Unity Foundation of La Porte County
The Gold Key Society is a special group of professional advisors who help foster gifts to or through Unity Foundation as they assist clients in attaining their charitable and financial planning goals. We are grateful to the Gold Key Society advisors for the work they do to strengthen La Porte County!
David R. Kibbe & Debbie Klosowski, Indiana Trust Wealth Management
William Maar, Thrivent Financial
Lori Howard, Harbour Trust & Investment Management
Gold Key Recipients
David Albers, AFS Company, LLC
ManDee Alevizos, Edward Jones
William E. Anderson, CPA
Paul Applegate, Applegate & Co. CPAs
Jessica Blumenfeld, Edward Jones
Natalie J. Boocher, Drayton, Biege, Sirugo, & Elliott
Sarah E. Brown, Edward Jones
Robin Clark, Horizon Bank
Nate Cobbs, Harbour Trust & Investment Management
Jess Denger, Edward Jones
V. Michael Drayton, Drayton, Biege, Sirugo, & Elliott, LLP
William A. Elliott, Drayton, Biege, Sirugo, & Elliott, LLP
Espar & Associates
Ann M. Feltz, 1st Source Wealth Advisory Services
Greta Friedman
Shaw Friedman, Friedman & Associates, P.C.
Tim R. Gartland, AAMS, Edward Jones
Alicia Gloyeske, Attorney
Steven Gronceski, CFP, Strategic Financial Group, LLC
Michael K. Hackett, Harbour Trust & Investment Management
Lynn Haverstock, Ott/Haverstock Funeral Chapel
William E. Hedge, Attorney
Cynthia Hedge, Attorney
Marty Hickey, Horizon Bank Trust & Investment Management
Lori Howard, Harbour Trust & Investment Management
Ralph F. Howes, Howes and Howes, LLP
Michael Jankowske, Hamelind Group
Michael K. Jones, CFP, Ameriprise Financial Services, Inc.
James Kaminski, Newby, Lewis, Kaminski & Jones
John A. Kaylor, Schmitt & Kaylor, CPAs
David R. Kibbe, J.D., Indiana Trust Wealth Management
Debbie Klosowski, Indiana Trust Wealth Management
Dale Knouse, Cutler Funeral Home
Deborah J. Koller, AAMS, Raymond James
Michael R. Kopec, Edward Jones
James R. Lake, Ameriprise Financial
Scott S. Luc, CFP ®, Wealth Management Advisor, Merrill Lynch
William Maar, Thrivent Financial
Barry F. McDonnell, Attorney
Brian C. Merrill, Harbour Trust & Investment Management
Ann Metcalf, CPA, Angelos & Rardin
Matt Noll, CFA, 1st Source Wealth Advisory Services
Stephanie Oberlie, Harbour Trust & Investment Management
D. Drummond Osborn, Osborn Wealth Management
Justin M. Padgett, CPF®, Valeo Financial Advisors, LLC
Dale Parkison, CPA, Parkison & Hinton, P.C.
David F. Pendergast, Edward Jones
Lawrence Rardin, CPA, Angelos & Rardin
Patrick W. Reynolds, Ott/Haverstock Funeral Chapel
Timothy D. Rice AIF, CWS, CAPTRUST
Michael V. Riley, Attorney
Thomas W. Root, Root Funeral Home
Alec Rosario, Edward Jones
Bob Rose, Harbour Trust & Investment Management
Jonathan E. Salisbury, AAMS, Edward Jones
Rachel L. Saxon, Horizon Trust & Investment Management
Richard J. Schmitt, CPA, Schmitt & Kaylor
James M. Shearin, CPA, Schmitt & Kaylor
David Sirugo, Drayton, Biege, Sirugo, & Elliott, LLP
Angela Smoker, CPA, PC
Patrick Spence, Edward Jones
Bruce L. Stevens, StevINS Financial Services
Susan M. Vance, The Power of Money 101
Karen Vogelsang, Vogelsang Asset Management
Edward J. Wainscott, CPA, Edward J. Wainscott, CPA
Bradley Werner, AAMS, Brad Werner & Co.
Todd Wooten, CSA, CID, Blue Sky Financial Partners, Inc.
ManDee Alevizos, Edward Jones
William E. Anderson, CPA
Paul Applegate, Applegate & Co. CPAs
Jessica Blumenfeld, Edward Jones
Natalie J. Boocher, Drayton, Biege, Sirugo, & Elliott
Sarah E. Brown, Edward Jones
Robin Clark, Horizon Bank
Nate Cobbs, Harbour Trust & Investment Management
Jess Denger, Edward Jones
V. Michael Drayton, Drayton, Biege, Sirugo, & Elliott, LLP
William A. Elliott, Drayton, Biege, Sirugo, & Elliott, LLP
Espar & Associates
Ann M. Feltz, 1st Source Wealth Advisory Services
Greta Friedman
Shaw Friedman, Friedman & Associates, P.C.
Tim R. Gartland, AAMS, Edward Jones
Alicia Gloyeske, Attorney
Steven Gronceski, CFP, Strategic Financial Group, LLC
Michael K. Hackett, Harbour Trust & Investment Management
Lynn Haverstock, Ott/Haverstock Funeral Chapel
William E. Hedge, Attorney
Cynthia Hedge, Attorney
Marty Hickey, Horizon Bank Trust & Investment Management
Lori Howard, Harbour Trust & Investment Management
Ralph F. Howes, Howes and Howes, LLP
Michael Jankowske, Hamelind Group
Michael K. Jones, CFP, Ameriprise Financial Services, Inc.
James Kaminski, Newby, Lewis, Kaminski & Jones
John A. Kaylor, Schmitt & Kaylor, CPAs
David R. Kibbe, J.D., Indiana Trust Wealth Management
Debbie Klosowski, Indiana Trust Wealth Management
Dale Knouse, Cutler Funeral Home
Deborah J. Koller, AAMS, Raymond James
Michael R. Kopec, Edward Jones
James R. Lake, Ameriprise Financial
Scott S. Luc, CFP ®, Wealth Management Advisor, Merrill Lynch
William Maar, Thrivent Financial
Barry F. McDonnell, Attorney
Brian C. Merrill, Harbour Trust & Investment Management
Ann Metcalf, CPA, Angelos & Rardin
Matt Noll, CFA, 1st Source Wealth Advisory Services
Stephanie Oberlie, Harbour Trust & Investment Management
D. Drummond Osborn, Osborn Wealth Management
Justin M. Padgett, CPF®, Valeo Financial Advisors, LLC
Dale Parkison, CPA, Parkison & Hinton, P.C.
David F. Pendergast, Edward Jones
Lawrence Rardin, CPA, Angelos & Rardin
Patrick W. Reynolds, Ott/Haverstock Funeral Chapel
Timothy D. Rice AIF, CWS, CAPTRUST
Michael V. Riley, Attorney
Thomas W. Root, Root Funeral Home
Alec Rosario, Edward Jones
Bob Rose, Harbour Trust & Investment Management
Jonathan E. Salisbury, AAMS, Edward Jones
Rachel L. Saxon, Horizon Trust & Investment Management
Richard J. Schmitt, CPA, Schmitt & Kaylor
James M. Shearin, CPA, Schmitt & Kaylor
David Sirugo, Drayton, Biege, Sirugo, & Elliott, LLP
Angela Smoker, CPA, PC
Patrick Spence, Edward Jones
Bruce L. Stevens, StevINS Financial Services
Susan M. Vance, The Power of Money 101
Karen Vogelsang, Vogelsang Asset Management
Edward J. Wainscott, CPA, Edward J. Wainscott, CPA
Bradley Werner, AAMS, Brad Werner & Co.
Todd Wooten, CSA, CID, Blue Sky Financial Partners, Inc.
