Comprehensive Financial Planning is a Team Sport



In order for a Comprehensive Planner to holistically support their client's needs, they need to align with professionals that have complimentary licensure, experience and talent that supports all areas of comprehensive planning.

Our partners, made up of attorneys, accountants, insurance and financial experts, and others are committed to Comprehensive Planning and work hand-in-hand with their financial planning counterparts.



ALL INDIVIDUALS AND/OR THEIR FIRMS LISTED IN OUR PROFESSIONAL PARTNER NETWORK, OUR SPEAKERS BUREAU, OUR CURRICULUM CONTRIBUTORS, OR OUR COMMUNITY RESOURCE PARTNERS, UNLESS OTHERWISE NOTED, ARE INDEPENDENT FROM THE ADVANCED PLANNING EDUCATIONAL GROUP, INC. (APEG). APEG MAKES NO WARRANTY OF THEIR INDEPENDENT SERVICES NOR DOES IT CERTIFY THEIR QUALIFICATIONS OR PROFESSIONAL COMPETENCE. APEG DOES NOT OFFER LEGAL, TAX OR FINANCIAL ADVICE. VIEWS AND OPINIONS EXPRESSED BY THESE PROFESSIONALS AND FIRMS MAY NOT NECESSARILY REFLECT THE VIEWS OF APEG, ITS EMPLOYEES, OFFICERS OR SHAREHOLDERS.


Tax Planning

Lubna Channo
Lubna J. Channo, CPA, CTS, CTP, CTC, CTRS, Macc

Advanced Tax Strategist

Tax Planning Boutique

755 W. Big Beaver Rd. Ste 411

Troy, MI 48084

Phone: (248) 817-5609

Email: [email protected]

Bio: https://taxplanningboutique.com/contact/

Firm Website: www.taxplanningboutique.com

Practice Areas: Tax Planning and Tax Resolution

Daren Raoux
Daren Raoux, CPA (Canada), CA, CPA, (IL-USA)

Senior Manager – Global Expatriate Services

BDO Canada LLP - Windsor

3630 Rhodes Drive, Suite 100

Windsor, ON  N8W 5A4

Phone: 647-798-9873

Email: [email protected]

Bio: https://www.linkedin.com/in/darenraoux/

Firm Website: https://www.bdo.ca/en-ca/locations/canadian-locations/bdo-windsor/

Practice Areas: Tax planning and Compliance Associated with International Employment and Dual-Citizenship /Residency.

Insurance Planning

Terry R. Altman, CLU, CFP®

Altman Financial, LLC

2086 Kemp Road

Bloomfield Hills, MI 48302

Phone: (248) 481-8775

Email: [email protected]

Bio: https://www.linkedin.com/in/terry-r-altman-36a6483/

Practice Areas: Insurance and Retirement Planning

Brian Boak
Brian P. Boak, AEP®, CPRIA, CLU®, LUTCF®

Private Client Risk Manager, P&C

BOAKS Advisors

Wayne, New Jersey

Phone: (973) 570-6381

Email: [email protected]

Bio: https://www.linkedin.com/in/brianboak

Firm Website: www.boaks.com

Practice Areas: Fee-Only Personal Property and Casualty Risk Management


Jamie Mendelsohn
Jamie L. Mendelsohn

Executive Vice President

Ashar Group

1800 Pembrook Drive, Suite 240

Orlando, FL 32810

Phone: (800) 384-8080

Email: [email protected]

Bio: https://ashargroup.com/who/team-leadership/

Firm Website: www.ashargroup.com

Practice Areas: Life Settlements and Policy Valuations

Ben Rathbun
Ben Rathbun, M.B.A.

Partner

The Rathbun Agency, Inc.

529 W. Saginaw

Lansing, MI 48933

Phone: 517-482-1316

Email: [email protected]

Bio: https://www.linkedin.com/in/benrathbun

Firm Website: www.rathbunagency.com

Practice Areas: Personal, Business and Specialty Insurance

Jamie Metcalf
Jamie Metcalfe, FLMI, AALU, ACS

Underwriting Manager and Life Sales Manager Jamie has a account

Producers Choice Network

1152 E. Long Lake Road

Troy, MI 48085-4965

Phone: 800.238.0448 Toll-Free

Email: [email protected]

Bio: https://www.linkedin.com/in/jamie-metcalfe

Firm Website: www.producerschoicenetwork.com

Practice Areas: Case Management and Insurance Underwriting

Retirement Planning

Bill Bonk
Bill Bonk

Owner / Regional Director

Bill Bonk Insurance Marketing (BBIM) a Producers Choice Network Affiliate

1050 Waltham Street

Suite 325

Lexington, Massachusetts 02421

Phone: (781) 538-5925

Email: [email protected]

Bio: https://www.billbonkinsurancemarketing.com/team-member-01/bill-bonk

Firm Website: www.billbonkinsurancemarketing.com

Practice Areas:  Retirement Income, Annuity, Long-Term Care and Life Insurance Planning 

Jason Caudill
Jason Caudill, MBA

Regional Marketing Director

Producers Choice Network

1152 E. Long Lake Road

Troy, MI 48085-4965

Phone: 800.238.0448

Email: [email protected]

Bio: https://www.linkedin.com/in/jasoncaudill

Firm Website: www.producerschoicenetwork.com

Practice Areas: Retirement Income, Annuity, Long-Term Care and Life Insurance Planning

Brian Dyer
Brian Dyer 

Partner

Dyers Group, a Producers Choice Network Affiliate

Saint Clair Shores

Macomb County, Michigan

Phone: 586-580-8487

Email: [email protected]

Bio: https://www.dyersgroup.com/about-us

Firm Website: https://www.dyersgroup.com/

Practice Areas: Retirement Income, Annuity, Long-Term Care and Life Insurance Planning

Scott Heinila
Scott Heinila, RIPC®, CLTC®

Regional Director

Producers Choice Network

29222 Rancho Viejo Road, Suite 204

San Juan Capistrano, California 92675

Phone: 888-838-0448

Email: [email protected]

Bio: https://www.pcnwispartners.com/

Firm Website: www.producerschoicenetwork.com

Practice Areas: Retirement Income, Annuity, Long-Term Care and Life Insurance Planning

Joel Koeniguer
Joel Koeniguer CLU, CHFC

Regional Director

Producers Choice Network

201 Main Street, Suite 5

Parkville, MO 64152

Phone: 816-587-0900

Email: [email protected]

Bio: https://www.linkedin.com/in/joel-koeniguer

Firm Website: www.producerschoicenetwork.com

Practice Areas: Retirement Income, Annuity, Long-Term Care and Life Insurance Planning

Elizabeth Moss
Elizabeth Moss 

Regional Director

Producers Choice Network

1152 E. Long Lake Road

Troy, MI 48085-4965

Phone: 800.238.0448 Toll-Free

Email: [email protected]

Bio: https://www.linkedin.com/in/elizabeth-moss

Firm Website: www.producerschoicenetwork.com

Practice Areas: Retirement Income, Annuity, Long-Term Care and Life Insurance Planning

Investment Planning

Richard Hillson
Richard Hillson

Founder & CEO

Hillson Consulting

1345 Avenue of the Americas, 33rd Floor

New York, NY 10105

Phone: (347) 822 9126

Email: [email protected]

Bio: https://www.hillsonconsulting.com/our-team.html

Firm Website: www.Hillsonconsulting.weebly.com

Practice Area: Alternative Investments



Other Professionals

D. Andy Hickman
D. Andrew (Andy) Hickman

Co-Founder, Author, Advisor, Agent

Cumulus College Quest, LLC

4015 Executive Park Drive, Suite 300

Cincinnati, OH 45241

Phone: (513) 554-0401

Email: [email protected]

Bio: https://www.cumuluscollegequest.com/pages/about-us

Firm Website: www.CumulusCollegeQuest.com


Practice Area: College Planning


Allana Fabbri Butera
Alanna Fabbri Butera, MA

Head of Appraisals and Advisory

President

Butera Art Advisory and Management, LLC

New York City and Summit, NJ

Phone: 908-591-5023

Email: [email protected]

Bio: https://www.buteraartadvisory.com/aboutus

Firm Website: www.ButeraArtAdvisory.com

Practice Areas: Independent Appraisal, Sale Advisory and Collection Management

Eric Ward
Eric C. Ward, ASA

Principal

AltaView Advisors LLC

Dallas, TX

Phone: (972) 698-5830

Email: [email protected]

Bio: https://www.altaviewadvisors.com/eric-ward

Firm Website: altaviewadvisors.com

Practice Areas: Business Valuations, Real Estate Appraisals 


Disclosure: Ruth Raftery, APEG's President is a contracted Business Consultant with AltaView.

Sally Vaughn
Sally A. Vaughn

Senior Trust Advisor

Fifth Third Private Bank

300 Park Street, Suite 300

Birmingham, MI 48009

Phone:  (313) 230-9075

Email: [email protected]

Bio: https://www.linkedin.com/in/sally-vaughn-06840335/

Firm Website: www.privatebankadvisors.53.com

Practice Areas: Trust Administration

Questions and Support (800) 568-2444 or [email protected]

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