A powerful partnership with

respected advisors.

Our Professional Advisor Leadership Council (PALC) includes professionals in the areas of estate planning, accounting, investment, insurance, and financial services.

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 April 22, 2016)

Evan Bedel, CFP
Bedel Financial Consulting, Inc.

Bradley Bell, CPA
BGBC Partners, LLP

Mark Bernstein, CPA
Katz, Sapper & Miller, LLP

Kristine Bouaichi, JD
Ice Miller LLP

Annette Brogden, JD
Brogden Law Firm

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

Brian F. Cooke, CIMA
Cooke Financial Group of Wells Fargo Advisors

John A. Cremer, JD
Cremer & Cremer

Brendan Crews
New York Life Insurance Company

William J. Dale, Jr., JD
Dale & Eke PC

Bradley Dougherty, JD
Barnes & Thornburg LLP

Matt Eckert, CFP
Avalon Wealth Advisory

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

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

 

Jerry Hammel, CPA
Blue & Co., LLC

Ivan Hoffman, CFP
Fi3 Financial Advisors, LLC

Justin Kassanits, CPA, CFP
Column Capital Wealth Mangement

Richard O. Kissel, II, JD – PALC Chair
Taft Stettinius & Hollister LLP

Anne Hensley Poindexter, JD
Campbell Kyle Proffitt

Chad D. Reed, CFP, CPA
Valeo Financial Advisors, LLC

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

April Risk Arnett, JD
Faegre Baker Daniels LLP

Steven Robinson, JD
Robinson Wolenty & Young LLP

Ronald G. Salatich, JD
Wooden & McLaughlin LLP

Beth Sease, JD
Burrus & Sease, LLP

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

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

Karin L. Veatch, JD
JPMorgan Asset Management