Joe Morrin retired from First Command Financial Services in Fort Worth, TX, in 2015 after 29 years with the company. As Senior Vice President, Financial Planning, Joe was responsible for the underlying financial planning philosophy of the company. His expertise throughout his career included financial planning support to the firm’s advisors and clients, taxes, the life insurance products and investment products business lines, property and casualty insurance, and centralized supervision for the firm. He held numerous industry licenses, and is a CERTIFIED FINANCIAL PLANNER™ professional.
Prior to joining First Command, Joe spent several years as a cavalry officer in the United States Army, attaining the rank of captain.
Joe is a graduate of the University of Toledo with a Bachelor of Business Administration degree in Management. He lives in Hudson Oaks, TX, with his wife, Dana. They have three sons: Joe, Jonathon and Colby. Joe also serves on the Board of Directors of Project Sanctuary, a nonprofit providing therapeutic retreats for military families in Granby, CO.
Jack is President of Red Oak Realty and has more than 27 years of operational experience in all facets of commercial real estate brokerage, management, investment, lease negotiations, broker and tenant relations, strategic planning and development. Prior to being promoted to President in March 2011, he had served as the company's Director of Leasing and Operations since joining ROR in June 2010.
In addition to serving on the Child Study Center Board of Directors and the CSC Land, Building, Equipment and Technology Committee, Jack serves on the Board of Directors and executive committee of Downtown Fort Worth, Inc., the Fort Worth Chamber Economic Development Committee, Board of Directors of the Fort Worth Chapter of the Building Owners and Managers Association (BOMA), the Real Estate Council of Greater Fort Worth, and is a former board member of the Fort Worth Chamber of Commerce. He also served as Chair of PID 1 from 2013 to 2014. Mr. Clark is a graduate of West Texas State University with a BBA in Finance. He resides in Southlake with his wife Kristi and his daughter Kaitlyn.
Heath Coffman has significant experience representing a wide range of clients from individuals and small businesses to large publicly-traded companies in a variety of business and commercial cases and arbitrations. His practice includes representing attorneys and accountants in professional liability cases. He frequently handles complex commercial litigation involving intellectual property, trade secrets, fraud, breach of contract, and oil and gas cases in both federal and state district and appellate courts, including the U.S. Court of Appeals for the Fifth Circuit. Mr. Coffman also assists clients in protecting intellectual property rights before the United States Patent and Trademark Office, Trademark Trial and Appeal Board, and the United States Copyright Office.
Mr. Coffman was a member of the Texas Uniform Trade Secrets Act Working Group of the State Bar of Texas Intellectual Property and Business Law Sections. He was instrumental in researching and drafting the proposed legislation and preparing the bill analysis in support of the adoption of the Texas Uniform Trade Secrets Act.
Mr. Coffman was chosen by his peers for inclusion in the List of Top Attorneys from 2011-2013 for Intellectual Property in Fort Worth, Texas Magazine.
Aaron L. Cook is the Chief Information Officer for Bass Companies, which provides IT services for the various Operating Companies owned by the Bass Family. He has worked for the Bass Family since 1985. In this capacity, Mr. Cook oversees application programming, infrastructure (desktop support, file services, networking and telephone systems), and disaster recovery. Mr. Cook has a BS in Computer Science from Missouri University of Science & Technology and an MBA from the McNeely School of Business at Texas Christian University. He and his wife, Brenda, have lived in Fort Worth since 1981. They have three children and one grandson.
Paul Coulter has served as the Treasurer of Mercury Exploration Company in Fort Worth, Texas, since 2004. He has also served as a director of projekt202 LLC, an experience-driven application development firm in Dallas, Texas, since 2009. His other professional experience includes time as an auditor, for both international and local accounting firms, and various financial management positions, for small family businesses and a Fortune 500 company.
Mr. Coulter is a certified public accountant and is a member of both the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants. He graduated with a bachelor of business administration degree in accounting in 1991 from Baylor University.
He has served on the Board of Directors of the Child Study Center since 2011 and his son began receiving services at the Child Study Center in 2004. Mr. Coulter, his wife Christen and son Joel have been active members of Christ Fellowship in Fort Worth since 2002, where they have served in a variety of ministry roles.
Lindy Crawford, Ph.D., is a professor of Special Education and the Ann Jones Endowed Chair in Special Education at Texas Christian University (TCU) in Fort Worth, TX. Dr. Crawford also is the Director of the Alice Neeley Special Education Research and Service Institute (ANSERS Institute) at TCU. She graduated from the University of Oregon in 2000 with a Ph.D. in Special Education.
Dr. Crawford conducts research on instructional interventions and assessment methodologies engaged in by students with high-incidence disabilities. She has received approximately four million dollars in research funding through private and state-level organizations as well as the U.S. Department of Education’s Office of Special Education Programs, the Office of Innovation and Improvement, and the Institute of Education Sciences. Some of Crawford’s publications appear in The Journal of Special Education, Exceptional Children, Remedial and Special Education, and the Journal of Learning Disabilities.
Judge Cureton was appointed to become the United States Magistrate Judge for the Northern District of Texas, Fort Worth Division in May 2010. He grew up in Euless, Texas prior to attending Baylor University in Waco, Texas where he received a BA in Psychology in 1990 followed by his law degree from Baylor Law School in 1993. He practiced law from 1993 to 2010 in the Fort Worth community and is involved with several legal and community organizations. He has been married to Leticia Martinez since 1994 and they have twin children, Evan and Analisa.
Christopher Hammack is the President and CEO of Trinity River Energy, having previously served as the President and CEO of Legend Production Holdings since 2013. Prior to joining Legend, Mr. Hammack was a founding partner of Titan Operating serving as Vice President of Operations before Titan’s merger with Atlas Resource Partners. At Atlas, Mr. Hammack served as the Regional Vice President of Operations of the Western Division.
Mr. Hammack was one of the original founders of Stroud Energy which merged with Range Resources in 2006. At Stroud Energy he served as Vice President of Operations and was in charge of all the company’s operation activities. He was responsible for the drilling and operations of over 300 wells, most of which were located in the Barnett Shale. Other past assignments included working as an operations engineer in Eastern Austin Chalk, South Louisiana and East Texas. Mr. Hammack received his BS in Petroleum Engineering from Texas A&M University.
Dr. Hartman is a Professor of Biology and Dean of the College of Science and Engineering at TCU. He received his Bachelor's Degree from Iowa State University in 1975 and his Ph.D. from the University of Missouri in 1979. He is married with two children and three grandchildren. Dr. Hartman serves as the chair of the Program/Performance Improvement Committee at Child Study Center.
Mr. Helf is a CPA for Rylander, Clay & Opitz. He earned his Bachelor’s in Business Administration (BBA) in Healthcare Management from Harding University & an M.S. in Accounting from the University of Texas at Arlington. Mr. Helf resides in Keller with his wife Cindy and their three young children.
Dr. Kelfer is the director of neurology at Cook Children's. He attended Trinity College in Hartford, CT, Dartmouth Medical School and Tufts University School of Medicine. He completed his residency and fellowship at New England Medical Center, Boston, MA. Dr. Kelfer is board certified in Pediatrics and Neurology with special qualifications in Child Neurology
In addition to serving on the CSC Board of Directors and the CSC Medical Advisory Committee, Dr. Kelfer serves as president of the medical staff, chairman of the Cook Children's Physician Network Board, and vice chair of the Cook Children's Healthcare System Board. He has also served on various other Cook’s boards and committees.
Robin Kuntz has spent the past 33 years working with students with special needs and their families. She is currently the Transition Specialist and a Registered Professional Educational Diagnostician for the Hurst-Euless-Bedford Independent School district. Prior to coming to HEB ISD, she worked in Grapevine-Colleyville ISD and Carroll ISD. In Carroll ISD she was responsible for developing a “Best Practice” transition program for secondary students and young adults who receive special education services. This is her third year working in HEB ISD and is enjoying being able to help develop the same type of quality programming for the students there. Robin is now a certified Employment Service Provider and will start her own business helping people with disabilities gain and maintain employment.
Michael Moore is Vice President for Gus Bates Insurance & Investments overseeing the commercial and personal lines insurance divisions. Before starting his career in the insurance industry, Michael had a diverse business background including positions in real estate, recruiting, politics and communications. Prior to joining Gus Bates, he spent four years with a large Property & Casualty agency in Fort Worth.
Michael offers clients insurance and risk management services, crafting meaningful coverage and service plans to help protect clients’ businesses in the event of a loss. He specializes in energy, real estate, manufacturing and distribution, non-profits, contractors, and his team is equipped to handle the needs of any of Gus Bates clients.
Michael is married to Shannon Brooke Cobb of Abilene, and they live in Fort Worth. Michael and Shannon have two girls, Berkeley and Layla. He enjoys spending time with his family and watching how unbelievably fast his girls grow up and change every day. Michael earned his Bachelor of Arts degree in Communication Studies from the University of Texas at Austin, with a focus in Business and Spanish, and attended the Universidad de Granada in Spain.
Mr. Schafer is an experienced litigator for Shannon, Gracey, Ratliff & Miller. He has represented companies of all sizes in a variety of commercial disputes in both state and federal court, as well as arbitration proceedings.
He received his Bachelor’s Degree from the University of Oklahoma, Master’s Degree from Trinity University and Juris Doctorate from Oklahoma City University School of Law, where he was a Hatton Sumner’s merit scholar and graduated summa cum laude. Mr. Schafer was selected by the Fort Worth Business Press as a 2014, 40 Under 40 honoree. In addition to serving on the CSC Board, Mr. Schafer has served on the Camp Fire First Texas Board of Directors.
David currently works as an attorney at Cantey Hanger, L.L.P., one of the oldest law firms in Texas. His practice area focuses on health law and commercial litigation. David’s undergraduate degree comes from Louisiana State University and his juris doctorate comes from Texas Wesleyan School of Law (now know as Texas A&M School of Law). Prior to becoming an attorney, David taught elementary school and coached middle school basketball for Fort Worth ISD. When David is not working, he enjoys spending time with his wife and two children, working around the house, and playing basketball.
Mr. Wilson is a founding Principal of Quorum Architects, Inc. in Fort Worth, working on commercial projects throughout the United States. He grew up in East Lansing, Michigan and received his Architectural degree from The University of Michigan and moved to Texas in 1982. He and his wife Barbie have been married for over 30 years and have two sons, Breck and Pierce. In addition to serving on the CSC Board of Directors and Executive Board, he also chairs the CSC Land, Building Equipment and Technology Committee.
John has been practicing public accounting as an auditor since January 1996; twenty years goes by fast. His primary industry focus is energy, manufacturing and not-for-profits including private foundations. John is the Energy Industry leader for the firm and Fort Worth market leader for his audit department. John has been married to Donna for 20 years and we live in Southwest Fort Worth with their two children Isabella and Andrew, who attend Fort Worth Country Day School.
Steve Phillips joined Wells Fargo in 2014 and is currently a Wealth Advisor with Wells Fargo Wealth Management in Fort Worth, Texas.
Steve focuses on providing solutions that encompass every aspect of your financial life, target your unique situation, and emphasize your specific goals and objectives. His clients can expect a high level of service, deep expertise and the resources of a world class wealth management firm Prior to joining Wells Fargo, for 12 years Steve managed high net worth client relationships for Robert W. Baird & Co and JP Morgan Private Bank in Fort Worth, and 10 years oil & gas banking to privately-held and independent businesses with ING and Christiania banks in New York City.
James Haddaway is an experienced investor and operator of alternative investment funds. James joined Satori Capital in 2011 as Chief Investment Officer of Satori Alpha, the firm’s alternative investment platform. In this leadership role, James is responsible for sourcing, evaluating, and monitoring investment opportunities on behalf of Satori’s principals and a select group of family offices, high net worth individuals, and institutions. Prior to joining Satori, James spent five years as a partner at Corriente Advisors, an SEC registered investment advisor that advised several special situation hedge funds and Corriente Master Fund, a global macro hedge fund. While at Corriente, James held numerous leadership roles, including Chief Financial Officer, Chief Operating Officer, and Chief Compliance Officer. After successfully serving in each of these positions, James hired, trained, and managed his successors. During James’ last three years at Corriente, he served as President of the firm. James received a BA from the University of Texas at Austin in 1994. He lives in Fort Worth, Texas with his wife, Shannon, and their three children.