Members of the Southwestern Medical Foundation/UT Southwestern Estate Planning Council are leaders in the areas of estate and financial planning, particularly in law, accounting, insurance, and wealth management. They serve as ambassadors in the community through their awareness of clinical and research advances occurring at UT Southwestern and provide advice on efforts to educate the public about planned giving.
Estate Planning Council Members
Steve Akers
Bessemer Trust Company
Lise Anderson
Anderson & Brocius, P.C.
Michael G. Appleman
Cantey Hanger, L.L.P.
Jerry L. Arnold
Law Office of Jerry L. Arnold
Faye Bagby
American Financial & Retirement Services, L.L.C.
John F. Bergner
Winstead, P.C.
Santo Bisignano
Bisignano, Harrison, & Neuhoff, L.L.P.
Jonathan S. Blum
Holland & Knight Partner
Dan Brittain
Glast, Phillips, and Murray, P.C.
Philip de Bruyn
CAPTRUST
Stuart M. Bumpas
The Blum Firm
Julie A. Buschman
The Northern Trust Company
Lynne M. Candler (Retired)
Frost Bank
Thomas H. Cantrill
Hunton Andrews Kurth
Edward A. Copley, Jr.
The Blum Firm, P.C.
W. Bennett Cullum
Bell, Nunnally, L.L.P.
Lora Davis
Davis Stephenson, P.L.L.C.
Scott Deke
Storgate
Brian Dethrow
Jackson Walker, L.L.P.
Melvyn Douglas
Melvyn L. Douglas, P.C.
Hope C. Ellis
Bank of America Private Bank
Robert Felty
Penn, Davis, McFarland, Inc.
Dave Folz (Retired)
Texas Capital Bank
G. Myrph Foote
Attorney and Counselor at Law
Joe M. Graham
Graham Mortgage
James R. Griffin
Snell & Wilmer, L.L.P.
R. Thomas Groves (Retired)
Jackson Walker, L.L.P.
Jeffrey S. Hamilton
The Blum Firm
Patty Hammond
Carter Wealth Management
Scott M. Hancock
Snell & Wilmer
Bob Harrison
Bisignano, Harrison, & Neuhoff, L.L.P.
Todd S. Healy
C3 Financial Partners
Robert M. Herman
Robert M. Herman, P.C.
Ronald O. Holman
Holman, Robertson, Eldridge, P.C.
Elizabeth Howard
Locke Lord, L.L.P.
T. Allan Howeth
Cantey Hanger, L.L.P.
G. Dulany Howland
Howland Advisory Corporation
Sandra Jobe
Attorney
Michael L. Kaufman
Jackson Walker, L.L.P.
Stanford M. Kaufman
MRM Tax and Consulting
Dian G. Kauth
Principal of Fiduciary Strategies, L.L.C.
Jack M. Kinnebrew (Retired)
Clark Hill & Strasburger
John J. (Jack) Klein
Jackson Walker, L.L.P.
John A. Kvale
J.K. Financial, Inc.
Donald P. Lan, Jr.
Lan Smith Sosolik, P.L.L.C.
Sheryl B. Latham
Hallet & Perrin, P.C.
Andrew W. Lawrence
Hunton Andrews Kurth
Phillip M. Lindquist
Lindquist Wood Edwards, L.L.P.
Beau Longino
The Cordbrier Group
Rich Maus
Maus and Associates
Carmen C. McMillan
Fortune Wealth Management
Barkley T. Miller
Barkley T. Miller Law
Arthur Dale Mitchell
JP Morgan Securities
Frank Needham
Needham Vernone
Lisa R. Newman
Wolfish & Newman, P.C.
Ira Nevelow
Weaver L.L.P.
Tamara O’Connor (Retired)
U.S. Trust, Bank of America Private Wealth Management
Rob Popovitch
PwC US
Ginny Potthoff
Spyglass Trading, L.P.
Michele H. Powell, CIMA
Stifel, Nicolaus & Company, Inc.
Claire Raggio
Jackson Walker, L.L.P.
Ryan Rayburn, CFP
Strategic Wealth Partners
David Reber
Jordan Monk Reber, P.C.
Justin Reeves
Weaver L.L.P.
Lauren Renner
Weaver, L.L.P.
David M. Rosenberg
Thompson & Knight, L.L.P.
John Round
Steptoe-Johnson, P.L.L.C.
Greg Sampson
Gray Reed & McGraw, P.C.
Karee H. Sampson
U.S. Capital Advisors, L.L.C.
Lori B. Senter
Bank of Texas Private Wealth
Dani Smith
Lan Smith Sosolik, P.L.L.C.
John Solana
Huselton, Morgan & Maultsby, P.C.
Laurel Stephenson
Davis Stephenson, P.L.L.C.
Amy Sutton
Frost Wealth Advisors
Christine S. Wakeman
Winstead, P.C.
Alex J. Winslow
Harvester Wealth, L.L.C.
W. Scott Winton
BOK Financial Corporation
Lawrence Wolfish
Wolfish & Newman, P.C.
David A. Yost, C.F.P.
Morgan Stanley Private Wealth Management
Kim Young
The Northern Trust Company, N.A.