Board of Directors

Independently run by producers, for producers. The Forum membership elects its volunteer Board of Directors each January at the Annual Meeting. The 2008 Board of Directors:

President
Marc P. Schwartz, JD, CLU
Windsor Insurance Associates
P.O. Box 4011
20301 Ventura Blvd. #225
Woodland Hills, CA 91365
P: 818.710.9890
F: 818.594.5063
Years as a Forum Member: 9

Immediate Past President
D. Scott Brennan
The Brennan Group LLC
205 W. Jefferson Boulevard
Suite 510
South Bend, IN 46660
P: 574.232.7981
F: 574.232.7982
Years as a Forum Member: 12

Treasurer
William R. Brereton, JD, CLU
The Brereton Group Ltd.
The Village on Venetian Bay
4380 Gulf Shore Boulevard N., Suite 806
Naples, FL 34103
P: 239.643.0030
F: 239.643.6509
Years as a Forum Member: 8

Secretary
Richard H. Linsday, CLU, AEP, ChFC
Planned Estate Services
2815 Townsgate Road
Suite 325
Westlake Village, CA 91361
Phone: 805.367.2044 x216
Fax: 805.557.4966
Years as a Forum Member: 17

2009 Program Co-Chair
Clarke Langrall, Jr., LUTCF
Forecast Strategic Advisors
204 E. Joppa Road, Suite 202
Towson, MD 21286
P: 410.583.1777
F: 410.583.8101
Years as a Forum Member: 21

2009 Program Co-Chair
Michael J. O’Donnel
Alliant Insurance Services
5847 San Felipe
27th Floor
Houston, TX 77057
P: 713.470.4240
F: 713.783.9345
Years as a Forum Member: 11

J. David Briggs
Colorado Financial Group, Inc.
1586 S. 21st Street
Suite 100
Colorado Springs, CO 80904
Phone: 719.635.1132
Fax: 719.635.1464
Years as a Forum Member: 17

Kenneth R. Hartstein, CLU, ChFC
Economic Concepts, Inc.
Raintree Office Park II
9316 E. Raintree Drive, Suite 100
Scottsdale, AZ 85260
Phone: 480.248.2200, ext. 111
Fax: 480.767.1963
Years as a Forum Member: 12

Peter F. Hibbard, CLU, ChFC, APM
Columbia Benefits Consultants, Inc.
8820 Columbia 100 Parkway
Suite 401
Columbia, MD 21045
P: 443.276.0025
F: 443.276.0028
Years as a Forum Member: 6

Charles D. Hollander
Applied Strategies & Counsel, Inc.
14354 Frank Lloyd Wright Blvd.
Suite 14
Scottsdale, AZ 85255
P: 480.477.6826
F: 480.477.6825
Years as a Forum Member: 9

John Irvin, CPA
Innovative Benefits Consulting
420 Ft. Duquesne Blvd.
One Gateway Ctr. Suite 725
Pittsburgh, PA 15222
P: 412.745.2410
F: 412.745.2401
Years as a Forum Member: 5

Jason H. Kurchner, CFP
Sage Consulting & Wealth Preservation, Inc.
340 Broadway
Saratoga Springs, NY 12866
P: 518.583.7243
F: 518.587.2466
Years as a Forum Member: 5

Howard Sharfman
Schwartz Benefit Services, Inc.
1 South Wacker Drive
36th Floor
Chicago, IL 60606
P:312. 683.7152
F:312.630.6393
Years as a Forum Member: 5

Stuart L. Youngentob, JD, CPA
Arkin Youngentob Associates, LLC
7200 Wisconsin Ave.
Suite 1025
Bethesda, MD 20814
P: 301.951.0070
F: 301.951.4427
Years as a Forum Member: 5