Kristofor R. Behn,
CFP®
President & Founder
For the better part of the last decade, Kristofor has
set the course that many firms in the industry are now
attempting to follow. Kristofor's primary objective is
to maintain his firm’s position on the leading edge of
the financial planning and investment advisory
industries by continuing to offer innovative services
that are unmatched in the industry.
Kristofor is a member of the National Association of
Personal Financial Advisors, NAPFA, the only nationally
recognized, fee-only financial planning organization in
the country. Kristofor is a Certified Financial Planner,
CFP® and a graduate of the School of Management at
Boston University.
In addition to authoring monthly client
communications designed to educate and inform the firm's
clients about changes in the financial markets,
Kristofor has been quoted and featured in numerous
publications and radio broadcasts including Reuters,
Bloomberg Wealth Manager magazine, Financial Advisor
magazine and Bloomberg for Boston radio.
Kristofor has developed a personal approach to
financial planning and investment advisory services that
is extremely rare in today's fast paced, profit driven
financial services industry. Kristofor has compiled a
highly trained team of advisors to ensure that the
firm's custom tailored financial strategies are as
unique as they are effective. Each client is encouraged
to meet with a firm associate on a regular basis to
allow for open and active lines of communication.
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Jonathan H. Loer, CFP®
Lead Planner and Director of Client Development
Jon possesses dynamic problem solving skills that
have allowed him to consult on an extremely diverse set
of issues over the years. Jon has spent much of the last
decade providing unique solutions to very complex
scenarios on both the corporate and personal levels. In
an effort to broaden the scope and depth of the advice
Jon was providing, he joined the collaborative advisory
team at the Fieldstone Financial Management Group.
Shortly after he joined the firm, Jon launched our
corporate educational series which is a multiple session
employee educational program designed to enhance
employees knowledge on key financial issues.
Jon is a Certified Financial Planner and is a
graduate of Purdue University.
Jon's consultative approach to financial planning and
investment advisory services is a welcome addition to
the collaborative team environment here at the
Fieldstone Financial Management Group.
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David J. Drucker, MBA, CFP®
Director of Strategic Planning
David J. Drucker, MBA, CFP®, started his own fee-only
financial advisory firm in the Washington, D.C. area in
1981 after working as a financial analyst in government
and private industry for over ten years. In 1998, David
made the decision to move his family and his firm,
Sunset Financial Management, Inc., to Albuquerque, New
Mexico and later merged his firm into the Fieldstone
Financial Management Group.
David is a member of the Financial Planning
Association, FPA, the National Association of Personal
Financial Advisors, NAPFA, and currently serves as the
Treasurer and a Board member of NAPFA's Western Region.
He has been named by Worth magazine as one of the Best
Financial Advisors in the U.S. every year since Worth
began its survey in 1994. In May 1996, he was given the
NAPFA Distinguished Service Award for his contributions
to the fee-only financial planning community. He is the
original author of INTEGRATE2000 financial planning
software used by him and other financial advisors
nationwide, now developed and distributed by PlanWare,
Inc., of which David is president.
In addition to his financial planning activities,
Drucker is a member of the American Society of
Journalists and Authors and the Southwest Writers group,
and he writes on practice management topics for a
variety of financial planning industry publications..
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Alan Benson Brown, CFP®
Tactical Investment Coordinator
Alan Benson Brown has worked in the financial
services field for more than 30 years. During that time,
Alan has been named by Money magazine as one of the 200
Best Financial Planners in the nation and has been named
by Medical Economics as one of the 150 Best Financial
Advisors for Doctors. He founded Delmarva Limited, a fee
only financial planning firm in April 1971, which he
later merged into the Fieldstone Financial Management
Group.
Alan is a Certified Financial Planner, CFP® and is a
member of the National Association of Personal Financial
Advisors, NAPFA. He is a 1963 graduate of Philadelphia’s
Drexel University with a Bachelor of Science in Business
Administration. Alan’s work has appeared numerous times
in national magazines and he has been a regular source
for financial planning information by the Wilmington
News Journal and Delaware Today magazine. He also served
as an adjunct professor of financial planning at Loyola
University and Widner University. Born in Drexel Hill,
PA, Alan first moved to Delaware in 1966.
Today, Alan spends a great deal of his time pursuing
his dream of sailing around the world aboard his 46 foot
Venus Ketch.
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CRA Rogers Casey
CRA Rogers Casey is an independent,
investment research firm that serves large institutional
clients throughout the United States. They have been
doing so since 1968.
The characteristics that distinguish CRA
Rogers Casey from other research firms in the industry
is their intense dedication to truly unbiased research
and their proprietary filtering capabilities that enable
them to consistently identify opportunities in the
marketplace.
CRA Rogers Casey is an independent
research firm and is not directly affiliated with the
Fieldstone Financial Management Group, LLC..
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David A. Doucette, CPA
David Doucette is the founder of David
A. Doucette, CPA, an independent accounting firm
specializing in accounting services and tax strategies
for small to medium sized businesses and individuals.
David's background is in both public
accounting and private industry. Prior to starting his
own firm, David started
his career in public accounting where he performed and
managed financial audits of companies in various
industries. Dave was also the manager of financial
analysis for a high tech manufacturer of capital
equipment. Since 1988 he has
been managing his own firm providing accounting, tax and
consulting services for businesses and individuals.
Dave earned his bachelors degree from Bentley College
and is a member of the American Institute of Certified
Public
Accountants.
David A. Doucette, CPA is an independent
accounting firm and is not directly affiliated with the
Fieldstone Financial
Management Group, LLC.
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