National Conferences Lois has spoken for include:

  • The Institute of Certified Financial Planners
  • The International Association for Financial Planning
  • The Financial Planning Association
  • LPL Financial national conference, annual guest speaker 1996-2001


Local organizations Lois has spoken for include local chapters of:

  • Association of Junior Leagues
  • Business and Professional Women
  • National Association of Women Business Owners
  • American Association of University Women
  • American Veterinarian Association
  • American Dental Association
  • Eastman Chemical Association of Chemical Engineers
  • Sigma Alpha Epsilon
  • Rotary, Kiwanis, Ruritan and Lions Clubs


Local Boards Lois has served on include:

  • YMCA
  • Child Advocacy Center
  • Laughlin Health Care Foundation
  • CASA (Court Appointed Special Advocates)
  • The Finance Committee to the Wellmont Foundation
  • Awarded the Philanthropic Achievement for Outstanding Service from the Board of Trustees of the Laughlin Health Care Foundation
  • Named a Paul Harris Fellow by her fellow Rotarians


Lois has long been actively engaged in her professional community demonstrated in 2001, by her election to the National Board of Directors of the Institute of Certified Financial Planners. As a member of ICFP’s board during her tenure, she became a charter member of the newly created, Financial Planning Association. This organization resulted from the merger of the ICFP with the International Association for Financial Planning, becoming the largest worldwide membership organization for Certified Financial PlannersTM, professionals.


Lois is also a charter member of the Nasrudin Project, a national think tank of Certified Financial Planner TM professionals which continues to have significant influence on the profession. This visionary group eventually inspired the emergence of Life Planning movement which also gave rise to the founding of the Kinder Institute of Life Planning in 2003, of which she was also a founding member.


Throughout her career, Lois has been a strong advocate for personal financial literacy through a variety of forums including her contributions in 2003 to the National Business Advisory Council serving two years with other small business owners from across the nation. The council offered advice and suggestions in response to solicited input for the President’s proposed tax package for small businesses in that year.


Lois, along with her husband and partner David Maurice, were awarded the prestigious Dalbar Financial Services Seal in 1998. They have also been consistently named among America’s Top Financial Planners by the Consumer Research Council of America annually since 2006.