Philanthropic Leadership Awards

Philanthropic Leadership Awards


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(l-r) Judith Shine, Robert Phelps, David Miller, and Phillip Keenan

On November 17, the Denver Foundation honored three key legal and financial advisors: Phil Keenan, Bob Phelps, and Judy Shine.  The three received this year’s Philanthropic Leadership Award for their outstanding work in helping to further The Denver Foundation’s mission.  The event, which was sponsored by Steele Street Bank and Trust, had more than 145 area professional advisors in attendance, including former honorees Don Burkhardt, Sherry Kenney, Mary Moser, Bill Schmidt, and David Thomas.

“Professional advisors are key partners with The Denver Foundation,” states Leslie Karotkin, the Foundation’s Manager of Advisor Programs and Senior Philanthropic Planner.  “We are so fortunate to work with so many advisors who are making an impact in this community because they recognize and value the significance of philanthropy.”

About the Awardees:

Philip V. Keenan
Phil Keenan is a principal in the law firm of Ambler & Keenan, LLC.  Phil is admitted to practice law before the Supreme Court of the State of Colorado, the United States District Court for the District of Colorado, the 10th Circuit of the United States Court of Appeals, and the United States Supreme Court.  His practice focuses on estate planning, taxation of estates and gifts, probate and trust law, and trust administration. He is also licensed as a Certified Public Accountant (CPA) by the State of Colorado, and is a Certified Financial PlannerTM (CFP®).  A member of the American Academy of Estate Planning Attorneys, Phil is a frequent speaker on various estate planning subjects.

Robert F. Phelps, Jr.
Robert Phelps, Managing Director, joined JPMorgan in 1991. He is a member of the Colorado Bar Association and American Bar Association, as well as the Denver and Rocky Mountain Estate Planning Councils, Valley Estate Planners and Central Arizona Estate Planning Council. Bob is a member of the Wealth Advisory Team within the JPMorgan Private Bank and frequently speaks to groups on topics related to tax planning, charitable giving, investments, diversification strategies and estate planning.

Judith A. Shine, CFP®
Judy is the founder and president of Shine Investment Advisory Services, Inc., an 8-member financial planning and investment advisory firm that manages over $350 Million. Judy speaks and writes frequently on all aspects of personal financial planning. She has been quoted in numerous national publications and professional journals, including The Wall Street Journal, Barron’s, The New York Times, Business Week, Forbes, Fortune, Worth, Smart Money, US News & World Report, and The Boston Globe.