Professional Advisor Outreach Cabinet

Our Professional Advisor Outreach Cabinet (PAOC) is a regional network of accomplished professionals with expertise in tax law, estate planning, accounting, wealth management and financial planning. Members of PAOC share the common objectives of promoting philanthropy in our area and helping clients achieve their philanthropic goals.

To become a member, please contact Nancy Webb, Director of Philanthropic Services, at or 817.877.0702.

PAOC Members 

Laura Haley – Chair
The Blum Firm, P.C.

Larry Autrey – Chair Elect
Whitley Penn L.L.P.

Patrick H. Admire, CPA
Admire, Sanford & Associates, PLLC

Michael Appleman
Cantey Hanger, L.L.P.

Allyson Baumeister
Clifton, Larson & Allen, L.L.P.

Marvin E. Blum
The Blum Firm, P.C.

Tracy Bolt, CPA

Mike Bourland
Bourland, Wall & Wenzel, P.C.

Smith A. Brownlie, III
Brownlie and Braden, P.C.

Deborah G. Cleveland
Law Office of Deborah G. Cleveland

Patricia B. Cole
Decker Jones, P.C.

David H. Diesslin
Diesslin and Associates

Kim Dignum
Dignum Financial Partners

William L. Dismuke
Dismuke, Waters & Sweet, P.C.

Robert Duke
Sproles Woodward L.L.P.

Shelli Harveson
Brown, Pruitt, Wambsganss, Ferrill & Dean

Kelly R. Hein, Jr.
Rylander, Clay & Opitz, L.L.P.

Michael Herman
Newark E&P Operating, L.L.C.

Amanda L. Holliday
The Blum Firm, P.C.

Allan Howeth
Cantey Hanger, L.L.P.

John Hunter
The Blum Firm, P.C.

Lisa Jamieson
Shannon, Gracey, Ratliff & Miller, L.L.P.

Randall Johnson
Harris, Finley & Bogle, P.C.

Michael Kaitcer
Whitaker, Chalk, Swindle & Schwartz, P.L.L.C.

Lois J. Kapp
Kapp & Miller, P.C.

Kevin Kuenzli
McDonald Sanders, P.C.

Charles D. Lieser, CPA
Weaver, L.L.P.

Phillip W. McCrury (BOD Rep)
Kelly Hart & Hallman

JoAnn H. Means
Attorney at Law

Charles Milliken
Decker Jones, P.C.

Robert J. Mitchell
Whitney Smith Company

Jeff Myers
Bourland, Wall & Wenzel, P.C.

David Neal, CPA
Whitley Penn, L.L.P.

Gary Post
The Blum Firm, P.C.

Robert Putman
Putman Law Firm

Travis Ramsey, CPA

Susan S. Roberts
CLifton, Larson & Allen, L.L.P.

Pollard Rogers
Cantey Hanger, L.L.P.

Joel Sawyer
Bakutis, McCully & Sawyer, P.C.

Greg Shannon
Senior Concepts, Inc.

Barbara E. Shields
Law Office of Barbara E. Shields

Dulaney Steer
Kelly, Hart & Hallman, L.L.P.

Aimee Stone
Shannon, Gracey, Ratliff & Miller, L.L.P.

Michael Sweet
Brackett & Ellis, P.C.

Rice Tilley, Jr.
Haynes and Boone, L.L.P.

Neil L. Van Zandt
Law Offices of Neil L. Van Zandt

Lewis Wall, III
Bourland, Wall & Wenzel, P.C.

Gary F. Westenhover
Law Office of Gary F. Westenhover

Cynthia L. Williams
Law Office of Cynthia L. Williams, P.L.L.C.