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.

Planned Giving Resources

We have extensive planned giving resources to help your clients navigate the decision making process during legacy planning. 

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, LLC

John F. Bergner
Winstead, P.C.

Santo Bisignano
Bisignano, Harrison, & Neuhoff, L.L.P.

Colleen Bowler
Strategic Wealth Partners/Lincoln Financial

Dan Brittain
Glast, Phillips, and Murray, P.C.

Kelsey A. Brock
The Blum Firm

Philip de Bruyn
Southern Wealth, L.L.P.

Stuart M. Bumpas 
Locke Lord, L.L.P.

Julie A. Buschman
The Northern Trust Company

Lynne M. Candler
Frost Bank (Retired)

Thomas H. Cantrill
Hunton Andrews Kurth

Brooks Caston
Clark Hill, P.L.C.

Edward A. Copley, Jr. 
The Blum Firm, P.C.

Debbie Cox (Retired)
J. P. Morgan Private Bank

Richard D. Cox
Husch Blackwell

W. Bennett Cullum (Retired)
Bell, Nunnally, L.L.P.

Lora Davis
Davis Stephenson, P.L.L.C.

Sam Dealey
Dealey, Zimmermann, Blend and Gray, P.C.

Scott Deke
Bessemer Trust

Brian Dethrow
Jackson Walker, L.L.P.

Melvyn Douglas
Melvyn L. Douglas, P.C.

Mark A. Fankhauser
Law Office of Mark A. Fankhauser P.L.L.C.

Robert Felty
Penn, Davis, McFarland, Inc.

Barbara B. Ferguson
Thompson & Knight, L.L.P.

Dave Folz (Retired)
Texas Capital Bank

G. Myrph Foote
Attorney and Counselor at Law

Kristi S. Francis
Francis & Associates, L.L.C.

Bill Goodwin
US Trust Company, N.A.

Joe M. Graham
Graham Mortgage

James R. Griffin
Scheef & Stone, L.L.P

R. Thomas Groves
Jackson Walker, L.L.P.

Jeffrey S. Hamilton
The Blum Firm

Patty Hammond
Carter Wealth Management

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

Judith K. Johnson
Hunton Andrews Kurth

Michael L. Kaufman
Jackson Walker, L.L.P.

Stanford M. Kaufman
Stanford M. Kaufman & Associates

Dian G. Kauth
Texas Capital Bank

Jack M. Kinnebrew
Clark Hill & Strasburger

John J. (Jack) Klein
Jackson Walker, L.L.P.

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.

Amanda Lott
JPMorgan Private Bank

P. Mike McCullough
Thompson & Knight L.L.P.

Carmen C. McMillan
Fortune Wealth Management

Arthur Dale Mitchell
JP Morgan Securities

Thomas E. Murphy
Murphy & Sylvest, L.L.C.

George J. Nachman
George Nachman, Attorney at Law

Frank Needham
Needham Vernone

Lisa R. Newman
Wolfish & Newman, P.C.

Ira Nevelow
Weaver L.L.P.

Tamara O’Connor
U.S. Trust, Bank of America Private Wealth Management

Rob Popovitch

Ginny Potthoff
Weaver L.L.P.

Michele H. Powell, CIMA
Stifel, Nicolaus & Company, Inc.

Ryan Rayburn, CFP
Strategic Wealth Partners

David Reber
Jordan Monk Reber, P.C.

Justin Reeves
Weaver L.L.P.

Rust E. Reid
Thompson & Knight, L.L.P.

Lauren Renner
Weaver, L.L.P.

David M. Rosenberg
Thompson & Knight, L.L.P.

John Round
Clark Hill & Strasburger

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.

Susan A. (Rouke) Sylvest
Murphy & Sylvest, L.L.C.

Christine S. Wakeman
Winstead, P.C.

Alex J. Winslow
Financial Planning Association of DFW

Lawrence Wolfish
Wolfish & Newman, P.C.

Kim Young
The Northern Trust Company, N.A.