Kelli Stiles, JD, CPA
Stephen Barber, JD, LLM
Jae Christensen, CFP(R), CTFA, EA
Annette Lawson
Frederick Schertenlieb, CTFA
How, you may ask yourself, do we know this? Completed information in the membership profiles. Completing all fields in your profile could get you birthday recognition, and possible other little perks..........We don't need the year you were born, just the month.