2014 PROFESSIONAL DAY PARTNERS
The Greensboro Chapter of the Society of Financial Service Professionals acknowledges the participation and generous financial support given by the partners of this event.
PILOT FINANCIAL ADVISORS
Roger Seigler, CLU, ChFC; Al Capps, CRPC
AMERICAN CENTURY INVESTMENTS
Brian P. Munn, CFP, CRPC, AIF, Vice President
AMERITAS LIFE INSURANCE CORP.
Steve Dunlap, CLU, ChFC, AIF, Regional Director, Retirement Plans Division
CARRUTHERS & ROTH, P.A.
Attorneys At Law
CONNORS MORGAN, PLLC
Attorneys at Law
The Business Practice
CUNA MUTUAL RETIREMENT SOLUTIONS
Parish Parker, Regional Vice President
JOHN HANCOCK LIFE INSURANCE COMPANY
Bruce McGuirk, CLU, ChFC, CFP, Regional Director
IVY FUNDS DISTRIBUTOR, INC.
Eugene J. Eignor, ChFC, Regional Vice President
Lans Slack, Regional Vice President, NC & SC
MASS MUTUAL FINANCIAL GROUP
R. E. Rose, III, General Agent
Bill O’Neil, CLU, ChFC, CFP, Associate General Agent
David Jacobius, MBA, Senior Agency Sales Director
J.P. MORGAN INVESTMENT MANAGEMENT, INC.
Nicholas A. Johnson, CIMA, Vice President - Client Advisor
Lathan C. Mahaffey, CFP, Executive Director – Client Advisor; DC Investment Solutions
PRUDENTIAL FINANCIAL, INC.
Matthew Grandonico, Prudential Retirement, Regional Sales Director
Bill Matyi, Prudential Investments, VP, Regional Sales Coordinator
Mike Dullaghan, 401(k) Investment Specialist
Dave Scheetz, Regional 401(k) Director, Defined Contribution
SCHELL BRAY PLLC
Attorneys and Counselors at Law
SHELTON, NELSON AND ASSOCIATES, PA
Sandra Shelton, CPA
STEARNS FINANCIAL SERVICES GROUP
Dennis G. Stearns, CLU, ChFC, MSFS, CFP, President
CAPITAL FINANCIAL SOLUTIONS
Robert C. Turner, CLU, ChFC, President & CEO
Scott Ward, CIMA, Regional Vice President, Asset Management
GREENSBORO ESTATE PLANNING COUNCIL, INC.
Amy Kincaid, Attorney At Law, President
HOLDERNESS INVESTMENTS COMPANY
Kim C. Carson, CFA, Vice President
Charles F. Freeman, Portfolio Manager
SMITH LEONARD, PLLC
Jon Glazman, CPA
Addison R. Maille, JD, CPA
Stephen Fleming, President and Chief Executive Officer
Alan Tutterow, Chief Financial Officer
FRANKLIN TEMPLETON DISTRIBUTORS, INC.
Ken Jones, CIMA, Vice President
Jeff Petersen, CFP, CIMA, Vice President DCIO Specialist
THE COMMUNITY FOUNDATION OF GREATER GREENSBORO, INC.
Gordon D. Soenksen, Chief Development Officer
*MetLife Premier Client Group pays the Greensboro Chapter of SFSP a fee for its participation in and partnership of the Professional Day event.