Leadership Council

Members are among the most accomplished practitioners in their respective fields. They meet several times each year to learn more about the community, CICF and its services for advisors and clients.

PALC members enhance their knowledge of charitable giving, CICF and the impact CICF donors have on Central Indiana and beyond. Nominated by their peers, members serve rotating three-year terms.

Former PALC members remain connected by serving on CICF’s Cornerstone Council.

Current members of Our Professional Advisor Leadership Council
(As of March 16, 2017)

Evan Bedel, CFP
Bedel Financial Consulting, Inc.

Bradley Bell, CPA
BGBC Partners, LLP

Mark Bernstein, CPA
Katz, Sapper & Miller, LLP

Annette Brogden, JD
Brogden Law Firm

Kristine Camron, JD
Ice Miller LLP

Kevin Clasen, CFP, CLU, ChFC, MSFS, CHSNC
WestPoint Financial Group

Trent Cowles, CIMA
Merrill Lynch

Brendan Crews
New York Life Insurance Company

Peter Donahoe, JD, MBA, CPA
Donahoe Irvin, P.C.

Bradley Dougherty, JD
Barnes & Thornburg LLP

Greg Duncan, JD
Bingham Greenebaum Doll LLP

Nick Fohrer, CFP
Valeo Financial Advisors, LLC

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

Anne Hensley Poindexter, JD
Campbell Kyle Proffitt

 

Peter N. Reist, CPA/PFS, AIFOxford Financial Group, LTD.

April Risk Arnett, JD
Faegre Baker Daniels LLP

Steven Robinson, JD
Robinson Wolenty & Young LLP

Beth Sease, JD
Burrus & Sease, LLP

Thomas Sponsel, CPA/ABV, CFF
Sponsel CPA Group, LLC

Karin L. Veatch, JD
JPMorgan Asset Management

Dennis Voelkel, JD
Thrasher Buschmann & Voelkel, P.C.

John Wheeler, CPA/PFS, CFP, BCA
Castle Wealth Advisors, LLC

Jerry Hammel, CPA
Blue & Co., LLC

Ivan Hoffman, CFP
Fi3 Financial Advisors, LLC

Justin Kassanits, CPA, CFP
Column Capital Wealth Management

Susie Keaton, CPA
Somerset CPAs, P.C.

Sean Obermeyer, JD
Taft Stettinius & Hollister LLP