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Learn more about our featured panelists for our March 10 virtual session of GiveWisely for Advisors below!





 
 
 
 
 
 
 
 
 
 

Featured Speakers

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Partner, Frontier Investment Management Company
CFT Advisory Council member
CFT fund holder, The Ashish & Mona Khanna Family Charitable Gift Fund at CFT


Ashish brings 15 years of advice experience to the firm. Ashish’s practice focuses on healthcare professionals and business owners as he is responsible for simplifying his client’s financial lives while focusing on the issues that matter most. With a legal and business background, Ashish has spent his career designing and implementing comprehensive, sophisticated estate planning and investment strategies.
 
Ashish was initially inspired to attend law school because of his love for Atticus Finch. Ashish was trained at one of the Midwest's biggest law firms. He practiced in the Private Equity/Venture Services group where he had the opportunity of representing entities ranging from Fortune 500 companies to small family-owned businesses. Ashish ultimately decided that there had to be a better work lifestyle than tracking and billing clients for every six minutes of his time. Subsequently, Ashish further developed his skills as he practiced in the areas of estate planning and asset protection for high net worth individuals and families. Ashish has now built a sophisticated advisory practice where he instills the complex estate and tax guidance to help solve his clients’ needs.
 
Ashish graduated from Washington University in St. Louis with a Bachelor of Arts (BA) degree in Econ and a Juris Doctor (JD) degree. Ashish also obtained his Master of Business Administration (MBA) degree from the University of Miami in Coral Gables.

He also serves on Communities Foundation of Texas' Advisory Council.

Read our recent IMPACT story about the Khanna family

 
 
 
 
 
 

Director, Wealth Strategist, UBS Financial Services Inc. 
CFT Advisory Council member
CFT fund holder, The Lane Family Charitable Fund

CFT's Emerging Leaders in Philanthropy alumni

Jennifer works closely with senior wealth strategists and advisors to help coordinate investment, estate planning, and philanthropic goals for clients with minimum investable assets of $20 million. She focuses on comprehensive financial planning to assist clients with their complex financial needs such as preservation, transfer, and management of wealth. Jennifer also reviews clients' estate planning documents to help ensure that their planning accurately reflects the family's philosophy, needs, and objectives. 

Prior to joining UBS, Jennifer practiced law at Kroney Morse Lan, PLLC, Lan Smith Sosolik, PLLC, and Haynes and Boone, LLP. Her practice ranged from estate and trust planning, charitable planning, probate, asset protection, general business transactions, and tax controversy matters. 

Jennifer received a B.S. from Duke University and her J.D. from Southern Methodist University Dedman School of Law, where she was the Managing Editor of the Law and Business Review of the Americas for the SMU International Law Review Association. Jennifer is admitted to practice law in the State of Texas and before the U.S. Tax Court. 

Jennifer is very involved in the Dallas estate planning community including co-founding The Dallas Young Estate Planners Group.  She is an active member of the Dallas Estate Planning Council, including serving on the Board of Governors from 2018-2020 and serving as the Chair of the Emerging Professionals Committee from 2017-2018. She is also a current Board member of the Dallas Council of Charitable Gift Planners.

She serves on Communities Foundation of Texas' Advisory Council and was part of the steering committee and inaugural class of CFT's Emerging Leaders in Philanthropy program. Jennifer is also a member of the Tax and Real Property, Probate and Trusts Sections of the American Bar Association, State Bar of Texas, and Dallas Bar Association. 

 
 
 
 
 
 
 
 
 
 
 
 

Partner, Armanino
CFT's Emerging Leaders in Philanthropy cohort member

Jonathan March, Partner at Armanino, has more than 14 years of experience in public accounting. He helps successful individuals and their families maintain, grow, and transfer wealth by managing tax and compliance issues and implementing strategies that minimize risk and maximize opportunities. Additionally, he works with investment and venture capital businesses on their planning and compliance needs.

He is a member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants, the Dallas CPA Society, and the Dallas Estate Planning Council.

He holds a B.S. in accounting and an M.S. in taxation from the University of North Texas.

Jonathan is also a member of CFT's current Emerging Leaders in Philanthropy 2020-2021 cohort.
 
 

 
 
 

President, BFS Advisory Group
CFT Board Trustee
CFT Advisory Council member
CFT fund holder, The Tagg Family Fund


Debra Brennan Tagg, CFP® is President of BFS Advisory Group and is the creator of the DBT360 Financial Plan, a proprietary program that helps her clients use their money to have the life they want by prioritizing their goals, leveraging their resources, and addressing their risks. She primarily works with executive families, small business owners, women and other professionals by providing investment, insurance, philanthropic, and estate solutions.
 
Debra is a nationally recognized speaker in the financial industry, and chairs the Advisor Group National Advisor Board, which provides strategic guidance for over 10,000 advisors across the country.

She serves on the Communities Foundation of Texas Board of Trustees as Relationships Chair and as a member of the Investment Committee. She also serves on the Children’s Health Systems of Texas (CHST) Board, as the CHST Investment Committee Chair. Previously, she served on the Dallas Children’s Advocacy Center Board of Directors and Foundation Board, and the United Way of Metropolitan Dallas Board.

 
 
 
 
 
 

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