Category Archive: Member Spotlight

Member Spotlight – Frank Boucher, CEBS, CFP®

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Prior to starting his own practice, Frank Boucher, CEBS, CFP® worked for a national association that provided financial education and individual planning services to its members’ employees. Through this experience he learned there was a great need for financial advice accessible to everyday people from all walks of life. As an industry veteran with over …

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Member Spotlight – Chuck Clifton, CFP®

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Chuck Clifton, CFP® is the founder of Sycamore Financial Planning, LLC in Charlotte, North Carolina. Chuck has been a part of the financial services industry since 2008 when he joined a local investment advisory firm in the roles of financial analyst, research analyst and Chief Compliance Officer. Prior to this, Chuck worked for IBM for …

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Member Spotlight – Brian Pon, EA, CFP®

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Brian Pon, EA, CFP® joined Financial Connections Group, Inc. in 2000, and is now a principal in the firm. With locations in Berkeley and Corte Madera, California, Brian works with individuals, trusts, families and small businesses. We recently interviewed him regarding his experiences as a financial planner and as a Garrett member since June 2010. …

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Member Spotlight – Diane Esser, CPA, CFP®

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Diane Esser, CPA, CFP® is the founder of Direction Financial Management, LLC in Germantown, Wisconsin.  She founded the firm because she enjoys working closely with clients, especially women, to educate them on all aspects of their financial lives.   We recently interviewed Diane regarding her experiences as a financial planner and Garrett member since October …

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Member Spotlight – Brant Donis, CFP®

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Brant Donis, CFP® is founder and principal of Landmark Financial Planning, LLC, located in St. Louis, Missouri. After spending seven years in the mortgage side of the financial world, Landmark was born in 2008 to offer an alternative advisory practice that was sensitive to the financial needs of ordinary people, all too often bypassed by …

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Member Spotlight – Chuck Levin, CPA/PFS

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Chuck Levin, CPA/PFS is founder of Levin Financial Planning (LFP), located in Wayland, Massachusetts. Before starting his own firm, Chuck served as an officer of a large corporate retirement plan with over 4,500 members. Chuck has an extensive background in investing, having been one of the principals of an institutional money management firm in Cambridge, …

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