2016 professional advisor referral recognition

January 13th, 2017

We recognize and thank the savvy attorneys, CPAs, and financial planners who know that a donor-advised fund is part of a smart community investment strategy. We salute the professional advisors who directed their clients to the Community Foundation in 2016.

G. Rice  Byars, Jr.
Harris Shelton Hanover Walsh, PLLC

Lindsey K. Donovan
Veesart Financial, LLC

Robert J. Fratesi
Financial Resource Management

Perry Green
Waddell & Associates, LLC

Paul R.  Lawler
Glankler Brown, PLLC

Steven H. Leib
Watkins Uiberall, PLLC

Robert D. Malin
Williams McDaniel, PLLC

Vicki Morris
Frazee Ivy & Davis, PLC

Bill Overcast
Legacy Wealth Management

J. Martin Regan
Lewis, Thomason, King, Krieg & Waldrop, P.C.

Jason D. Salomon
Harkavy Shainberg Kaplan & Dunstan PLC

Cathy  Simmons
Legacy Wealth Management

Robert  Smithwick III
Diversified Trust

Jeffrey E. Thompson
Martin, Tate, Morrow & Marston, P.C.

Nathan Travis 
Wells Fargo Advisors, LLC

Thomas M. Tweel
Apperson Crump PLC

Michael D. Uiberall
Watkins Uiberall, PLLC

Steve Veesart
Veesart Financial, LLC

Additionally, The Community Foundation recognizes the Navigator Society – a group of attorneys, accountants, and financial advisors who champion charitable giving by guiding their clients to the charitable services we offer. Members of the Navigator Society have developed significant, ongoing partnerships with the Community Foundation to help their clients achieve more through philanthropy. View the list of members.

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