Advisory Council

Download contact information for Planned Giving Professional Advisory Council members.
Baton Rouge Chapter

John C. Blackman
Attorney at Law, Jones Walker
Baton Rouge, LA 

Robert T. Bowsher
Attorney at Law and Partner, Breazeale, Sachse, & Wilson
Baton Rouge, LA 

Ben Broussard
Vice President of Development, Tiger Athletic Foundation
Baton Rouge, LA

Bunnie R. Cannon, CFRE
Executive Director, Institutional Advancement 
Louisiana State University, Office of the Chancellor
Baton Rouge, LA

Dustin Dowling
Chief Executive Officer, Peters Wealth Advisors
Baton Rouge, LA

Daryl R. Ellis
Certified Financial Planner, Ellis Insurance & Financial Group
Baton Rouge, LA

Nicole S. Fawley
Senior Financial Advisor, Merrill Lynch
Baton Rouge, LA

Jason W. Graham
Graham Enterprises
Baton Rouge, LA

J. Darrell Green, LUTCF
Financial Representative, Northwestern Mutual
Lafayette, LA

Mary Hester 
Partner, Taylor, Porter, Brooks & Phillips, LLP 
Baton Rouge, LA

Kevin Knobloch 
Managing Director-Investments, Wells Fargo Advisors 
Baton Rouge, LA

Don “Skipper” McAdams, Jr. 
Baton Rouge, LA

Michael J. McCoy 
Vice President, LA Trust Manager, Hancock Bank 
Baton Rouge, LA

John McDermott 
Partner, Taylor, Porter, Brooks & Phillips, LLP 
Baton Rouge, LA

Carey Messina 
Partner, Kean Miller 
Baton Rouge, LA

Steven E. Morgan
Market Manager, J.P. Morgan Private Bank
Baton Rouge, LA

Fred A. Palmer 
Managing Director, Strategic Financial Partners, LLC 
Prairieville, LA

Nicole Palmer
Managing Director, Strategic Financial Partners LLC
Prairieville, LA

Mike Patton
President, Integrity Wealth Management, Inc.
Baton Rouge, LA

Dorsey Peek 
Realtor, ReMax First 
Baton Rouge, LA

Rick Perry 
President & CEO, Tiger Athletic Foundation 
Baton Rouge, LA

Bill Peters, MBA, CFP
Managing Director and Founder, Peters Wealth Advisors 
Baton Rouge, LA

Laura Poche
Attorney, Rabalais Law Firm
Baton Rouge, LA

Elizabeth Querbes 
Senior Vice President - Investments, Wealth Management Advisor, Merrill Lynch 
Baton Rouge, LA

Collis Temple, III 
National Sales Director, Primerica Financial Services 
Baton Rouge, LA

Cliff Vannoy
President & CEO, LSU Alumni Association 
Baton Rouge, LA

Florida & Oklahoma Chapter

Joseph H. Combs
Estate & Retirement Consulting, Freedom Financial
Oklahoma City, OK 

Tracy Mandart, AWMA
Senior Vice President, Regent Bank
Investment Executive 
Pompano Beach, FL

Michael Weitman
First Vice President, Morgan Stanley/Smith Barney
Destin, FL

New Orleans Chapter

Gary Alfonso, CFP
Financial Advisor, Ameriprise Financial, Inc.
Metairie, LA

Elizabeth M. Ary
Vice President and Trust Officer, J.P. Morgan
New Orleans, LA 

John Cannizaro
Vice President, Trust Real Estate & Oil & Gas Management Group
Hancock & Whitney Banks 
Mandeville, LA

Carol O. Caplan
Realtor, Latter & Blum Inc.
New Orleans, LA 

Benjamin C. Capshaw
First Vice President, Resident Director for Mandeville, LA, Wealth Management Advisor, Merrill Lynch, Pierce, Fenner & Smith Inc.
New Orleans, LA 

Benjamin D. Capshaw III, CFP, CIMA
Wealth Management Advisor, Senior Vice President-Investments, The Capshaw Group
New Orleans, LA

Annie P. Colvin, CFP
Vice President, J.P. Morgan Private Bank
New Orleans, LA

Terry A. Dufrene, CFA
Managing Director, J.P. Morgan
Private Wealth Management 
New Orleans, LA 

Christian Fatzer, Jr.
Assistant Vice President, Trust & Asset Management Group
Real Estate & Oil & Gas Asset Manager, Hancock & Whitney Banks
Mandeville, LA

Miriam Henry
Attorney at Law and Partner, Jones Walker
New Orleans, LA

Carole Cukell Neff
Sessions, Fishman, Nathan & Israel
New Orleans, LA

Mariska Roney
CPA, KPMG
New Orleans, LA

Carl J. Servat, III
Counselor at Law, Lukinovich Law Firm
Harahan, LA

Susan G. Talley
Member, Stone Pigman Walther Wittmann
New Orleans, LA

Val Vogel, Jr., CLU, ChFC
Investment Advisor Representative, Burns Vogel & Associates, Inc.
Kenner, LA

Michelle P. Vogel
Secretary-Treasurer, Burns Vogel & Associates, Inc.
Kenner, LA

Christian N. Weiler
Attorney, Weiler & Rees Attorneys at Law
New Orleans, LA

Shreveport Chapter

David Alexander
Partner, Vintage Realty Company
Shreveport, LA 

M. Thomas Arceneaux
Director, Blanchard, Walker, O’Quin & Roberts
Shreveport, LA 

Allen P. Jones
Shareholder, Wiener, Weiss & Madison
Shreveport, LA

J. Edgerton Pierson, Jr. 
Senior Vice President, Regions Financial Corporation
Shreveport, LA

Armand L. Roos
Of Counsel, Wiener, Weiss & Madison
Shreveport, LA

Jack A. “Bo” Smithwick, Jr.
Senior Vice President, Financial Advisor of Wealth Management, Merrill Lynch
Shreveport, LA

Stephen R. Yancey, II
Attorney at Law, Cook, Yancey, King & Galloway
Shreveport, LA

Texas Chapter

Patrick M. Evans
Senior Vice President of Investments, UBS Financial Services
Houston, TX

William P. Herrington
Executive Vice President, Capital One Services, Inc.
Houston, TX

F. Allen Lyons
Vice President, Houston Trust Company
Houston, TX 

Nolan A. Moullé, III
Sr. Associate, Norton Rose Fulbright US
Houston, TX 

Myron H. Schwitzer
Senior Vice President
Financial Advisor, Morgan Stanley Smith Barney
Dallas, TX

Frank H. Simonton, III, CPA
Tax Advisor, Simonton & Kutac, LLP
Houston, TX

Brent Thomas
President, Prudentia Fiduciary Partners
Houston, TX

Ms. Suzanne M. Trevillion
EP Energy
Houston, TX

Mr. David C. Walkup
Investment Advisor Representative, Harman Wealth Management
The Woodlands, Texas

Jon L. Weinstein
Financial Advisor, Cetera Advisor Networks
Dallas, TX

Dr. Catherine S. Woodruff
Houston, TX

Mr. Mark S. Worthen
President, Frost Bank
Houston, TX

3796 Nicholson Drive Baton Rouge, LA 70802
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