Staff Biographies

Ed Morrow, Chairman and CEO of Financial Planning Consultants. Designer of Practice Builder (formerly Text Library System) a client relationship management software used by over 3,000 advisors.

Ed Morrow entered financial services in 1963 and founded Financial Planning Consultants, based in Middletown, Ohio in 1969 to provide comprehensive planning services to business owners and executives. He has been an active participant in nearly all of the professional organization in the financial services industry.

He started using computers in his practice in 1970, and lectured across the U.S. on the use of computers in financial services during the seventies and eighties. Author of seven software programs, he is a consultant to financial advisors, insurance companies and broker/dealers in the areas of practice management and computerization.

He has lectured on financial planning, practice management and marketing in Britain, Canada, Australia, Malaysia, China, Taiwan, Singapore, Hong Kong and Philippines, and has been responsible for getting many financial planning courses established in Asian countries.

Ed is a frequent speaker and writer on practice management and technology for such organizations as the FPA, MDRT, NAIFA, and IARFC. He has published over 500 professional articles and three books: Computerizing your Financial Planning Practice, The Complete Millennium Preparation Guide and Personal Coaching for Financial Advisors. Designations: CLU, ChFC, CFP®, RFC®

Mark Terrett, Operations Manager. After an extensive career in retail management and as an independent merchant, Mark came to Financial Planning Consultants in July, 2000.

Mark's responsibilities include Human Resources, Accounts Payable and Receivable as well as assisting with sales and training functions. He regularly contributes to the Hands On Training sessions held monthly at the Financial Planning Consultants Middletown office. Mark also provides on-site training and consulting in client relationship management for financial advisors across the country.

Mark and his wife, Teri, have raised three daughters in Middletown and dream of retiring to a small farm in Tennessee. Designations: RFC®

Charlotte Isbell, Director of Sales and Marketing for Practice Builder and Plan Builder. Her responsibilities include working with financial advisors to review the program and implement it into their practice, assisting with the developing and testing of the software, overseeing the marketing efforts, assisting in the shipping department.

Charlotte resides in Middletown with her husband David and their three children and grandchildren. She loves doing things with her husband and children and meeting new acquaintances.

Lea Pence, Senior Support Specialist is responsible for assisting customers with the installation, implementation, and routine use of Practice Builder. She also functions as a liaison between customers and our development team to ensure enhancements are added that strengthen their use of our programs.

Prior to coming to FPC, Lea worked for 10 years in hardware and software support for a major international apparel manufacturer. She gained experience in networking, Windows versions prior to Windows XP, and a DEC-Vax operating system. Prior to that there was a short span of 5 years spent in programming and report creating for a marketing research firm.

Since 2001 Lea has made major contributions to the "user friendly" options in Text Library System and its migration to Practice Builder. She is a major advocate for our clients in making things easy for them to accomplish. We are very pleased to have Lea now contributing articles and support tips to enhance your user experience. While Lea is not a programmer, her background lends an added dimension to support techniques and suggestions she can make to our clients and to our IT Director.

Randy Kriner, Support Specialist

has over 20 years experience with computers, including hardware and software support. After working for several companies, he began performing Builder Suite Support. To our advantage Randy joined our team earlier in the spring of 2007.

Randy is a life time resident of Middletown, Ohio.

Wendy Kennedy, Administrative Assistant to Ed Morrow has provided assistance to Ed since 1998. Along with her duties of keying in articles, filing, scheduling travel and keeping up with the projects of one of the most creative financial advisors of the time. Wendy provides support to the FPC daily operations. She lends a unique perspective to the development of marketing materials and works as the webmaster to FPC's web site.

Since the relocation of the International Association of Registered Financial Consultants in 1999 Wendy has supported the association with secretarial and editorial assistance. Her current title for at the IARFC is Editor of the monthly newsletter the Register. You can also find her working with speaker and developing marketing materials for the Annual Financial Advisors Forum or CE@Sea™.

Barbara Chasteen, Shipping & Supplies

Barbara duties include preparation and shipping of all Builder Suite orders.

Barbara is a long time resident of Middletown. She is happily married and enjoys her young grandchildren.

David A. M. Stitt, CEO of Plan Builder - Software is a veteran in the financial planning industry. He was part of the development team in the early 1980s for the ProPlan comprehensive software.

David's relationship with the EnterAct software program dates back to 1997 with Successful Money Management Systems, the original owner/developer of the program called LifeGoals. David joined other SMMS executives to establish LifeGoals.com, which assumed ownership of the program, and renamed it LGX. While at LifeGoals.com, David was the Director of Financial Planning and supervised the development, training, and support of the software. The accounting publisher, CCH acquired the software from LifeGoals.com and hired David to continue its development. When EnterAct was acquired from CCH David is now continuing on the front-line with customer support, development and training. The program is now known as Plan Builder, powered by LGX, Lifegoals, Crystal Ball and featuring CCH tax calculation. Designations: CLU, ChFC, CFP®, CEP, RFC®

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