NTCF Names 2021 Professional Advisor of the Year

Professional Advisors are vital to North Texas Community Foundation’s efforts to strengthen our regions through charitable giving. In fact, investment advisors, attorneys and accountants refer more than 80 percent of new donors to the Foundation. Together we develop custom and tax-efficient giving plans for their clients. In recognition of these important relationships, every year the Foundation names a Professional Advisor of the Year.

We are pleased to honor Carla Thompson as our 2021 Professional Advisor of the Year.  Since 1996, Carla and her team at UBS have provided a wide range of expert investment services to the Foundation. Thanks to her partnership and deep commitment, we are able to maximize the impact of our fundholders’ contributions to the causes they care about most.

We thank the professional advisors with whom we worked to serve clients in 2021.

Michael Appleman, JD

Michael V. Bourland, JD

Rick Callihan

Lisa Curnutt, JD

Ellen Dickerson, JD

William L. Dismuke, JD

Tena G. Fox, JD

Ronald A. Foxman, JD

Bill Gammill, CFP®, CLU

Robert Ginsburg, JD

Laura L. Haley, JD

Shelli A. Harveson, JD

Laura M. High, CFP®

Anne Holland, CFP®

Megan Hughes, JD

Deloris Hummel, CFA

John R. Hunter, JD, CPA

Melissa Kirtley

Rachel Anderson Malone, CRPC®

Jeffrey N. Myers, JD

Stephen Pfeffer, CFP®

Rachel Saltsman, JD

Candace Scholz, CFP®

Michael W. Sweet, JD

Joseph D. Taylor, CPA

Karen Telschow Johnson, JD

Carla Thompson

David Tracy, JD

Cantey Hanger LLP

Bourland, Wall & Wenzel PC

Bank of Texas

PlainsCapital Bank

Benenati Law Firm PC

Dismuke & Waters PC

Leach Fox Law PC

Higier Allen & Lautin PC

CBG Wealth Management

McDonald Sanders PC

The Blum Firm PC

Brown Pruitt PC

RBC Wealth Management

Plan + Tactics LLC

Bank of Texas

Bank of Texas

The Blum Firm PC

Bank of Texas

Merrill Lynch Wealth Management

Bourland, Wall & Wenzel PC

Merrill Lynch Wealth Management

The Blum Firm PC

Aspen Wealth Management

Brackett & Ellis PC

JTaylor & Associates LLC

Telschow Johnson Law PLLC

UBS Financial Services Inc.

Cantey Hanger LLP

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