SOUTHWESTERN MEDICAL FOUNDATION/ UT SOUTHWESTERN
ESTATE PLANNING COUNCIL
MEMBERSHIP ROSTER
Steve Akers
Bessemer Trust Company
Bessemer Trust Company
Barbara McComas Anderson
Law Office of Barbara McComas Anderson
Law Office of Barbara McComas Anderson
Lise Anderson
Anderson & Brocius, P.C.
Anderson & Brocius, P.C.
Michael G. Appleman
Cantey Hanger, L.L.P.
Cantey Hanger, L.L.P.
Jerry L. Arnold
Law Office of Jerry L. Arnold
Law Office of Jerry L. Arnold
Faye Bagby
American Financial & Retirement Services, LLC
American Financial & Retirement Services, LLC
Jim Barbero
John F. Bergner
Winstead, P.C.
Winstead, P.C.
Bryan Birkeland
Jackson Walker, L.L.P.
Jackson Walker, L.L.P.
Santo Bisignano
Bisignano, Harrison, & Neuhoff, L.L.P.
Bisignano, Harrison, & Neuhoff, L.L.P.
Colleen Bowler
Strategic Wealth Partners/Lincoln Financial
Strategic Wealth Partners/Lincoln Financial
Dan Brittain
Glast, Phillips, and Murray, P.C.
Glast, Phillips, and Murray, P.C.
Kelsey A. Brock
The Blum Firm
The Blum Firm
Smith Brownlie
Brownlie & Braden, L.L.C.
Brownlie & Braden, L.L.C.
Philip de Bruyn
Southern Wealth, L.L.P.
Southern Wealth, L.L.P.
Stuart M. Bumpas
Locke Lord, L.L.P.
Locke Lord, L.L.P.
Julie A. Buschman
The Northern Trust Company
The Northern Trust Company
Lynne M. Candler
Frost Bank (Retired)
Frost Bank (Retired)
Thomas H. Cantrill
Hunton Andrews Kurth
Hunton Andrews Kurth
Brooks Caston
Clark Hill, P.L.C.
Clark Hill, P.L.C.
Daniel H. Chapman
First Private Holdings, Inc.
First Private Holdings, Inc.
Edward A. Copley, Jr.
The Blum Firm, P.C.
The Blum Firm, P.C.
Debbie Cox(Retired)
J. P. Morgan Private Bank
J. P. Morgan Private Bank
Richard D. Cox
Husch Blackwell
Husch Blackwell
W. Bennett Cullum (Retired)
Bell, Nunnally, L.L.P.
Bell, Nunnally, L.L.P.
Lora Davis
Davis Stephenson, P.L.L.C.
Davis Stephenson, P.L.L.C.
Sam Dealey
Dealey, Zimmermann, Blend and Gray, P.C.
Dealey, Zimmermann, Blend and Gray, P.C.
Brian Dethrow
Jackson Walker, L.L.P.
Jackson Walker, L.L.P.
Melvyn Douglas
Melvyn L. Douglas, P.C.
Melvyn L. Douglas, P.C.
Mark A. Fankhauser
Little, Pederson, Fankhauser, L.L.P.
Little, Pederson, Fankhauser, L.L.P.
Robert Felty
Penn, Davis, McFarland, Inc.
Penn, Davis, McFarland, Inc.
Barbara B. Ferguson
Thompson & Knight, L.L.P.
Thompson & Knight, L.L.P.
Susan Finnell
Geary, Porter & Donovan, P.C. (Retired)
Geary, Porter & Donovan, P.C. (Retired)
Dave Folz (Retired)
Texas Capital Bank
Texas Capital Bank
G. Myrph Foote
Attorney and Counselor at Law
Attorney and Counselor at Law
Kristi S. Francis
Francis & Associates, L.L.C.
Francis & Associates, L.L.C.
Bill Goodwin
US Trust Company, N.A.
US Trust Company, N.A.
Joe M. Graham
Graham Mortgage
Graham Mortgage
Kal Grant
Jackson Walker, L.L.P
Jackson Walker, L.L.P
James R. Griffin
Scheef & Stone, L.L.P
Scheef & Stone, L.L.P
R. Thomas Groves
Jackson Walker, L.L.P.
Jackson Walker, L.L.P.
Brian Hall
Barnett & Hall, L.L.P.
Barnett & Hall, L.L.P.
Jeffrey S. Hamilton
The Blum Firm
The Blum Firm
Patty Hammond
Carter Wealth Management
Carter Wealth Management
Bob Harrison
Bisignano, Harrison, & Neuhoff, L.L.P.
Bisignano, Harrison, & Neuhoff, L.L.P.
Todd S. Healy
C3 Financial Partners
C3 Financial Partners
Kathryn G. Henkel
K&L Gates, L.L.P.
K&L Gates, L.L.P.
Robert M. Herman
Robert M. Herman, P.C.
Robert M. Herman, P.C.
Ronald O. Holman
Holman, Robertson, Eldridge, P.C.
Holman, Robertson, Eldridge, P.C.
Elizabeth Howard
Locke Lord, L.L.P.
Locke Lord, L.L.P.
T. Allan Howeth
Cantey Hanger, L.L.P.
Cantey Hanger, L.L.P.
G. Dulany Howland
Howland Advisory Corporation
Howland Advisory Corporation
Robert E. Hyde
Bank of Texas
Bank of Texas
Sandra Jobe
Attorney
Attorney
Judith K. Johnson
Hunton Andrews Kurth
Hunton Andrews Kurth
Michael L. Kaufman
Jackson Walker, L.L.P.
Jackson Walker, L.L.P.
Stanford M. Kaufman
Stanford M. Kaufman & Associates
Stanford M. Kaufman & Associates
Dian G. Kauth
Texas Capital Bank
Texas Capital Bank
Valli Kindred
Kindred Stephens Financial Group, L.L.C.
Kindred Stephens Financial Group, L.L.C.
Jack M. Kinnebrew
Clark Hill & Strasburger
Clark Hill & Strasburger
John J. (Jack) Klein
Jackson Walker, L.L.P.
Jackson Walker, L.L.P.
Donald P. Lan, Jr.
Lan Smith Sosolik, P.L.L.C.
Lan Smith Sosolik, P.L.L.C.
Sheryl B. Latham
Hallet & Perrin, P.C.
Hallet & Perrin, P.C.
Andrew W. Lawrence
Hunton Andrews Kurth
Hunton Andrews Kurth
John Ridings Lee
Management Compensation Group
Management Compensation Group
Phillip M. Lindquist
Lindquist Wood Edwards, L.L.P.
Lindquist Wood Edwards, L.L.P.
Amanda Lott
JPMorgan Private Bank
JPMorgan Private Bank
P. Mike McCullough
Thompson & Knight L.L.P.
Thompson & Knight L.L.P.
Carmen C. McMillan
Fortune Wealth Management
Fortune Wealth Management
Arthur Dale Mitchell
JP Morgan Securities
JP Morgan Securities
Stuart Morse
Lan Smith Sosolik, P.L.L.C.
Lan Smith Sosolik, P.L.L.C.
Thomas E. Murphy
Murphy & Sylvest, L.L.C.
Murphy & Sylvest, L.L.C.
George J. Nachman
George Nachman, Attorney at Law
George Nachman, Attorney at Law
Frank Needham
Needham Vernone
Needham Vernone
Lisa R. Newman
Wolfish & Newman, P.C.
Wolfish & Newman, P.C.
Ira Nevelow
Weaver L.L.P.
Weaver L.L.P.
Keith Novick
Foley and Gardere, L.L.P.
Foley and Gardere, L.L.P.
Neil J. O'Brien
Foley & Lardner, L.L.P.
Foley & Lardner, L.L.P.
Tamara O'Connor
U.S. Trust, Bank of America Private Wealth Management
U.S. Trust, Bank of America Private Wealth Management
John J. Patterson, Jr.
Retired
Retired
Paul E. Pesek
Pesek, Helms & Turner, L.L.P.
Pesek, Helms & Turner, L.L.P.
Rockney D. Pletcher
Rockney D. Pletcher, Attorney At Law
Rockney D. Pletcher, Attorney At Law
Rob Popovitch
PwC US
PwC US
Ginny Potthoff
Weaver L.L.P.
Weaver L.L.P.
Michele H. Powell, CIMA
Stifel, Nicolaus & Company, Inc.
Stifel, Nicolaus & Company, Inc.
Stephen Ratchford
David Reber
Jordan Monk Reber, P.C.
Jordan Monk Reber, P.C.
Justin Reeves
Weaver L.L.P.
Weaver L.L.P.
Rust E. Reid
Thompson & Knight, L.L.P.
Thompson & Knight, L.L.P.
David M. Rosenberg
Thompson & Knight, L.L.P.
Thompson & Knight, L.L.P.
John Round
Clark Hill & Strasburger
Clark Hill & Strasburger
Greg Sampson
Gray Reed & McGraw, P.C.
Gray Reed & McGraw, P.C.
Karee H. Sampson
U.S. Capital Advisors, L.L.C.
U.S. Capital Advisors, L.L.C.
Dani Smith
Lan Smith Sosolik, P.L.L.C.
Lan Smith Sosolik, P.L.L.C.
John Solana
Huselton, Morgan & Maultsby, P.C.
Huselton, Morgan & Maultsby, P.C.
Laurel Stephenson
Davis Stephenson, P.L.L.C.
Davis Stephenson, P.L.L.C.
Susan A. (Rouke) Sylvest
Murphy & Sylvest, L.L.C.
Murphy & Sylvest, L.L.C.
Jerry Toombs
Toombs, Hall & Foster, L.L.P.
Toombs, Hall & Foster, L.L.P.
Christine S. Wakeman
Winstead, P.C.
Winstead, P.C.
Alex J. Winslow
Financial Planning Association of DFW
Financial Planning Association of DFW
Lawrence Wolfish
Wolfish & Newman, P.C.
Wolfish & Newman, P.C.
Kim Young
The Northern Trust Company, N.A.
The Northern Trust Company, N.A.
