Mary Kay Wittrock
General Director, Virtuosi of Houston

UT Health Science Center at Houston, School of Medicine 
Executive Director, Development and Alumni Relations

Jackie Callies is the Executive Director of Development and Alumni Relations.  She is responsible for the overall management of all fund raising and alumni activities on behalf of the University of Texas Health Science Center at Houston’s MedicalSchool.  Prior to joining the HealthScienceCenter, Jackie was Director of Development at the University of Texas Medical Branch (UTMB) at Galveston for eight years and an employee of UTMB for over twelve years. Her commitment and loyalty extend beyond her professional career, but to her community as well. She has served on the Board for the HRA Village, Inc., and as Vice President of Development for the Junior Chamber of Commerce. She is currently a volunteer with the American Heart Association, the American Cancer Society and serves on the board of the Planning Giving Council of Houston and holds the seat of Conference Chair. Jackie graduated from the University of Houston Clear Lake and earned a Bachelor’s of Business Administration degree. She and her husband, Robert, make their home in League City with their two sons, Nicholas and Kyle.

Attorney at Law 

Area of Practice: Estate Planning and Probate Law -Wealth transfer planning for individuals and families -Retirement planning -Life insurance planning -Charitable planning, including the creation of private foundations -Business succession planning -Family limited partnerships -Asset preservation planning -Planning for incapacity -Advising personal representatives of estates regarding all aspects of administration including the filing of death tax returns and handling gift and estate tax audits Professional History: -Admitted to State Bar of Texas, 1991 -Board Certified – Estate Planning and Probate Law, Texas Board of Legal Specialization Partner with Andrews & Kurth L.L.P. (October 2001 - April 2003) -Partner with Mayor, Day, Caldwell & Keeton, L.L.P. (2000 - September 2001) -Associate with Mayor, Day, Caldwell & Keeton, L.L.P. (1991-1999) Professional Affiliations: -Member of University of Houston Personal Gift Planning Advisory Council -Board Member of Planned Giving Council of Houston -Texas Bar Association – Real Estate, Probate and Trust Law Section -Houston Bar Association – Probate, Trusts and Estate Section -American Bar Association – Real Property, Probate and Trust Law Section -Houston Estate and Financial Forum Education: -University of Houston Law Center (J.D., Magna Cum Laude, 1991) – Order of the Coif; Order of the Barons; Note and Comment Editor, Houston Law Review; Author of Comment, Survival Under The Texas Deceptive Trade Practices Act, 28 Hous. L. Rev. 591 (1991) -Texas A&M University (B.A., English, Cum Laude, 1986

Comerica Bank
Senior Wealth Advisor
Wealth & Institutional Management

Nancy B. Shelby brings over 30 years of financial experience to her role as Senior Wealth Advisor. After working as an International Banker in New York, London and Latin America, she has worked exclusively in the Private Client and Wealth Management arena in Houston for the past 21 years. She is a graduate of Brown University, the Chase Credit Development Program and Cannon Financial Institute (Honors in Trust Administration). Ms. Shelby is a member of the Houston Estate & Financial Forum, the Planned Giving Council of Houston, and the National Committee on Planned Giving. She serves on the Advisory Board of the Alley Theatre (Audit and Foundation Committees) and is Treasurer of the Brown Club of Houston. Ms Shelby is married to native Houstonian Alan Shelby and they have two teenage children.

Randall W. White, CPA/PFS, CFP® was elected to the Board of the Planned Giving Council of Houston in 2004. Randy joined Goodman Financial Corporation in 2002 as Director of Client Service. Goodman Financial provides fee-only investment management and financial planning services to individuals, trusts, family partnerships, foundations, and endowments. Prior to his current position at Goodman Financial, Randy was a senior manager with the international accounting firm KPMG, LLP in the firm’s personal financial planning group, where he provided investment, tax, and retirement planning services to corporate executives and other high net worth clients. In addition to his service on the Board of the Planned Giving Council of Houston, Randy serves on the Houston CPA Society’s Personal Financial Planning Committee and the Houston CPA Society’s Annual Charity Golf Tournament Committee benefiting the Make-A-Wish Foundation®. Randy is also a member of the AICPA’s Personal Financial Planning Section and the Texas Society of CPAs and is an active member in his church choir and band. In addition to receiving his CPA certificate in 1993, Randy earned the CERTIFIED FINANCIAL PLANNER™ designation and the AICPA’s Personal Financial Specialist designation in 1999. He received a Bachelor of Business Administration degree in accounting from the University of Texas at Austin in 1990 and a Master of Science in Accountancy degree from the University of Houston in 1995.

Riddle, Butts & Akiens, LLP
Board Certified Probate & Estate Planning Attorney

Christine Butts is a 1993 graduate of the University of Texas at Austin where she obtained her BBA in International Business and Finance. In 1996, she graduated from the University of Houston Law School. Christine is Board Certified in Probate and Estate Planning by the Texas Board of Legal Specialization. As a law student, Christine was publishing editor of the Houston Journal of International Law. Christine limits her practice of law to the following areas: probate, estate and gift tax planning, business entities, and charitable organizations. She is the firm's webmaster and manages the firm's estate administration department. Christine and her husband, Donald Butts, have four children and attend Christ the Good Shepherd Catholic Church, where she has served as a faith formation teacher.

Houston Grand Opera
Director of Major Gifts and Planned Giving

Bobby Dean joined the development team at Houston Grand Opera in 2006 as the Director of Major Gifts and Planned Giving. He works with individual donors and prospects to develop giving strategies that include major gifts, planned gifts and gifts that require all aspects and combinations of planning. He is responsible for the Laureate Society, comprised of individuals who reveal they have provided for the future of Houston Grand Opera by specific provisions in their estate plans. For the previous fourteen years, Bobby was responsible for every aspect of fundraising, public relations and communications as the Vice President for Development at Cal Farley’s Boys Ranch in Amarillo, Texas. Prior to his fundraising career, Bobby had a successful ten year career in the information technologies industry in software development, system implementation and sales.

Texas A & M Foundation
Gift Planning Officer

Will Fusselman has been in the estate and charitable planning field for nearly eight years. Upon graduating from Texas A&M University with a degree in Finance, and Texas Tech with a law degree, Will served a year clerkship as a briefing attorney for the 14^th Court of Appeals in Houston. Will then spent five years at two firms in Dallas practicing wills, trusts, estate, and probate law.

In April 2006, Will accepted his current position as Gift Planning Officer for The Texas A&M Foundation in College Station, Texas. In this role, Will works primarily with donors of the Foundation interested in making planned gifts through their estate plans to benefit Texas A&M.

Will is a member of the National Committee on Planned Giving and the State Bar of Texas.

Will is married to Megan, they have seven children – Clare, Joe, Ellie, Sofia, Tom and twins Ben & Bridget.

Houston Grand Opera
Chief Financial Officer

Mr. Garcia, a Certified Financial Planner with almost years ten of investment industry experience, is charged with the development and management of client relationships. In his four years with Paul Comstock Partners he has focused on partnering with nonprofits, families, and individuals nationwide to help them achieve their financial goals on a strategic level. Rauli’s approach to client service takes into account clients’ goals and objectives relative to investing and appropriate planning for institutional cash flow needs. He employs a strategic process that goes beyond investment management to identify the issues critical to the success of the institutions, seeking opportunities to add value above and beyond investment consulting. Rauli is a Certified Financial Planner, holds an MBA from Rice University, a Bachelor of Science degree in Psychology from The University of Houston, and a certification from American Humanics.

The University of Texas Medical School at Houston
Assistant Director of Development

Claire Lindsay is currently an Assistant Director of Development at The University of Texas Medical School at Houston. She works with medical school alumni and friends of the institution to increase their philanthropic giving. Alumni participation has reached a historic high through the work of Claire and her team. Claire has her Bachelor’s degree in Business Administration from Trinity University in San Antonio. She received her law degree from New York Law School. During college she spent a semester in London, England on Boston University’s study abroad program. There, she was an intern at Bell Pottinger Public Relations.   While in law school she worked on Betsy Gotbaum’s successful re-election campaign for New York City’s Office of Public Advocate, the second highest city-wide office. During law school she interned at the AFL-CIO in Washington, DC and assisted with lobbying efforts on the FLSA exemption and minimum wage issues.  

MD Anderson Cancer Center
Director of Development

MD Anderson Cancer Center 
Senior Director of Development

Kevin has been involved in gift planning for 10 years. His experience includes positions of Vice President for Institutional Advancement for Kentucky Christian College, Director of Estate and Asset Services for the American Cancer Society and his current position as Administrative Director of Development for the University of Texas M.D. Anderson Cancer Center. In working with donors, it is Kevin’s goal to ‘enable each person to align their values and finances by using tax efficient, creative strategies that maximize their philanthropic potential and significantly impact the world we live in.’ Kevin also works closely with resource professionals equipping them to better serve their clients with planned giving strategies. Kevin received his undergraduate degree from Kentucky Christian College, a Master of Business Administration from the University of Houston and holds the CERTIFIED FINANCIAL PLANNERTM certification. Kevin is an active member of the Houston Estate and Financial Forum, the Financial Planners Association and the Planned Giving Council of Houston. Kevin has been married to his wife Julie for over 15 years and has three daughters Holly, Whitney, and Tiffany.

Tanglewood Legacy Advisors, LLC
Client Project Coordinator

John Siegel is Client Project Coordinator at Tanglewood Legacy Advisors, LLC, where he facilitates wealth planning techniques and overall financial coordination for clients. Previously, John worked in the probate and estate planning arena, and supervised trust and estate matters for a Harris County Probate Court. John has also worked as a fund raising professional in healthcare. John is a graduate of Macalester College in St. Paul, MN. He successfully completed the Certified Financial Planner™ education program at Rice University, and a full curriculum of paralegal studies.

John serves as Treasurer of the St. Stephens Episcopal School of Houston, and has been appointed to the endowment committee of St. Stephens Episcopal Church. John is an active member of the Financial Planning Association of Houston, serving on its Public Awareness Committee, and a member of the Planned Giving Council of Houston.

John and his wife Gail, enjoy theatre, music and culinary experiences.

The University of Houston
Executive Director of Constituent Development

David Starnes currently serves as the Executive Director of Planned Giving for the University of Houston System. He began his fundraising career at Baylor University in 1987 where he served as Regional Director of Development before going to Texas Tech University as the Director of University Development and coauthored the Horizon Campaign which raised just over $500 Million. Starnes has also served as Executive Director of Breckenridge Village (Baptist Child and Family Services care facility) as well as Tyler Junior College and Panola Junior College providing leadership to develop and rebuild major gift and planned giving fundraising programs. David was a founding member and board member of the Lubbock Area Chapter National Society of Fundraising Executives, board member of the East Texas chapter NSFRE, advisory board member of the Non Profit Development Center of Smith County and served on the Dallas Metro NSFRE Board. He received is Bachelor of Business Administrations from Baylor University. David and his wife Sheri live in Sugar Land and have two sons, Kyle 23 and Jacob 19.

The University of St. Thomas
Director of Planned Giving