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Board of Directors
President
Anthony R. Bartlett, ChFC, CASL, AEP
Bartlett Wealth Management
One West Boylston Street, Suite 104
Worcester, MA  01605
Phone:  774-420-7574
Fax:  774-420-7575

 
Immediate Past President
Michael P. Dow, CPA, CLU, ChFC, AEP
Dow & Associates, LLC
428 N. Wisconsin Street
Port Washington, WI 53074
Phone: 414-651-3002
Fax: 262-284-9444

 
President Elect
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

 
Secretary
Elvin D. Turner, JD, MBA
Turner Consulting LLC
Bloomfield, CT
Phone:  860-242-4878

 


 
Chief Executive Officer
Joseph E. Frack, CPA, CGMA
Society of Financial Service Professionals
3803 West Chester Pike, Suite 225
Newtown Square, PA 19073
Phone: 610-526-2551
Fax: 610-359-8115

 
Directors

Bruce A. Guillemette, CLU, ChFC, MSM, FLMI
AXA Equitable
80 Scott Swamp Road
Farmington, CT  06032
Phone:  860-409-1133

Virginia T. Harriett, CFP, AIF
Lincoln Investment Planning
8000 SagemoreDrive, Suite 8301
Marlton, NJ  08053
Phone:  856-596-4830, x2538
Fax:  856-988-8410

James O. (Dell) Judd, CLU, ChFC
Oswald Companies
1100 Superior Avenue, Suite 1500
Cleveland, OH  44114
Phone:  216-367-8754
Fax:  216-367-8841

Victoria A. McCoy, RHU
Associated Employee Benefits LLC
63 Commerce Park Dr
Westerville, OH 43082
Phone:  614-602-6470
Fax:  866-272-2815

Justin W. Smith, CFA, CFP
Jonathan Smith & Company
128 E. Fisher Avenue
Greensboro, NC  27401
Phone:  336-272-9488
Fax:  336-272-2654

Jesse G. Dogillo, CLU, ChFC, CFP
Bay Area Financial Advisers
777 North First Street, Suite 615
San Jose, CA  95112
Phone:  (408) 528-7060
Fax: (408) 882-6089

Erin R. Flower, CFP
St. Bonore Financial Services
152 West Water Street, PO Box 347
Oak Harbor, OH  43449
Phone:  (419) 898-7800
Fax: (419) 898-0018

Ernest J. Guerriero, CLU, ChFC, CEBS, CPCU, CPC
American Retirement Association
4245 North Fairfax Drive, Suite 750
Arlington, VA 22203
Phone: 703-516-9300, ext. 200

Kevin D. Lindblom, CLU, ChFC, LUTCF
New York Life
3720 Queen Court SW, Suite 4
Cedar Rapids, IA  52404
Phone:  (319) 393-1643
Fax: (319) 393-1837

Lynne F. Stebbins, JD, CLU, ChFC, AEP
Mercer Private Client Solutions
New York, NY 
Phone:  (516) 398-1281

Kathleen W. Bilderback, JD, LLM, AEP
Affinity Law Group LLC
1610 Des Peres Road, Suite 100
St. Louis, MO  63131-1850
Phone:  (314) 872-3333
Fax:  (314) 872-3365

Sandra E. Henderson, RHU
Plan Financial
9 River Park Place East, Suite 440
Fresno, CA  93720-1530
Phone:  (559) 433-1110, x412

Robert J. Keorkunian, FICF, LUTCF, CLF
Modern Woodmen of America
2700 Sprinkle Road
Kalamazoo, MI 49001-4639
Phone:  (269) 385-2700
Fax:  (269) 385-2702

Gregory W. Schlaudecker, CLU, ChFC
Emerald College Planning
2609 Glasshouse Road
Jamestown, NC  27282
Phone:  (336) 471-3727

Mary J. Schneekloth, MBA, C.P.M., CLU
Kirkwood Community College
6301 Kirkwood Boulevard SW
Cedar Rapids, IA 52404
Phone:  (319) 361-5300

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