Task Force

Donald L. St. Clair, CFP®, EA
Task Force Chair
Donald L. St. Clair, CFP®, EA
Roseville, CA

Marion Asnes
Envestnet
New York, NY

Michael P. Haubrich, CFP®
Financial Service Group, Inc.
Racine, WI

Eric H. Kies, CFP®
The Planning Center
Moline, IL

Lisa A.K. Kirchenbauer, CFP®, RLP®
Omega Wealth Management, LLC
Arlington, VA

Paula C. Nangle, CFP®
The Marshall Financial Group, Inc.
Doylestown, PA

Richard B. Wagner, J.D., CFP®
WorthLiving LLC
Denver, CO

Keith A. Loveland, J.D., AIFA, CIDA
Board Liasion
Loveland Consulting
Minneapolis, MN