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|