Planned Giving Advisory Council

Lamar University's Planned Giving Advisory Council is comprised of professionals in the area of estate and charitable planning, including the fields of accounting, law, financial planning, trusts, banking and insurance. Members of this prestigious group lend their insight and expertise to enhance the planned giving program and serve as advocates for Lamar University, promoting charitable and planned giving opportunities as appropriate. Their strategic partnership is invaluable and greatly appreciated.

To find out more about the Planned Giving Advisory Council and other volunteer opportunities at Lamar University, please contact Jeff Spoeri, Associate Vice President for University Advancement, by email at [email protected] or call 409-880-2229.

James M. Black, J.D.
Owner, Attorney
James M. Black Attorney at Law

Bradley D. Brown, CPA ('81)
Senior Vice President & Trust Manager
First Financial Trust & Asset Management Company, N.A.

Mark S. Browning
Senior Vice President & Trust Officer
Extraco Banks

Zachary R. Celeste, J.D. ('11)
Partner and Attorney
Wells Peyton & Partain, L.L.P.

G. R. "Rocky" Chase, Jr.
Senior Managing Director
Sunbelt Securities, Inc.

R. J. Demahy, CPA ('68)
Partner and CPA
Theobald, Demahy & Co., P.C.

Raymond Troy Fontenote ('85)
Senior Vice President, Institutional Wealth BOK Financial

Richard B. Funchess
Market President
Argent Trust Company

Charles E. "Chuck" Heare ('77)
First Vice President - Wealth Management, USA
Wealth Advisor
UBS Financial Services Inc.

Alan R. Hefty, CPA ('69)
Owner, President
Alan Hefty & Co., P.C.

David E. Heinz ('96)
Financial Advisor
Sunbelt Securities, Inc.

Michael W. Kiefer, CPA ('91)
Partner and CPA
Wathen, DeShong & Juncker, LLP

Floyd F. McSpadden, Jr.
Retired Attorney and Director of Planned Giving

Jean Moncla, J.D., CTFA
Trust Advisor
Hancock Whitney Wealth Management