1989

Lois began “Financial Planning” career with Prudential

1990

Lois began C.F.P. education

1991

David creates weekly radio show, Minding Your Money

1992

David decided that selling investments was not financial planning and began CFP education

Lois and David left Prudential to create their own company

1993

Lois Received the CFP Designation

Lois began weekly financial educational segments for local CBS affiliate

1994

Lois & David began career of retirement planning

1995

Lois became founding member for the Nasrudin project

1996

David joined Nasrudin Project

1997

David received the CFP designation

1999

Lois Elected to Board of The Financial Planning Association

2001

Lois awarded as one of top independent investment advisors by John Glenn

2003

Lois awarded Business Woman of the Year by the R.C.C.

Carrier & Maurice Investment Advisors created

Lois Member of the 2003 Congressional Tax Summit in Washington DC

2005

Lois Honorary State Chair Person NRCC of the Business Advisory Council

2006

Lois Faculty member for Beyond the Basics Advanced Acute Care Conference

2007

Company became Carrier, Maurice & Webb Wealth Advisors

2020

Company became known as WorthWhile Wealth Council