Leadership

President

Lee Financial Corporation
972-960-1001

Vice President/Programs

Melvyn A. Wittmaack CPA PC
903-883-6561

Membership Vice President

Value Incorporated
972-831-7923

Secretary/Treasurer

Northern Trust
214-520-4755

Immediate Past President

Leu & Peirce
972-996-2540

Board of Governors

Mercer Capital
214-468-8400

Board of Governors

214-223-9687

Board of Governors

Plains Capital Bank
214-252-4162

Board of Governors

McElhenny Sheffield Capital Management
214-922-9200

Board of Governors

Bank of Texas
908-813-5107

Board of Governors

HFS Wealth Management
214-239-0860

Board of Governors

Merrill Lynch
214-750-2099

Board of Governors

Leu & Peirce
972-996-2540

Board of Governors

AltaView Advisors LLC
972-698-5830

Board of Governors

The Weeks Law Firm, PLLC
214-269-4290

Executive Director

Estate Planning Council of North Texas
214-340-8020