FSP CORPORATE

Society members are leaders in their practice specialty. Members represent the Society's core principals of ethics, education and relationships. For more information on how your company can promote Society membership to its employees, contact Amy Whicker, Director of Membership Marketing.


Board of Directors

Board of Directors: Bios
President
Richard M. Weber, MBA, CLU, AEP
The Ethical Edge, Inc.
25A Crescent Drive, #415
Pleasant Hill, CA 94523
Phone: 510-868-8804
Fax: 760-652-4008
dick@ethicaledgeconsulting.com
 
Immediate Past President
April Caudill, JD ,CLU, ChFC, AEP
Northwestern Mutual
720 E. Wisconsin Ave E13F
Milwaukee, WI 53202
Phone: 414-665-1210
Fax: 414-665-2585
aprilcaudill@northwesternmutual.com
 
President Elect
James B. Lammers, CLU, ChFC, CFP®
Lammers Financial Advisors
13131 West Dodge Road
Omaha, NE  68154-2149
Phone:  402-393-1114,
Fax:  402-697-0520
james.lammers@lammersfinancial.com

 
Secretary
James M. Christian, CLU, ChFC
Jim Christian, Inc.
17595 Kenwood Trail, Suite 170
Lakeville, MN  55044
Phone:  952-898-3060
Fax:  952-898-2458
jim@jcretire.com

 
Chief Executive Officer
Joseph E. Frack, CPA, CGMA
Society of Financial Service Professionals
19 Campus Boulevard, Ste. 100
Newtown Square, PA 19073
Phone: 610-526-2551
Fax: 610-527-4010
jfrack@financialpro.org
 
Directors

Anthony R. Bartlett, ChFC, CASL
Baystate Financial Services
1 West Boylston Street, Suite 101
Worcester MA 01605-1274
Phone: 508-890-6258
Fax: 508-546-8111
abartlett@baystatefinancial.com

Robert C. Coleman, CLU, ChFC
John Hancock Financial Network
1511 N Westshore Boulevard, Suite 870
Tampa, FL 33607-4563
Phone: 813-287-8800 x251
Fax: 813-287-9880
rcoleman@jhnetwork.com

Michael P. Dow, CPA, CLU, ChFC, AEP
Next Level Planning and Wealth Management
428 North Wisconsin Street
Port Washington, WI 53074
Phone:  414-651-3002
Fax:  262-284-9444
mdow26@wi.rr.com

John E. Gilliam, Jr., Ph.D., CFP, CLU, ChFC
Texas Tech University
PO Box 41210, COHS 260 MS 1210
Lubbock, TX 79409-1210
Phone: 806-742-5050 ext 240
Fax: 806-742-5033
john.gilliam@ttu.edu

David R. Stromecki, ChFC, CLU, CIC
Brown & Stromecki Agency, Inc.
4313 South Buffalo Street
Orchard Park, NY 14127
Phone: 716-662-4461
Fax: 716-662-2525
dstromecki@brown-stromecki.com

Jayne Alford, CFP, CH.F.C., CLU
Independent Financial Partners
3030 North Rocky Point Dr. W., Ste 700
Tampa, Fl  33607
Phone:  813-341-0960, x243
Jayne.Alford@ifpartners.com

Laurene B. Prevette, RHU, LUTCF
Equity Brokerage, Inc.
2923 S. Tryon Street, Suite 130
Charlotte, NC 28203
Phone: 704-375-0555
Fax: 704-375-5802
laurie@equitybrokerage.com

Andrew J. Rinn, JD, ChFC, CLU, CFP
MetLife Investors
4600 Westown Parkway, Suite 117
West Des Moines,  IA 50266
Phone:  515-457-4177
Fax:  515-457-4404
arinn@metlife.com

Terence B. Stanaland, JD, ChFC, CPA
Teague, Rotenstreich, Stanaland, Fox & Holt PLLC
101 S Elm Street, Suite 350
Greensboro, NC  27401
Phone: 336-272-4810
Fax:  336-272-2448
tbs@trslaw.com

Allan J. Turoff, CFP, CPA
Dynasty Advisors, LLC
517 Route 1 South, Suite 3050
Iselin, NJ  08830
Phone:  856-577-0659
Fax:  856-667-1267
aturoff@hotmail.com

James S. Aussem, JD, AEP
Cavitch Familo & Durkin Co., LPA
1300 East 9th Street, 20th Floor
Cleveland OH,  44114-1501
Phone:  216-621-7860
Fax:  216-621-3415
jaussem@cavitch.com

Ronald J. Capone, CLU, ChFC, LUTCF, RFC, RFP, CSA
Insurance and Investments
1018 N. Bethlehem Pike, Suite 100
Lower Gwynedd, PA  19002
Phone: 215-646-4860
roncapone328@comcast.net

James E. Gasaway, CFP, CLU, ChFC, QPA, QKA, AIF
Gasaway Investment Advisors Inc
515 East Centre Avenue
Portage, MI  49002-5545
Phone:  269-324-0080
Fax:  269-324-3834
jgasaway@gasawayinvestments.com

James J. Meehan, CLU, CFP
Northwestern Mutual Financial Network
1303 5th Street, Suite 305
Coralville, IA  52241
Phone:  319-351-5075 x7009
Fax:  319-351-0961
jim.meehan@nmfn.com

Robert B. Wellendorf, II, CLU
FFG Executive Solutions
10050 Regency Circle, Suite 505
Omaha, NE  68114
Phone:  402-991-1700 x103
Fax:  402-926-2230
rwellendorf@fwg.com