A Sustaining Member is an individual or firm that demonstrates their commitment to the work of the Financial Planning Forum. Sustaining Members help to underwrite operating expenses for special events, speaker honorariums, and additional activities not covered fully by membership dues. A Sustaining Member may include a brief description of their company or services that will appear in the membership directory.
The following members are Sustaining Members for the 2010-2011 membership year. For a more detailed profile of each member…click here.
| Carol Weeks Acker | Nancy K. Weeks Associates, LLC |
| Chris Acker | C B Acker Associates Insurance Svcs |
| Holly Wong Agbayani | Brown Adams LLP, Certified Public Accountants |
| Carolyn Battaini | LPL Financial |
| Leslie H Beck | Beck Investment Management, LLC |
| Fritz Brauner | The Brauner Company |
| Richard Chambers | Investor’s Capital Management, LLC |
| Krista M Conover | Borel Private Bank & Trust Company |
| Janet L Craig | RSM McGladrey INC. |
| Jennifer Cray | Investor’s Capital Management, LLC |
| James Patrick Curran | Curran & Lewis Investment Mngt |
| Veronica R Dostal | Accredited Financial Counselor |
| Clay Ernst | Bingham, Osborn & Scarborough |
| Todd Flesner | Stern Mortgage Company |
| Pam Flournoy | LPL Financial |
| Ellen Haas | Hannig Law Firm LLP |
| Joel E Jakubson | Jakubson Financial Organizers |
| Mark Edward Jamison | Bernstein Global Wealth Management |
| Stephen D Johnson | Johnson Lyman Wealth Advisors |
| Kathy Johnson | Home Care Assistance |
| John W. King | Alhouse King Residential Realty |
| Roger P Kokores | A Professional Corporation |
| Mary Jo Lafaye | Allied Home Mortgage |
| Stephen W Lewis | Lewis & Mathews Investment Management |
| Robert Lyman | Johnson Marotta |
| Mitchell P Miller | Miller Law Group |
| Neil J O’Keeffe | Bernstein Global Wealth Management |
| Steve Philpott | Nelson Roberts Investment Advisors |
| David Sacarelos | Seiler LLP |
| Julie A Schatz | Investor’s Capital Management |
| Kaye Sharbrough | Senior Seasons |
| Patrick J Sheridan | Patrick J Sheridan, CPA |
| Ilze I Silis | Morgan Stanley |
| Jeanne K Smith | Exit Stage Right,LLC |
| Esther Szabo | KK Wealth Advisors, LLC |
| Steve TenBroeck | Alain Pinel Realtors |
| Craig Uffelman | Ameriprise Financial Services |
| Curt Weil | Lasecke Weil Wealth Advisory Group, LLC |
| Richard G Zimmerman | Divorce Mediation Group |
For a more detailed profile of each member…click here.