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ACADEMY OF FINANCE

ADVISORY COMMITTEE

THE FREDERICK COUNTY AOF ADVISORY BOARD

The Advisory Board of the NAF Academy program provides a platform for communication between educators and representatives from the public and private sector within a community. Advisory Board members offer advice, encouragement, and guidance to the local program director and staff. School Districts rely upon the assistance of board members to provide students with opportunities for careers in a specific industry.

Our board consists of members from a variety of Frederick businesses:

 


Chair - Brad W. Young, CFP – Maryland Financial PlannersMD Financial Planners logo
President/CEO
201 Thomas Johnson Dr .
Frederick , MD 21702
301-663-5454
http://www.mdfinancialplanners.com

 

Vice Chair– Greg Beal – Smith Barney
Financial Consultant
30 W Patrick St , 7th Floor
Frederick , MD 21701
301-682-8460
http://www.smithbarney.com/


Treasurer – Scott Runkles – Wells Fargo Bank, NA
Vice President, Structured Products
9062 Old Annapolis Rd
Columbia , MD 21045-1951
(443) 367 - 3903
http://www.wellsfargo.com/


Recording Secretary
– Cynthia Trout – Sandy Spring Bank
VP Market Service Manager
14 W. Patrick Street
Frederick , MD 21703
301-695-0786
http://www.sandyspringbank.com/

Corinne Bradac – CMB Associates, LLC
Certified Public Accountant
14 W. Patrick St, Suite 112
Frederick , MD 21701
301-662-7220
http://www.cmbaccounting.com/


Lorie Zimmerman– Citigroup
5280 Corporate Drive
Frederick , MD 21703
301-696-4176
http://www.citigroup.com/

 


Brett Handelman – Wells Fargo Bank, NA
VP, Client Manager Structured Products Group
9062 Old Annapolis Rd
Columbia , MD 21045
410-884-2205
http://www.wellsfargo.com/

 

Donna Lane – Frederick Community College
7932 Opossumtown Pike
Frederick , MD 21702
301-846-2603
http://www.frederick.edu/

 

Paula Lawton – Frederick County Public Schools
Director, Human Resources
7630 Hayward Rd
Frederick , MD 21702
301-644-5081
http://www.fcps.org/

 

Brian Runkles – Ameriprise Financial Services
Certified Financial Planner
30 W. Patrick St, Suite 501
Frederick , MD 21701
301-360-9840
http://www.ameripriseadvisors.com/brian.l.runkles/

 

Cheryl Dodson– Linton Shafer Warfield and Garrett, CPA’s
Tax Accountant/CPA
201 Thomas Johnson Dr.
Frederick , MD 21702
301-663-5122
http://www.lscpa.com/

 

Lisa Whitaker - COMSTAR Federal Credit Union
President/CEO
22601A Gateway Center Drivecomstar logo
Clarksburg, MD 20871
301-556-1570
https://www.comstarfcu.org/

 

 

Geoffrey Schaeffer– Student Representative

Aaron Coaplin – Alumni Representative


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