Advanced Planning Team
The purpose and focus of the Advanced Planning Team is to provide us with advanced technical support toward the full implementation of financial, estate, and business owner plans. The Advanced Planning Team provides guidance in the development of comprehensive financial plans including, but not limited to, estate planning strategies, retirement planning, business succession planning, comprehensive investment analysis and asset allocation, and insurance review. The technical research and creative case design the Advisory Board offers provides our clients solutions to their unique financial planning needs.
Members of the Advanced Planning Team
Michael Corr, JD*, LL.M, CPA* - Chief Estate and Business Planning Specialist
Aaron Huntoon, CBEC®, CRPC® - Senior Consultant, Estate and Charitable Planning Specialist
John Kovel, CFP® - Senior Consultant, Qualified Plan and Retirement Specialist
D. Wiley Moody - Senior Consultant, Investment Strategy Group Member
Dianna Parker, CFP®, CBEC® - Senior Financial Professional, Business Intelligence Institute
Barbara Phipps, JD*, CBEC®, CRPC® - Senior Consultant, Estate and Business Succession Specialist
Stephen Smith, JD* - Senior Consultant, Estate and Business Succession Specialist
Mary Young, CFP®, ChFC® - Director of Financial Advisory Services, Executive Consulting
National Design Team
Robert E. Appel, JD*, LL.M, MBA
Donna L. Rowan, JD*, LL.M, CLU®
Sagemark Consulting Private Wealth Services
Russ Jones, Executive Director
James Gasparotto, Regional Director of Advisor Development (Northern Division)
Doug Richmond, Regional Director of Advisor Development (Southern Division)
*Licensed, not practicing on behalf of Osaic Wealth