POM Planning Advisory Board

We are very excited to have such a top notch advisory board. The board function to help give direction to the RIA as well as to be available to help IARs who work with POM Planning give better and more comprehensive/suitable advice to clients.

Roccy DeFrancesco, JD, CAPP, CMP

Jim Duggan, JD, MBA

John Lalonde (pension specialist)

Joseph Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM

Daniel McDonald (annuity specialist)

Beryl (Sandy) Stokes, III, CPA, MBA, MS-tax

 

 

Company Services

Get acquainted with our firm. Download our complete company directory and areas of expertise.