FIVE STAR Wealth Managers

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List compiled by Crescendo Business Services. Names in boldface also appear in the profiles that follow. Wealth Manager additional financial services: AC=Accounting; BK=Banking; BP=Business Planning; CG=Charitable Giving; EP=Estate Planning; FP=Financial Planning; IN=Insurance; IV=Investments; LC=Long-term Care; TS=Trust Services; TX=Taxation; WP=Will Preparation

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INVESTMENTS CONTINUED

Keith McKenzie
Bernstein
BP; FP

David Menashe
Morgan Stanley
EP

Jennifer Mills
Merrill Lynch
EP; IN; TS

Michael Moore
American Money Management
BP; EP; FP

Bruce Morley
Morgan Stanley

Aaron Mulvaney
Charles Schwab
EP; FP; BK

Jerrilynn Myers
Myers Financial Group
EP; FP

John Orendain
Morgan Stanley

Darryl Paulson
JM Financial Services
AC; FP; TX

P. Martin Peters
LPL Financial
EP; IN; LC

Mark Petrie
Hokanson Associates
CG; EP; FP

Bruce Rawdin Baron
Rawdin-Baron Financial
EP; FP; IN

Michael Ricca
Rawdin-Baron Financial vFP; IN; LC

J.Robby Robinson
Edward Jones
FP; IN; LC

Sheryl Rowling
Rowling Dold & Associates
CG; EP; FP

Leo Schad
RBC Wealth Management
CG; EP; FP

Ronald Scherdorf
Charles Schwab
FP

Anna Scherer
Smith Barney
EP; FP; IN

Edward Schwarz
Merrill Lynch

Gregg Shallan
Smith Barney
BP; EP; FP

Kim Shoesmith
Edward Jones
FP; IN; LC

Peter Shusterman
Shusterman Financial Services
BP; IN; FP

Brad Sissons
Edward Jones
FP; IN; TS

Drew Slacum
Merrill Lynch
CG; EP

Gregory Syrios
Wachovia Securities

Carolyn Taylor
Weatherly Asset Management
BP; CG; EP

Rudy Tcruz
Prudential Insurance
IN; LC

Paul Temby
Dowling & Yahnke

Earl Thompson
UBS Financial Services
BP; EP; FP

Brendan Van Cleve
Ken Stern & Associates
BP; FP; IN

Linda Vigil
Merrill Lynch
EP; FP; IN

Jeff Von Behren
Merrill Lynch
BP; BK; TS

Barbara Williams
Financial Focus
FP; IN

Melinda Woodell
Bank of America Investment Services
BK; FP; TS

Dale Yahnke
Dowling & Yahnke

Mark Young
Clearview Financial
AC; TX

TAXATION

Dean Cheatham
Cheatham Tax Service
IN; IV

Theodore D. Cohen
TDC Consulting
AC; BP; FP

Val Daigle
Westax
AC; EP; IV

Wayne Frazier
Wayne Frazier Certified Public Accountant
AC; BP; TS

Stuart M. Hurwitz
CPA & Law Offices
BP; EP; WP

Robert Ludwig
Larson Ludwig & Stokes
AC

Karen L. Remmes
Larson Ludwig & Stokes
AC; TS

Regas Rose Pang
Regas Rose Pang Certified Public Accountant
AC; BP

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