HS Dent Network Members are listed alphabetically by state within the US, followed by Australia, Canada, and the UK.
Our members are dedicated to understanding our research and methodology by attending our educational seminars, conferences and monthly conference calls. Network Members are committed to making a meaningful difference in their own life planning as well as that of their clients.
The Financial Advisors listed are not affiliated with HS Dent and their “Membership Status” level indicates time and participation as a member in our Network, not their individual experience as a financial planner or advisor.
Membership Status will have the following breakdown:
Associate - less than 2 years
Master Certified - over 2 years
Charter Member - over 5 years
HS Dent does not evaluate or monitor compliance for the listed advisors, so therefore cannot make individual advisor recommendations. This list is being provided to you so you may begin your own research on advisors in your area.
Please Copy and Paste the email addresses or links below into your web browser, as they will not be linked to this page.
UNITED STATES
ARIZONA
Anil Vazirani
14301 N. 87th St Suite 116
Scottsdale, AZ 85260
Membership Status: Master Certified
Phone: 800-957-5604
vazirani1968@aol.com
http://www.theRIPA.com
Charles C. Scott
ACCREDITED INVESTMENT FIDUCIARY®
Pelleton Capital Management, Ltd.
5424 E. Ludlow Drive
Scottsdale, AZ 85254
Membership Status: Associate
Phone: 602-569-6126
charles@pelletoncapital.com
http://www.pelletoncapital.com
With nearly thirty years experience in the financial services industry, Scott brings a varied base of investment philosophies and financial planning ideas when working with clients. He developed and managed an institutional sales department for Washington Mutual and served as the Northwest Regional Manager for MFS, America’s oldest mutual fund company. Scott has also worked as a stockbroker for two Wall Street brokerage firms. Since 1993 he has been an independent advisor successfully serving clients with objective and unbiased advice. Based in Scottsdale, Arizona, Scott serves client throughout Arizona and the Western United States.
David Shepherd, CFP®
6300 E El Dorado Plaza Suite A 200
Tucson, AZ
Membership Status: Associate
Phone: 520-325-1600
david@retirementfinancial.com
http://retirementfinancial.com/davidshepherd.php
David coordinates the financial affairs for a select group of families and business owners in Tucson and the surrounding areas. David is a CERTIFIED FINANCIAL PLANNER™ practitioner and a proud alumnus of the University of Arizona and the Eller College of Management with a degree in Finance. David’s expertise has been regularly sought out by the national financial media during 2009 and 2010. David offered commentary on a wide range of issues facing investors in the current economic environment. His media appearances include CNBC Power Lunch, CNBC Squawk on the Street, FOXBusiness.com LIVE, and the Dow Jones Newswire.
ARKANSAS
Randy Koontz
Wealth Creation, Wealth Distribution Raymond James
3300 Market St. Suite 120
Rogers, AR 72758
Membership Status: Master Certified
Phone: 479-271-9747
randy.koontz@raymondjames.com
CALIFORNIA
Brad Barnes, CFP®
5601 Truxtun Avenue Suite 150
Bakersfield, CA 93309
Membership Status: Charter Member/Master Certified
Phone: 661-328-7602
bradley.barnes@mssb.com
http://www.morganstanley.com/fa/bradleybarnes
Affluent Families, Retirement Pools, Endowments and Foundations, Successful Business Owners and Professionals. Brad has been a leader in the financial services industry for 30 years and has been associated with the HS Dent Advisors Network from the beginning. He has successfully guided his clients through the market's ups and downs using sound investment principles together with an understanding of how various investment opportunities interact with the demographic trends that Harry Dent has, so thoughtfully, identified.
Doug De Groote, CFP®, MBA
Certified Financial Planner 2660
Townsgate Road, Ste. 450
Westlake Village CA
Areas Served: Ventura County, Los Angeles County, Orange County, San Diego County and Santa Barbara County
Membership Status: Charter Member/Master Certified
Phone: 805-230-0111
doug.degroote@unitedcp.com
http://united-wealth-management.unitedcp.com/
We utilize demographic and economic research for long-term investment decisions. We supplement this data utilizing the very best institutional forecasting and research from GMO, La Jolla Economics, Harry S. Dent Jr., and institutional money flow to manage short-term market fluctuations. No matter your allocation or exposure to the equity markets or the bond markets, we can truly focus on what is important to you and whether or not your portfolio in its current allocation will allow you to realize your dreams or provide you with the life style you are accustomed to.
John Grace
200 N. Westlake Blvd, Suite 109
Westlake Village, CA 91362
Membership Status: Charter Member/Master Certified
Phone: 805-495-2077
jgrace@whybepoor.com
http://www.whybepoor.com
Securities and Advisory Services offered through National Planning Corporation (NPC) Member FINRA/SIPC, a Registered Investment Advisor, Investors Advantage, HS Dent and National Planning Corporation are separate and unrelated companies. Securities and Advisory Services offered through National Planning Corporation (NPC) Member FINRA/SIPC, a Registered Investment Advisor, Investors Advantage, HS Dent and National Planning Corporation are separate and unrelated companies.
Douglas Boring
5925 Granite Lake Drive Suite 130
Granite Bay, CA 95746
Membership Status: Associate
Phone: 916-791-5300
douglas.boring@lpl.com
Christian Cordoba
2301 Rosecrans Ave., Suite 3165
El Segundo, CA 90245
Membership Status: Master Certified
Phone: 310-643-7472
chris@401KtoIRA.com
http://www.401ktoira.com
Retirement Planning, 401K and IRA Distribution Planning, Income Planning, Investment Planning, Tax Reduction Planning, Inheritance Planning, California Retirement Advisors is a registered investment advisor company specializing in 401K & IRA Investment, Income and Preservation Strategies.
Bruce Formes
727 N. Harbor Blvd.
Fullerton Ca 92832
Membership Status: Associate
Phone: 714-526-3412
Bruce.Formes@lpl.com
Areas Served: All of the Orange County area
Barbara Meyers
4 Shoreline
Irvine, CA 92614
Membership Status: Charter Member/Master Certified
Phone: 800-211-5828
meyers.b@cox.net
http://www.meyersfinancialgroup.com
Orange County and Corona-Norco area of Riverside County Barbara has been in the personal financial and investment field since 1977 and serving the educational community since 1982. Ms. Meyers, as past president and chairman of the Orange County chapter of the International Association of Financial Planning (now known called the FPA - Financial Planning Association) has served on the board of the Directors of the IAFP and the National Tax-Sheltered Annuity Association (NTSAA), also a Master Elite advisor with Ed Slott's Elite Advisory Group.
Boris Blum
20700 Ventura Blvd. Suite 140
Woodland Hills, CA
Membership Status: Associate
Phone: 818-456-0005
boris@yourwealthadvisor.com
http://www.yourweathadvisor.com
Boris has extensive professional and academic accomplishments in the financial services industry. He has written numerous articles on financial topics and has presented his financial wisdom to many professional groups. He received his Master’s in Financial Services (MSFS) from the American College in Bryn Mawr, PA, as well as specialized training in the areas of financial planning, insurance and investments. He has attained two of the most prestigious and honored financial certifications as a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC). In the Investment arena, Boris has attained a Certificate in Customized Asset Management from the American College and the Certified Funds Specialist (CFS) designation. In the area of Insurance planning, Boris has attained the Chartered Life Underwriter (CLU) and Accredited Estate Planner (AEP) designation. Boris is also a Chartered Leadership Fellow (CLF) designate from the American College.
Mark Ventresco
2321 Rosecrans Ave. Suite 3285
El Segundo, CA 90245
Membership Status: Associate
Phone: 818-933-5520
mventresco@crowellweedon.com
http://www.crowellweedon.com
Keith Springer
1383 Garden Hwy, Suite 200
Sacramento, CA 95833
Membership Status: Charter Master Certified
Phone: 916-925-8900
keith@keithspringer.com
http://www.keithspringer.com
Sacramento, CA and surrounding areas. I am the author of Facing Goliath: How to Triumph in the Dangerous Market Ahead, radio host of Smart Money with Keith Springer on Talk 650 KSTE, editor of the Smart Money Newsletter, a market technician, a financial writer, multinational philanthropist, and President and founder of Springer Financial Advisors in Sacramento CA, an SEC Registered Investment Advisory Firm. I have developed a US Trademarked proprietary process known as Top-Down Tactical™ for building tax-efficient and retirement portfolios for high net worth individuals. I have been providing professional financial advice for more than 27 years, specializing in wealth management solutions for the most complex individual and institutional portfolios worldwide. In conjunction with my career as an advisor, I have dedicated myself to serving the community. It brings me great pleasure to help the dreams of others come true. Thus, in 1999 I organized the Springer Turkey Challenge to raise money to feed hungry families during the holidays. Each holiday season, through the generosity of my clients, we collectively give away over a thousand turkeys and other complementary items to those in need who would otherwise go without. Over the years, we have fed thousands of families, and I look forward to doing more in the years to come. I am also a member of the Society for Financial Awareness (SOFA), where I donate my time for free seminars and workshops for companies, civic organizations, church groups, etc. Our goal is to help raise financial awareness and assist people in taking charge of their financial future.
Joe Marangola
24025 Park Sorrento
Calabasas, CA
Membership Status: Charter Member/Master Certified
Phone: 818-225-9399
joe@marangola.com
John Levy
2161 Ygnacio Valley Road #210
Walnut Creek, CA 94598
Membership Status: Master Certified
Phone: 925-297-6400
jlevy@parakletefinancial.com
http://www.parakletefinancial.com
Paraklete Financial is unique in that it offers only financial planning. We act solely as the client advocate and take the client through the process of preparing a comprehensive financial plan; then assist them in the full implementation of that plan including the selection of appropriate advisors for each of their various needs (investing, legal, tax preparation, insurance, etc:). John is a Certified Public Accountant (CPA), a CPA Personal Financial Specialist (PFS) and a Certified Financial Planner® (CFP®). He holds a masters in economics and has worked with clients and their economics for over 30 years. John is very active in professional organizations and teaches these skills to other professionals.
Clark Moffat
Small business, Dental/Medical
380 S. Melrose Dr. Suite 201
Vista, CA 92081
Membership Status: Charter Member/ Master Certified
Phone: 7607310490
cmoffat@moffatfinancialgroup.com
We utilize demographic and economic research for long-term investment decisions. We supplement this data utilizing institutional forecasting and research. No matter your allocation or exposure to the equity or bond markets, we can help you focus on what is important to you and whether or not your portfolio in its current allocation will give you the best probability for you to realize your dreams thus providing you with the life style you are accustomed to.
Richard Nakawatase
17890 Castleton St. Suite 100
City of Industry, CA 91748
Membership Status: Charter Member/Master Certified
Phone: 626-965-9400
nkwts@yahoo.com
Douglas Robinson
3997 Washington Street
San Francisco, CA 94118
Membership Status: Charter Member/ Master Certified
Phone: 415-771-9421
doug@robinsoncapital.com
http://www.robinsoncapital.com
San Francisco, Sacramento, Los Angeles An SEC registered investment advisory firm specializing in asset allocation strategies for institutions, trusts and high-network individuals. Principal experience: 26 years. Assets under management: $135 million.
COLORADO
Deborah Gamber
Retirement Financial Planning 4950 S. Yosemite Street, F-2, #327
Greenwood Village, CO
Membership Status: Master Certified
Phone: 303-228-7230
deborah@thinkretirement.net
http://www.thinkretirement.net
Greenwood Village and Denver metro Sequoia Financial is an independent comprehensive financial planning firm which encompasses retirement distribution planning, wealth management portfolios, tax distribution, and estate planning.
Jim Lunney
7761 Shaffer Parkway Suite 210
Littleton, CO 80127
Areas Served : Jim Lunney may discuss and/or transact securities with residents of the following states: AK, AZ, CA, CO, CT, DC, HI, IL, KS, MI, MO, MT, NE, NH, NM, NY, OK, OR, SC, TX, VA, WA
Membership Status: Board Member, Master Certified
Phone: 800-800-6364
JLunney@wealthstratgroup.com
http://www.wealthstratgroup.com/
In addition to independent, unbiased, no strings attached financial advice each client should expect to receive direction, capability and confidence from our custom designed thinking process. Our process incorporates tools, techniques and systems, which make up The Wealth Planning Strategy™ created by Jim Lunney. This unique process goes beyond traditional financial planning as it continually monitors progress toward the client's future based goals. This approach helps to avoid emotional based decisions and instead encourages focus on the goals based progress that were outlined together. What makes us unique is that we take the time to look at how the asset pieces of the puzzle flow based on inevitable life changing events. We examine each client’s life events such as costs associated with purchasing a larger home, college education for the children, second or third home purchases, retirement, etc. and map them out many years in the future. We then overlay our economic and investment outlook for the same time frame over the client's life. This enables the client to see what their life needs will be and when. This approach estimates what the economy and the investment markets could be doing over this same time period. To make these estimates of future economic trends we look at demographic data and probabilistic reoccurrence of prior historical cycles, which is combined with a review of the fundamentals of investment alternatives and technical analysis before an asset allocation is recommended to the client. Before investments are implemented this detail is reviewed for suitability with the client's constraints for time, risk and volatility. The unique process used at The Wealth Strategies group was created as an alternative to the buy and hold cookie cutter approach used in pie chart allocation models. Our Seven Step process has a clear history of organizing our clients' financial life into a structure that provides direction, capability and confidence for each family member.
Ann Vanderslice
143 Union Blvd. Suite 900
Lakewood, CO 80228
Membership Status: Master Certified
Phone: 303-922-4304
ann@annvanderslice.com
CONNECTICUT
Mark Fezza
525 Brook Street
Rocky Hill, CT 06067
Membership Status: Charter Member/ Master Certified
Phone: 860-257-8688
mark@brookwealth.com
http://www.brookwealth.com
Wealth Building, Estate Planning, Tax Planning, Retirement Planning
Marilyn S. Steinmetz, CFP
Financial Planning Advice
30 Tower Lane
Avon, CT 06001
Membership Status: Master Certified
Phone: 860-674-2466
marilyn.steinmetz@lpl.com
Connecticut and all other states Recognized by Connecticut Magazine as one of the top financial advisors in the state, Marilyn received her MBA in finance in 1983 and her CFP (Certified Financial Planning Licensee) in 1985. Over the past 25 years she has built a successful practice. In searching out the best economic advisory services she joined the HS Dent Advisor Network to give her a better understanding of market cycles in order to help her clients through the volatility of the markets.
David McClatchie
164 Kings Hwy N.
Westport, CA 06880
Membership Status: Master Certified
Phone: 203-454-5970
djmcclatchie@compass-ltd.com
http://www.compass-ltd.com
Daryl LePage
525 Brook St. Suite 203
Rocky Hill, CT 06067
Membership Status: Board Member/ Charter Member/ Master Certified
Phone: 860-257-8688
daryl@brookwealth.com
http://www.brookwealth.com
David Gershoni
Multi Generation, Comprehensive Financial Planning and Money Management
Connecticut
Membership Status: Associate
Phone: 203-387-1211
David.P.Gershoni@ampf.com
FLORIDA
J Michael Mott
Wealth Management 415 32nd St. W.
Bradenton, FL 34205
Areas Served : Bradenton, Palmetto, Sarasota, Ellenton, Holmes Beach, Bradenton Beach, Longboat Key, Siesta Key, Lakewood Ranch, Myakka City, Arcadia
Membership Status: Master Certified
Phone: 941-746-3216
mmott@mottassociates.com
http://www.mottassociates.com
Our Mission Statement: To be the premier Wealth Management firm serving the Tampa Bay area. Our Operational Goal: Treat each client as if they are our only client. We focus tax efficient wealth management both for the accumulation and distribution phases of Life. Our practice offers Tax Planning and Tax preparation, Retirement Planning, Risk Management (Insurance), Estate Planning and Fee Based Asset Management.
Bender Wallace Mackey
10419 Cory Lake Dr.
Tampa, FL 33647
Membership Status: Charter Member - Master Certification
Phone: 888-777-8685
sycamoregr@aol.com
http://www.sycamoregroupinc.com
Tampa Bay Wally Mackey, RFC, CSA, is nationally recognized for his retirement planning practice using financial products guaranteed safe. When the stock market dropped, none of his clients lost any money. He provides his clients with a written retirement plan prior to implementation. The plan guarantees a lifetime income by using financial products specifically designed for the Next Great Depression. Wally attracts individuals who have for whatever reason already decided to no longer own securities. He does not offer investment advice. He has no fees, no management fees, and the clients pay no commissions.
Pat Gleason
Haile Village Center
5055 SW 91 Terr
Gainesville, FL 32608
Areas Served: Florida, Georgia, Kentucky Retirement, Business Financial Advisor, CRPS®
Membership Status: Associate
Phone: 352-336-6111
pat.gleason@multifin.com
http://www.multifinancial.com
Vic Schumacher, RFC
404 Old Mill Pond Rd
Palm Harbor, FL
Areas Served: Clearwater, St. Petersburg, Tarpon Springs
Membership Status: Associate
Phone: (727) 460-6063
vs@HPEFinancialServices.com
http://www.HPEFinancialServices.com
Since 2002 we have specialized in Asset Growth, Asset Protection, Retirement Planning and Medicaid Planning. Each area involves managing risk so we seek to understand the client’s goals, expectations, time frames and risk tolerance. Once completed we develop a written plan that will accomplish those desires.
Dan Deighan
47 W. New Haven Ave.
Melbourne, FL 32901
Areas Served: Melbourne, Orlando, Lake Nona, Rockledge, Cocoa, Cocoa Beach, Suntree, Viera, Vero Beach, Vero and Palm Bay
Membership Status: Master Certified
Phone: 321-728-3888
ddeighan@deighanfa.com
http://www.deighanfa.com
As founder and president of Deighan Financial Advisors, Inc., Dan Deighan has built one of Brevard Counties most trusted and nationally recognized financial advisory firms, earning the reputation of a "family wealth specialist." Dan and his team of financial planners specialize in 401K, pension plans, IRAs, ROTH IRAs and IRA rollovers, trusts, estates and charitable giving. The professionals at the firm have expertise in all aspects of financial matters including retirement income and estate planning, risk management, wealth accumulation and family legacy distribution. Dan established Deighan Financial Advisors, Inc., a Registered Investment Advisor, while studying for his bachelor’s degree in 1974. After he graduated cum laude from Western Michigan University, he moved his practice to Melbourne, Florida, in 1979. His post graduate and academic accomplishments include earning the designations of Chartered Financial Consultant and Chartered Life Underwriter. Dan has counseled and advised thousands of clients over the last 35 years while building and developing lasting relationships. Through Deighan Financial Advisors, Inc., he strives to share a unique dimension of objective service and financial perspective with his clients. Clients value their personal and financial coaching relationship with Dan, which naturally promotes new relationships and introductions. Family Legacy Investment Planning (FLIP) Workshops provide client families the emotional and intellectual foundation to connect family values to family financial assets. Client families expand their financial awareness relative to demographic economics, age-based consumer spending patterns, tax protection strategies, family generational distribution strategies and family value stewardship identities. The more financially informed and educated families become the more they are able to enjoy, protect, preserve, pass on, receive and maintain a financial and family legacy for multiple generations. Focusing his remarks on the art and science of developing a financial advisory clientele, Dan is frequently invited to appear on top broadcast outlets such as FOX Business News and CNBC’s "Squawk on the Street" and "Power Lunch." He has also offered his insight to many elite national publications including The Wall Street Journal, SmartMoney, BusinessWeek, InvestmentNews, Bankrate.com and Financial Advisor, among others. Additionally, Dan addresses professional gatherings of the insurance and investment industry as well as attorney, accountant and CPA organizations. These firms often benefit from Dan’s keen ability to clearly communicate otherwise complex financial issues in easy to understand and meaningful terms. As a proud member of both Ed Slott’s Elite IRA Advisor Group and the prestigious HS Dent Advisors Network, Dan travels several times a year to keep current on investment and tax law change applications for his client families. Dan has served his community as president of the American Heart Association, member of the Board of Directors of the Chamber of Commerce and the Melbourne Police Foundation, a junior high mentor, high school track and cross country coach and member of several hospital and university foundation development boards.
Margaret Hixon
3322 Bee Ridge Rd., Suite 100
Sarasota, FL 34239
Areas Served: Bonita Springs, Bradenton, Englewood, Lakewood Ranch, Longboat Key, North Port, Port Charlotte, Sarasota, Siesta Key, & Venice FL.
Membership Status: Associate
Phone: 941-925-2121
margaret@mycdcentral.com
http://www.mycdcentral.com
Karl Wolf
722 20th Street
Vero Beach, FL 32960
Areas Served: Vero Beach, Ft. Pierce, Port St. Lucie, Jensen Beach, Stuart, Palm City, Hobe Sound, Jupiter
Membership Status: Master Certified
Phone: 772-978-7720
karlfinancial@aol.com
ILLINOIS
Bradley Gummow
Investment Management 6952 Rote Road
Rockford, IL
Areas Served: Illinois, Wisconsin, Florida, Alaska, England and various other states Membership Status: Master Certified
Phone: 815-654-5500
gummowb@stifel.com
http://www.thegummowgroup.com
Bradley L. Gummow has been in the investment business for over 28 years. Brad received his education from Rock Valley College and Rockford College in Rockford, Illinois and in the Branch Management Program through Princeton University. Elected vice president of a New York Stock Exchange firm at the age of 27, he is currently a Senior Vice President/Investments and Investment Advisor Representative at Stifel, Nicolaus & Company, Incorporated, a regional New York Stock Exchange member firm. Mr. Gummow has held memberships in the Kemper Group Executive Council, Milwaukee Company President’s Round Table, The World Class Global Investment Specialists, The Principal Millionaires Club, Top Ten Presidents Council, and Stifel Chairman’s Council. Active nationally, he has taught Investment Planning at Rock Valley College for over 15 years and is a former contributing writer for the Monday Business Edition of the Rockford Register Star. He is frequently quoted in the press and is considered to be a leader in the investment community. Frank Cappiello of Wall Street Week reviewed Brad’s book “Winning the Money Game Made Easy” and said “Don’t invest without it”.
Eric Shore
3607 N Vermilion Suite 2
Danville, IL 61832
Membership Status: Master Certified
Phone: 217-709-0001
Eric.shore@comcast.net
Tracy Sunderlage
2380 Esplanade Drive
Algonquin, IL 60102
Membership Status: Associate
Phone: 815-334-1850
tlsunderlage@gmail.com
INDIANA
Joseph Clark, CFP
Asset Management 429 E. 14th
Anderson, IN 46016
Membership Status: Charter/Master Certified
Phone: 765-428-5095
bigjoe@yourlifeafterwork.com
http://yourlifeafterwork.com
Retirement Planning and Management; Asset Management We take care of people with hopes and dreams but who do not want to worry about their money.
David Hays
674 S. College Rd.
Bloomington, IN 47403
Membership Status: Master Certified
Phone: 812-334-3190
davidhays@cfci.us
http://www.cfci.cc
South Central Indiana David Hays is the founder, president and senior consultant of Comprehensive Financial Consultants, Inc. (CFC), located in Bloomington, Indiana. His firm was chartered to deliver financial planning and investment advice to individuals, businesses, retirement plans and not-for-profit organizations. David is consistently in the public eye. He has hosted "Your Money with David Hays," a weekend radio program on AM1370 WGCL, since 2002. David also hosted “The Coach,” an internet radio program for businessamericaradio.com, from October 2004 through April 2005. He has conducted hundreds of financial workshops across the Midwest.
IOWA
Brian Johnson
PO Box 309
706 Montana St.
Glidden, IA 51443
Areas Served: All of Iowa, Nebraska, Minnesota, Illinois, Tennessee, Oklahoma, Membership Status: Master Certified
Phone: 712-659-2156
Brian@midwestfinancial.us
http://www.midwestfinancial.us
Arizona Brian is a Registered Financial Consultant. We strive to provide financial planning and asset management services for our clients from a “Net Perspective” Which means, we utilize state of the art software to track your goals and values to help you during your retirement by factoring in taxes and inflation. We believe in a holistic approach and monitoring of these plans. We want to help you Grow, Keep and Leave your money in the most Tax efficient manners.
KANSAS
Dean Barber
Barber Financial Group
13550 W. 95th St.
Lenexa, KS 66215
Areas Served: Kansas City, Overland Park, Shawnee, Leawood, Lenexa, Lee's Summit, and other surrounding areas.
Membership Status: Master Certified
Phone: 913-393-1000
deanbarber@everestkc.net
http://www.barberfinancialgroup.com
As a regular contributor to CNBC, Fox Business News, Bloomberg Radio and other national and local media outlets, Barber Financial Group continues striving to educate investors on how to grow, keep and leave their money.
Shane Barber
Barber Financial Group
13550 W. 95th St
Lenexa, KS 66215
Areas Served: Kansas City, Overland Park, Shawnee, Leawood, Lenexa, Lee's Summit, and other surrounding areas.
Membership Status: Master Certified
Phone: 913-393-1000
shane@barberfinancialgroup.com
http://www.barberfinancialgroup.com
LOUISIANA
Ed Pennington
1900 North 18th Street
Monroe, LA 71201
Areas Served: North Louisiana, West Mississippi and Southern Arkansas
Membership Status: Associate
Phone: 318-323-4125
edpennington@comcast.net
Ed has been a leader in the financial service industry for over 30 years and is an advisor with HS Dent Foundation Advisor Network.
MARYLAND
Frank Angier
10220 River Rd Suite 205
Potomac, MD 20854
Areas Served: MD, VA, DC
Membership Status: Master Certified
Phone: 800-331-3093
portfolioadvisoryassoc@gmail.com
http://www.portfolioadvisoryassoc.com
Frank E. Angier, Jr. - has been successfully involved in the financial services industry for over 25 years. He is a leading planner specializing in wealth accumulation for business owners, professionals and executives. This success comes from a computer-like mind that constantly matches each client’s needs to the best solutions available. His client relationships are based on trust and his ability to communicate the "Big Picture."
MASSACHUSETTS
Matthew Havens
99 Derby St. Suite 203
Hingham, MA 04043
Membership Status: Master Certified
Phone: 781-740-8883
mhavens@globalvisionadvisors.com
Matt's firm focuses mainly on protecting wealth for investors near or in retirement and successful business owners transitioning out of their business. Matt and his firm serve clients throughout the United States but have a concentration of clients in New England and the San Francisco area. Matt has been helping investors protect their wealth and plan their financial futures for over 15 years. He has been following Harry Dent's research since 1994 and uses macro economic forecasting to help his clients navigate the changing economic times. Having been an advisor and manager within two of the large financial services firms Matt has an appreciation for the short comings of the industry and has created an independent firm to better serve his clients.
MICHIGAN
Robert (Bob) Hardies, CFP®, MS, ATP
Financial & Portfolio Advisors
15855 Farmington Road
Livonia, MI 48154
Areas Served: We are happy to serve Southeast Michigan, as well as across the United States
Membership Status: Charter Member/Master Certified
Phone: 734-261-4011
hardiesbdops@fipfinancial.com
http://www.fipfinancial.com
I am a Certified Financial Planner, and hold a Masters in Estate Planning.
Robert R. Courser, CFP®
Ron Courser & Associates
2020 Raybrook Dr. SE Suite 205
Grand Rapids, MI 49546
Areas Served: West Michigan: Kent, Ottawa, Ionia, and Newaygo Counties. Membership Status: Master Certified
Phone: 616-301-2581
rcourser@roncourser.com
http://www.roncourser.com
As a CFP, HS Dent Network Advisor and a member of Ed Slott's Master Elite IRA Advisor Group, my clients have the advantage of working with a caring professional who takes the time to get to know them, their goals and their values. Trust, integrity and my word means everything to me. As a retirement specialist, I strive to bring these values to my client's retirement planning.
F. Spencer Brown ChFC, CIP, CCPS
Design Financial Group
985 Parchment Dr. SE
Grand Rapids, MI 49512
Areas Served: Greater Western Michigan area
Membership Status: Master Certified
Phone: 616-956-3380
spencer.brown@53.com
http://www.investwithspencer.com
Phil Reames
Reames Financial
1856 Skyler Drive
Kalamazoo, MI 49008
Membership Status: Charter Member/ Master Certified
Phone: 269-349-3966
preames@reames-financial.com
http://www.reamesfinancial.com
Investment planning, risk management, college funding, retirement planning, and estate conservation. Reames Financial offers clients an impressive depth of expertise in investment planning, insurance, and estate planning. During our 12.5 years in business and almost 20 years in the industry, we have provided comprehensive financial advice to a multitude of investors.
Terry Sawchuk
Sawchuk Wealth Strategies
888 W Big Beaver Suite 1480
Troy, MI 48084
Membership Status: Master Certified
Phone: 810-732-2722
tsawchuk@sawchukwealth.com
http://www.sawchukwealth.com
"Wealth Strategies" with Terry Sawchuck on WJR 760 Sundays from 11:00 AM to 12:00 PM.
Mike Spencer
M.R. Spencer Financial Services, Inc.
5409 Gateway Center Dr. Suite A
Flint, MI 48507
Status: Charter Member/Master Certified
Phone: 810-732-2722
mspencer@educatewisely.com
Mike Rubino
625 E. Big Beaver Rd. Suite 107
Troy, MI 48083
Membership Status: Charter Member/Master Certified
Phone: 800-671-7667
mrubino@mycfadvisor.com
The President of Rubino Financial with over twenty-eight years experience in the financial services industry, Mike has developed a successful program for assisting investors in determining their investment goals through financial planning and, most importantly, a method of obtaining those goals through his investment strategy, based on research of the H.S. Dent Foundation, his tax strategy, based on techniques pioneered by William Nelson, and his personal fundamental and technical analysis utilizing relative strength. Mike works for his clients and provides individualized survices. An independent advisor with an economics background he can use most mutual funds, all exchange trade funds (ETF’s), and numerous life insurance companies products including variable annuities, all life insurance types, long term care, disability and health insurance. Michael also serves on the Executive Staff for Brokerage Design and Development, a company that specializes in training other investment advisors in the areas of legal income tax and estate tax avoidance. He is a Registered Principal and also holds the position of Branch Manager. Michael has owned and operated Strategic Money Management Services, Inc., since 2001. The company is responsible for serving the administrative and marketing needs of financial professionals.
Lindsey Chrystan
Success Financial Group, Inc
4301 Canal Ave. SW Suite 102
Grandville, MI 49418
Membership Status: Charter Member/Master Certified
Phone: 616-261-9480
lindsey@successfin.com
http://www.successfin.com
Services Include: Investment Recommendations for your 401(k) or other retirement planning, Assistance with College Savings Plans, Pre-Retirement Investment Planning, Managing Money during Retirement including Retirement Plan Distributions, Regular periodic portfolio reviews, Monthly economic newsletter provided via email/mail, Online access to your brokerage and investment accounts, Timely answers to your financial questions, Assistance from highly skilled staff members.
MINNESOTA
Naomi Kowalik
1621 4th Avenue North
Sauk Rapids, MN 56379
Areas Served: Clearwater, MN; St. Cloud, MN; Sartell, MN; Sauk Rapids, MN Membership Status: Master Certified
Phone: 320-257-8888
naomi.kowalik@vmadviser.com
http://www.kowalikandassoc.com
Kowalik & Associates LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, and conserve our clients’ wealth by delivering an unprecedented level of personalized service.
MISSISSIPPI
Robert Sawyer
Tax Free Investing
2304 14th Street
Gulfport, MS 39502
Membership Status: Managing Director
Phone: 228-864-4460
bob@sawyerteam.com
http://www.sawyerteam.com
Affluent Families, Business Owners and Professionals, Retirees, IRAs, Endowments and Foundations, Tax-free Municipal Bonds. We serve the entire state of Mississippi. A registered financial advisor with twenty-one years of experience, Bob Sawyer brings a wealth of knowledge to his work in helping clients successfully pursue their financial goals. He began his career in the finance industry in 1987. Prior to his career as a financial advisor, Bob was a real estate broker with Sawyer Real Estate in Gulfport, MS – a company founded by his grandfather in 1901.
MISSOURI
Risdan D. Kasper
211A N.W. Executive Way
Lee's Summit, MO 64063
Membership Status: Master Certified
Phone: 816-554-3736
bud@retirementmaster.com
Brian Standage
3046 S Delaware, Ste. H
Springfield, MO 65804
Membership Status: Charter Member/ Master Certified
Phone: 417-887-1272
brian@holmes-griffeth.com
http://holmes-griffeth.com
NEVADA
James Laughton
Financial Planning, Investment Management
5470 Kietzke Lane, Suite 300
Reno, NV 89511
Areas Served: Affluent families, small business owners, retirees and retirement plans. We serve clients primarily in Nevada, California, Arizona and Oregon,
Membership Status: Master Certified
Phone: 775-688-4728
james.r.laughton@wellsfargoadvisors.com
http://www.laughton.wbsec.com
The Laughton Wealth Advisory Group has been part of the Dent Advisers network since 2002. We are dedicated to helping our clients achieve their goals by understanding their needs, offering sound investment advice and providing superior service. Our mission is to provide a variety of financial services based on a disciplined approach to money management using the Dent research as a basis for our recommendations.
Dorothy Roth
24 Oro Valley Dr.
Henderson, NV 89052
Membership Status: Master Certified
Phone: 877-919-7040
dorothy.roth@ml.com
Johann Lau
2075 Honey Ridge Dr.
Reno, NV 89511
Membership Status: Associate
Phone: 775-746-1199
jlauassociates@sbcglobal.net
NEW JERSEY
Jeremy Portnoff
Retirement Distribution Rules
222 North Avenue W Suite 3
Westfield, NJ 07090
Areas Served: New Jersey, New York, California
Membership Status: Master Certified
Phone: 877-226-3115
jeremy@portnofffinancial.com
http://www.portnofffinancial.com
Portnoff Financial LLC is an independent fee-only investment advisor providing comprehensive financial planning and investment management services.
Carol Schmidlin
Retirement Planning and Federal Em
900 Route 168, F-1
Turnersville, NJ 08012
Areas Served: Philadelphia, Southern New Jersey, Delaware
Membership Status: Charter Member/ Master Certified
Phone: 856-401-1101
carol@franklinplanning.com
http://www.franklinplanning.com
NORTH CAROLINA
Randy Long
1752 11th St Reedley, CA 93654
5101 Dunlea Court, Suite 204-C
Wilmington, NC 28405
Areas Served: Business Owners, Professionals, and Affluent Families in Central California and Wilmington, North Carolina.
Membership Status: Associate
Phone: 910-399-2748
mail@longinvestmentadvisory.com
http://www.longinvestmentadvisory.com
We oversee and manage important aspects of our clients’ lives – financial or otherwise. We provide personally tailored options and strategic plans for managing wealth, taking care of a family in the event of death or illness, and transferring a business to the next generation. Our team has nearly half a century of combined experience in the investment management business. Our firm is an independent Registered Investment Advisory, incorporated in 1997, that provides all services on a fee-only basis, assuring clients that portfolio management decisions, investment advice, and planning recommendations are always 100% objective.
Don Monroe
Financial Planning - Asset Management
3737 Glenwood Avenue Suite #200
Raleigh, NC 27612
Membership Status: Charter Member Master Certified
Phone: 919-785-4994
don.monroe@ubs.com http://www.ubs.com
Gary Mastrodonato
807 Broad St Suite C
Oriental, NC 28571
Status: Associate
Phone: 252-249-0100
mastro143@aol.com
http://www.masterswealth.com
“Master Your Money” – Saturday from 1:00 PM to 2:00 PM (EST) WTKF 107.1 FM www.thetalkstation.com Gary C. Mastrodonato CEA, the founder of The Masters LLC. has over thirty seven years of experience in the financial services business. Our Financial Division specializes in advising retired and near retired individuals in strategies to protect their current retirement savings in a sustained and growing income that neither spouse can outlive. In addition, the firm provides businesses with 401K plan development and ongoing management.
OHIO
Rik Saylor
Your Financial Services Concierge
1241 Nilles Rd.
Fairfield, OH 45014
Membership Status: Master Certified
Phone: 513-829-8888
rik@riksaylorfinancial.com
http://www.riksaylorfinancial.com
Wealth Management/Full Financial Services Firm Comprehensive Wealth Management
Deborah Tiell
Tax-efficient Planning
5941 W Tiffin St.
Bascom, OH 44809
Membership Status: Master Certified
Phone: 419-937-2879
debtiell@bright.net
We help clients to acquire, distribute and retain wealth in a tax efficient manner so clients can live in retirement with confidence.
Scott Behnken
475 Arlington Road
Brookville, OH 45309
Membership Status: Master Certified
Phone: 937-833-4043
scottbehnken@aol.com
William Nelson
2385 Lakeview Dr
Dayton, OH 45431
Membership Status: Board Member
Phone: 937-426-7032
OKLAHOMA
Kent Freeman
4901 NW Expressway
Oklahoma City, OK 73132
Membership Status: Master Certified
Phone: 405-340-0393
freemanira@aol.com
Nick Massey
1601 S. State St. Suite #500
Edmond, OK 73013
Areas Served: Oklahoma, Texas, Kansas, Missouri, California
Membership Status: Master Certified
Phone: 405-341-9929
nmassey@householdergroup.com
http://www.nickmassey.com
Nick Massey, CERTIFIED FINANCIAL PLANNER™, has over 32 years experience in the financial services industry. He specializes in working with people who are planning for retirement and retired clients who want to preserve and grow their assets. An accomplished public speaker, Nick conducts seminars on a variety of financial topics and is a frequent guest speaker to various groups and clubs. In addition, he is a frequent guest analyst on CNBC and Bloomberg; and is frequently quoted is various local and national publications for his investment and economic opinions. Nick also writes a regular column for the business section of “The Edmond Sun.”
OREGON
Frank Bain
885 Lancaster Dr SE Suite C
Salem, OR 97317
Membership Status: Charter/Master Certified
Phone: 503-370-9003
frank@bainwealthmanagement.com
PENNSYLVANIA
Barnett Bursley, CFP, MBA
1 PPG Place Suite 2200
Pittsburgh, PA 15222
Membership Status: Charter Member/ Master Certified
Phone: 800-777-2488
barnett.bursley@wfadvisors.com
First Vice President – Investments, Pre and Post Retirement Investment Planning
Rachel Klinger, RFC
1040 Benner Pike Suite 2
State College, PA 16801
Membership Status: Master Certified
Phone: 814-237-0841
info@mccannwealthstrategies.com
http://www.mccannwealthstrategies.com
Helping people plan, stay on track, and avoid costly mistakes. Too often financial advisors talk only about money. We believe this ignores the most important part of financial planning - understanding YOU! We have developed a unique way of identifying your resources, communicating your goals, and managing your investments. We call it The McCann Wealth Strategies Process. The McCann Wealth Strategies Process is a systematic and comprehensive approach to Protect your wealth, Enhance your financial and personal well being, Enjoy your life, and skillfully Transfer your assets when the time comes.
Pat McCann, RFC
1040 Benner Pike Suite 2
State College, PA 16801
Membership Status: Master Certified
Phone: 814-237-0841
info@mccannwealthstrategies.com
http://www.mccannwealthstrategies.com
Helping people plan, stay on track, and avoid costly mistakes. Too often financial advisors talk only about money. We believe this ignores the most important part of financial planning - understanding YOU! We have developed a unique way of identifying your resources, communicating your goals, and managing your investments. We call it The McCann Wealth Strategies Process. The McCann Wealth Strategies Process is a systematic and comprehensive approach to Protect your wealth, Enhance your financial and personal well being, Enjoy your life, and skillfully Transfer your assets when the time comes.
Roger Bedillion
Bedillion Advisory Group, LLC
470 Johnson Road Suite 140
Washington, PA 15301
Membership Status: Master Certified
Phone: 724-228-9910
rbedillion@fscadvisor.com
Joseph Wirbick
941 Wheatland Ave Suite 301
Lancaster, PA 17603
Areas Served: Dauphin County, York County, Lancaster County, Berks County PA Financial Advisory Firm dedicated to working with Retirees and Pre Retirees in the Lancaster and Harrisburg areas of Pennsylvania.
Membership Status: Master Certified
Phone: 717-397-7957
joe@sequinox.com
http://www.sequinox.com
Patrick Cloonan
941 Wheatland Avenue Suite 301
Lancaster, PA 17603
Areas Served: Lancaster, York, and Dauphin counties
Membership Status: Master Certified
Phone: 717-397-7957
pcloonan@firstlibertiesfinancial.com
http://www.sequinox.com
Your Retirement. Our Responsibility. When it comes to your retirement, it helps to have a partner on your side who understands the concerns that face you now and in the years to come. Sequinox is a financial services planning company that primarily serves retirees and those nearing retirement. By specializing in retirement planning, we can concentrate on the unique issues that confront our clients. We offer more than just financial planning and investment advice — we deliver customized retirement planning strategies that address your individual needs, such as wealth management, estate planning, tax-reduction, long-term care and MediCare.
David Robenolt, CFS
100 Corporate Center Drive Suite 201
Harrisburg, PA 17319
Areas Served: Central Pennsylvania
Membership Status: Senior Associate
Phone: 717-763-7365
drobenolt@financialguide.com
http://www.ufinancialgroup.com
Retirement Planning, Investments, Insurance
Michael Dinich
830 N. Elmira St. Sayre, PA 18840
Sayre, PA 18840
Membership Status: Charter Member/ Master Certified
Phone: 570-888-1817
kd777@aol.com
George Mundy, CFP
1010 Stony Hill Road Suite 100
Yardley, PA 19067
Membership Status: Associate
Phone: 215-497-3347
george.mundy@wfadvisors.com
Focus on comprehensive financial planning and investment management services for executives, business owners, and recent retirees.
Daniel J. Nestlerode
430 W. Irvine Ave.
State College, PA 16804
Areas Served: Serving Central Pennsylvania, State College, Williamsport, Altoona, Lock Haven, Jersey Shore, Bellefonte, Lewistown, and surrounding communities.
Membership Status: Master Certified
Phone: 814-231-6249
danielj@nestlerode.com
http://www.nestlerode.com
Investment Advisor managing individual portfolios of $50,000 or more following HS Dent research.
SOUTH CAROLINA
Craig McDaniel
6156 St. Andrews Rd Suite 108
Columbia, SC 29212
Membership Status: Master Certified
Phone: 803-750-4848
craigmcdaniel@bellsouth.net
TENNESSEE
Kevin Fuerst
6005 Century Oaks Drive, Suite 700
Chattanooga, TN 37402
Areas Served: TN, AL, GA, in Estate Planning, Legacy Planning, and Asset Management
Membership Status: Charter Member, Master Certified
Phone: 423-899-8555
kevin@fuerstfinancialgroup.com
http://www.fuerstfinancialgroup.com
The professionals at Fuerst Financial Group offer people in our community a full range of financial products and services. Because many people regard investing as complex and confusing, they often may miss out on many potentially rewarding financial opportunities. They also may be taking unnecessary risks. That's where we can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and potentially helping to preserve your assets.
Ray Fracchia
5100 Poplar Ave. Suite 3214
Memphis, TN 38137
Membership Status: Master Certified
Phone: 901-435-0835
rfracchia@wachoviafinet.com
TEXAS
Rick Baird
1550 W. Walnut Hill
Lane, Irving, TX 75038
Areas Served: DFW Metroplex Texas United States
Membership Status: Charter Member/Master Certified
Phone: 800-756-2059
richard.baird@lpl.com
http://www.PlanWithRick.com
The State of Texas Richard A. Baird (Rick) is a Registered Principal of Associated Securities Corp. Rick was also responsible for the successful re-launch of the Tulsa investment division of a billion dollar regional bank in Oklahoma. After running his own FINRA Broker Dealer, Registered Investment Advisor firm and Insurance Agency for six years, Current clients include approximately 300 families and a growing number of small businesses.
Rick Goodwin
PO Box 1927
Frisco, TX 75034
Areas Served: Texas, Oklahoma, Colorado
Membership Status: Associate
Phone: 972-335-5882
rgoodwin@titansecurities.com
Jeremy Matranga, RFC
Wealth Management
2002 Timberloch Place Suite 200
The Woodlands, TX 77380
Membership Status: Associate
Phone: 281-362-1444
Jeremy@TaxAdvisorsUnlimited.com
http://www.taxadvisorsunlimited.com
Texas and California Tax Advisors Unlimited is an independent, privately-owned, tax and wealth management firm. Our focus is what is best for you, the client. We help you realize your dreams by offering creative solutions through an open and transparent advisory process by utilizing mutual funds, exchange traded funds (ETF), and separately managed accounts to help you achieve financial independence. Our vision is to meet all your wealth management needs through a comprehensive view of your financial picture, including insurance, taxes, investments, banking, trust and estate planning.
Alan Kifer
Retirement Planning
515A South Fry Rd #113
Katy, TX 77450
Membership Status: Master Certified
Phone: 800-891-8797
alan@life-services.net
Certified Tax-Financial Estate Life Ins LTC Ins Retirement Charitable
Erin Botsford
513 Creekside Drive
McKinney, TX 75071
Areas Served: Arkansas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Louisiana, Maryland, Massachusetts, Minnesota, Montana, North Carolina, Nebraska, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin.
Membership Status: Master Certified
Phone: 214-423-4000
ebotsford@botsfordfinancial.com
http://www.botsfordfinancial.com
The hallmark of The Botsford Group is our unique financial planning process. Using sophisticated planning tools, we provide a fully integrated approach to identifying solutions to produce a customized strategy. Through our process, we evaluate more than just one aspect of your life; we look at the full picture and develop a personalized plan which includes Estate Design, Investment Planning, Tax Strategies and Risk Management. By doing this, you can feel confident that all aspects of your life are evaluated together to help you achieve your financial goals. The Botsford Group has offices in Dallas and Atlanta and maintains clients throughout the nation. Our team of professionals helps prosperous individuals build, preserve and enjoy the work of a lifetime. We accomplish this by creating lifetime relationships with our associates and clients built on concern, commitment and integrity.
Kent Snodgrass
First Southwest Company
777 Main Street Suite 1200
Fort Worth, TX 76102
Membership Status: Master Certified
Phone: 817-332-9710
ksnodgrass@firstsw.com
UTAH
Thom Hall
6955 Union Park Center Suite 250
Midvale, UT 84047
Status: Charter Member
Phone: 801-316-4100
thom@thomkhall.com
VIRGINIA
Douglas Alexander
Retirement, Estate and Wealth Management Planning
5402-E Glenside Drive
Richmond, VA 23228
Areas Served: Central and Northern Virginia with clients extending down towards Norfolk, Va.
Membership Status: Master Certified
Phone: 804.501.0680
douglas@alexanderfinancialservices.com
http://www.alexanderfinancialservices.com
Helping clients with their long term financial goals.
Ann Healy
6806 Paragon Pl Suite 140
Richmond, VA 23230
Membership Status: Master Certified
Phone: 804-355-0223
amh@bhia.com
http://www.bhia.com
Brandon Bell
2774 Electric Rd. Suite A
Roanoke, VA 24018
Membership Status: Charter Member/ Master Certified
Phone: 540-777-0035
brandon.bell@lpl.com
Carl Gay
2010 Corporate Ridge Rd. Suite 140
McLean, VA 22102
Areas Served: Northern Virginia and D.C. area.
Membership Status: Charter Member/ Master Certified
Phone: 703-506-3601
cgay@1stallied.com
http://www.investretire.com
Financial Planning and Investment Management. I provide independent, objective advice from a perspective of 36 years experience.
Nora Hartquist
15 Francis Ct.
Stafford, VA 22554
Areas Served: Stafford, Woodbridge, Fredericksburg, Spotsylvania
Membership Status: Master Certified
Phone: 540-659-0300
nora@solution4you.com
WASHINGTON
Don Coplin
Edgecombe & Coplin Wealth Strategies
315 39th Ave SW #5
Puyallup, WA 98373
Areas Served: Puyallup, Tacoma, Sumner, Orting, Bonney Lake, Auburn, Kent, Spanaway, Graham, and Lakewood.
Membership Status: Master Certified
Phone: 253-848-2840
donc@ecws4u.com
http://www.ecws4u.com
Individuals, retirees, CPAs, attorneys, and business owners from Seattle to Chehalis refer their friends to Don Coplin. Don's asset management planning can help you to retire more confidently and to make better financial decisions.
Donald Creech
Investor Resources, Inc
691 Bethel Ave., Ste. B
Port Orchard, WA 98366
Areas Served: King, Kitsap
Membership Status: Board Member
Phone: 800-317-9119
DonCreech@InvestorResourcesInc.com
http://www.investorresourcesinc.com
Applying relative strength to asset allocation and portfolio construction with exchange traded funds.
Richard Donahue, CFP
1200 Old Fairhaven Parkway Suite 303
Bellingham, WA 98225
Membership Status: Associate
Phone: 360-733-1200
richard.donahue@lpl.com
WISCONSIN
Ty Bernicke
4813 Keystone Crossing
Eau Claire, Wisconsin 54701
Membership Status: Associate
Phone: 715-832-1173
tbernicke@bernicke.com
Lee Courtright
720 S. Maple Bluff Court
Stevens Point, WI 54481
Areas Served: Stevens Point, Wisconsin and surrounding Central Wisconsin area Membership Status: Charter Member/ Master Certified
Phone: 715-344-6300
leecourtright@charter.net
http://www.courtrightadvisory.com
AUSTRALIA
Alex Jamieson
Financial Planning
49A Porter St, Prahran
VIC 3182 Australia
Membership Status: Master Certified
Phone: 03 9077 0277
alex@ajfp.com.au
http://www.ajfp.com.au
CANADA
Garry Stratychuk
PO Box 127
Winnipeg CANADA R3C 2G1
Areas Served: BC, AB, SK, MB, ON
Membership Status: Associate
Phone: 1.204.668.8722
garrys@mts.net
Investment, Tax & Insurance Solutions Business Owners & Professionals
Wesley Forster
Investment and Retirement Planning
110 Quarry Park Blvd SE Suite 140
Calgary, AB T2C 3G3
Membership Status: Associate
Phone: 403-269-4640
wforster@hsifinancial.com
http://www.hsifinancial.com
Head office: Alberta, British Columbia and Ontario Financial planning practice. Wesley has created The Economic Evolution Program™. This program will help you achieve your goals by creating a financial plan that is always evolving with your personal financial situation and with changing economic conditions. To start, we offer a free 90 minute starter session where, together, we will assess your current situation, go over your personal and financial goals and begin to develop and implement an ever-evolving plan that adapts to changing personal and economic conditions.
Mary Robinson
Suite 3000
8171 Ackroyd Road
Richmond, BC, Canada
V6X3K1
Membership status : Master Certified
Phone: (604) 889-8841
robinsonmary@shaw.ca
www.truewealth.ca
As a financial advisor in Vancouver for over 16 years, Mary (CFP CLU, FMA) has helped hundreds of clients to achieve their financial goals. Mary and her team work exclusively with retirees and pre-retirees who have investable assets of greater than $ 200,000 and know that there is more to life than money. We specialize in retirement and estate planning to maximize retirement income while minimizing overall risk. Our special “sleep easy portfolio” provides peace of mind to our clients, allowing them to enjoy their retirement years without worrying outliving their money.
UNITED KINGDOM
Michael Wiggins
Lifestyle Financial Planning
Filmers Barn Salts Lane
Maidstone Kent England
Membership Status: Associate
Phone: 01622 744012
mw@orchardwealthcultivation.com
Comprehensive lifestyle financial planning for owners of SME's Holistic Financial Planning for Business Owners
VANUATU ISLAND
Endre Dobozy
Lot 133 Santian Parade, Elluk, Port Vila, Vanuatu
PO Box 316
Vanuatu Island, South Pacific
Membership Status: Charter Member/Master Certified
Direct Tel : +678 238 39
Fax : +678 278 47
endre@alternativeis.co
www.alternativeis.co
Portfolio Manager FTM Limited a Constituent of the HFRI Relative Value Index
Managing Director Alternative Investment Specialists
Licensed Securities Dealer