Sustaining Members

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 2016-2017 membership year. For a more detailed profile of each member…click here.​

Carol Acker Nancy K. Weeks Associates, LLC
William Adasiewicz Bay Laurel Law Group, LLP
Gary Brainin Brainin Law Office
Michael Clark Michael J. Clark, CPA
Cathy Colgan American Trust
Jan Cummins Jan Cummins Attorney At Law
Terrie Firestone BNY Mellon
John Froman Merrill Lynch
Dirk Gilliard Dan Goldie Financial Services LLC
Chris Livermore Maxwell Money Management
Anna Paiva Boston Private Bank & Trust Co.
Mark Shepherd Crist, Biorn, Shepherd & Roskoph
Dave Stormont Reverse Mortgage Funding, LLC