VISITORS CENTER

Board of Directors

Board of Directors: Bios
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
 
Immediate Past President
Thomas L. Petsche, CLU, ChFC, RHU
Brokerage Solutions, Inc.
3979 Park ToweCourt, NE
Cedar Rapids, IA 52402
Phone: 319-393-9410
Fax: 319-393-9410
ditlp@aol.com
 
President Elect
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
 
Secretary
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

 
Chief Executive Officer
Joseph E. Frack, CPA
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

R. Charles Kuriger, IV, CLU, ChFC, MSFS, MSM, REBC
Advanced Planning Services, Inc.
3731 Olympia Drive
Houston, TX 77019
Phone: 713-952-2029
Fax: 713-952-2497
rckuriger@yahoo.com

Michael J. McGlothlin, CLU, ChFC, CFP, LUTCF
Highland Capital Brokerage
7342 Oakland Hills Drive
Indianapolis, IN 46236
Phone: 317-566-2242
Fax: 317-566-2243
mmcglothlin@highland.com

Terry L. Owens, CLU, ChFC, CFP, LUTCF, CMFC
Owens & Associates
515 C Midland Road, P.O. Box 2058
Southern Pines, NC 28388
Phone: 910-692-0957
Fax: 910-695-0985
terryowens@mindspring.com

Patrick S. Rising, ChFC, LUTCF, CLU
RGA Financial Services
PO Box 956278
Duluth, GA 30095-9505
Phone: 678-407-4655
Fax: 770-338-1073
psrchfc@earthlink.net

Thomas J. Sigmund, JD
Kegler, Brown, Hill & Ritter, LPA
65 East State Street, Suite 1800
Columbus, OH 43215
Phone: 614-462-5462
Fax: 614-464-2634
tsigmund@keglerbrown.com

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 & Wealth Management
9000 West Chester Street, Suite 105
Milwaukee, WI 53214
Phone: 414-615-4934
Fax: 414-615-4951
michael.dow@nextlevelpwm.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
Pinnacle Insurance & Financial Services
10504 Lacera Drive
Tampa, FL  33618
Phone:  813-349-3949
Fax:  813-527-9989
jayne.alford@pinnacleIFS.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