Skip to navigation | Skip to content


Investment Committee


Michael Klein, Chairman
IDQ Holding, Inc.
Garland, Texas

Members:
Jack D. Ancich
Trans-Western Marketing
University Place, Wash.

Mark A. Bond
Quality Automotive Warehouse, Inc.
Baltimore, Md.

Mike Carlet
Driven Brands, Inc.
Charlotte, N.C.

Marc Graham
AAMCO
Horsham, Pa.

Ken Marker
Wells Fargo Advisors, LLC
Overland Park, Kan.

Susan Medick, CPA
AAIA
Bethesda, Md.

Michael Moshontz
MMM-Marketing LLC
Palm Beach Gardens, Fla.

Mort Schwartz, MAAP
Scwartz Advisors, LLC
Alamo, Calif.

James M. Shapiro
SRS Marketing Company, Inc.
Willow Grove, Pa.

Margo Shepard, CFP®, CIMA
Wells Fargo Advisors, LLC
Overland, Kan.




From: 
Email:  
To: 
Email:  
Subject: 
Message: