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POM Planning Advisory Board
Roccy DeFrancesco, JD, CAPP™, CMP™
(888) 892-9882
roccy@thewpi.org
Business Consultant
Jim Duggan, JD, MBA
(888) 892-9882
jduggan@dugganbertsch.com
Pension Specialist
John Lalonde
(888) 892-9882
info@provenmarketingstrategies.net
CIO
Joe Maas
(888) 892-9882
info@provenmarketingstrategies.net
Annuity Specialist
Daniel McDonald
(888) 892-9882
info@provenmarketingstrategies.net
Certified Public Accountant
Sandy 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
Using Intelligent Allocation Strategies for investors seeking to be both tactical and defensive in their allocation to multi-asset class investing.
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269-449-4802
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Michigan
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Serving the USA