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 2010-2011 membership year. For a more detailed profile of each member…click here.

Carol Weeks AckerNancy K. Weeks Associates, LLC
Chris AckerC B Acker Associates Insurance Svcs
Holly Wong AgbayaniBrown Adams LLP, Certified Public Accountants
Carolyn BattainiLPL Financial
Leslie H BeckBeck Investment Management, LLC
Fritz BraunerThe Brauner Company
Richard ChambersInvestor’s Capital Management, LLC
Krista M ConoverBorel Private Bank & Trust Company
Janet L CraigRSM McGladrey INC.
Jennifer CrayInvestor’s Capital Management, LLC
James Patrick CurranCurran & Lewis Investment Mngt
Veronica R DostalAccredited Financial Counselor
Clay ErnstBingham, Osborn & Scarborough
Todd FlesnerStern Mortgage Company
Pam FlournoyLPL Financial
Ellen HaasHannig Law Firm LLP
Joel E JakubsonJakubson Financial Organizers
Mark Edward JamisonBernstein Global Wealth Management
Stephen D JohnsonJohnson Lyman Wealth Advisors
Kathy JohnsonHome Care Assistance
John W. KingAlhouse King Residential Realty
Roger P KokoresA Professional Corporation
Mary Jo LafayeAllied Home Mortgage
Stephen W LewisLewis & Mathews Investment Management
Robert LymanJohnson Marotta
Mitchell P MillerMiller Law Group
Neil J O’KeeffeBernstein Global Wealth Management
Steve PhilpottNelson Roberts Investment Advisors
David SacarelosSeiler LLP
Julie A SchatzInvestor’s Capital Management
Kaye SharbroughSenior Seasons
Patrick J SheridanPatrick J Sheridan, CPA
Ilze I SilisMorgan Stanley
Jeanne K SmithExit Stage Right,LLC
Esther SzaboKK Wealth Advisors, LLC
Steve TenBroeckAlain Pinel Realtors
Craig UffelmanAmeriprise Financial Services
Curt WeilLasecke Weil Wealth Advisory Group, LLC
Richard G ZimmermanDivorce Mediation Group

For a more detailed profile of each member…click here.

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