Professional Advisory Council

The Professional Advisory Council (PAC) is established for the purpose of assisting Methodist Hospital Foundation in promoting estate planning and its charitable benefits, as well as encouraging planned gifts to enhance the mission of the Foundation.

Dan Feltz, CFP®, CFS
Feltz WealthPLAN
 
Matt Molettiere, J.D.
Legacy Design Strategies
Susan Spahn, J.D., LL.M.
Endacott, Peetz & Timmer
Jonathon L. Grob
McGrath North Mullin &
Kratz, PC, LLO
Kerry Monif
Black Oak Investment Council, Inc.
Michael Sullivan, J.D.
Baird Holm, LLP
Tim Harrison CPWA®, CIMA®,
CFP®, AEP®, MSFS, CAP®

Northwestern Mutual
Financial Services
Eryka Morehead
Collaborative Planning Group
Nick Taylor, J.D.
Fitzgerald Schorr Barmettler
& Brennan, PC, LLO
Henry Kammandel, Jr.
CBS Home Real Estate
 
Kenneth Patry, CPA
Goracke and Associates
Jeremy Vokt, CPA
Bland and Associates Accounting Firm
Sarah Lierman, J.D., CTFA
First National Bank Wealth Management
Ross Polking, CFP, AIF
Foster Group
Manfred Wunderlich, CLU, ChFC, LUTCF
Wunderlich Financial
Services/Asset Strategies
Janet Melchior-Kopp, J.D.
Mutual of Omaha Bank -
Wealth Management Division
Jesse D. Sitz
Baird Holm, LLP