| Cleveland Chapter |
| September 10, 2010
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Executive Committee & Directors
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President
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James S. Aussem, JD
Cavitch Familo Durkin & Frutkin
1717 East Ninth Street, 14 Floor
Cleveland, OH 44114
Ph: 216.621.7860 Fax: 216.621.3415 e: jaussem@cfdf.com
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Executive Vice President
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James O. Judd, CLU, ChFC
Oswald Companies
1360 East 9th Street, Ste. 600
Cleveland, OH 44114
Ph: 216-367-8754 Fax: 216-367-8755 e: djudd@jamesoswald.com
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Vice President
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David A. Kucharski, ChFC
Skylight Financial Group
1660 W. 2nd Street, #850
Cleveland, OH 44113
Ph: 216-592-7367 Fax: 216-621-1096 e: dkucharski@finsvcs.com
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Secretary/Treasurer
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Arthur P. Ward, Jr., CPA, MT
Card Palmer Sibbison & Company
4545 Hinckley Avenue
Cleveland, OH 44109
Ph: 216-274-3228 e: award@cps-cpa.com
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Immediate Past President
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Mark W. Hicks, CLU, ChFC
Vantage Financial Group
6200 Rockside Road, P.O. Box 318082
Cleveland, OH 44131
Ph: 216-642-8014 Fax: 216-532-0039 e: mhicks@vanfin.com
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Directors
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Charles F. Adler, III, Esq.
Schneider, Smeltz, Ranney & LaFond
1111 Superior Avenue, Suite 1000
Cleveland, OH 44114
Ph: 216-696-4200 e: cadler@ssrl.com
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Kemper D. Arnold, Esq.
Vantage Financial Group
6200 Rockside Road, P.O. Box 318082
Cleveland, OH 44131
Ph: 216-642-7878 Fax: 216-532-0039 e: karnold@vanfin.com
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Holly N. Denham, JD
Smith & Condeni Company, LLP
600 East Granger Road, 2nd Floor
Independence, OH 44131
Ph: 216-771-1760 Fax: 216-771-3387 e: holly@smith-condeni.com
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James P. Gero, CPA
Hobe & Lucas CPAs, Inc.
4807 Rockside Road, Ste. 510
Independence, OH 44131
Ph: 216-524-8900 Fax: 216-524-8777 e: jimg@hobe.com
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Neil R. Waxman, CFP®
Capital Advisors Ltd.
1115 Tower East, 20600 Chagrin Blvd.
Shaker Heights, OH 44122
Ph: 216-295-7900 Fax: 216-295-8300 e: nwaxman@capitaladvisorsltd.com
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Ronald F. Wayne, Esq.
Buckingham Doolittle and Burroughs
1375 East 9th Street, #1700
Cleveland, OH 44114
Ph: 216-615-7349 Fax: 216-252-5249 e: rwayne@bdlaw.com
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Gary A. Zwick, , CPA, JD, LLM
Walter & Haverfield, LLP
1301 East Ninth St., Ste. 3500
Cleveland, OH 44114
Ph: 216-781-1212 Fax: 216-575-0911 e: gzwick@walterhav.com
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National Liason
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Gary E. Lanzen, CLU, ChFC, RHU
The Brooks and Stafford Company
55 Public Square, Ste. 1650
Cleveland, OH 44113
Ph: 216-696-3000 Fax: 216-621-7336 e: glanzen@brooks-stafford.com
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