The Phelps Health Foundation Planned Giving Advisory Council brings together local professionals in accounting, financial advising, insurance and law to support the Foundation’s planned giving initiatives and promote awareness of legacy giving opportunities.
Council members serve as trusted community ambassadors and provide professional perspectives to help the Foundation develop educational resources, strengthen planned giving materials and share information about ways individuals can make a lasting impact through philanthropy.
Through collaboration and community education, the council helps individuals better understand the opportunities available to support the future of healthcare in our region. Their collective expertise helps the Foundation encourage thoughtful conversations about legacy giving and build a lasting culture of generosity that benefits future generations.
Interested In Learning More?
We invite you to reach out to any of the Planned Giving Advisory Council members listed above or contact the Phelps Health Foundation directly to explore planned giving opportunities and discover how you can make a lasting impact on the future of healthcare in our community.
Contact The Foundation
Email: foundation@phelpshealth.org
Phone: (573) 458-7685
Our Council
Brad Neckermann | Managing Attorney
Brad Neckermann is a lifelong Missouri resident who graduated from Saint Louis University School of Law in 2009. With two decades of experience as a defense attorney, prosecutor and judge, he brings a well-rounded understanding of the justice system to the Phelps Health Foundation Planned Giving Advisory Board.
Contact Information:
Phone: (573) 426-4000
Email: brad@neckermannlaw.com
Website: https://neckermannlaw.com/
David Osborne | Attorney
David Osborne practices in the areas of probate, estate planning, insurance defense, business and property law. During school, he served as a law clerk in the U.S. District Court for the Eastern District of Missouri for U.S. District Judge Audrey J. Fleissig.
Contact Information:
Website: https://lawmidmo.com/
Felecia G. Dixson, EA, CTRC, ATA | Tax Resolution Professional
Felecia G. Dixson, EA, CTRC, ATA, owns Dixson Tax Resolution Services LLC and is a tax professional with more than four decades of experience. An enrolled agent federally licensed to represent taxpayers before the IRS, she specializes in IRS and state tax resolution, taxpayer representation, and tax controversy.
Dixson is also an author, professional speaker and educator. Her book, Stand Strong Against the IRS: A Taxpayer’s Guide, reflects her commitment to helping taxpayers better understand complex IRS matters and their options.
She brings her extensive tax knowledge and professional experience to her service on the Phelps Health Foundation Planned Giving Advisory Board.
Contact Information:
Phone: (573) 426-4824
Website: www.dixsontaxrep.com
Jessica H Barron, CFP®, ChFC® | Financial Advisor
Jessica Barron is a Rolla native who has been in the financial services industry for over 10 years. She has a Bachelor of Science in business administration from Columbia College and is proud to have attained the CERTIFIED FINANCIAL PLANNER® certification* and Chartered Financial Consultant® designation.
Barron has a passion for helping those who feel fearful of investments or money matters to become empowered to understand how it all works in non-technical terms. She strives to make clients feel heard and understood, with a sincere interest in their stories and dreams for the future.
Contact Information:
Phone: (573) 202-6278
Website: https://www.edwardjones.com/us-en/financial-advisor/jessica-barron
Jon Lovegreen | Insurance Agent
Jon Lovegreen has been a State Farm agent in Phelps County since 2015. He is passionate about helping individuals and families protect what matters most and build a lasting legacy. He believes legacy planning isn’t just about what we leave behind but the impact we make on the people and communities we care about.
Through life insurance and financial planning, Lovegreen helps individuals explore ways to provide for loved ones, support meaningful causes like the Phelps Health Foundation through planned giving and make a positive impact for future generations. Whether starting a career, raising a family or preparing for retirement, he believes it’s never too early to plan for the future.
Contact Information:
Phone: (573) 265-8233
Website: https://www.statefarm.com/agent/us/mo/saint-james/jon-lovegreen-6c16964n1ak
Mark Riefer, CKA® | Senior Vice President, Financial Advisor
Mark Riefer specializes in investment management, financial and estate planning, and qualified retirement plans with Wealth Enhancement. A Certified Kingdom Advisor™, he has served as a panelist for the Kingdom Advisors National Conference and the Christian Investment Forum and hosted Monthly Market Commentary on Wealth Enhancement’s YouTube channel.
Riefer is active in the community, having served on the boards of the Rolla Kiwanis Club, Phelps Health Foundation, Rolla Area Chamber of Commerce and Rolla Bible Church. He has also volunteered with local theater productions, Boy Scouts of America and youth sports programs.
Contact Information:
Email: mriefer@wealthenhancement.com
Website: https://www.wealthenhancement.com/advisor/mark-riefer
Tony Froehlich | Insurance Agent
Tony Froehlich is an
American Family Insurance agent, serving the Rolla community since 2005.
Contact Information:
Phone: (573) 364-2000
Website: https://www.amfam.com/agents/missouri/rolla/anthony-froehlich