| President Gary A. Morris Morris Financial Services 214-363-4949
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| Vice President/Programs Mark J. Smith Bank of America Merrill Lynch 817-926-9343
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| Membership Vice President Shawna Brown Law Offices of Shawna L. Brown, P.C. 972-248-2519
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| Secretary Todd Healy Healy Partners 214-443-2418
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| Treasurer Brian Wendler National Business Valuation Services, Inc. 972-235-6287
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| Immediate Past President Joseph T. Chenoweth Ackley Financial Group, Inc. 469-737-4000
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| Board of Governors Bob Bridges Value Incorporated 972-831-7923
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| Board of Governors Michael Conroy ValueScope, Inc. 817-481-4995
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| Board of Governors Jayne Grimes Dallas Symphony 214-871-4541
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| Board of Governors Curtis Groves Comerica Bank 972-349-3517
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| Board of Governors Eric Keller
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| Board of Governors Will Killgo Hill Schwartz Spilker Keller LLC 214-741-5360
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| Board of Governors Mick Koffend Accountable Aging Care Management 214-206-1696
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| Board of Governors Lori Leu Lori A. Leu & Associates 972-996-2540
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| Board of Governors Jay Lewis IPS Advisors, Inc. 214-292-4117
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| Board of Governors Mark Lowe First United Bank & Trust 972-548-3010
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| Board of Governors John McGrael Northwestern Mutual 214-525-1066
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| Board of Governors Dana L. Pingenot Lee Financial Corporation 972-960-1001
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| Board of Governors Ed Rice Burdette & Rice, PLLC 972-991-7700
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| Board of Governors Bennett Richardson Lane Gorman Trubitt, LLP 214-461-1430
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| Board of Governors Jimmy Turner Spectrum Financial Group 972-455-4394
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| Board of Governors Michael Wald Underwood, Perkins PC 972-661-5114
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| Board of Governors Mel Wittmaack Mel Wittmaack CPA 214-272-3266
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| Board of Governors Mario Yngerto Genesis Wealth Management 214-550-1394
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| Executive Director Teresa Moore Estate Planning Council of North Texas 214-340-8020
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