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2008–2009
Financial Planning Forum, Inc. Honor Roll

Last updated: December 30, 2008

Carol Acker NANCY K. WEEKS ASSOCIATES, LLC
Chris Acker C B Acker Associates Insurance Svcs
Holly Agbayani BROWN ADAMS LLP, Certified Public Accountants
Leslie Beck Beck Investment Management, LLC
FRITZ BRAUNER The Brauner Company
Richard Chambers INVESTOR'S CAPITAL MANAGEMENT, LLC
Krista Conover BOREL PRIVATE BANK & TRUST COMPANY
Janet Craig RSM McGLADREY INC.
Jennifer Cray Investor's Capital Management, LLC
James Curran Curran & Lewis Investment Mngt I
Veronica Dostal Accredited Financial Counselor
Clay Ernst Bingham, Osborn & Scarborough
Todd Flesner Stern Mortgage Company
Joel Jakubson Jakubson Financial Organizers
Mark Jamison Bernstein Global Wealth Management
Judy Johnson UNEXPECTED TREASURES
Stephen Johnson JOHNSON MAROTTA
John King Alhouse King Residential Realty
Robert Lyman JOHNSON MAROTTA
Mitchell Miller Miller Law Group
Neil O'Keeffe BERNSTEIN GLOBAL WEALTH MANAGEMENT
Steve Philpott Nelson Roberts Investment Advisors
Julie Schatz INVESTOR'S CAPITAL MANAGEMENT, L
Robert Semple SEMPLE CAPITAL AND RISK MANAGEMENT, LLC
Patrick Sheridan PATRICK J SHERIDAN, CPA
Ilze Silis TSB Financial
Jeanne Smith EXIT STAGE RIGHT,LLC
Karin Swanson KARIN SWANSON CPA
K. Esther Szabo KK Wealth Advisors, LLC
Craig Uffelman Ameriprise Financial Services
Richard Zimmerman DIVORCE MEDIATION GROUP

 

 

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