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.

2013 PALC Members

Kristine Bouaichi, JD
Ice Miller LLP

Brian F. Cooke
Cooke Financial Group of Wells Fargo Advisors

John A. Cremer, JD
Cremer & Cremer

William J. Dale, Jr.
Dale & Eke PC

Jeffrey S. Dible, JD
Frost Brown Todd, LLC

Matt Eckert
Avalon Wealth Advisory

Sean J. Fahey, JD 
Hall Render Killian Heath & Lyman

Amy D. Frizzell, CFP, AAMS
BKD Wealth Advisors, LLC

John A. Gardner, JD
Faegre Baker Daniels, LLP

Anne Hamilton, JD
Kroger, Gardis & Regas, LLP

Amy Hlavacek, CPA
PNC Wealth Management

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

John Kerr, CFP, AAMS
Edward Jones

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

Jane B. Merrill, JD
Nelson & Frankenberger

Anne Hensley Poindexter
Campbell Kyle Proffitt

William M. Pope, JD
Barnes & Thornburg LLP

Sarah J. Randall, JD
Church, Church, HIttle & Antrim

Chad D. Reed
Valeo Financial Advisors, LLC

Peter N. Reist, CPA/PFS, AIF
Oxford Financial Group, LTD.

Ronald G. Salatich
Wooden & McLaughlin LLP

J. Greg Shelley, JD
Bose McKinney & Evans LLP

Sara E. Smith, CPA
Sara E. Smith CPA Group, LLC

Susan M. Steel, JD
Deerfield Financial Advisors, Inc.

Karen L. Veatch, JD
JPMorgan Asset Management

Mark Wise, CLU, ChFC
Northwestern Mutual Financial Network

Jeffrey J. Yu, CPA, CFP - PALC Chair
Column Capital Advisors, LLC