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Advisors' Cabinet
The Lincoln Community Foundation Advisors' Cabinet is a group of professional advisors from the estate planning community. It works in partnership with the Foundation by sharing perceptions of the estate planning community regarding planned giving and estate planning, philanthropic trends and client desires. It also provides insight on ways the Foundation can help advisors better serve their clients during the charitable gift-planning process.
Cabinet members are experienced at helping clients incorporate charitable giving into their estate planes and can be valuable resources for others who seek advice in this area. |
The following is a list of the Foundation's Advisors' Cabinet.
| Christi Ball, Attorney, Baylor, Evnen, Curtiss, Grimit & Witt, LLP |
| Mark Brown, Attorney |
| Jim Cada, Attorney, Cada, Froscheiser, Cada & Hoffman |
| Max Callen, Stockbroker, Smith Hayes Financial Services |
| Jerry Connot, Stockbroker, Edward Jones |
| Rick Damkroger, Attorney, Harding, Schultz & Downs |
| Lana Flagtwet, Stockbroker, Merrill Lynch |
| Larry Frederick, Stockbroker, Smith Barney |
| Regy Green, Banker/Trust Officer, Wells Fargo |
| John Hanigan, Accountant, HBE Becker Meyer Love, LLP |
| Patrick Meyer, Accountant, HBE Becker Meyer Love, LLP |
| Don Janssen, Attorney, Cline, Williams, Wright, Johnson & Oldfather, LLP |
| Jan Labenz, Accountant, Labenz & Associates |
| R.B. Lau, Stockbroker, A.G. Edwards & Sons |
| Paula Metcalf, Attorney |
| Tim Moll, Attorney, Rembolt Ludtke, LLP |
| Jeff Peetz, Attorney, Woods & Aitken, LLP |
| Paul Peter, Attorney, Keating, O'Gara, Davis & Nedved, PC, LLO |
| Dale Roehrs, Financial Planner, Executive Wealth Management |
| Jim Wagner, Insurance Agent, Mass Mutual Financial Group |
| David Wilcox, Banker/Trust Officer, Union Bank and Trust Company |
| Alan Wood, Attorney, Erickson & Sederstrom, PC, LLO |
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