POM Planning Advisory Board

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Roccy DeFrancesco, JD, CAPP™, CMP™

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Business ConsultantJim Duggan, JD, MBA

jduggan@dugganbertsch.com
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Annuity SpecialistDaniel McDonald

Guy on Rock

Certified Public AccountantSandy Stokes III ,CPA, MBA, MS-Tax, CWPP™

(888) 892-9882
info@provenmarketingstrategies.net

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    High quality 3rd party asset managers with comprehensive planning

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    Majestic Vista LLC

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