SOUTHWESTERN MEDICAL FOUNDATION/ UT SOUTHWESTERN
ESTATE PLANNING COUNCIL

MEMBERSHIP ROSTER

Steve Akers
Bessemer Trust Company
Barbara McComas Anderson
Law Office of Barbara McComas Anderson
Lise Anderson
Anderson & Brocius, P.C.
Michael G. Appleman
Cantey Hanger, L.L.P.
Jerry L. Arnold
Law Office of Jerry L. Arnold
Faye Bagby
American Financial & Retirement Services, LLC
Jim Barbero
John F. Bergner
Winstead, P.C.
Bryan Birkeland
Jackson Walker, L.L.P.
Santo Bisignano
Bisignano, Harrison, & Neuhoff, L.L.P.
Colleen Bowler
Strategic Wealth Partners/Lincoln Financial
Dan Brittain
Glast, Phillips, and Murray, P.C.
Kelsey A. Brock
The Blum Firm
Smith Brownlie
Brownlie & Braden, L.L.C.
Philip de Bruyn
Southern Wealth, L.L.P.
Stuart M. Bumpas
Locke Lord, L.L.P.
Julie A. Buschman
The Northern Trust Company
Lynne M. Candler
Frost Bank (Retired)
Thomas H. Cantrill
Hunton Andrews Kurth
Brooks Caston
Clark Hill, P.L.C.
Daniel H. Chapman
First Private Holdings, Inc.
Edward A. Copley, Jr.
The Blum Firm, P.C.
Debbie Cox(Retired)
J. P. Morgan Private Bank
Richard D. Cox
Husch Blackwell
W. Bennett Cullum (Retired)
Bell, Nunnally, L.L.P.
Lora Davis
Davis Stephenson, P.L.L.C.
Sam Dealey
Dealey, Zimmermann, Blend and Gray, P.C.
Brian Dethrow
Jackson Walker, L.L.P.
Melvyn Douglas
Melvyn L. Douglas, P.C.
Mark A. Fankhauser
Little, Pederson, Fankhauser, L.L.P.
Robert Felty
Penn, Davis, McFarland, Inc.
Barbara B. Ferguson
Thompson & Knight, L.L.P.
Susan Finnell
Geary, Porter & Donovan, P.C. (Retired)
Dave Folz (Retired)
Texas Capital Bank
G. Myrph Foote
Attorney and Counselor at Law
Kristi S. Francis

Francis & Associates, L.L.C.
Bill Goodwin
US Trust Company, N.A.
Joe M. Graham
Graham Mortgage
Kal Grant
Jackson Walker, L.L.P
James R. Griffin
Scheef & Stone, L.L.P
R. Thomas Groves
Jackson Walker, L.L.P.
Brian Hall
Barnett & Hall, L.L.P.
Jeffrey S. Hamilton
The Blum Firm
Patty Hammond
Carter Wealth Management
Bob Harrison
Bisignano, Harrison, & Neuhoff, L.L.P.
Todd S. Healy
C3 Financial Partners
Kathryn G. Henkel
K&L Gates, L.L.P.
Robert M. Herman
Robert M. Herman, P.C.
Ronald O. Holman
Holman, Robertson, Eldridge, P.C.
Elizabeth Howard
Locke Lord, L.L.P.
T. Allan Howeth
Cantey Hanger, L.L.P.
G. Dulany Howland
Howland Advisory Corporation
Robert E. Hyde
Bank of Texas
Sandra Jobe
Attorney
Judith K. Johnson
Hunton Andrews Kurth
Michael L. Kaufman
Jackson Walker, L.L.P.
Stanford M. Kaufman
Stanford M. Kaufman & Associates
Dian G. Kauth
Texas Capital Bank
Valli Kindred
Kindred Stephens Financial Group, L.L.C.
Jack M. Kinnebrew
Clark Hill & Strasburger
John J. (Jack) Klein
Jackson Walker, L.L.P.
Donald P. Lan, Jr.
Lan Smith Sosolik, P.L.L.C.
Sheryl B. Latham
Hallet & Perrin, P.C.
Andrew W. Lawrence
Hunton Andrews Kurth
John Ridings Lee
Management Compensation Group
Phillip M. Lindquist
Lindquist Wood Edwards, L.L.P.
Amanda Lott
JPMorgan Private Bank
P. Mike McCullough
Thompson & Knight L.L.P.
Carmen C. McMillan
Fortune Wealth Management
Arthur Dale Mitchell
JP Morgan Securities
Stuart Morse
Lan Smith Sosolik, P.L.L.C.
Thomas E. Murphy
Murphy & Sylvest, L.L.C.
George J. Nachman
George Nachman, Attorney at Law
Frank Needham
Needham Vernone
Lisa R. Newman
Wolfish & Newman, P.C.
Ira Nevelow
Weaver L.L.P.
Keith Novick
Foley and Gardere, L.L.P.
Neil J. O'Brien
Foley & Lardner, L.L.P.
Tamara O'Connor
U.S. Trust, Bank of America Private Wealth Management
John J. Patterson, Jr.
Retired
Paul E. Pesek
Pesek, Helms & Turner, L.L.P.
Rockney D. Pletcher
Rockney D. Pletcher, Attorney At Law
Rob Popovitch
PwC US
Ginny Potthoff
Weaver L.L.P.
Michele H. Powell, CIMA
Stifel, Nicolaus & Company, Inc.
Stephen Ratchford
David Reber
Jordan Monk Reber, P.C.
Justin Reeves
Weaver L.L.P.
Rust E. Reid
Thompson & Knight, L.L.P.
David M. Rosenberg
Thompson & Knight, L.L.P.
John Round
Clark Hill & Strasburger
Greg Sampson
Gray Reed & McGraw, P.C.
Karee H. Sampson
U.S. Capital Advisors, L.L.C.
Dani Smith
Lan Smith Sosolik, P.L.L.C.
John Solana
Huselton, Morgan & Maultsby, P.C.
Laurel Stephenson
Davis Stephenson, P.L.L.C.
Susan A. (Rouke) Sylvest
Murphy & Sylvest, L.L.C.
Jerry Toombs
Toombs, Hall & Foster, L.L.P.
Christine S. Wakeman
Winstead, P.C.
Alex J. Winslow
Financial Planning Association of DFW
Lawrence Wolfish
Wolfish & Newman, P.C.
Kim Young
The Northern Trust Company, N.A.
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