VISITORS CENTER

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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
Capstar Insurance Brokerage LLC
2300 Computer Avenue, Suite G-23
Willow Grove, PA 19090
Phone:  215-830-1414
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