CICF’s Professional Advisor Leadership Council (PALC) consists of the most accomplished practitioners in their respective fields. The council meets several times each year to learn more about the community, CICF, and its services for advisors and clients.
Nominated by their peers, members serve rotating three-year terms where they will enhance their knowledge of charitable giving, the CICF and its affiliates, as well as witness the impact CICF donors have on Central Indiana and beyond.
After a tumultuous year with the COVID-19 pandemic, we appreciate the dedication our current PALC members have shown by extending their terms to serve the Central Indiana.
We would like to thank and honor each of our PALC members for their continued service!
Leslie Appel Maher
Gregory & Appel
Tom Bayer, CPA
Sikich, LLP
Jeff Bodkin, CPA
BKD, LLP
Bruce Bittner, JD,
Church, Church, Hittle & Antrim
Meredith Carbrey, CFP,
Bedel Financial Consulting, Inc.
Mychal Eagleson, CFP, AIF, ChSNC
An Exceptional Life Financial
Lizzie Evans, CFP
Evans May Wealth
Russ Ford, CFP
Wayfinder Financial
Eddie Gill
Wise Financial
Carol Greer, JD
Greer Law, P.C.
Kevin Hampton
Diamond Capital Management
Brett R. Headley
J.P. Morgan Private Bank
Laurie D. Johnson, JD,
Boje, Benner, Becker, Markovich & Hixon, LLP
Marya E. Jones, JD,
IU Health Foundation
Matthew Lewis, JD
STAR Financial Bank
Andy Manchir, ASA, CMA, CEPA
Katz, Sapper & Miller, LLP
Marcus Miller, CPA, CFP
Deerfield Financial Advisors, Inc.
Jennifer Norton, JD
Norton Estate Planning & Elder Law Firm, LLC
Jason Noyan
J.P. Morgan Private Bank
Robert Phillips, CFA, CFP, CPA
Spectrum Management Group
Rodney Retzner, JD
Krieg DeVault, LLP
Rafael Sanchez, JD
Old National Bank
Kyle Sanders
Legacy Consultants Group
Tanya Stewart Overdorf, JD
Tanya S. Overdorf, P.C.
Peter Ten Eyck, JD
Hackman Hulett LLP
Ryan Thomas, CFP, CPA
Column Capital Advisors, LLC
Elizabeth Timme, JD
Ice Miller LLP
Seema Parikshak Verma, CPA, CGMA
BGBC Partners, LLP
Vincent Viveros, CFP
Charles Schwab Private Client Investment Advisory
Julia Weaver, JD, LLM,
The Trust Company of Oxford at Oxford Financial Group, Ltd
For more information on PALC, or to learn more about how CICF works with donors to effectuate strategic, impactful philanthropy, contact our CICF Gift Planning team:
Rob MacPherson
Vice President of Development & Strategy
Sarah Weaver, J.D.
Director of Charitable Gift Planning & Legal Counsel
Travis Smith, CFRE
Director of Development & Gift Planning
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