Printer Friendly

MassMutual Special Care Planners.

In the years immediately following a diagnosis or injury resulting in a disability of a child, sibling, parent or other family member, parents and caregivers struggle not only with caring for their loved one's special needs, but also with realigning their expectations and dreams. Dreams of a child's education, independence for a sibling, financial support for a parent or child for the rest of their life are gone. You suddenly learned that your world might be different.

Caught up in the daily responsibilities of caring for their loved one, parents and caregivers can tend to neglect their own needs and push preparing for the future to the back burner. Although understandable, postponing this necessary step can result in a probate court choosing your loved one's destiny should you die--even if your spouse survives. This is why the Massachusetts Mutual Life Insurance Company (MassMutual) has created the SpecialCare[SM] Program to provide access to information, specialists and financial solutions.

SpecialCare[SM] helps our financial professionals develop strategies to address the lifetime financial requirements of special needs individuals. To participate, financial professionals must complete intensive training to achieve a "Special Care Planner" certification. Listed here are Special Care Planners and financial professionals who will work with you and your advisors--your banker, accountant or financial services professional, your lawyer, social workers, and health care providers--to review your complete financial picture and offer options that make the best sense. And your financial needs analysis will take into consideration benefits such as Medicaid or Supplemental Security Income so they aren't jeopardized. Stop wondering how long you can stretch your financial budget to the maximum or how you'll maintain the lifestyle your loved ones needs. We can help.

If you have questions or do not find a Special Care Planner in your community, please contact the SpecialCare[SM] Program Director, Massachusetts Mutual Life Insurance

Company, 1295 State Street, C220, Springfield, MA 01111; telephone (413) 7441469, fax (413) 744-5072 or visit www.massmutual.com/specialcare.

This directory is current as of December 2009.

Alabama

CORNERSTONE ASSOCIATES, LLC

2 No. 20th Street, Suite 1500

Birmingham, AL 35203

Harry H. Bayer, CLU, ChFC, AEP, Special Care Planner

(205) 244-8639

hbayer@finsvcs.com

Arizona

JADERSMITH FINANCIAL GROUP

17550 N. Perimeter Drive, Suite 4500

Scottsdale, AZ 85255

Robert J. Smith, CLTC, Special Care Planner

(480) 538-2944

rjsmith@finsvcs.com

STRATEGIC FINANCIAL CONCEPTS

17550 N. Perimeter Drive, Suite 4500

Scottsdale, AZ 85255

Joseph W. Scheid, CLTC, Special Care Planner

(480) 538-2956

jscheidjr@finsvcs.com

THE DOLLARHIDE FINANCIAL GROUP, LLC

17550 N. Perimeter Drive, Suite 4500

Scottsdale, AZ 85255

Kathryn H. Paulson, Special Care Planner

(480) 538-2966

kpaulson@finsvcs.com

California

FMC FINANCIAL GROUP

4536 Wilshire Blvd., Third Floor

Los Angeles, CA 90010

Joseph K. Ahn, Special Care Planner

(323) 965-6300

jahn@finsvcs.com

1650 Spruce Street, Suite 415

Riverside, CA 92507-2436

Gene S. Tyrrell, CLU, ChFC, CFBS, Special Care Planner

(951) 781-0620

gstyrrell@finsvcs.com

4695 MacArthur Court, Suite 1000

Newport Beach, CA 92660

Leslie Davies, MS, CLTC Special Care Planner

(949) 225-9356

ldavies@finsvcs.com

Michelle S. Heyer, Special Care Planner

(949) 660-1717

mheyer@finsvcs.com

Walter L. Levy, LUTCF, Special Care Planner

(714) 426-1350

wlevy@finsvcs.com

FRASER FINANCIAL GROUP

1164 S. Hayworth Ave

Los Angeles, CA 90035

Itzhak Yaron, CFBS, Special Care Planner

(323) 933-3369

iyaron@finsvcs.com

1714 Sierra Bonita

Placentia, CA 92870

Edwin V. O'Hara, Special Care Planner

(714) 983-7355

evohara@finsvcs.com

4601 Wilshire Blvd., Third Floor

Los Angeles, CA 90010

Micha Park, Special Care Planner

(323) 965-6300

michapark@finsvcs.com

Seung Rho, Special Care Planner

(323) 965-6300

srho@finsvcs.com

Youngmin M. Suh, Special Care Planner

(323) 965-6300

ysuh@finsvcs.com

Jongsik Kim, LUTCF, Special Care Planner

(323) 965-6300

jongsikkim@finsvcs.com

MICELI FINANCIAL PARTNERS

101 Metro Drive, Suite 550

San Jose, CA 95110

Greg Soulsburg, Special Care Planner

(408) 487-1517

gsoulsburg@finsvcs.com

Phil Campit, Special Care Planner

(408) 286-4010

pcampit@finsvcs.com

William N. Homer, Special Care Planner

(408) 487-1544

whomer@finsvcs.com

Kenneth Prodger, Special Care Planner

(408) 487-1523

kprodger@finsvcs.com

MICHEL FINANCIAL GROUP

1875 Century Park East, Suite 1950

Los Angeles, CA 90067

Scott Gilbert, Special Care Planner

(310) 407-2800

scottgilbert@finsvcs.com

Cynthia L. Pacheco, Special Care Planner

(310) 407-2800

cpacheco@finsvcs.com

Robert Sarkissian, CLU, CFP, Special Care Planner

(310) 407-2800

rsarkissian@finsvcs.com

NORCAL WEALTH MANAGEMENT & INSURANCE SERVICES

2495 Natomas Park, Suite 500

Sacramento, CA 95833-2941

Scott M. Bradford, LUTCF, Special Care Planner

(916) 565-7221

smbradford@finsvcs.com

SAN FRANCISCO BAY AREA AGENCY, LLC

101 Montgomery Street, Suite 1300

San Francisco, CA 94104

Launi Condit, Special Care Planner

(415) 828-6153

lcondit@finsvcs.com

14515 Catalina Street

San Leandro, CA 94577-5519

Mary S. Grodin, CLTC, LUTCF, ChFC, CFS, Special Care Planner

(510) 357-3715

mgrodin@finsvcs.com

2121 N. California Blvd.

Suite 395

Walnut Creek, CA 94596-7345

Gene Gracey, CLTC, Special Care Planner

(925) 979-2391

genegracey@finsvcs.com

2201 Walnut Avenue, #140

Fremont, CA 94538

Mayling Way, Special Care Planner

(510) 789-2428

mway@finsvcs.com

39300 Civic Center Drive, #310

Fremont, CA 94538

Sarah Ho, Special Care Planner

(510) 870-9855

sarahho@finsvcs.com

THE POLLAKOV FINANCIAL GROUP

4275 Executive Square, Suite 400

La Jolla, CA 92037

Bridy L. Oreshack, MSFS, Special Care Planner

(858) 202-2304

boreshack@finsvcs.com

Nicole A.Vuckovich, Special Care Planner

(858) 202-2330

nvuckovich@finsvcs.com

820 West G Street, Apt 358

San Diego, CA 92101

Rodrigo A. Villarreal, Special Care Planner

(619) 454-2982

rvillarreal@finsvcs.com

WALKER FINANCIAL PARTNERS, LLC

4165 E. Thousand Oaks Blvd.

Suite 180

Westlake Village, CA 91362

Arkady Milgram, ChFC, CLF, Special Care Planner

(805) 370-6601

amilgram@finsvcs.com

4454 Van Nuys Blvd., Suite 211

Sherman Oaks, CA 91403

Franklin J. Taylor, CLU, ChFC, CFBS, CLTC, AEP, Special Care Planner

(818) 990-0446

ftaylor@finsvcs.com

Colorado

WEALTH MANAGEMENT PARTNERS

4600 South Ulster Street, Suite 1200

Denver, CO 80237

Arnold Bradford, CLU, ChFC, JD, LLM, Special Care Planner

(303) 692-8183

abradford@finsvcs.com

Michel B. Dechadenedes, CLU, CFP, Special Care Planner

(303) 692-8183

mdechadenedes@finsvcs.com

Connecticut

CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO.

70 Essex Road

Westbrook, CT 06498-1568

Daniel M. Smith, JD, CFBS, AEP, CLTC, Special Care Planner

(203) 783-0755

dmsmith@finsvcs.com

76 Batterson Park Road

Farmington, CT 06032-1922

George O. Rolfe, Special Care Planner

(860) 480-0655

grolfe@finsvcs.com

MONTANARI FINANCIAL PARTNERS

76 Batterson Park Road

Farmington, CT 06032-1922

Craig A. Montanari, CLTC, Special

Care Planner

(860) 678-2992

cmontanari@finsvcs.com

Leonard J. Montanari, CLU, Special Care Planner

(860) 678-2992

lmontanari@finsvcs.com

Florida

CODE SMITH FINANCIAL, LLP.

4830 W. Kennedy Blvd., Suite 875

Tampa, FL 33609

Brian E. Code, CLU, ChFC, CLTC, CFP, Special Care Planner

(813) 287-8775

bcode@finsvcs.com

Karen P. Code, RN, CLTC, Special Care Planner

(813) 287-8775

kcode@finsvcs.com

DBS FINANCIAL GROUP

11320 Fortune Circle, Suite G13

Wellington, FL 33414

Samuel H. Schiffer, Special Care Planner

(877) 313-6974

sschiffer@finsvcs.com

EPPY FINANCIAL GROUP, INC.

1000 Corporate Drive, Suite 700

Ft. Lauderdale, FL 33334-3655

Joseph Eppy, CLTC, RIA, Special Care Planner

(954) 689-9476

jeppy@finsvcs.com

Elizabeth A. Kunz, Special Care Planner

(954) 689-9476

ekunz@finsvcs.com

Harlan M. Singer, LUTCF, CLTC, Special Care Planner

(954) 689-9476

hsinger@finsvcs.com

FINANCIAL DESIGN ASSOCIATES

10151 Deerwood Park Blvd.

Suite 300--10

Jacksonville, FL 32256

Thomas A. Boyd, CLU, ChFC, CSA, Special Care Planner

(904) 997-2323

taboyd@finsvcs.com

Robert F. Devine, CFP, Special Care Planner

(904) 997-2330

robertdevine@finsvcs.com

LEVIN FINANCIAL GROUP

729 Oak Shadows Road

PO Box 470927

Celebration, FL 34747-4240

Brian D. McGann, Special Care Planner

(321) 939-0299

bmcgann@finsvcs.com

LINQ FINANCIAL GROUP

2100 Ponce De Leon Blvd., Suite 600

Coral Gables, FL 33134

Alberto Gutierrez, Special Care Planner

(305) 648-2445

agutierrez@finsvcs.com

Benjamin Lebish, Special Care Planner

(305) 648-2445

blebish@finsvcs.com

Leonardo A. Manteca, Special Care Planner

(305) 648-2445

leonardomanteca@finsvcs.com

Georgia

CAPSTONE FINANCIAL PARTNERS

3333 Peachtree Road, Suite 400

Atlanta, GA 30326

Valerie S. Fricks, CFP, CLTC, Special Care Planner

(404) 926-1351

vfricks@finsvcs.com

James Payne, Special Care Planner

(404) 261-8900

tpayne@finsvcs.com

Joseph W. Whitwell, CLTC, Special Care Planner

(404) 261-8900

jwhitwell@finsvcs.com

FINANCIAL DESIGN ASSOCIATES

7393 Hodgson Memorial Drive

Suite 201

Savannah, GA 31406

Samuel L. Crossley, CLTC, Special Care Planner

(912) 356-1111

scrossley@finsvcs.com

PIEDMONT FINANCIAL, LLC INSURANCE & INVESTMENT STRATEGIES

100 Ashford Center N., Suite 250

Atlanta, GA 30338

Brian Stickney, Special Care Planner

(770) 551-3400

bstickney@finsvcs.com

Samuel Zaretsky, Special Care Planner

(770) 551-3400

szaretsky@finsvcs.com

5400 Laurel Springs Pkwy, Suite 203

Suwanee, GA 30024

Joseph Rodgers, Special Care Planner

(678) 679-6950

josephrodgers@finsvcs.com

SMOAK FINANCIAL ADVISORS, LLC

9100 White Bluff Rd., Suite 406

Savannah, GA 31406

Paula B. Smoak, CFP, ChFC, CLU, EP, Special Care Planner

(912) 920-6252

psmoak@finsvcs.com

Hawaii

MASSMUTUAL FINANCIAL GROUP

1001 Bishop Street, Suite 2600

Honolulu, HI 96813

Grant Fraser, CLU, ChFC, CLTC, General Agent

(800) 537-4591

gfraser@finsvcs.com

Idaho

SAGE WEALTH MANAGEMENT, LLC

3501 W. Elder Street, Suite 3000

Boise, ID 83705

Lahn Simmons, General Agent

(208) 364-0500

lsimmons@finsvcs.com

Illinois

MASSMUTUAL FINANCIAL GROUP

401 SW Water Street, Suite 303

Peoria, IL 61602

James S. Thompson, CFP, Special Care Planner

(309) 673-3839

jsthompson@finsvcs.com

PEARRE AND ASSOCIATES, LTD.

300 South Wacker Drive, Suite 800

Chicago, IL 60606-6680

Michael Krupka, Special Care Planner

(312) 347-1660

mkrupka@finsvcs.com

David A. Pearre, II, Special Care Planner

(312) 347-1660

dpearre@finsvcs.com

Donald J. Engels, CLU, Special Care Planner

(312) 356-1666

dengels@finsvcs.com

STRATEGIC WEALTH MANAGEMENT GROUP, LLC

4453 North Mulford Road

PO Box 15777

Rockford, IL 61132

Mary-Stuart Carruthers, CLU, CLTC, Special Care Planner

(815) 282-6500

mscarruthers@finsvcs.com

THE ALVAREZ GROUP

311 W Superior, Suite 215

Chicago, IL 60612

Jessica A. Streit, Special Care Planner

(312) 787-5454

jstreit@finsvcs.com

WATER TOWER FINANCIAL PARTNERS, LLC

20 North Clark Street, Suite 1850

Chicago, IL 60602

Katherine J. Cozzani, Special Care Planner

(312) 984-3588

kcozzani@finsvcs.com

Beebe U. Song, JD, CLTC, CFS, Special Care Planner

(312) 630-2593

bsong@finsvcs.com

John W. Wheeler, CFP, CLU, ChFC, CRPC, LUTCF, Special Care Planner

(312) 984-6346

johnwwheeler@finsvcs.com

Indiana

RICKE & ASSOCIATES

425 Bank Street

New Albany, IN 47150

Larry E. Ricke, CLU, ChFC, Special Care Planner

(812) 944-4461

lericke@finsvcs.com

WEST POINT FINANCIAL GROUP, LLC

6920 Pointe Inverness Way, Suite 1200

Fort Wayne, IN 46804

Brian R. Simms, Special Care Planner

(260) 436-9980

briansimms@finsvcs.com

900 E. 96th Street Suite 300

Indianapolis, IN 46240

Kevin W. Clasen, CFP, CLU, ChFC, LUTCF, Special Care Planner

(317) 469-9999

kclasen@finsvcs.com

Shawn E. Graham, AAMS, MBA, Special Care Planner

(317) 844-6466

sgraham@finsvcs.com

Mark A. Heisler, CLU, ChFC, CFP, Special Care Planner

(317) 469-9999

mheisler@finsvcs.com

Drew F. Stuart, Special Care Planner

(317) 469-9999

drewstuart@finsvcs.com

Iowa

MIDWEST ASSOCIATES

111 Perry Street

Davenport, IA 52801

Terrill B. Johnson, JR. CLU, ChFC, CFP, Special Care Planner

(563) 326-6261

tjohnsonjr@finsvcs.com

1415 28th Street, Suite 350

West Des Moines, IA 50266

Sean R. Stevens, CLU, ChFC, Special Care Planner

(515) 457-3301

seanstevens@finsvcs.com

Kansas

HIGHPOINTE FINANCIAL GROUP, LLC

9401 Indian Creek Parkway, Suite 450

Overland Park, KS 66210

Peter Dawson, JD, Special Care Planner

(913) 338-5000

pdawson@finsvcs.com

Scott Hepler, Special Care Planner

(913) 338-5000

shepler@finsvcs.com

Kentucky

MASSMUTUAL FINANCIAL GROUP

2365 Harrodsburg Road, Suite A300

Lexington, KY 40504

Carolyn B. Wheeler, Special Care Planner

(859) 223-4141

cwheeler@finsvcs.com

Louisiana

FLEUR DE LIS FINANCIAL, INC.

1 Galleria Blvd., Suite 909

Metairie, LA 70001

Phillip S. Brown, Special Care Planner

(504) 299-8971

phillipsbrown@finsvcs.com

125 Jamestown Street

Lake Charles, LA 70605

William R. Dressler, Special Care Planner

(337) 477-8271

wdressler@finsvcs.com

Maryland

BLUEWATER FINANCIAL ENTERPRISES

6500 Rock Spring Drive, Suite 400

Bethesda, MD 20817

Melissa C. Smith, Special Care Planner

(410) 961-3666

mcsmith@finsvcs.com

GARRISON FINANCIAL LLC

11350 McCormick Road

Executive Plaza IV, Suite 200

Hunt Valley, MD 21031

Frank C. Weiss, AEP, CLU, CLTC, RIA, Special Care Planner

(410) 773-8325

fcweiss@finsvcs.com

MASSMUTUAL FINANCIAL GROUP

4520 East-West Highway, Suite 700

Bethesda, MD 20814

Betty R. Arbudde, CLU, ChFC, CLTC, LUTCF, Special Care Planner

(301) 941-9152

barbuckle@finsvcs.com

Sara N. Krulwich, CLTC, Special Care Planner

(301) 941-9113

skrulwich@finsvcs.com

Sarah C. White, CLU, ChFC, CLTC, Special Care Planner

(301) 941-9138

sarahwhite@finsvcs.com

600 Fairmount Avenue, Suite 102

Towson, MD 21286

Samuel R. Schnydman, CLU, ChFC, CLTC, Special Care Planner

(443) 901-1051

sschnydman@finsvcs.com

METZMAN & ASSOCIATES, INC.

8178 Lark Brown Road, Suite 201

Elkridge, MD 21075-6420

Eric A. Metzman, CLU, CFBS, CLTC, Special Care Planner

(443) 755-8890

emetzman@finsvcs.com

SILBERSTEIN INSURANCE GROUP

2330 W. Joppa Road, Suite 311

Lutherville, MD 21093

Jason S. Abosch, CPA/PFS, CFP, MBA, Special Care Planner

(410) 823-8066

jsabsoch@finsvcs.com

THE MELTZER GROUP

6500 Rock Spring Drive, Suite 400

Bethesda, MD 20817

Michael J. Orleans, Special Care Planner

(301) 581-7354

morleans@finsvcs.com

THE WASHINGTON GROUP

6500 Rock Spring Drive, Suite 400

Bethesda, MD 20817

Kathryn A. Boyce, Special Care Planner

(301) 581-7241

kboyce@finsvcs.com

Jerry L. Hulick, CLU, ChFC, CLTC, Special Care Planner

(301) 581-7200

jhulick@finsvcs.com

Jared Rosen, Special Care Planner

(301) 581-7279

jrosen@finsvcs.com

Bruce H. Shapiro, Special Care Planner

(301) 581-7288

bshapiro@finsvcs.com

Andrew P. Sirpis, Special Care Planner

(301) 581-7215

asirpis@finsvcs.com

James M. Van Eperen, CLU, Special Care Planner

(301) 581-7281

jvaneperen@finsvcs.com

David Vang, Special Care Planner

(301-581-7200

dvang@finsvcs.com

Thomas S. Walsh, JD, CLTC, Special Care Planner

(301) 581-7290

tswalsh@finsvcs.com

THOMPSON FINANCIAL GROUP, LLC

11350 McCormick Road

Executive Plaza IV, Suite 200

Hunt Valley, MD 21031

Michael E. Jackson, CLTC, Special Care Planner

(410) 773-8326

mejackson@finsvcs.com

Jacob R. Lanford, Special Care lanner

(410) 773-8326

jlanford@finsvcs.com

One North Charles Street

Baltimore, MD 21201

Jason Ditto, Special Care Planner

(410) 539-2320

jlditto@finsvcs.com

Massachusetts

CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO.

330 Whitney Avenue, Suite 600

Holyoke, MA 01040

Judith H. Luddy, CLU, ChFC, CLTC, Special Care Planner

(413) 539-2367

jluddy@finsvcs.com

COMMONWEALTH FINANCIAL GROUP

60 William Street, Suite 200

Wellesley, MA 02481

Richard Gauntlett, Special Care Planner

(781) 263-4555

rgauntlett@finsvcs.com

696 Commercial Street

Weymouth, MA 02189

R. Rand Cushing, CLU, ChFC, CLTC, Special Care Planner

(781) 337-3756

rrcushing@finsvcs.com

Michigan

FOURSQUARE FINANCIAL GROUP

3152 Peregrine Drive NE, Suite 110

Grand Rapids, MI 49525

David P. Knooihuizen, MBA, CLTC, Special Care Planner

(616) 447-6229

dknooihuizen@finsvcs.com

Steven G. Johnson, MSFS, CFP, ChFC, CLU, CASL, CLTC, Special Care Planner

(616) 447-7665

sgjohnson@finsvcs.com

SEYMOUR GILL FINANCIAL

28411 Northwestern Hwy, Suite 1000

Southfield, MI 48034

Daniel J. Donohue, CLU, ChFC, Special Care Planner

(248) 208-2760

ddonohue@finsvcs.com

Dale J. Seymour, CLTC, Special Care Planner

(419) 887-6233

dseymour@finsvcs.com

SHEFFIELD FINANCIAL

28411 Northwestern Hwy, Suite 1000

Southfield, MI 48034-5525

Richard W. Sheffield, MBA, Special Care Planner

(248) 208-2730

rsheffield@finsvcs.com

THE DETROIT FINANCIAL GROUP, LLC

33533 West 12 Mile Road, Suite 295

Farmington Hills, MI 48331

Dennis Fiore, CLU, ChFC, LUTCF, General Agent

(248) 324-1100

dfiore@finsvcs.com

Minnesota

MINNEAPOLIS FINANCIAL GROUP

901 Marquette Avenue, Suite 2600

Minneapolis, MN 55402

Melissa J. Morris, CLTC, Special Care Planner

(612) 492-9354

melissamorris@finsvcs.com

Mississippi

COLLINS FINANCIAL NETWORK

1635 Lelia Drive, Suite 100

Jackson, MS 39216

Stephen Collins, CLU, ChFC, General Agent

(601) 981-4545

stevecollins@finsvcs.com

Missouri

HIGHPOINTE FINANCIAL GROUP, LLC

16690 Swingley Ridge Road

Suite 240

Chesterfield, MO 63017-0758

Robert C. Herdler, ChFC, Special Care Planner

(636) 728-2400

rherdler@finsvcs.com

Montana

ERICKSON FINANCIAL STRATEGIES

235 1st Street, P.O. Box 2500

Havre, MT 59501

Max L Erickson, CLU, ChFC, CASL, Special Care Planner

(496) 265-1226

mlerickson@finsvcs.com

MASSMUTUAL FINANCIAL GROUP

1283 N. 14th Street, Suite 101

Bozeman, MT 59715

Gary L. Popiel, CLU, ChFC, Special Care Planner

(406) 586-3351

glpopiel@finsvcs.com

Nebraska

CONTINUUM FINANCIAL

10250 Regency Circle, Suite 250

Omaha, NE 68114

Daniel Kline, MBA, Special Care Planner

(402) 343-8309

danielkline@finsvcs.com

Maureen G. Vinton, MBA, CLTC, Special Care Planner

(402) 397-8600

mvinton@finsvcs.com

Nevada

MASSMUTUAL FINANCIAL GROUP

10100 W. Charleston Blvd., Suite 250

Las Vegas, NV 89135

Taina S. Gude, Special Care Planner

(702) 856-2309

tgude@finsvcs.com

Michael B. Posin, Special Care Planner

(702) 856-2346

mposin@finsvcs.com

Wendy Schneider, Special Care Planner

(702) 856-2333

wendyschneider@finsvcs.com

SHEFFIELD FINANCIAL

P.O. Box 50879

Henderson, NV 89016

Richard W. Sheffield, MBA, Special Care Planner

(888) 998-7526

rsheffield@finsvcs.com

New Hampshire

MASSMUTUAL FINANCIAL GROUP

193 Wilkins Street

Manchester, NH 03102

David Williamson, Special Care Planner

(603) 577-0314

dwilliamson@finsvcs.com

2 Executive Park Drive Unit 7

Bedford, NH 03110-6915

Mark J. Leonard, LUTCF, Special Care Planner

(603) 623-7236

mleonard@finsvcs.com

Neil P. Rogers, Special Care Planner

(603) 623-7236

nrogers@finsvcs.com

20 Trafalgar Square, Suite 300

Nashua, NH 03063

Jared W. Anderson, CFS, Special Care Planner

(603) 577-0334

jaredanderson@finsvcs.com

New Jersey

EMERALD FINANCIAL RESOURCES

1011 Route 22 West, Suite 201

Bridgewater, NJ 08807

Michael Vesuvio, CFS, CLTC, General Agent

(908) 704-1800

mvesuvio@finsvcs.com

FAULKNER FINANCIAL, LLC

1814 Route 70 East, Beowulf Plaza, Suite 494

Cherry Hill, NJ 08003

Gwendolyn A. Faulkner, Special Care Planner

(856) 673-4045

gfaulkner@finsvcs.com

LEE-NOLAN ASSOCIATES, LLC

Overlook at Great Notch

150 Clove Road

Little Falls, NJ 07424-2139

Robert F. Ehinger, Jr., CLU, CFP, Special Care Planner

(973) 237-0100

rfehinger@finsvcs.com

MASSMUTUAL FINANCIAL GROUP

385 Kings Highway North, Suite 202

Cherry Hill, NJ 08034

Douglas K. Karpf, CLU, ChFC, CLTC, RFC, Special Care Planner

(856) 482-5530

dkarpf@finsvcs.com

SUMMIT MARKETING, INC.

4 Campus Drive

Parsippany, NJ 07054-0413

Salvadore R. Salvo, Special Care Planner

(973) 285-3580

ssalvo@sfr1.com

New York

ADVANCED WEALTH SOLUTIONS, LLC

117 Ketay Drive South

East Northport, NY 11731

Lonnie Sherman, LUTCF, Special Care Planner

(516) 672-9595

lonniesherman@finsvcs.com

317 Madison Avenue, Suite 1015

New York, NY 10017

Victor Gallardo, Special Care Planner

(212) 922-9188

vgallardo@finsvcs.com

Alan Hirsch, Special Care Planner

(212) 922-9188

ahirsch@finsvcs.com

Andrea L. Hopson, Special Care Planner

(212) 922-9188

ahopson@finsvcs.com

Barry C. Laub, CFP, Special Care Planner

(212) 922-9188

blaub@finsvcs.com

Abdul Rahmani, Special Care Planner

(212) 922-9188

arahmani@finsvcs.com

380 Lexington Avenue, Room 1920

New York, NY 10168

Glenn J. Kennedy, Special Care Planner

(212) 922-9188

gkennedy@finsvcs.com

BANCROFT & ASSOCIATES

81 Main Street

Mt. Morris, NY 14510

Gail Cochrane, Special Care Planner

(585) 658-4330

gcochrane@finsvcs.com

CENTER FOR WEALTH PRESERVATION

25 Neptune Blvd., Apt 5L

Long Beach, NY 11561

Stephen W. Rosendale, CLTC, Special Care Planner

(516) 521-0992

swrosendale@finsvcs.com

427 Main Road

P.O. Box 1649

Westhampton Beach, NY 11978

Joan Zaleski, CFP, Special Care Planner

(631) 288-5754

jzaleski@finsvcs.com

6800 Jericho Turnpike, Suite 202W

Syosset, NY 11791

Frank C. Baird, Jr., MBA, CLTC, Special Care Planner

(516) 682-3345

fbaird@finsvcs.com

Gregory Blum, Special Care Planner

(516) 682-3375

gblum@finsvcs.com

Christopher J. Jones, CLU, ChFC, CFP, Special Care Planner

(516) 682-3379

cjjones@finsvcs.com

Victor L. Lapoma, Special Care Planner

(516) 682-3386

vlapoma@finsvcs.com

John Panaro, CLU, ChFC, CFP, Special Care Planner

(516) 682-3350

jpanaro@finsvcs.com

Gary P. Ranftle, Special Care Planner

(516) 364-4206

granftle@finsvcs.com

Evan N. Rogdakis, JD, Special Care Planner

(516) 682-3376

erogdakis@finsvcs.com

Jeffrey R. Silverman, JD, CFP, Special Care Planner

(516) 682-3363

jsilverman@finsvcs.com

Jeff T. Velastegui, Special Care Planner

(516) 682-3383

jvelastegui@finsvcs.com

CENTRAL NEW YORK AGENCY, LLC

1717 State Street

Watertown, NY 13601

Kenneth Blankenbush, CLU, CLTC, Special Care Planner

(315) 788-5200

kblankenbush@finsvcs.com

432 North Franklin Street, Suite 50

Syracuse, NY 13204

Todd Freeman, Special Care Planner

(315) 449-3000

tfreeman@finsvcs.com

Jon A. Law, CLU, ChFC, CFP, CLTC, Special Care Planner

(315) 449-3000

jonlaw@finsvcs.com

Amanda M. Maclachlan, Special Care Planner

(315) 449-3000

amaclachlan@finsvcs.com

Raymond J. Straub, CLU, ChFC, CLTC, Special Care Planner

(315) 449-3000

rstraub@finsvcs.com

Edward J. Vespa, CLU, ChFC, CLTC, Special Care Planner

(315) 449-3000

evespa@finsvcs.com

Warren Young, III, CLU, ChFC, Special Care Planner

(315) 449-3000

wyoung@finsvcs.com

CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO.

415 Nassau Blvd.

W. Hempstead, NY 11552

Alex Blanco, Special Care Planner

(917) 446-5769

alexblanco@finsvcs.com

FIFTH AVENUE FINANCIAL

530 Fifth Avenue, 14th Floor

New York, NY 10036-5101

Darryl C. Yoerkie, CLTC, Special Care Planner

(212) 642-4834

dyoerkie@finsvcs.com

FINANCIAL ARCHITECTS

600 Clinton Square

Rochester, NY 14604

Michael B. Argaman, ChFC, LUTCF

(585) 399-8393

margaman@finsvcs.com

Curt Balch, Special Care Planner

(585) 262-5600

cbalch@finsvcs.com

William D. Costello, CLF, LUTCF, CLTC, Special Care Planner

(585) 399-8304

wcostello@finsvcs.com

Marlene A. Dattilo, CFP, CLTC, Special Care Planner

(585) 399-8322

madattilo@finsvcs.com

Georg Farrak, ChFC, CLU, CLTC, Special Care Planner

(585) 226-8205

georgfarrak@finsvcs.com

Anastasia Meyer, Special Care Planner

(585) 399-8386

anastasiameyer@finsvcs.com

Heather Smith, Special Care Planner

(585) 399-8323

heathersmith@finsvcs.com

James C. Traylor, Special Care Planner

(585) 399-8367

jtraylor@finsvcs.com

Mark S. Wilson, CLU, ChFC, Special Care Planner

(585) 262-5600

mgscott@finsvcs.com

81 Main Street

Mt. Morris, NY 14510

Lea M. Bancroft, MSFS, CLU, ChFC, Special Care Planner

(585) 6584330

lbancroft@finsvcs.com

8201 Main Street, Suite 1

Williamsville, NY 14221

Michael L. Anastasia, Jr., Special Care Planner

(716) 630-0000

manastasia@finsvcs.com

FINANCIAL MARKETING PARTNERS

250 West 34th Street, Suite 2035

New York, NY 10119-0002

Stephen Grossman, CLU, LUTCF, General Agent

(212) 736-2001

stephengrossman@finsvcs.com

MARCHE & SCOTT STRATEGIC FINANCIAL SOLUTIONS

600 Clinton Square

Rochester, NY 14604

Marilyn G. Scott, CLU, ChFC, Special Care Planner

(585) 262-5600

mgscott@finsvcs.com

MASSMUTUAL FINANCIAL GROUP

300 Corporate Pkwy, Suite 216n

Amherst, NY 14226

Joseph L. Dileo, CLF, Special Care Planner

(716) 276-1105

jdileo@finsvcs.com

Cathedral Park Tower, Suite 600

37 Franklin Street

Buffalo, NY 14202-4119

Matthew J. Lydon, Special Care Planner

(716) 843-3147

mjlydon@finsvcs.com

ST. GEORGE FINANCIAL PARTNERS, LLC

530 Fifth Avenue, 14th Floor

New York, NY 10036-5101

Jeffrey Romond, CFS, Special Care Planner

(212) 536-6041

jromond@finsvcs.com

Robert J. Segall, JD, CFS, CLTC, Special Care Planner

(212) 536-8716

rjsegall@finsvcs.com

THE AFFINITY GROUP, LLC

8 Southwoods Boulevard, Second Fl

Albany, NY 12211

William H. Van Evera, CLU, ChFC, CLTC, Special Care Planner

(518) 449-4532

wvanevera@finsvcs.com

THE GRUDZIEN AGENCY, LLC

17 Washington Street

Cattaraugus, NY 14719

Rebecca L. Grudzien, Special Care Planner

(716) 257-8060

bgrudzien@finsvcs.com

THE ISLAND FINANCIAL GROUP

1000 Woodbury Road, Suite 400

Woodbury, NY 11797

Deanna Filosa, CLU, ChFC, Special Care Planner

(516) 382-3422

dfilosa@finsvcs.com

1155 Park Avenue

New York, NY 10128

Diana T. Murray, Special Care Planner

(323) 965-6300

dianamurray@finsvcs.com

1325 Franklin Avenue Suite 540

Garden City, NY 11530-1666

David J. Boretz, Special Care Planner

(516) 336-5969

dboretz@finsvcs.com

TRUE NORTH FINANCIAL SOLUTIONS

15 Fisher Lane

White Plains, NY 10603

John Blumberg, CLU, ChFC, General Agent

(914) 683-8954

jblumberg@finsvcs.com

North Carolina

HINRICHS FLANAGAN FINANCIAL

6000 Fairview Road, Suite 400

Charlotte, NC 28210

Thomas F. Nichols, CFP, Special Care Planner

(704) 557-9632

thomasnichols@finsvcs.com

Shelley M. Walsh, Special Care Planner

(704) 770-1931

swalsh@finsvcs.com

MASSMUTUAL FINANCIAL GROUP

300 North Greene Street, Suite 1650

Greensboro, NC 27401

David G. Burnette, CFP, CLU, ChFC, CRPC, Special Care Planner

(336) 370-3120

dburnette@finsvcs.com

PERSONAL STRATEGY GROUP

6000 Fairview Road, Suite 400

Charlotte, NC 28210

David V. Cove, CFP, Special Care Planner

(704) 557-9643

dcove@finsvcs.com

Ryan F. Platt, MBA, Special Care Planner

(704) 557-9600

rplatt@finsvcs.com

THE PIEDMONT CAROLINAS GROUP, LLC

401 Harrison Oaks Boulevard

Suite 320

Cary, NC 27513-2412

M. Sean Godwin, Special Care Planner

(919) 655-1920

mgodwin@finsvcs.com

William Weidner, Special Care Planner

(919) 655-1920

bweidner@finsvcs.com

WEALTH COACH OF NORTH CAROLINA

1213 Culbreth Dr.

Wilmington, NC 28405

Steven E. Krasnipol, CFP, CLU, ChFC

(910) 398-6405

skrasnipol@finsvcs.com

Ohio

MICHAEL CARTER GROUP

1660 W. 2nd Street, Suite 850

Cleveland, OH 44113

Bernard T. Garrah, CLU, ChFC, Special Care Planner

(216) 592-7360

bgarrah@finsvcs.com

Jonathan L. Goldston, CLTC, Special Care Planner

(216) 592-7366

jgoldston@finsvcs.com

Brian M. Marino, Special Care Planner

(216) 592-7358

brianmarino@finsvcs.com

Steven Thompson, MSFS, BCAA, CAS, CFS, Special Care Planner

(216) 592-7346

svthompson@finsvcs.com

Kenneth J. Vinikoff, Special Care Planner

(216) 592-7340

kvinikoff@finsvcs.com

PARAGON FINANCIAL GROUP

300 E-Business Way, Suite 250

Cincinnati, OH 45236

Scott H. Silver, Special Care Planner

(513) 235-5894

shsilver@finsvcs.com

7755 Montgomery Road, Suite 250

Cincinnati, OH 45236

John "Bobby" R. Barnes, Special Care Planner

(513) 698-1368

bbarnes@finsvcs.com

Christopher E. Collier, CLU, CLTC, Special Care Planner

(513) 698-1333

ccollier@finsvcs.com

Vicki K. Schapp, CFP, Special Care Planner

(513) 698-1342

vschapp@finsvcs.com

SEYMOUR & ASSOCIATES

1760 Manley Road

Maumee, OH 43537

Donald E. Ahl, Special Care Planner

(419) 887-6248

deahl@finsvcs.com

Brett J. Seymour, CLTC, Special Care Planner

(419) 887-6272

bseymour@finsvcs.com

Dalen J. Seymour, CLTC, Special Care Planner

(419) 887-6233

dseymour@finsvcs.com

Gary L. Wise, CLU, ChFC, Special Care Planner

(419) 893-9759

gwise@finsvcs.com

SKYLIGHT FINANCIAL GROUP

1892 Georgetown Road #A

Hudson, OH 44236

John J. Dunlavey, CLU, ChFC, CFP, Special Care Planner

(330) 342-4066

jjdunlavey@finsvcs.com

Oklahoma

MASSMUTUAL FINANCIAL GROUP

620 N. Robinson, Suite 201

Oklahoma City, OK 73102

Cassandra L. Wilson, CLTC, CLU, ChFC, Special Care Planner

(405) 270-8089

cwilson@finsvcs.com

Oregon

OREGON FINANCIAL SERVICES GROUP

222 SW Columbia, Suite 825

Portland, OR 97201

Craig Chambers, CLU, ChFC, CFBS, General Agent

(503) 221-1211

craigchambers@finsvcs.com

Pennsylvania

AUDI & ASSOCIATES

3773 Corporate Parkway, Suite 380

Center Valley, PA 18034

George J. Audi, CFP, CLU, CFBS, Special Care Planner

(610) 798-2559

gaudi@finsvcs.com

BUTTERWORTH & ASSOCIATES

525 Kenhorst Blvd

Reading, PA 19611

Michael P. Butterworth, ChFC, CLU, RHU, CRPC, CLTC, AWMA, AAMS, Special Care Planner

(610) 775-8800

michaelbutterworth@finsvcs.com

FAULKNER FINANCIAL, LLC

2 Bala Plaza Suite 901

Bala Cynwyd, PA19004-3481

Gwendolyn A. Faulkner, Special Care Planner

(484) 686-8187

gfaulkner@finsvcs.com

FINANCIAL DESIGNS, INC.

11 Stanwix Street, Suite 1200

Pittsburgh, PA 15222

James B. Wall, CFBS, CLTC, Special Care Planner

(412) 562-4420

jbwall@finsvcs.com

FIRST FINANCIAL GROUP

2 Bala Plaza Suite 901

Bala Cynwyd, PA 19004

Vincent Dipietro, Special Care Planner

(610) 955-7197

vdipietro@finsvcs.com

Linda R. Katz, CLU, ChFC, Special Care Planner

(610) 766-3041

lrkatz@finsvcs.com

Terri Mcdermott, ChFC, CLU, Special Care Planner

(610) 766-3035

tmcdermott@finsvcs.com

Bruce H. Sham, CLF, Special Care Planner

(610) 766-3074

bsham@finsvcs.com

Veronica L. Strauss, CFBS, CLTC, Special Care Planner

(610) 766-3077

vstrauss@finsvcs.com

GUYAUX MANDLER MAH FINANCIAL GROUP, LLC

11 Stanwix Street, Suite 1200

Pittsburgh, PA 15222

Clinton E. Guyaux, CFP, Special Care Planner

(412) 562-4403

cguyaux@finsvcs.com

Helen L. Sims, Special Care Planner

(412) 562-4439

hsims@finsvcs.com

STALLSMITH FINANCIAL

1158 Pittsburgh Road, Suite 102

Valencia, PA 16059

Mark G. Stallsmith, CLU, ChFC, Special Care Planner

(724) 898-3003

mgstallsmith@finsvcs.com

UFINANCIAL

100 Corporate Center Drive, Suite 201

Camp Hill, PA 17011

Robert J. Langan, CLTC, AIF, CFBS, Special Care Planner

(717) 763-7365

blangan@finsvcs.com

Franklin L. Rankin, CLTC, Special Care Planner

(717) 763-7365

frankin@finsvcs.com

Andrew M. Smarr, Special Care Planner

(717) 763-7365

asmarr@finsvcs.com

1709 Oregon Pike

Lancaster, PA 17601

A. Wesley W. Carr, Jr., ChFC, Special Care Planner

(717) 569-6369

awcarr@finsvcs.com

3949 S. Atherton Street

State College, PA 16801-8308

Terry R. Varner, LUTCF, CLTC, Special Care Planner

(814) 466-6295

tvarner@finsvcs.com

747 Constitution Drive, Suite 110

Exton, PA 19341

Michael T. Wahl, CLU, ChFC, CLTC, Special Care Planner

(610) 458-7900

mwahl@finsvcs.com

WHIPPLE & ASSOCIATES, INC.

220 Gibralter Road, Suite 350

Horsham, PA 19044

Charles Whipple, III, CLU, ChFC, General Agent

(215) 441-8200

cwhipple@finsvcs.com

Puerto Rico

MASSMUTUAL FINANCIAL GROUP

273 Ponce de Leon Avenue, Suite 1400

Hato Rey, PR 00917

Fernando Lopez, CLU, General Agent

(787) 758-2244

flopez@finsvcs.com

Rhode Island

LEGACY FINANCIAL GROUP, LLC

10 Charles Street, Suite 210

Providence, RI 02904

Mary Brimer Alba, Special Care Planner

(401) 457-7341

mbrimer@finsvcs.com

Brad Simonds, Special Care Planner

(401) 457-7302

bsimonds@finsvcs.com

10 Charles Street, Suite 10

Providence, RI 02904

Carl A. Gundersen, Special Care Planner

(401) 435-3800

cgundersen@finsvcs.com

South Carolina

MASSMUTUAL FINANCIAL GROUP

104 Harmon Street, Unit 8

Lexington, SC 29072

Charles Assey, CLTC

(803) 358-9099

cnassey@finsvcs.com

Tennessee

CAPITAL FINANCIAL GROUP, LLC

1720 Central Avenue

Memphis, TN 38104-5116

David Gearhardt, CFP, Special Care Planner

(901) 462-0046

dgearhardt@finsvcs.com

8 Cadillac Drive, Suite 150

Brentwood, TN 37027

Jason R. Bach, CFP, Special Care Planner

(615) 309-6342

jbach@finsvcs.com

N. Andrew Faught, CFA, CFP, Special Care Planner

(615) 309-6316

afaught@finsvcs.com

David T. Howell, CFP, CLU, ChFC, Special Care Planner

(615) 309-6320

davidhowell@finsvcs.com

8320 E. Walker Springs Lane

Suite 100 Knoxville, TN 37923

Conrad L. Slate, CLU, ChFC, CFBS, MSFS, Special Care Planner

(865) 246-1693

cslate@finsvcs.com

7213 Noah Reid Road, Suite 102

Chattanooga, TN 37421

Jeffrey M. Turner, CFP, MBA, CLU, ChFC

(423) 266-7400

jmturner@finsvcs.com

MEMPHIS MIDSOUTH FINANCIAL GROUP

8245 Tournament Drive, Suite 300

Memphis, TN 38125

Donald Helms, CLU, CLF, General Agent

(901) 748-8888

dhelms@finsvcs.com

Texas

ALLEGIANT WEALTH MANAGEMENT

10000 N. Central Expy Merit Drive

Suite 1200

Dallas, TX 75251

Nick Carroccio, Special Care Planner

(972) 386-5050

ncarroccio@finsvcs.com

12750 Merit Drive, Suite 900

Dallas, TX 75251

Stephen W. Wingard, Special Care Planner

(972) 386-5050

swingard@finsvcs.com

569 Shanes Lane

Weatherford, TX 76087

Michael S. Robertson, CFP, CLU, Special Care Planner

(817) 905-2927

smrobertson@finsvcs.com

LEVIN FINANCIAL GROUP

115 White Cap Lane

Mabank, TX 75156

Charles H. Turner, CLU, ChFC, CLTC, Special Care Planner

(727) 586-2881

charlesturner@finsvcs.com

SAPIENT FINANCIAL GROUP

10101 Reunion Place, Suite 300

San Antonio, TX 78216

Jeff A. Mccracken, Special Care Planner

(210) 384-5365

jeffmccracken@finsvcs.com

Kenneth W. Roesler, Special Care Planner

(210) 384-5384

kroesler@finsvcs.com

SOUTHWEST FINANCIAL GROUP

4711 Briarwood Ave., Suite C

Midland, TX 79707

Robert J. Kaufman, CPA, CFS, CLTC, CRPC, Special Care Planner

(432) 683-4100

rkaufman@finsvcs.com

6010 82nd Street, Suite 100

Lubbock, TX 79424

Todd E. Holt, CLU, ChFC, CLTC, CFP, Special Care Planner

(806) 795-9393

tholt@finsvcs.com

8206 Vicksburg Avenue

Lubbock, TX 79424-4015

Thomas S. Maples, CLTC, Special Care Planner

(806) 798-2620

smaples@finsvcs.com

SPECTRUM FINANCIAL GROUP

5080 Spectrum Drive, Suite 902W

Addison, TX 75001-4608

Gary Lewis, General Agent

(972) 458-9907

glewis@finsvcs.com

STEP STRATEGIES, LLC

1401 Richmond Avenue, Suite 200

Houston, TX 77006-5308

Naomi Duke, CFP, Special Care Planner

(713) 840-7300

naomiduke@finsvcs.com

Walter E. Katz, CLU, ChFC, CFP, CLTC, CFS, Special Care Planner

(713) 840-7300

wkatz@finsvcs.com

STEVENS FINANCIAL GROUP

15851 N. Dallas Parkway, Suite 1000

Dallas, TX 75001

Hillary L. Kent, CFP, CRPC, Special Care Planner

(214) 866-2134

hillarykent@finsvcs.com

301 W Main Street

Gunter, TX 75058

Andrea K. Allen, Special Care Planner

(903) 433-2050

akallen@finsvcs.com

777 Main Street Suite 2260

Fort Worth, TX 76102

Timothy J. Morand, Special Care Planner

(817) 332-4451

tjmorand@finsvcs.com

Olin Ragsdale, CLU, LUTCF, Special Care Planner

(817) 334-2342

oragsdale@finsvcs.com

Richard W. Stevens, ChFC, AEP, LUTCF, Special Care Planner

(817) 332-4451

rwstevens@finsvcs.com

STRATEGIC FINANCIAL GROUP, LLP

1980 Post Oak Blvd., Suite 1700

Houston, TX 77056

Alicia Cannon-Norris, Special Care Planner

(713) 968-6130

acannon-norris@finsvcs.com

Jacob J. Hershman, Special Care Planner

(713) 621-1660

jhershman@finsvcs.com

Michael E. Johnson, Special Care Planner

(281) 610-7833

mejohnson@finsvcs.com

Tammy Zoe Story, Special Care Planner

(713) 392-2048

tstory@finsvcs.com

Mark Brock, Special Care Planner

(713) 621-1660

markbrock@finsvcs.com

Terry A. Hausner, LUTCF, Special Care Planner

(713) 968-6105

thausner@finsvcs.com

3811 Postwood Drive

Spring, TX 77380

Shirley A. Lissner, Special Care Planner

(713) 703-0994

slissner@finsvcs.com

910 North Meyer, Suite 1700

Sealy, TX 77474

James Billings, Special Care Planner

(713) 410-5843

jbillings@finsvcs.com

Three Greenway Plaza, Suite 1700

Houston, TX 77046

Adam Blumberg, Special Care Planner

(713) 402-3883

adamblumberg@finsvcs.com

Cynthia A. Culpepper, Special Care Planner

(713) 621-1660

cculpepper@finsvcs.com

Greg Eppes, Special Care Planner

(713) 402-3800

geppes@finsvcs.com

Carson Ervin, Jr., LUTCF, Special Care Planner

(832) 274-4697

cervin@finsvcs.com

Richard Guynes, Special Care Planner

(713) 402-3842

rguynes@finsvcs.com

W. David Houchins, Special Care Planner

(713) 402-3864

dhouchins@finsvcs.com

Alan J. Kasser, RIA, Special Care Planner

(713) 402-3891

akasser@finsvcs.com

James P. Miller, Special Care Planner

(713) 402-3800

jamespmiller@finsvcs.com

TEMAA FINANCIAL

10000 N. Central Expy, Suite 1225

Dallas, TX 75231-4177

Thomas E. Murphy, CLTC, CDFA, Special Care Planner

(214) 373-8362

temurphy@finsvcs.com

WOODLANDS FINANCIAL PARTNERS

9006 Forest Crossing Drive, Suite D

The Woodlands, TX 77381

Michael Rister, Special Care Planner

(281) 362-8700

mrister@finsvcs.com

Utah

BRET HORTIN FINANCIAL SERVICES

6340 S 3000 E, Suite 500

Salt Lake City, UT 84121-3550

Bret W. Hortin, CLU, CASL, Special Care Planner

(801) 453-2264

bhortin@finsvcs.com

Virginia

ASSET MANAGEMENT GROUP, INC.

3975 Fair Ridge Drive, Suite 175N

Fairfax, VA 22033

Jonathan Phan, CLU, General Agent

(703) 273-1002

jphan@finsvcs.com

CAPITAL FINANCIAL PARTNERS, LLC

4880 Sadler Road, Suite 110

Glen Allen, VA 23060-6151

Michael R. Thompson, CLTC, Special Care Planner

(804) 290-8750

mrthompson@finsvcs.com

MASSMUTUAL FINANCIAL GROUP

11321 Sunset Hills Road

Reston, VA 20190

Devon B. Wright, Special Care Planner

(703) 736-1660

devonwright@finsvcs.com

12014 Johns Place

Fairfax, VA 22033

Kent D. Mcnary, CLU, ChFC, CLTC, Special Care Planner

(703) 930-8465

kmcnary@finsvcs.com

1593 Spring Hill Road, Suite 500 E

Vienna, VA 22182

Jeffrey Coho, Special Care Planner

(703) 847-9660

jcoho@finsvcs.com

John Edelbrock, CRPC, CRPS, Special Care Planner

(703) 847-9660

jedelbrock@finsvcs.com

James J. Hanagan, JD, Special Care Planner

(703) 519-8040

jhanagan@finsvcs.com

Mark A. Lester, CFP, Special Care Planner

(703) 847-9660

mlester@finsvcs.com

MCAVINNEY AND ASSOCIATES

2300 Fall Hill Avnue Suite 414

Fredericksburg, VA 22401-3359

Scott E. Pettyjohn, LUTCF, CLTC, Special Care Planner

(540) 373-0084

sepettyjohn@finsvcs.com

NSWC FINANCIAL SERVICES

2004 Augustine Avenue

Fredericksburg, VA 22401

Scott E. Pettyjohn, LUTCF, CLTC, Special Care Planner

(540) 361-2216

sepettyjohn@finsvcs.com

THE HARLOW GROUP

11321 Sunset Hills Road

Reston, VA 20190

Francis R. Surette, ChFC, Special Care Planner

(703) 736-1660

fsurette@finsvcs.com

THE WASHINGTON GROUP

10103 Brookrun Court

Spotsylvania, VA 22553

Dan Goodwin, Special Care Planner

(540) 604-6316

dangoodwin@finsvcs.com

11350 Random Hills Road, Suite 800

Fairfax, VA 22030

David Ermlick, CLTC, Special Care Planner

(703) 279-6560

dermlick@finsvcs.com

Patrick Hammeke, CLTC, Special Care Planner

(703) 279-6560

phammeke@finsvcs.com

Jerry L. Hulick, CLU, ChFC, CLTC, Special Care Planner

(703) 279-6560

jhulick@finsvcs.com

Jeffrey Lippman, CLTC, Special Care Planner

(703) 279-6560

jlippman@finsvcs.com

Pearl T. Hartley, Special Care Planner

(703) 279-6564

phartley@finsvcs.com

42122 Cherry Spring Lane

Leesburg, VA 20176

Christopher Van Pelt, Special Care Planner

(443) 536-1086

cvanpelt@finsvcs.com

WOMEN HELPING WOMEN WITH FINANCES

1593 Spring Hill Road, Suite 500E

Vienna, VA 22182-2245

Diane T. Hoyer, Special Care Planner

(703) 847-9660

dhoyer@finsvcs.com

Washington

MASSMUTUAL FINANCIAL GROUP

700 Fifth Avenue, Suite 4300

Seattle, WA 98104

Marikay Coyer, Special Care Planner

(206) 628-8800

mcoyer@finsvcs.com

Jennifer Thomsen, CLTC, MBA, Special Care Planner

(206) 346-3369

jthomsen@finsvcs.com

Shawn Whatley, CRPC, Special Care Planner

(206) 346-3227

swhatley@finsvcs.com

West Virginia

FINANCIAL DESIGNS, INC.

980 Parkway Drive, Suite A

Morgantown, WV 26501

Jerry L. Jones, CLU, CHFC, Special Care Planner

(304) 296-1458

jljones@finsvcs.com

Wisconsin

ANCHOR INSURANCE AND FINANCIAL SERVICES, LLC

1500 N. Casaloma Drive, Suite 411

Appleton, WI 54913

Harry P. Dorman, FIC, LUTCF, Special Care Planner

(920) 886-9469

hdorman@finsvcs.com

HUB FINANCIAL GROUP, LLC

13890 Bishops Drive, Suite 100

Brookfield, WI 53005

Rick B. Boyd, Special Care Planner

(262) 432-7220

rboyd@finsvcs.com

STRATEGIC WEALTH MANAGEMENT GROUP, LLC

109 E. Bell Street

Neenah, WI 54956-3072

(920) 886-0220

Karl A. Wunderlich, CLU, ChFC, CFP, Special Care Planner

(920) 886-0220

kawunderlich@finsvcs.com
COPYRIGHT 2010 EP Global Communications, Inc.
No portion of this article can be reproduced without the express written permission from the copyright holder.
Copyright 2010 Gale, Cengage Learning. All rights reserved.

Article Details
Printer friendly Cite/link Email Feedback
Publication:The Exceptional Parent
Article Type:Directory
Geographic Code:1USA
Date:Jan 1, 2010
Words:5933
Previous Article:Disability Awareness Night 2009 recap ... looking ahead to 2010.
Next Article:American with Disabilities Act programs: Disability Business Technical Assistance Centers.
Topics:

Terms of use | Privacy policy | Copyright © 2019 Farlex, Inc. | Feedback | For webmasters