Advisor Advocacy Alliance

making life better for children

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Who we are

Members of the Advisor Advocacy Alliance represent some of the most mission-centric community advisors from banking, wealth management, financial and tax advising, law, investment, and other client-based industries.

What we do

As we embark upon building one of the largest and most transformative pediatric hospitals in the nation, our Alliance members advocate for making life better for children across our region, expand philanthropic-based relationships, and connect clients to philanthropic education to accelerate estate planning and outright donation opportunities with Children’s Medical Center Foundation.

Join the Alliance!

Becoming a member is easy. Alliance membership will grant you the opportunity to:

  • access behind-the-scenes knowledge of our new pediatric campus
  • network with like-minded peers
  • make life better for children

To join a community of passionate and ambitious advisors like you, simply fill out the form below.

Sign up today

Advisory Advocacy Alliance Photos

Founding Members

  • Cathleen Crews

    CEO and Founder 
    Orchid Advisory, LLC 

    Cathleen Crews remembers how scary it was to receive word her young niece needed brain surgery. But thanks to the world-class care her niece received during and after an eight-hour surgery at Children’s Medical Center Dallas two years ago, the 6-year-old is thriving. Cathleen said she never thought a diagnosis like that would occur in her family, so she’s grateful to have access to strong health care resources in the area.  

    “I’m excited about the new pediatric campus in Dallas. It’s going to be state-of-the-art and will be able to serve more people,” Cathleen said. “To be able to see more patients and attract good medical talent to the area, you need a state-of-the-art hospital.”  

    Spreading awareness about the mission of Children’s Health to her clients and to the Dallas community is what Cathleen hopes to accomplish as a Founding member of the Alliance.  

  • Amanda Hill, CFP, AMPA

    Financial Advisor 
    Ameriprise Financial Services, LLC 

    Amanda Hill has dedicated her career to helping individuals and institutions make financial decisions that are aligned with their values in the for-profit and not-for-profit sectors. As a founding member of the Alliance, Amanda’s goal is to help provide insights and resources through her experience in both arenas. 

    With a heart for philanthropy, Amanda, and her husband, Bobby, both Dallas natives, are rooted in the community through family ties and shared history. She feels driven to making life better for children who are growing up in the hometown community that shaped her.  

    Impressed by the partnership between Children’s Health and UT Southwestern, Amanda said she looks forward to the innovative and transformative work they will accomplish together on the future pediatric campus. 

    “For decades, Children’s Health and UT Southwestern have partnered to put the mission first, to put the kids first, to put the families first and to make an even bigger impact together. I love that,” Amanda said. 

  • Phil Lindquist

    Partner 
    Lindquist Eisenberg LLP 
     
    Phil Lindquist knows from personal experience what it’s like to have a child in sudden need of medical care. When his son, Daniel, was 12 years old, he was diagnosed with diabetes and had to be rushed to the emergency department because his blood sugar was dangerously high. Daniel, who went on to graduate high school at age 16 and eventually earned a Ph.D., was cared for at Children’s Medical Center Dallas until he reached adulthood. Phil credits the great treatment by medical staff and helpful instruction to the entire Lindquist family on diabetes management for saving his son’s life and enabling him to successfully manage his diabetes from then on. The experience also inspired Daniel’s younger sister to become a NICU nurse. 
     
    Phil recognizes the need for excellent medical facilities for children in our community and believes it will require individuals working together to combine their resources to build the new pediatric campus.  

    “My family benefitted from the support others gave to build the current Dallas campus where my family received life-changing care, so I understand the importance of it and the need to grow,” Phil said.  

    As a founding member of the Alliance, Phil hopes to serve as an advocate to help support Children’s Health in whatever way possible.  

  • Celeste Moya

    Partner 
    Robin Glen 

    Celeste Moya believes every child deserves access to the best health care possible, and that passion is what drew her to serve as a founding member of the Advisor Alliance. She said she’s excited to be part of an organization dedicated to improving the health and well-being of our youngest and most vulnerable community members. 

    Celeste looks forward to the future of Children’s Health as it expands in Dallas. She believes the innovative design and comprehensive services will set a new standard for pediatric health care, and she is thrilled to be part of the transformative project. Yet, she knows it can’t happen without the support of the community. 

    “Community support is essential to make this vision a reality, and together, we can ensure that every child has access to the highest quality care, close to home,” Celeste said. 

  • Debra Tagg, CFP

    President 
    BFS Advisory Group, LLC 
     
    Debra Brennan Tagg joins the Founding Members group of the Advisor Alliance with 25 years of volunteer experience at Children’s Medical Center Dallas. She currently serves on the Children’s Health Services of Texas Board of Directors.  

    Debra credits her parents, also Children’s Health donors, for modeling an example of philanthropy.  She said supporting Children’s Health always made them feel happy, humbled and honored when they made a gift or attended an event. Now, she feels the same way.  

    She anticipates the region’s demand for top-tier pediatric care will continue to grow in the coming years and now is the time to expand our infrastructure. She said the new campus will offer enormous resources, such as medical staff, sophisticated facilities and groundbreaking research, to the families not just in Texas, but in the surrounding states.    

    “North Texas has tremendous current and expected growth, which means higher demands from more families moving to the area,” Debra said. “We have to recognize and prepare for this now, so we are always ready to meet their needs, even when the current campus no longer has the capacity to do so.”   

  • Kim Young

    Vice President, Senior Estate Administrator, Estate Settlement Services  
    Northern Trust 
     
    For more than 42 years, Kim Young has worked first as an attorney, focusing on probate, trusts and estates, and most recently as both a trust officer and an estate administrator. He has seen a lot of different scenarios and worked with people from different backgrounds, so he brings a wealth of experience to the Alliance. Kim also is connected to UT Southwestern’s advisor group, bringing additional knowledge and perspective.  

    “I want to be a resource for the foundation and for donors, and do whatever I can to advance the mission,” Kim said. 

    He believes North Texas is at the forefront of advances in medicine and treatment, and medical research is good for the community.  

    “Medical science is rapidly advancing. The new pediatric campus will be technologically up-to-date and be able to offer expanded treatment options. It’s a wonderful thing,” he said. 

    If you’re interested in joining the Alliance, visit childrens.com/alliance to learn more.