Authors

A. Lawrence Crimmins, Jr
A. Lawrence Crimmins, Jr
Financial Strategist, CPA/PFS
Brad Foster
Brad Foster
Financial Strategist, CFA®
Brian Lipton
Brian Lipton
Regional Managing Director, CFP®, CPA, PFS
Brian T. Gongaware
Brian T. Gongaware
Director of Advisory Services, Chief Compliance Officer, CFP®
Chelsea LaRoche
Chelsea LaRoche
Client Coordinator, RP®
Dave Walker
Dave Walker
Financial Strategist, AIF®
David H. McKinley
David H. McKinley
President and Managing Director, CFP®
David P. Nolan
David P. Nolan
Financial Strategist
Deanna Tomasetti
Deanna Tomasetti
Client Coordinator, CFP®
Deborah A. Moses
Deborah A. Moses
Financial Strategist/Investment Services Council (ISC) Communications Chair
Erica Crouse
Erica Crouse
Administrative Coordinator
Jackie Lawson
Jackie Lawson
Financial Strategist
Jay Williams
Jay Williams
Associate Financial Strategist, AIF®
John T. Slicer
John T. Slicer
Associate Financial Strategist, CRPS®
Kara L. Rogers
Kara L. Rogers
Financial Strategist
Kathleen A. McDermott
Kathleen A. McDermott
Director of Nonprofit Advisory Services
Kathy White
Kathy White
Associate Financial Strategist, RP®, CRPC®
MCWS
MCWS
Nicole Gabriel
Nicole Gabriel
Client Coordinator, RP®
Rod Diaz
Rod Diaz
Retirement Plan Specialist, CRPS®, AIFA®
Teresa Shawver
Teresa Shawver
Manager of Advisory Service Standards , RP®
Teresa (Dolan) Michaels
Teresa (Dolan) Michaels
Associate Financial Strategist
Will W. Carter
Will W. Carter
Senior Advisor, JD
William R. Shipley
William R. Shipley
Regional Director