POM Planning Advisory Board
We are very excited to have such a top-notch advisory board. The board’s function is 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
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