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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