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, 2018)

Bradley Bell, CPA
BGBC Partners, LLP

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

Annette Brogden, JD
Brogden Law Firm

Kristine Camron, JD
Ice Miller LLP

Meredith Carbrey, CFP,
Bedel Financial Consulting, Inc.

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

Brett R. Headley
J.P. Morgan Private Bank

Ivan Hoffman, CFP
Fi3 Financial Advisors, LLC

 

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

Marya E. Jones, JD

Justin Kassanits, CPA, CFP
Column Capital Wealth Management

Susie Keaton, CPA
Somerset CPAs, P.C.

Sean Obermeyer, JD
Taft Stettinius & Hollister LLP

Robert Phillips, CFA, CFP, CPA
Spectrum Management Group

Rodney S. Retzner, JD
Krieg DeVault LLP

Steven Robinson, JD
Robinson Wolenty & Young LLP

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

Alexis N. Sumner, JD
Bose McKinney & Evans LLP

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