The Greater Cincinnati Foundation gratefully acknowledges the efforts of the following professional advisors who contribute to the good work of the Foundation by referring clients recently.
Jeff Aylor, Lape and Aylor
William Bahl, Bahl & Gaynor, Inc.
Scott Barbee, Truepoint Inc.
Bruce Berno, Berno Financial Management
Joel Brant, Katz Teller
Robert E. Brant, Katz Teller
Thomas J. Breed, Wood & Lamping LLP
Jay Brinker, Law Office of Jay Brinker
Diane B. Brunn, Thompson Hine, LLP
Robert Buechner, Buechner Haffer Meyers Koenig Co. LPA
Robert Bult, FTB Financial Services
Molly Buquo, FTB Financial Services
Anne Burney, Lenox Wealth Management
Christopher Bush, Fifth Third
Chirstine Buttress, Graydon Head
J. Aaron Byrd, Frost, Brown, Todd, LLC
Catherine Cannon, Cannon Wealth Management
Dennis M. Carson, Dennis M. Carson Co., LPA
Scott Cengia, FTB Financial Services
Michael Clark, Cassaday Schiller CPAS & Advisors
Amy A. Commins, The Evelo/Singer/Sullivan Group, Merrill Lynch
Stephen Dallas, Dallas & Turner, PLLC
Jeffrey E. Daniher, CTFA, Ritter Daniher Financial Advisory, LLC
David DeVita, Dinsmore & Shohl
Allison Doll, Merrill Lynch
Kelley Downing, Bartlett & Co.
Tim Dumont, FTB Financial Services
Alan Eichner, Eichner Investment Planning
David W. Ellis III, The Ellis Group, UBS Financial Services, Inc.
Sharon Elliston, Ziegler & Schneider, P.S.C.
Janie Evans, Cassaday Schiller CPAS & Advisors
David A. Foster, Foster & Motley, Inc.
Tim Foster, The Foster Group, Merrill Lynch
Jan M. Frankel, Wood Lamping, LLP
Jenny Franta, Fifth Third Bank
Thomas M. Gaier, Robbins, Kelly, Patterson & Tucker
Scott E. Grosser, Scott E. Grosser, PSC Certified Public Accountants
Scott Gruner, UBS Financial Services
Lucas P. Hail, Foster & Motley, Inc.
Joel Handorf, Graystone Consulting
Daniel Hass, River Hills Group, Merrill Lynch
Jeremy Haydon, Frost Brown Todd LLC
Mary J. Healy, Dinsmore
Daniel J. Hoffheimer, Taft, Stettinius & Hollister, LLP
Jon Hoffheimer, Attorney at Law
Tricia M. Johnson, EY
Casey Jones, RiverPoint Capital Management
Howard Kaplan, Kaplan, Litwin, Kaplan & Associates
Bill Keating, Jr., Keating, Muething & Klekamp, PLL
Fred Keith, Keith and Associates PLLC
William Kelleher, PNC
Chris Kiley, Retirement Corporation of America
Emerson T. Knowles, River Hills Group, Merrill Lynch
Margaret G. Kubicki, Keating, Muething & Klekamp, PLL
Tom Lalley, John D. Dovich & Associates
John Lame, Lenox Wealth Management
Jay Lange, Lange, Quill & Powers, P.L.C.
Patricia Laub, Frost Brown Todd LLC
Sheryl M. Linne
Scott Litwin, Kaplan, Litwin, Kaplan & Associates
Tony Luckhardt, Foster & Motley, Inc.
Keith Lum, The Ellis Group, UBS Financial Services, Inc.
Crofford Macklin, Thompson Hine, LLP
Whitney B. Maxon, Katz Teller
William McCarthy, FTB Financial Services
Bernie McKay, Frost Brown Todd LLC
Kyle McLaughlin, The McLaughlin Wealth Management Group,
Anne Lame Megerle, Lenox Wealth Management
Donald Mendelsohn, Thompson Hine, LLP
Douglas A. Meyer, Brixey & Meyer
Michael Miller, Fifth Third Bank
William L. Montague, Esq., Frost Brown Todd LLC
Mark Motley, Foster & Motley
Valerie Newell, RiverPoint Capital Management
Chelsea Nichols, The McLaughlin Wealth Management Group, Morgan Stanley
David Nienaber, Foster & Motley, Inc
Claire Parish, Keating, Muething & Klekamp, PLL
Mark Patterson, Robbins, Kelly, Paterson & Tucker
Alexandra Ollinger, Truepoint Inc.
David Osborn, Osborn, Rohs, Williams & Donohoe, LLC
Mary Ann Pietromonaco, Morgan Stanley
Nick Puncer, Bahl & Gaynor, Inc.
Thomas M. Regan, CFP
Michael J. Riley, Esq., Law Office of Michael J. Riley
Joseph P. Rouse, Keating Muething and Klekamp PLL
Thomas J. Ruberg, VonLehman CPA & Advisory Firm
Mary Rust, Taft
David Singer, The Evelo/Singer/Sullivan Group, Merrill Lynch
Paul Staubach, Foster & Motley, Inc.
Donna Sterwerf, Oxford Financial Group
Johnathan Thornberry, Baird
Daniel L. Torbeck, FTB Financial Services
Robert F. Uhrig, Clark, Schaefer, Hackett & Co.
Courtney M. Weber, Truepoint, Inc.
H. Patrick Weber, Barrett & Weber, LPA
John Whedon, FTB Financial Services
David Wilder, Financial Management Group, Inc.
Luke Wiley, UBS Financial Services, Inc.
Kelly L. Wittich, FTB Financial Services
Since its inception, The Greater Cincinnati Foundation has had the privilege of working with many professionals, including estate planners, financial advisors, insurance professionals and others, who connect their charitably-inclined clients with GCF’s resources.
Our professional advisory community supports the Foundation through its participation on volunteer committees, as well as in their work with their clients on charitable gift planning. In any given year as much as two-thirds of GCF's new business comes through the referral of a trusted professional advisor.
In 2009, GCF created the Bridge Builder Award, to be given each year to a professional advisor who has been a supporter of the Foundation in multiple ways over many years.
2016 - David W. Ellis III, UBS Financial Services
2015 - Patricia D. Laub, Frost Brown Todd LLC
2014 - Foster & Motley, Inc.
2013 - FTB Financial Services
2012 - John Lame, Lenox Wealth Management
2011 - William Montague, Frost Brown Todd LLC
2010 - Christine A. Buttress, Graydon Head
2009 - Bob Brant, Katz, Teller, Brant, & Hild and Paul Sittenfeld, Robert W. Baird & Co.