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Professional Advisor Leadership Council

Partnering With Advisors

CICF’s Professional Advisor Leadership Council (PALC) is a select group of volunteers who represent the most accomplished charitable advisors in our community. They come together several times each year to learn about the charitable sector in central Indiana, refine their craft and network with their peers. They also help CICF improve our relationships with professional advisors by providing information about technical charitable issues and demonstrating how we can engage more of their colleagues in charitable advising. PALC members are practicing professionals from the estate planning, accounting, investment, insurance, and financial services industries. They are nominated by their peers and serve rotating three-year terms.  Upon completion of their term, PALC members stay connected by serving on CICF's Cornerstone Council.

2012 PALC Members

Angela Berg, JD
M&I Wealth Management

Keenan Blanchford, CLU
Northwestern Mutual

Jeffrey S. Dible, JD*
Frost Brown Todd, LLC

Susan Elser, CFP - PALC Chair
Elser Financial Planning, Inc.

Anne Fisher Campbell, CPA

Tim Fisk, JD*
Merrill Lynch

John A. Gardner, JD*
Faegre Baker Daniels, LLP

Derek C. Hamilton, JD*
Bingham Greenbaum Doll, LLP

Mark Hetzner, JD
Kreig DeVault LLP

William M. Howell, CPA, CFP
Howell Financial Advisors

Donna Kellison, CPA/PFS*
Blue & Co., LLC

John Kerr, CFP, AAMS*
Edward Jones

Richard O. Kissel, II, J.D.
Taft Stettinius & Hollister LLP

Lawrence E. Lawhead, JD
Barnes & Thornburg LLP

Charles A. Liles
Charles A. Liles & Assoc., Inc.

Susan Maginn Christ, CLU
Maginn Wealth Advisors

Jane B. Merrill, JD*
Nelson & Frankenberger

Karen Mersereau, CPA, CFP
Oxford Financial Group, LTD

Marcy Molter, CPA
Ernst & Young

William R. Owen, Jr., CPA, CFP
BGBC Partners LLP

T. Ray Phillips, IV, CFBS, AEP, ChFC,
The Family Business Legacy Company LLC

Richard D. Seaver, CFP
Valeo Financial Advisors LLC

J. Gregory Shelley, JD*
Bose McKinney & Evans LLP


*New PALC members