Community Foundation

We celebrate our enduring relationships with our professional advisors.

Their individual and collective talents and insights continue to make a difference in our community, protecting their clients' financial well being while fulfilling their dreams for bountiful charitable giving.

The Golden Key Society is composed of professional advisors who have helped their clients establish charitable funds at Your Community Foundation.

Hogan E. Allen	David B. Grishman	Peyton Prospere
Alex A. Alston, Jr.	Thomas E. Guillot, Jr.	Betty Lou Reeves
Nancy L. Anderson	Peder R. Johnson	John Howard Shows
Fred L. Banks, Jr.	Ronald I. Loeb	Jay Travis, III
Cecil Brown	Sharon Maloney	Bobby Van Devender
Donna W. Bruce	Leonard C. Martin	J. Paul Varner
Larry H. Bryan	Tim Medley	Pat Vivier
George Butler	Roger E. Muns	Martin E. Willoughby
James K. Dossett, Jr.	Jeremy Nelson	James E. Wood
Richard M. Fountain	William S. Painter	R. James Young
Lynn K. Green	Larry Peeples

	Hogan Allen of H. Allen and Associates "I value my relationship with the Community Foundation of Greater Jackson because it provides not only tax-advantaged investment vehicles for investors, but also an opportunity for investors to be proactive in the support, betterment and advancement of worthwile causes in the greater Jackson area." --Hogan Allen Hogan Allen is a CPA with H. Allen and Associates. He is a member of the Mississippi Society of Certified Public Accountants, a member of the American Institute of Certified Public Accountants, and a member of the Governmental Committee of the CPA Associates International. He has comprehensive experience in accounting and consulting for governmental and non-profit clients. Hogan’s history of client service also includes financial institutions, broker/dealers, professional service companies, utility providers, equipment dealers, wholesale/retail trade activities, nursing homes facilities, construction, real estate development and partnerships. [Back to Top]
	Alex A. Alston, Jr. of Brunini Grantham Grower & Hughes [Back to Top]
	Nancy L. Anderson of New Perspectives, Inc. "The stability and good work of the Foundation assure my clients that their wishes will be honored and that their causes will be supported long after they are gone." New Perspectives is a fee-only investment advisory firm, offering an alternative to commission brokerages and financial products. We use discount brokerages for transactions involving stocks, bonds, and many mutual funds. Clients are assisted in developing long-range financial goals and in selecting investment options appropriate for those goals. As such, we are a full-service financial planning/investment advisory firm. Nancy Lottridge Anderson is the sole owner of New Perspectives. For the past 16 years, she has operated her own independent investment counseling firm. She has a Ph.D. in Finance from Mississippi State University and is a Chartered Financial Analyst. [Back to Top]
	The Honorable Fred L. Banks Jr. of Phelps Dunbar, LLP Fred is a senior partner in the general litigation group in the Jackson office of Phelps Dunbar. He is a former circuit judge in Hinds and Yazoo Counties. He is a former Presiding Justice of the Mississippi Supreme Court and retired from that position in October 2001 after serving on the court for 11 years. From 1976 until 1985, Fred served in the Mississippi House of Representatives. He currently practices in the areas of commercial litigation, alternative dispute resolution, legislative and governmental relations, and appellate law. Fred is among a select group of lawyers recognized in the category of Litigation: Appellate, listed in a nationwide client survey published in Chambers USA, America's Leading Lawyers for Business. He is also listed in The Best Lawyers in America. Fred received his J.D. from Howard University, J.D., cum laude and a B.A. in Business Administration (Accounting) from Howard University. [Back to Top]
	Cecil Brown of Medley & Brown Financial Advisors Cecil Brown, CPA, joined the Medley & Brown in October 1995. He was previously associated with Investek Capital Management, a fixed income investment advisor. Cecil has also served as Chief Fiscal Officer for the State of Mississippi and as Governor's Chief of Staff. He is a CPA who operated his own public accounting firm in Jackson, MS for 17 years. Cecil has been awarded the Personal Financial Specialist designation by the American Institute of Certified Public Accountants. Cecil is the firm’s Chief Compliance Officer and is involved in the development of financial and investment policy. He also works with clients in the management of their portfolios. [Back to Top]
	Donna W. Bruce of BKD, LLP [Back to Top]
	Larry H. Bryan of Diversified Trust Company Larry has served as Chief Executive Officer of Diversified Trust since its inception. Prior to co-founding Diversified Trust, Larry spent thirteen years as Treasurer and Chief Financial Officer of Le Bonheur Health Systems, a multi-faceted healthcare provider based in Memphis. Larry received a Bachelor of Business Administration in Accountancy from the University of Mississippi and is a member of the Tennessee Society of Certified Public Accountants. Larry currently serves on the Board of Directors of The Dixon Gallery and Gardens, Le Bonheur Children's Medical Center Foundation, Bridges Inc., Southern College of Optometry and is on the Executive Board of the Chickasaw Council of the Boy Scouts of America. In addition, Larry is an Elder and Trustee at Idlewild Presbyterian Church in Memphis. [Back to Top]
	George Butler of Grantham Poole, PLLC George is a native of Clarksdale, Mississippi. He earned Bachelor of Business Administration Degrees in Finance and Insurance with an emphasis in Accounting from Mississippi State University and a Master of Accounting degree from Millsaps College. As a partner with GranthamPoole, George's practice is in the areas of individual and business taxation, personal financial planning, strategic planning, and business start-ups. George is a member of the American Institute of Certified Public Accountants, the Mississippi Society of CPAs, and the Central Mississippi Chapter of CPAs. He is married to Leigh B. Butler and they have two children, Kathryn Rae and Matthew Brent. The Butlers are member of Christ United Methodist Church. [Back to Top]
	James K. Dossett, Jr. of Baker Donelson Bearman Caldwell & Berkowitz, PLLC James K. Dossett, Jr., shareholder in the Jackson office of Baker Donelson, concentrates his practice in the areas of taxation and estate planning. He has extensive experience in income tax planning for corporations and individuals, estate planning, family limited partnerships, and closely held corporations. Jim's professional honors and activities include a listing in The Best Lawyers in America® in the areas of Tax Law, Trusts and Estates, and Non-Profit/Charities Law and listing in Mid-South Super Lawyers. He is a member of the Mississippi (Tax Section, Estates and Trusts Section), Hinds County (Bylaws Committee and former Chair of Budget Committee) and American Bar Associations and the Mississippi Society of Certified Public Accountants (Chairman, Taxation Committee; Member, Board of Governors). Jim served as President of the Jackson Tax Forum and is a Fellow of the American College of Tax Counsel and the Mississippi Bar Foundation. He also received the gold medal on CPA exam for the highest score in state of Mississippi Jim holds an LL.M. in Taxation from New York University, his J.D. from the University of Mississippi School of Law, and a B.A. in Accounting, cum laude, from Millsaps College. [Back to Top]
	Richard M. Fountain of Richard M. Fountain, P.A. [Back to Top]
	Lynne K. Green of Brunini Grantham Grower & Hughes Lynne Green focuses her practice on tax, estate planning, and probate law. She is a Certified Public Accountant and formerly worked with the international accounting firm Ernst & Whinney (now Ernst & Young), and prior to joining Brunini, she was associated with a Memphis law firm. Among numerous honors, Lynne is ranked in the Best Lawyers in America directory for Trusts and Estates and was honored in 2003 as one of “Mississippi's 50 Leading Business Women” by the Mississippi Business Journal. She is a Fellow of the American College of Trust and Estate Counsel and is the Mississippi State Chair of this body. She is past president of the Estate Planning Council of Mississippi, a past president of the Estates and Trusts Section of The Mississippi Bar, and is an active member of many professional organizations. Lynne received her B.B.A in Accounting from the University of Mississippi, and was awarded a J.D. from the University of Mississippi School of Law. [Back to Top]
	David B. Grishman of Watkins Ludlam Winter & Stennis, PA David is a firm shareholder and the Chairman of the Business & Government Practice Group of Watkins Ludlam Winter & Stennis, P.A. He holds an LL.M. in Taxation from the New York University School of Law, a J.D. from the University of Alabama School of Law, and a B.A. from the University of Alabama. David is listed in The Best Lawyers in America (Administrative Law, Franchise Law, Tax Law, Trusts & Estates), in the Chambers USA, and in America's Leading Business Lawyers. He is a Mississippi Bar Foundation Fellow, an American College of Trust and Estate Counsel Fellow, an American College of Tax Counsel Fellow, one of the Top 50 Mississippi Lawyers in Mid-South Super Lawyers, and listed in Mid-South Super Lawyers. His professional associations and memberships include the Mississippi Secretary of State's 2008 Business Reform Committees (LLCs & Partnerships Committee as Co-Chair), the American, Texas, Mississippi, and Hinds Bar Associations as member, the Community Foundation of Greater Jackson as past chairman, the Mississippi Tax Institute as past president, the Mississippi Manufacturers Association as past chairman, and the Mississippi Estate Planning Council. [Back to Top]
	Thomas E. Guillot, Jr. of Smith Barney Eddie Guillot is Vice President of Wealth Management and Financial Advisor with Citi Smith Barney's Jackson, Mississippi office. He holds a B.A. in Liberal Arts from Louisiana State University. His service areas include asset management, lending services, philanthropic services, trust services and accounting, estate planning and family consulting, wealth management, and endowments and foundations. Eddie is a member of the Rotary Club of Jackson and is a former board member of New Stage Theatre, Ballet Mississippi, and the Mississippi Opera. [Back to Top]
	Peder R. Johnson of BKD, LLP [Back to Top]
	Ronald I. Loeb of Butler Snow O'Mara Stevens & Cannada, PLLC "I have found the foundation to be both accommodating and flexible in meeting the needs of my clients and the community." --Ronnie Loeb Ronnie holds and LL.M. from New York University, LL.M., a J.D. from the University of Mississippi, and a B.S. in History from the University of North Carolina. He focuses his practice on the areas of estate planning and administration, business planning, taxation law, executive compensation, and employee benefits. Ronnie is a member of the American Bar Association (Taxation Section, Business Law Section, Real Property, Probate and Trust Law Section), the National Academy of Elder Law Attorneys, the Mississippi Bar (Taxation Section, Business Law Section), the Estate Planning Council of Mississippi, the Hinds County Bar Association, and the Jackson Tax Forum. [Back to Top]
	Sharon Maloney of Maloney & Associates, PLLC [Back to Top]
	Leonard C. Martin of Baker Donelson Bearman Caldwell & Berkowitz, PLLC Len, a shareholder in the Jackson office of Baker Donelson, concentrates his practice in the areas of taxation, trusts and probate, and nonprofit organizations. He is a Chartered Life Underwriter, Chartered Financial Consultant and a Certified Financial Planner. Leonard also is a frequent speaker on estate planning, taxation and probate matters. Len is listed in The Best Lawyers in America® (Trusts and Estates) and Mid-South Super Lawyers. He is a member of the American (Taxation and Probate and Property Sections), Hinds County, and Mississippi (Chairman, Taxation Section; Executive Committee, Estates and Trusts Section) Bar Associations, a member of the Estate Planning Council of Mississippi, the former President of the Mississippi Chapter of International Association of Financial Planners, and the former President of the Mississippi Society of Financial Service Professionals. Len holds a LL.M. in Taxation from the University of Florida, a J.D. from the University of Virginia, and a B.S. from Mississippi State University, magna cum laude. [Back to Top]
	Tim Medley of Medley & Brown Financial Advisors “Our client died prematurely, and having the Community Foundation as a part of his estate plan allowed his charitable and financial objectives to be put in place seamlessly.” --Tim Medley Medley & Brown, LLC is an independent, employee-owned investment advisory firm that offers discretionary asset management services to individuals, families, small businesses, foundations, and retirement plans. Client assets are generally invested in no-load mutual funds, and portfolios are typically allocated among money market funds, U.S. common stocks, bonds, and international stocks. The firm is registered with the Securities and Exchange Commission, and its compensation comes entirely in the form of a management fee paid by clients (“fee-only”). Tim C. Medley, CFP, is involved in setting and implementing financial and investment policy for his clients. He has been in the investment business since 1967 and has been registered as an investment advisor with the Securities and Exchange Commission, either corporately or individually, since 1977. Prior to the formation of his company, Tim was with a national brokerage firm where he did financial planning for his clients. He has been a Certified Financial Planner (CFP) since 1977. Tim’s opinions on financial planning and investing have appeared in The Wall Street Journal, Money Magazine, The New York Times, The Boston Globe, Fortune, Barron’s, and Investors Business Daily. [Back to Top]
	Roger Muns of Wealth Management, LLC "Our Community Foundation’s staff was knowledgeable, dedicated and eager to help me hit a homerun for my clients." --Roger Muns Wealth Management, LLC (WM) manages financial assets for wealthy individuals, endowments, and foundations. Fees, solely based on the value of assets under management, eliminate conflicts of interest. A tailor-made, written Investment Policy is developed fitting each client’s willingness and ability to take risk and defining the critical minimum, target and maximum allocation to cash, equities and bonds. Quarterly reports present actual and benchmark returns, helping clients evaluate WM’s performance. Fidelity Investments is the primary third-party custodian/broker. [Back to Top]
	Jeremy Nelson of Pinnacle Trust, LLC Jeremy currently serves as a Vice President & Investment Officer for Pinnacle Trust. Jeremy’s primary role is working with clients to create financial strategies that help them achieve their life goals. He also chairs the Pinnacle Trust Investment Committee, where he reviews and directs the firm’s investment process. In May 2004 Jeremy received his B.S. in Business Administration with a Minor in Finance from Belhaven College, graduating Magna Cum Laude. Originally from Golden, B.C. Canada, he attended Belhaven on a four-year golf scholarship. In 2007 he completed the American Bankers Association (ABA) National Trust School, and, in 2008, he completed the ABA Graduate Trust School. In 2008, he also earned the Certified Trust & Financial Advisor (CTFA) designation. Jeremy is currently pursuing his Chartered Financial Analyst (CFA) designation. In 2005, Jeremy was named as one of Jackson's "Young Guns: The Best of the TwentySomethings" by Metro Business Chronicle. He is a member of the Belhaven College Dean's Alumni Advisory Council and serves as the President-Elect for the Financial Planning Association of Mississippi. He will serve as President in 2011. [Back to Top]
	William S. Painter of Baker Donelson Bearman Caldwell & Berkowitz, PLLC William S. Painter, managing shareholder of the Jackson office of Baker Donelson, concentrates his practice in the areas of corporate, tax, and health care restructuring. His experience includes corporate, employee benefits and deferred compensation, federal, state and local taxation, securities, and trusts and estates. Bill is listed in The Best Lawyers in America® in Corporate Law, Health Care Law, and Tax Law, the Chambers USA, America's Leading Business Lawyers as a leading lawyer in Mississippi, and among the top 50 attorneys in Mississippi by Mid-South Super Lawyers. He is a Fellow in the American College of Trust and Estate Counsel and the American College of Tax Counsel, the former Chair of the Mississippi Secretary of State's Task Force on Business Law Reform, the former Chair for the Secretary of State's Business Law Advisory Group. William is a member of the American, Mississippi, and Hinds County Bar Associations. Bill has an LL.M. in Taxation from New York University, a J.D. from the University of Mississippi School of Law with honors, and a B.A. from Vanderbilt University. [Back to Top]
	Larry Peeples of First Meridian Wealth Integration Network [Back to Top]
	Peyton Prospere of Watkins & Eager, PLLC Peyton D. Prospere's experience includes public finance and corporate law. He is a member of Mississippi and Hinds County Bar Associations and the National Association of Bond Lawyers. From 2000-2003, Peyton served as Legal Counsel for the Governor of Mississippi and from 2003-2004 as State Treasurer. Peyton holds a Bachelor's degree in German from Davidson College and received his Juris Doctorate from the University of Mississippi. He serves on the International Ballet Competition's Board of Directors and the American Council on Germany. [Back to Top]
	Betty Lou Reeves (retired) of BKD, LLP Betty Lou Reeves has retired after 30 years in service of public accountancy in Mississippi. Betty Lou is a frequent volunteer for and generous donor to the Community Foundation. [Back to Top]
	John Howard Shows of Shows Law Firm John Howard Shows focuses his law practice on corporate transactions, real estate transactions, and estate planning. John Howard has experience in real estate sales as well as commercial loans and transactions involving the liquidation and dissolution of real estate limited partnerships. In addition, he has provided counsel and guidance for developers in drafting covenants and restriction for both residential and commercial subdivisions and in establishing homeowners associations for residential subdivisions. He has represented Mississippi-based businesses with real estate interests in, among other locations, Steamboat Springs, Colorado; Myrtle Beach, South Carolina; Highlands, North Carolina; Montgomery, Alabama; Memphis, Tennessee; Dallas, Texas; Wichita, Kansas; and St. Croix, U.S. Virgin Islands. He is also an active participant in the timber industry in Mississippi. [Back to Top]
	Jay Travis, III of Butler Snow O'Mara Stevens & Cannada, PLLC Jay Travis, III's practice includes estate planning, fiduciary litigation, and estate administration. He is AV-rated by Martindale-Hubbell and listed in The Best Lawyers in America®, Trusts and Estates and Mid-South Super Lawyers®, Estate Planning & Probate. Jay holds a J.D. from the University of Mississippi, magna cum laude, and a B.B.A. in Banking and Finance from University of Mississippi, magna cum laude. He is a member of the American Bar Association (Real Property and Trust Section; former Committee Chairman), the American College of Trust and Estate Counsel (Estate and Gift Tax Committee; former Board of Regents, former Mississippi State Chairman) and the American College of Trust and Estate Counsel Foundation (former board member). He is also a member of the Mississippi Bar, Estates and Trusts Section, the Mississippi Law Institute, the Estate Planning Council of Mississippi, and the Hinds County Bar Association and has served in the leadership of those organizations. He has also served on the University of Mississippi Foundation Board of Directors. [Back to Top]
	Bobby Van Devender of Fred T. Neely and Company [Back to Top]
	J. Paul Varner of Butler Snow O'Mara Stevens & Cannada, PLLC "I get a real sense of fulfillment helping clients establish funds at the Foundation because of the all the worthy causes the Foundation is able to serve in our community with such funds." --Paul Varner Butler Snow is a full-service law firm with more than 160 attorneys representing regional, national, and international clients from offices in Jackson, Miss., Memphis, Tenn., Bethlehem, Pa., and the Mississippi Gulf Coast. Established in 1954, the firm provides a full range of business and litigation services in areas ranging from taxation, estate planning, business transactions, real estate, healthcare and public law and finance. Butler Snow and its attorneys have been recognized nationally for exceptional legal skills and extraordinary client service. Paul is a Fellow of the American College of Tax Counsel. He is listed in The Best Lawyers in America®, Tax Law, Trusts and Estates and Mid-South Super Lawyers®, Tax. Paul is a Certified Public Accountant (Miss.) and the Mississippi Legal Correspondent for State Tax Notes. He is AV-rated by Martindale-Hubbell. Paul's professional affiliations include the American Bar Association (Taxation Section, State and Local Tax Committee), the American Institute of Certified Public Accountants, the Mississippi Bar (Taxation Section), the Mississippi Tax Institute (former member, Board of Trustees), and the Mississippi Society of Certified Public Accountants (former member, Board of Governors). Paul holds an LL.M. in Taxation from New York University and a J.D. and B.B.A. in Accounting from the University of Mississippi. [Back to Top]
	Pat Vivier of Pat Vivier Financial Group “The Foundation is a valuable asset to our community, while also providing donors a legacy of generosity” --Pat Vivier Pat Vivier CLU, ChFC, AEP, MSFS As an agent with New York Life Insurance Company for over 26 years, Pat works with business owners, professionals, and families to help them accumulate wealth and protect their loved ones. Believing that building strong relationships enhances his ability to assist clients in crystallizing their goals and objectives, he uses a process rather than a product-driven approach. Pat is a member agent of The Nautilus Group®, an exclusive advanced planning team for estate conservation and business continuation strategies. He is also an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser. [Back to Top]
	Martin E. Willoughby of Willoughby Law Group "The CFGJ has been a great vehicle for my clients to accomplish their charitable planning objectives." Willoughby Law Group is a full-service business law firm. Our mission is to partner with our clients to help them achieve their business objectives. Our services span the corporate life cycle from entity formation to mergers and acquisitions to reorganization and bankruptcy. We also frequently serve as consultants to provide our clients stategic guidance on developing high performance business operations. In addition to our legal training, we also have owned and operated our own successful companies. We combine a deep substantive understanding of the law with practical business experience to drive results for our clients. [Back to Top]
	James E. Wood of Eubank & Betts, PLLC Jimmy Wood is the Director-in-Charge of the Eubank & Betts' Audit and Accounting and Business Valuation services. He devotes a significant amount of time and effort toward client tax planning and compliance matters. He has expertise in the areas of automotive dealers, financial institutions, wholesale/retail trade, nursing homes, construction, and real estate development. Additionally, Jimmy performs a number of peer reviews for CPA firms nationwide. Jimmy holds both B.B.A. and M.B.A. degrees in Accounting. He is a Certified Public Accountant, a National Certified Valuation Analyst, and holds an Accreditation in Business Valuation from the American Institute of CPAs. He is a member of the Mississippi Society of Certified Public Accountants (past member of the Board of Governors, Peer Review Committee, and Audit and Accounting Committees); the American Institute of Certified Public Accountants (Forensic and Valuation Services Section); CPA Associates International (Chairman of the Auto Dealers Committee); and is the current President of the Estate Planning Council of Mississippi. [Back to Top]
	R. James Young of Wells Marble & Hurst “The CFGJ has been a wonderful recourse both with my law firm and with clients who wished to either set up a donor-advised charitable fund or a charity-specific designated fund.” --Jimmy Young Founded in 1871 and one of the largest firms in Mississippi, Wells Marble & Hurst, PLLC, is deeply rooted in the Greater Jackson community. Our ability to provide a full range of legal services for over a century has led to long-standing relationships with our clients. Our lawyers bring an incomparable level of experience and knowledge to their work, and our litigators continue to be successful at all court levels in Mississippi and across the nation. This success as a law firm has provided us with an outstanding reputation for hard work, personal service, and professionalism. Jimmy Young concentrates his practice in the areas of estate planning and probate, elder law, business successions, fiduciary administration, partnerships, and real estate. He holds a B.B.A. in Banking and Finance, with honors, and a J.D. from the University of Mississippi. [Back to Top]