Sustaining Members

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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.