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
Barbara McComas Anderson
Law Office of Barbara McComas Anderson
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
Jim Barbero
John F. Bergner
Winstead, P.C.
Bryan Birkeland
Jackson Walker, L.L.P.
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
Smith Brownlie
Brownlie & Braden, L.L.C.
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.
Daniel H. Chapman
First Private Holdings, Inc.
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.
Susan Finnell
Geary, Porter & Donovan, P.C. (Retired)
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.
Brian Hall
Barnett & Hall, 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
Kathryn G. Henkel
K&L Gates, L.L.P.
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
Robert E. Hyde
Bank of Texas
Sandra Jobe
Attorney
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
Valli Kindred
Kindred Stephens Financial Group, L.L.C.
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
Stuart Morse
Lan Smith Sosolik, P.L.L.C.
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.
Keith Novick
Foley and Gardere, L.L.P.
Neil J. O’Brien
Foley & Lardner, L.L.P.
Tamara O’Connor
U.S. Trust, Bank of America Private Wealth Management
John J. Patterson, Jr.
Retired
Paul E. Pesek
Pesek, Helms & Turner, L.L.P.
Rockney D. Pletcher
Rockney D. Pletcher, Attorney At Law
Rob Popovitch
PwC US
Ginny Potthoff
Weaver L.L.P.
Michele H. Powell, CIMA
Stifel, Nicolaus & Company, Inc.
Stephen Ratchford
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.
Jerry Toombs
Toombs, Hall & Foster, L.L.P.
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.