Curtis Campbell
Read more about this member 		Curtis has expertise in the following areas and would like to make himself available to qualified clients of other Best Practices members on a joint work basis:
  • Tax Planning


    • Curtis has clients of his own and would consider bringing in other Best Practices members that have expertise in the following areas:
  • Executive Benefits
  • 412(i)
  • 419
    •

    Douglas Corbin, CSPG
    Read more about this member     		Doug has expertise in the following areas and would like to make himself available to qualified clients of other Best Practices members on a joint work basis:
  • Philanthropic Planning
  • Planned Gift Consulting Services for Charitable Organizations


    • Doug has clients of his own and would consider bringing in other Best Practices members that have expertise in the following areas:
  • Estate Planning
  • Executive Benefits
  • Professional Money Management
    •

    Neil McAuliffe
    Read more about this member     		Neil has expertise in the following areas and would like to make himself available to qualified clients of other Best Practices members on a joint work basis:
  • Estate Planning
  • Succession Planning
  • Executive Benefits
  • Life Settlements
  • 412(i)
  • Philanthropic Planning


    • Neil has clients of his own and would consider bringing in other Best Practices members that have expertise in the following areas:
  • Executive Benefits
  • 419
    •

    Mary Ann McCarthy
    Read more about this member     		Mary Ann has expertise in the following areas and would like to make herself available to qualified clients of other Best Practices members on a joint work basis:
  • 419
  • 412(i)
  • Executive Benefits
  • Professional Money Management


    • Mary Ann has clients of her own would consider bringing in other Best Practices members that have expertise in the following areas:
  • Estate Planning
  • Philanthropic Planning
  • Succession Planning
  • Premium Financing
    •

    J. Michael Roney
    Read more about this member     		J. Michael has expertise in the following areas and would like to make himself available to qualified clients of other Best Practices members on a joint work basis:
  • Premium Financing
  • Succession Planning
  • Life Settlements
  • Estate Planning


    • J. Michael has clients of his own and would consider bringing in other Best Practices members that have expertise in the following areas:
  • Succession Planning
  • 412(i)
    •

     

     


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