palmer, JD, CPA, PFS, CFP
Managing Director
Palmer Wealth Management, LLC
Prairieville, LA

Nicole Palmer
Managing Director
Palmer Wealth Management, LLC
Prairieville, LA

Mike Patton
President
Integrity Wealth Management, Inc.
Baton Rouge, LA

Dorsey Peek
Realtor
ReMax First
Baton Rouge, LA

Rick Perry
President & Chief Executive Officer
Tiger Athletic Foundation
Baton Rouge, LA

Bill Peters, MBA, CFP
Managing Director
Peters Wealth Advisors
Baton Rouge, LA

Laura Poche'
Attorney
Poche' Law Firm
Baton Rouge, LA

Elizabeth Querbes
Senior Vice President — Investments
Wealth Management Advisor
Merrill Lynch — City Plaza
Baton Rouge, LA>

Collis Temple, III
National Sales Director
Primerica Financial Services
Baton Rouge, LA

Mr. Cliff Vannoy
President & CEO
LSU Alumni Association
Baton Rouge, LA

Florida & Oklahoma Chapter

Joseph H. Combs
Oklahoma City, OK

Mr. Tracy Mandart, AWMA
Senior Vice President, Regent Bank
Investment Executive
Pompano Beach, FL

Michael Weitman
First Vice President
Morgan Stanley/Smith Barney
Destin, FL

Golden
New Orleans Chapter

Gary Alfonso, CFP
Business Financial Advisor
Ameriprise Financial, Inc.
Metairie, LA

Elizabeth M. Ary
Vice President
Trust Officer
J.P. Morgan
New Orleans, LA

John Cannizaro
Vice President
Trust & Asset Management Group
Real Estate & Oil & Gas Manager
Hancock & Whitney Banks
Mandeville, LA

Carol O. Caplan
Realtor
Latter & Blum Inc.
New Orleans, LA

Benjamin C. Capshaw
First Vice President
Resident Director
Wealth Management Advisor
Merrill Lynch, Pierce, Fenner & Smith Inc.
Mandeville, LA

Benjamin D. Capshaw III, CFP, CIMA
Senior Vice President — Investments
Wealth Management Advisor
The Capshaw Group
Pan American Life Center
New Orleans, LA

Annie P. Colvin, CFP
Vice President
J.P. Morgan Private Bank
New Orleans, LA

Terry A. Dufrene, CFA
Managing Director
J.P. Morgan Chase Bank
Private Wealth Management
New Orleans, LA

Jules D. Ellender, CFP
Trust Officer, Trust Advisor
Whitney Bank
New Orleans, LA

Christian Fatzer, Jr.
Assistant Vice President
Trust & Asset Management Group Real Estate & Oil & Gas Asset Manager
Hancock & Whitney Banks
Mandeville, LA

Miriam W. Henry
Partner — Attorney at Law
Jones Walker, LLP
New Orleans, LA

Chad C. Leingang, CPA
Chief Administrative Officer
Ericksen Krentel
New Orleans, LA

Carole Cukell Neff
Sessions, Fishman, Nathan & Israel
New Orleans, LA

Mariska Roney
CPA
KPMG
New Orleans, LA

Carl J. Servat, III
Counselor at Law
Lukinovich Law Firm
Metairie, LA

Mrs. Susan G. Talley
Member
Stone Pigman Walther Wittmann
New Orleans, LA

Val Vogel, Jr., CLU, ChFC
Investment Advisor Representative
Burns Vogel & Associates, Inc.
Kenner, LA

Michelle P. Vogel
Secretary-Treasurer
Burns Vogel & Associates, Inc.
Kenner, LA

Christian N. Weiler
Attorney
Weiler & Rees Attorneys at Law
New Orleans, LA

Shreveport Chapter

David Alexander
Partner
Vintage Realty Company
Shreveport, LA

M. Thomas Arceneaux
Director
Blanchard, Walker, O'Quin & Roberts
Shreveport, LA

Allen P. Jones
Shareholder
Wiener, Weiss & Madison
Shreveport, LA

J. Edgerton Pierson, Jr.
Of Counsel
Blanchard, Walker, O'Quin & Roberts
Shreveport, LA

Armand L. Roos
Of Counsel
Wiener, Weiss & Madison, APC
Shreveport, LA

Jack A. "Bo" Smithwick, Jr.
Senior Vice President
Financial Advisor — Wealth Management
Merrill Lynch
Shreveport, LA

Mr. Stephen R. Yancey, II
Special Counsel
Cook, Yancey, King & Galloway
Shreveport, LA

Texas Chapter

Patrick M. Evans
Senior Vice President — Investments
UBS Financial Services
Houston, TX

Mr. William P. Herrington
Executive Vice President
Capital One Services, Inc.
Houston, TX

F. Allen Lyons
Vice President
Houston Trust Company
Houston, TX

Nolan A. Moulle', III
Sr. Vice President
Northern Trust
Houston, TX

Mr. Myron H. Schwitzer
Senior Vice President — Financial Advisor
Morgan Stanley Smith Barney
Dallas, TX

Ms. Suzanne M. Trevillion
EP Energy
Houston, TX

Frank H. Simonton, III, CPA
Tax Advisor — CPA
Frierson, Sola, Simonton & Kutac, PLLC
Houston, TX

Brent Thomas
President
Prudentia Fiduciary Partners
Houston, TX

Mr. David C. Walkup
Investment Advisor Representative
Harman Wealth Management
The Woodlands, TX

Jon L. Weinstein
Financial Advisor
Cetera Advisor Networks
Dallas, TX

Dr. Catherine S. Woodruff
Houston, TX

Mr. Mark S. Worthen
President
Frost Bank
Houston, TX