Multi-Year Donors

Thank you to the following individuals who have made multi-year pledges to support the Center for Financial Planning. Donor recognition level is based on the total amount of the pledge.

VISIONARY Circle ($500,000+)

  • David H. Diesslin, CFP®, MBA

Chairs Circle ($250,000+)

  • V. Raymond Ferrara, CFP®

Pinnacle Circle ($100,000 – $249,999)

  • Bob and Sue Glovsky
  • Karen P. Schaeffer, CFP®
  • Rosalie J. Wolf

Leaders Circle ($50,000 – $99,999)

  • Kevin R. Keller
  • Yeske Buie

Benefactors Circle ($25,000 – $49,999)

  • Norman M. Boone, CFP®
  • David E. Canter & Lisa Strope
  • Cary Carbonaro, MBA, CFP®
  • Marilyn Capelli Dimitroff, CFP®
  • Cindy Conger, CFP®
  • Mike and Terry Davis
  • Charlie and Lisa Fitzgerald
  • Charles and Judith Goldman
  • Mike and Stephanie Greene
  • Nancy A. Kistner, CFP®
  • Tim Kochis JD, MBA, CFP®
  • Ross Levin, CFP®
  • Mike Masur, CFP®
  • Edward P. Moore, CFP®
  • Randy Morris, CFP® and Nancy Morris
  • Richard Rojeck, CFP®
  • Kimberly Sterling, CFP®, CPA
  • Richard Stone, CFP®
  • Mark Tibergien and Kim Dellarocca
  • Maureen Tsu, MBA, CFP®
  • Bob Wacker, CFP® and Debbie Wacker, CPA
  • Stewart H. Welch, III, CFP®

Presidents Circle ($10,000 – $24,999)

  • Blaine F. Aikin, AIFA, CFA, CFP®
  • Susan Baran, CFP®
  • Jack G. Brod, CFP®
  • Gayle Knight Coleman, CFP®
  • Mayur T. Dalal, CFP®
  • Jeff Farrar, CFP®
  • Mark E. Johannessen, CFP®
  • Larry W. Johnson, CFP®
  • Marilyn Mohrman-Gillis and Jack Gillis
  • Peggy M. Ruhlin, CFP®
  • Richard C. Salmen, CFP®
  • Michael J. Smith, CFP® and Elizabeth W. Jetton, CFP®
  • Dennis G. Stearns, CFP®
  • Lewis J. Walker, CFP®
  • Kimberly Wright–Violich

Champions Circle ($5,000 – $9,999)

  • Jim and Diane Berliner Family Fund
  • Karen Blodgett, CFP®
  • Sandra L. Bragar, CFP®
  • Adam Cmejla, CFP®
  • Colin B. Coombs
  • Theodore R. Daniels
  • Michael Durbin
  • Jeff Farrar, CFP®
  • Marjorie Fox, CFP®
  • Gordon and Vickie Hampton
  • Audrey Wehr Jones, CFP®
  • Lisa Kirchenbauer,CFP®
  • Carol Karnell Lampe, CFP®
  • Susan MacMichael John, CFP®
  • Audrey Wehr Jones, CFP®
  • Mark Milic, CFP®
  • Shannon Pike, CFP®
  • Steven D. Podnos, MD, MBA, CFP®
  • Martin S. Schamis, CFP®
  • Joyce Schnur, CFP®
  • Curt Weil, CFP®

Patrons Circle ($1,000 – $4, 999)

  • James Burns, CFP®
  • Peggy Cabaniss, CFP®
  • Dan Candura, CFP®
  • Rajish Chelda
  • Marguerita Cheng, CFP®
  • Eric Clarke
  • Peiliang Cui, CFP®
  • W. Thomas Curtis, CFP®
  • Michael Davis
  • Sharon J. Fall, CFP®
  • Frances Harkins, CFP®
  • Bryan C. Jackson, CFP®
  • Troy E. Jones, CFP®
  • Arthur B. Laby
  • Diahann Lassus, CFP®
  • N and B Family Fund
  • Kian Nobari, CFP®
  • Janet Stanzak, CFP®
  • Rose F. Swanger, CFP®
  • Alan Blum Ungar, CFP®
  • Denise Voigt Crawford

The Center’s programs and initiatives updates along with a list of donors are available in the following annual reports: