If you'd like to learn more about becoming an ACP member, please complete our inquiry form below. If you have any questions, call 910.769.1569 or email info@acplanners.org.

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Call 910-769-1569 to reach ACP's office.

Kathleen McCasland - Executive Director

Lori Lorusso - Member Recruiting and Marketing

Kyle Root - Member Concierge

Wendy Fletcher - Finance 

Karen Dobkin - Writer/Editor, ACP System Committee 

Liz Bruning - Continuing Education and Training, Financial Focus, Speaker Relations

Kate Kassens - Programmer

Rebecca Haught - Administrative Assistant, Webinars, Membership, Registration


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ACP's Mission:

Sharing wisdom. Growing wealth. Transforming lives. Building ideal practices

ACP's Vision:

America's leading community of independent financial planners committed to success through our ethics and innovation.

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