UAH Planned Giving Advisory Board

The Planned Giving Advisory Board is a team of skilled and dedicated professionals who generously volunteer their time, expertise, and resources to support the mission and legacy planning initiatives of University of Alabama Huntsville Foundation (UAHF). The Advisory Board members possess specialized knowledge in estate planning, including accounting, law, principal, investment real estate, financial planning, trusts, and/or community advocacy.

• Liz Abel ’81, Lanier Ford, Estate Planning Attorney
• Jerry S. Barclay '77, Estate Planning Attorney, RST Society
• Carol Collinsworth, Trustmark, Trust Officer
• Lauren Cooper, Longview Financial Advisors, Inc., Certified Financial Advisor, RST Society
• Jay Dryden, Vector Wealth Strategies, LLC, Certified Financial Planner/Managing Partner
• Garrett Estes, Edward Jones, Financial Advisor
• Scott Faulkner ’13, Lanier Ford, Tax Attorney
• Karen Frith, UAH, RST Society
• Mark J. Gradkowski, RST Society
• Dorcas S. Harris ’94, RST Society
• Jonathan Hornsby, Shoal Creek Wealth Partners, Founder/Advisor
• Nick Jackson, Vector Wealth Strategies, LLC, Certified Financial Planner
• Ashley Jones ’90, Lanier Ford, Estate Planning Attorney
• Chris Kern, Pinnacle Financial Partners, Financial Advisor
• Colonel Milton A. Looney (Retired), RST Society
• Josh A. Magette ’12, Twickenham Advisors, Private Wealth Advisor
• Doug Martinson, II, Martinson & Beason, P.C., Estate Planning Attorney
• Jerry Mercer ’83, Mercer & Associates, Certified Public Accountant
• Geoffrey A. Merry ’08, Attorney at Law
• Joe Newberry, Redstone Federal Credit Union, President/CEO
• Bobbie O’Farrell, RST Society
• Amanda Overby, Raymond James, Certified Financial Planner
• JoAnn Perez, Perez Law, P.C., Estate Planning Attorney/Founder
• Ron Poteat, Jr., UAH Foundation Board Member, RST Society
• Donny Rye, Merrill Lynch Wealth Management, Wealth Management Advisor
• Janis Simpson, RST Society
• Jessica Smith, Longview Financial Advisors, Inc., Certified Financial Planner/President
• Chris Wiginton, Maynard Nexsen, Estate Planning Attorney