| |  | William P Bengen is a certified financial planner, who published what has come to be referred to as The Four Percent Drawdown rule for withdrawal... |  | Deena B. Katz (Born February 12, 1950) is an American Certified Financial Planner, author, and president of the Miami, FL investment firm Evensky &... |  | Phil has a Master of Commerce degree and is a Fellow of the Australian Society of CPA’s. He is also a Certified Financial Planner. He has been in... |  | Lynn T. Domachowski , CPA, CFP Lynn is also a Certified Financial Planner. Prior to joining the firm, Lynn was a tax manager in the Buffalo... |  | Rich Freeman Richard Freeman heads our Connecticut office. As a firm principal, he draws on 20 years of experience working with high net worth... | | | Beth Bradberry Partner, The Roseline Financial Group, LLC Beth has more than 18 years of professional experience providing tax and financial... | | | Mr. Agarwal is a Certified Financial Planner. He holds a post-graduate degree in Finance and a graduate degree in Science from St. Stephens... | | | Andrew Laird is a founding Principal of ConickLaird and is joint Chief Executive with Oliver Conick . Prior to the establishment of ConickLaird... | | | Oliver Conick is a founding Principal of ConickLaird and is joint Chief Executive with Andrew Laird . Prior to the establishment of ConickLaird... | | | Barbara J. Fajen, CPA, CFP, PFS Barb joined the firm in August 1999. Barb graduated from the University of Nebraska at Omaha, Summa Cum Laude in... | |
