Financial Planning Team Herb White, CFP®, AIF®, MBA* Certified Financial PlannerTM President Herb's Bio Suzanne Charrin, RFC®, MA* Financial Advisor Suzanne's Bio Brian Marston, ChFC, CLU* Financial Advisor Brian's Bio Randy Stone* Financial Advisor Randy's Bio Michael Labedz, CFE®* Financial Advisor Mike's Bio Dustin McDonald, AIF®, RFC® * Financial Advisor Dustin's Bio Administrative Team Kim Dale Exec Administrative Coordinator Meet Kim Mark Hill Communications Director Meet Mark Simon Beyene Research Analyst Meet Simon Strategic Alliances Ray Trueblood Insurance Analyst Learn more Shelby Steenerson, CPA Steenerson & Company, Inc. Learn more Tom Sullivan Healthcare Benefit Services, Inc. Learn more
