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 Sept. 25, 2019)

Tom Bayer, CPA
Sikich, LLP

Jeff Bodkin, CPA
BKD, LLP

Bruce M. Bittner, JD,
Church, Church, Hittle & Antrim

Kristine Camron, JD
Ice Miller, LLP

Meredith Carbrey, CFP,
Bedel Financial Consulting, Inc.

Trent Cowles, CIMA
Merrill Lynch

David DeWitt, CPA
DeWitt & Shrader, P.C.

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

Greg Duncan, JD
Bingham Greenebaum Doll, LLP

Nick Fohrer, CFP
Valeo Financial Advisors, LLC

Russ Ford, CFP
Wayfinder Financial

Brett R. Headley
J.P. Morgan Private Bank

Laurie D. Johnson, JD,
Boje, Benner, Becker, Markovich & Hixon, LLP

Marya E. Jones, JD

Susie Keaton, CPA
Somerset CPAs, P.C.

 

Andy Manchir, ASA, CMA, CEPA
Katz, Sapper & Miller, LLP

Marcus Miller, CPA, CFP
Deerfield Financial Advisors, Inc.

Sean Obermeyer, JD
Taft Stettinius & Hollister, LLP

Robert Phillips, CFA, CFP, CPA
Spectrum Management Group

Rodney S. Retzner, JD
Krieg DeVault, LLP

Rafael Sanchez, JD
Old National Bank

Tanya Stewart Overdorf, JD
Tanya S. Overdorf, P.C.

Alexis N. Sumner, JD
Bose McKinney & Evans, LLP

Ryan Thomas, CFP, CPA
Column Capital Advisors, LLC

Vincent Viveros, CFP
Charles Schwab Private Client Investment Advisory

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

Julia Weaver, JD, LLM,
The Trust Company of Oxford at Oxford Financial Group, Ltd

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