Alliance of Comprehensive Planners Board of Directors

Board of Directors

Lois Basil, CFP®
President

Lois Basil earned a Bachelor of Arts degree from Augustana College, Rock Island, IL in Accounting and Business with a concentration in Human Values and Technology. In 1999 Lois started a business, Basil Financial Group providing accounting services to small businesses, not for profit organizations and individuals. Lois is a CFP® and a member of NAPFA and FPA.

 

 

Al Davis, CFP®, EA
Past President
Al S. Davis, the founder of Davis Financial Planning, has been recognized as a Certified Financial Planner™ since 2007 and has been in the financial services industry since 2000. Al is very active in the Asheville, NC community, having served on the board of directors of the UNC Asheville Foundation, the Land of the Sky Estate Planning Council, the Health Adventure, Kiwanis Club of Asheville, and the Asheville Parks and Greenways Foundation. 
Prior to starting Davis Financial Planning, Al was a city executive with Bank of America; the private banking manager and then wealth services team leader with Central Carolina Bank, which became SunTrust; and the western region executive with Capital Bank.

Al graduated from Appalachian State University earning a degree in business administration in 1991. He earned an MBA from the University of Tennessee in 1993.

Linda Stratton
Secretary Treasurer

Linda Stratton is the principal of Stratton Advisors, a practice in Oro Valley, Arizona, launched in 2005. She joined the former version of ACP in January 2006 and became a NAPFA member in 2007.

Prior to becoming a financial planner, Linda was a nonprofit fundraiser and development officer for ten years.

Linda has an undergraduate degree in Classics from Brown University, and earned her MBA from Northern Arizona University. She taught corporate and personal finance courses at NAU after completing her degree. She subsequently directed the Bureau of Business and Economic Research in the College of Business for several years. Linda played on the women’s basketball team at Brown for four years; now she plays golf.
 

Kelly Adams, CFP®,  EA 

After acquiring eight years of experience in tax compliance and planning, Kelly changed her focus to comprehensive financial planning after consistently seeing a need for this type of service among the clients she serviced.

Kelly began practicing life-centered financial planning after completing the Success training program in 1998 offered through the Alliance of Comprehensive Planners. She spent over five years working with nationally recognized advisor, Bert Whitehead, JD, MBA, founder of Cambridge Advisors (now known as Alliance of Comprehensive Planners) and President of Cambridge Connection, Inc., as an advisor and eventually partner.

Kelly holds a Bachelor of Arts from Michigan State University’s College of Business. She has earned the professional designation of CERTIFIED FINANCIAL PLANNER™ practitioner from the Certified Financial Planner Board of Standards. Kelly has also earned the designation of Enrolled Agent from the Internal Revenue Service.

Kelly is an active member and educator for the Alliance of Comprehensive Planners. She is a member of the National Association of Personal Financial Planners (NAPFA), Financial Planning Association (FPA), and the National Association of Tax Practitioners (NATP).

Harbor Light Planning, LLC was founded in December of 2003 upon principles that place the utmost value on our clients’ financial goals and objectives.

Kelly lives in Novi, Michigan with her daughter Alora and three loved pets.


 Jim Davis, CFP®, EA

 

 

Jim is a proud member of the Alliance of Comphrensive Planners (ACP). Having been a client of an ACP Advisor since 2002, Jim understands the great value of working as a comprehensive, fee-only ACP Advisor.

Jim has received extensive training in all areas of personal financial planning through the Ohio State University and specialized training in financial planning techniques through the Alliance of Cambridge Advisors. Jim earned a B.S. in Marketing from Franklin University in 1992. He passed the rigorous CFP® exam in 2007 became a CFP® in 2011. Also in 2011 Jim became an Enrolled Agent (EA) which allows him to represent clients before the IRS. He is a member of NAPFA (national organization of fee-only financial planners) and the National Association of Tax Preparers.

Jim works primarily in the Clintonville office. He is married to Suzanne, an RN at the Ross Heart Hospital at OSU. Jim and Suzanne adopted Delaney Hu Davis from the Hubei Provence, China, in 2010 and are enjoying their active preschool daughter. The whole family enjoys the outdoors biking, going to the park, swimming and bicycling.


Kenneth Robinson, JD, CFP® 
 

Kenneth F. Robinson, JD, CFP® has provided fee-only financial guidance to individuals and families for more than 15 years. In addition to owning Practical Financial Planning, Inc., Ken provides keynote speeches and seminars on personal finance through his company Financial Self-Confidence. Prior to entering the field of financial planning Ken worked as a lawyer in private practice, and then as a property/casualty risk manager in local government.

Ken is the author of several books including Don't Make a Budget: Why it's So Hard to Save Money and What to Do About It. He also wrote, produced and directed a critically acclaimed rap music video on dealing with bear markets. A frequent contributor to Cleveland’s Plain Dealer, Ken has been quoted in Money and Kiplinger’s Personal Finance, and his work on financial planning has appeared in the journal Science.