LPL Financial – Corporate Office Planning Team

LPL Financial – Corporate Office Planning Team

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Craig Horner, CFP®, ChFC®

Planning Consultant

Craig Horner has over 20 years experience in the financial planning industry. Craig is a CERTIFIED FINANCIAL PLANNER™ certificant, and Chartered Financial Consultantr who achieved Senior Advisor status, representing the top 5% of American Express Financial Advisors during his 15 years there, and more recently, the Patriot level within LPL Financial Services and has Series 7, 63, and 24 licenses. He received the Mentzer Academic Scholarship to study math and music at the University of Iowa and subsequently taught computer music at the college level. Craig is also a member of Mensa.

During his career he focused on estate and business planning, helping clients to establish charitable trusts, Family Foundations, ILITs, GRATs, and FLPs. Having a special needs child, he became an expert in Special Needs Trusts and the accompanying planning. He also worked with businesses in setting up qualified plans and executive compensation arrangements. Another area of focus was in end-of-life planning, maximizing the retention and transfer of assets to succeeding generations.

Craig served three terms on the Board of Directors for the International Association of Financial Planning and has belonged to the Planned Giving Roundtable since 1989. He’s served on the planned-giving boards of ten charitable organizations and served as President of the Board for the Southern Caregiver Resource Center. He has frequently been quoted in articles and has made numerous presentations regarding retirement, financial and estate planning.

Craig plays the piano professionally several times a week with his wife Deborah on sax and flute. He is an accomplished runner and routinely wins his age class in local 5k and 10k running events.

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Roger Moulton Jr., CFP®, MSPFP

Planning Consultant

Roger’s professional experience extends from over a decade at a major wire house where he assumed progressive roles which included northeast fixed income coordinator and financial consultant. As a financial planner, Roger has worked with families, their charitable entities, their business entities, multiple younger and older generations, and the clients’ circle of advisors including; CPAs, Attorneys, business partners, office managers and assistants.

His extensive experience includes the following areas: Investments | Tax planning | Wealth Transfer | Philanthropy | Cash flow planning | Retirement planning | Advanced Estate Planning | Education funding options | Insurance needs analysis | Real Estate buy/sell decision.

Roger earned the degree of Master of Personal Financial Planning from Bentley University and is a CERTIFIED FINANCIAL PLANNER™.

As a financial consultant, Roger holds series 5, 7, 63, 66 and 24 licenses .

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Van Truong, MSF, CFP®

Planning Consultant

Van has 9+ years of combined experience in accounting, financial analysis and wealth management. Prior to joining the Financial Planning Group in August of 2012, Van spent the previous five years with Wells Fargo Family Wealth. She worked with financial advisors and investment professionals providing advisory services to high and ultra high net worth family relationships with an average of $25MM investable assets.

Van’s passion in the planning field has helped her gain extensive knowledge in the variety planning areas including philanthropic, educational, retirement, and investment planning. Van is an active member of the Financial Planning Association of Massachusetts. Van also serves on the Career Development Committee. She delicates her time and effort toward supporting the FPA of MA to promote the profession and to build a strong professional community.

Van received her B.A. in Business Management (2002) and M.S. in Finance (2003) from Clark University both with honor with a minor in Mathematics. In additional to her Certified Financial Planner ™ license, Van holds FINRA Series 65 license and is a licensed Real Estate Agent in Massachusetts.

Van is of Chinese decent and was born and raised in Vietnam. She speaks fluent Vietnamese and Chinese (both Cantonese and Mandarin). Van believes that her cultural background has enriched her life personally as well as professionally.

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Jared Russ, CFP®

Planning Consultant

Prior to joining the Financial Planning Group in October 2015, Jared worked as a Financial Advisor for UBS, Wells Fargo Advisors (legacy Wachovia Securities), and Ameriprise Financial

Jared earned his BS in Finance from Wingate University in 2006. In addition to his CFP® Certificate, he has Series 7, Series 66, and NC Life Insurance Licenses

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