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yment of debts and obligations to the estate prior to joining highground in 2024 aubrey worked as an estate planning and probate paralegal at a boutique firm in dallas she also worked as a cross cultural missionary in latin america and as an educator in a private school setting aubrey holds a ba in intercultural studies from moody bible institute and a paralegal certificate from collin college aubrey is a member of the national and dallas chapters of the national association of charitable gift planners tommy choi associate general counsel tommy joined highground in 2022 as associate general counsel his primary responsibilities include providing counsel to development staff members and prospective donors on matters of charitable giving as well as providing legal support for all areas of highground s work prior to highground tommy was a tax attorney serving exempt organizations in public accounting and law firms he holds a bachelor s degree from the university of texas at austin a jd from south texas college of law houston and an ll m in taxation from smu dedman school of law he is a member of the dallas estate planning council as well as the national and dallas chapters of the national association of charitable gift planners jennifer babisak associate general counsel jennifer joined highground advisors in 2022 as associate general counsel where she provides legal guidance to nonprofit organizations in her capacity she specializes in navigating the complexities of charitable law offering insights into gift requirements and advising on the handling of non cash assets jennifer s role includes monitoring state and federal legislation ensuring that nonprofits stay informed about potential impacts and remain compliant in addition to her work with organizations she also counsels individual donors in matters of charitable tax and estate planning prior to highground jennifer worked as a writer editor and researcher for law firms industry leading corporations and nonprofits including education and child welfare law and policy organizations she holds a bachelor s degree from the university of texas an mba from concordia university nebraska and a jd from loyola university chicago jennifer is a member of the dallas estate planning council the national and dallas chapters of the national association of charitable gift planners and the texas bar college she serves on the board of the dallas council of charitable gift planners randy k dixon senior associate general counsel randy joined highground advisors as associate general counsel in 2001 transitioning from private practice with an emphasis on estate planning and probate his primary responsibility is to counsel institutional representatives and prospective donors on matters of planned giving estate administration and probate randy holds a ba from the university of texas at arlington magna cum laude and a jd from baylor university he is a member of the dallas estate planning council as well as the national and dallas chapters of the national association of charitable gift planners joe hancock senior vice president and chief legal officer joe hancock highground s senior vice president and chief legal officer has more than 29 years of experience as a legal expert and esteemed speaker in areas of nonprofit trust estate and charitable tax law at highground joe counsels nonprofit client partners regarding charitable law gift requirements and issues affecting nonprofit status he serves highground s individual clients by guiding them through charitable gift giving and tax and estate planning he also monitors state and federal legislation that may impact nonprofit organizations and educates clients regarding applicable regulations before rejoining highground in 2002 joe previously worked for highground from 1996 1999 joe worked for the children s medical center of dallas now children s health where he counseled major donors in matters of charitable tax and estate planning prepared gift planning proposals drafted promotional materials and hospital policies and administered estates through probate which benefited the hospital joe holds a bba from baylor university as well as mba and jd degrees from the university of arkansas he is a member of the dallas estate planning council as well as the national and dallas chapters of the national association of charitable gift planners mark carey real estate manager as highground s real estate manager mark advises clients in the acquisition sale and management of agricultural residential and commercial real estate gifts he conducts property inspections and analyses determines fair market value markets properties for sale coordinates property management and works with the highground legal team to prepare all necessary documentation prior to joining highground in 2007 mark spent 17 years at texas scottish rite hospital for children managing and marketing properties the hospital received through gifts and bequests mark holds a bs from east texas state university and a texas real estate broker s license kevin mcqueen cpl director of minerals management kevin joined highground advisors in 2025 bringing almost 20 years of experience in oil and gas he most recently served as director of land at iacx energy llc in his role at highground kevin works with the minerals management team to oversee all aspects of minerals management and advisory services ensuring the protection and maximization of clients mineral assets kevin holds a bm from baylor university and earned his certificate in geographic information systems gis from penn state university he is a certified professional landman cpl and a member of the american association of professional landmen aapl and the dallas association of petroleum landmen dapl will francis cpl senior director of minerals management will joined highground advisors in 2011 and has over 45 years of oil and gas property management experience including 24 years with bank of america and their predecessor institutions in his role will oversees all aspects of minerals management and advisory services ensuring the protection and maximization of clients mineral assets he negotiates prepares and closes lease deals handles sales and divestitures in all active states and manages title revenue and working interest issues will holds a bs from louisiana state university he is a certified professional landman and a member of the american association of petroleum landmen the dallas association of petroleum landmen and the national association of royalty owners michael duncan cfa investment analyst michael joined highground in 2022 as investment analyst his primary responsibilities include calculating investment data and statistics validating and reporting investment performance and developing performance analysis and commentary to support the investment department michael is a chartered financial analyst cfa charterholder and holds a bba in finance from dallas baptist university peter case cfa cipm caia director of fixed income and performance reporting as highground s director of fixed income and performance reporting peter is primarily responsible for public fixed income investment managers and cash investments in addition to overseeing highground s investment performance and client reporting peter also provides general analytical support within the investment department assists in research portfolio construction and risk management activities and collaborates on investment strategy and implementation of charitable and non charitable trust accounts prior to joining highground advisors in 2015 peter was a data analyst and computer aided design and drafting cadd technician with huitt zollars peter holds a bba in international business and an mba in finance from the university of texas at arlington he is a chartered financial analyst cfa charterholder a chartered alternative investment analyst caia and holds a certificate in investment performance measurement cipm he is a member of the cfa society dallas fort worth as well as a member and active volunteer of the cfa institute steve thieme cfa caia director of public markets steve serves as director of public markets at highground advisors and manages all aspects of highground s public equity and hedge fund portfolios with over 15 years of investment management experience his background includes investment manager selection and portfolio construction across multiple asset classes prior to joining highground in 2022 steve served as senior vice president at fund evaluation group where he led hedged and specialty equity research and constructed equity and hedge fund portfolios for nonprofit institutions before that he was investment officer at summer hill capital partners a family office in cincinnati ohio steve holds a bba in finance from morehead state university where he graduated summa cum laude and an mba from the richard t farmer school of business at miami university he is a chartered financial analyst cfa charterholder and a chartered alternative investment analyst caia steve is a member of the cfa institute the caia association and the cfa society dallas fort worth he previously served on the finance committee of the morehead state university foundation and on the board of advisors of the elmer r smith college of business technology at morehead state university he currently serves on the board of trustees at grace academy of dallas philip godfrey director of private markets philip serves as director of private markets at highground advisors and manages all aspects of highground s private investment portfolio with 30 years of investment management experience his background includes portfolio management across multiple equity strategies and two decades of experience in private equity hedge funds and real estate prior to joining highground in 2022 philip served as senior advisor at new state capital partners before that he was partner investment committee member at bay hills capital management where he specialized in providing growth buyout capital and partnering with next generation private equity managers and partner director at pathway capital management where he constructed multi strategy multi manager private equity portfolios for large institutional investors prior to pathway capital philip was vice president of the blackstone group and senior officer of blackstone alternative asset management philip holds a ba in economics from the university of hawaii and an mba in finance from the fuqua school at duke university carol a kilman senior director of investment analysis and due diligence having joined highground in 1991 carol has extensive experience not only in the investment industry but also with the strategy implementation and ongoing oversight of highground advisors investment funds as senior director of investment analysis and due diligence she monitors and evaluates highground s externally managed investment programs and advises as to the appropriateness of investment managers policies objectives and management structures in addition to managing highground s external investment service and custody relationships carol is responsible for maintaining operational due diligence procedures and practices she also collaborates on charitable and non charitable trust account implementation carol holds a bba in finance from baylor university she serves as an advisory board member of the ronald mcdonald house of dallas and is on the investment committee of its endowment foundation she is also a sustaining member of the junior league of dallas carol has previously served as trustee and chair of the endowment foundation of ronald mcdonald house of dallas as a founding board member of north texas food bank s feeding north texas foundation and as the president of altrusa international of downtown dallas inc lacy cagle assistant vice president for marketing communications as the assistant vice president for marketing communications lacy works to shape and execute marketing and communication strategies that significantly enhance brand awareness and showcase highground s client solutions her responsibilities include ensuring consistency across all service lines and elements of the brand while also serving as a catalyst for cultivating a vibrant culture at highground centered around the needs of clients and prospects before joining highground in 2014 lacy served as the director of creative at the dallas symphony orchestra in this capacity she strategically managed the creative team and led successful classical single ticket campaigns surpassing product revenue goals and elevating brand awareness prior to her role at the dallas symphony orchestra lacy held the position of senior communications designer at rtkl associates now operating under arcadis here she played a crucial role in planning designing and executing corporate rebranding initiatives conferences and programs lacy holds a bachelor of science in architecture from texas tech university jordan lovelady vice president for client investment solutions as highground s vice president for client investment solutions jordan works closely with nonprofit organizations as they evaluate highground s investment management options and fund solutions in collaboration with highground s investment team he facilitates effective communication of investment solutions creates and monitors client investment strategies and reports investment results to client partners with a primary objective of providing excellent client service when jordan joined highground in 2021 he brought thirteen years of finance and operations experience both in the for profit and nonprofit sectors he previously served as chief financial officer and chief operating officer of morningside senior living where he oversaw investment and endowment management yearly budgeting financial planning and analysis strategic planning and project management he also worked in financial analysis and planning at buckner retirement services buckner international and raytheon company jordan holds a bba in business management from baylor university kellie morrison cfa senior vice president and investment officer of highground trust company kellie serves as the senior director of client investment solutions and leads all investment activity for highground s client solutions team kellie began her career at highground advisors in 1989 and has served in various key investment positions during her tenure in her current role kellie collaborates closely with highground s investment team to enhance the existing investment platform and develop custom solutions tailored to the needs of our client partners she guides the strategy design implementation and ongoing monitoring and evaluation of client investment portfolios additionally kellie works closely with nonprofit organizations as they evaluate highground s investment management options kellie is also the senior vice president and investment officer of highground tru...