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