Leadership Team

Jason Kapoor

Vice President
Harriet Goren

Secretary / Treasurer
Morris Cohen

Education Coordinator
Bryan Adams

Membership Committee
Bobby Soler
Helene Bernstein
Howard Globus
Sheila Walker Hartwell
Yosef Rabinowitz

Visitor Hosts
Claudette Robb Ross
Robert J. Smith

Events Committee
Donna Fullerton
Robert Moy
Siri Smith

One-to-One Coach
Bill Allen

Quote Coordinator
Claudette Robb Ross

Chapter Webmaster
Marc Silverman

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Personal Financial Planner
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It's a proven fact that opportunities are discovered when you intelligently focus on planning.

At Hartwell Planning we design comprehensive personal financial plans that fulfil their clients' goals and aspirations.

When you think of a financial plan you usually think of someone who invests your money for you. At Hartwell Planning we are very different. We do not take money under management and we do not sell investment or insurance products.

The comprehensive planning process leads with your goals and aspirations. They are woven into every step of the planning process. With a comprehensive plan in place, you are in a position to make wiser decisions going forward and move toward achieving your aspirations in every aspect of your personal financial life.

Please call us for a complimentary confidential telephone consultation.