, Newburyport, MA


December 20, 2011

Business News in Brief

Former Port financial planner leads workshop

Dallas W. Coffman served as a subject matter expert in September for Certified Financial Planner Board of Standards, contributing to the development of examination questions for the CFP certification examination. He participated in an Item Writing Workshop in San Diego, Calif, which focused on writing examination questions targeting the job tasks that define the work of the certified financial planner profession.

The job tasks were identified and verified through an extensive job analysis survey of certified financial planner practitioners conducted in 2009 by the CFP board.

Coffman grew up in Newburyport and graduated from Newburyport High School in 1975. A 1979 graduate of Bentley College in Waltham, he now lives in North Reading. He is a branch manager with LPL Financial. He founded Whitman Financial Services LLC in 1983 and has been located in Wakefield ever since. He can be reached at 781-246-0902 or by email at

Stehlin volunteers at Salvation Army

Sheila Stehlin, an Ameriprise financial adviser from Newburyport, recently joined forces with her colleagues, clients, family and friends to help fight domestic hunger. On Nov. 18, the group of 15 participants volunteered at the Newburyport Salvation Army, where they assisted in the holiday effort to feed the hungry. The event was part of a national day of service organized by the company. Ameriprise financial advisors, staff and employees across 47 states have committed to volunteering at approximately 320 hunger relief organizations in their local communities.

Aligned with its giving priority of meeting basic needs, Ameriprise Financial began a charitable partnership with Feeding America in 2009, which includes both financial and volunteer-based support for the nonprofit and other hunger relief organizations. The goal of the partnership is to help meet an increased demand on food banks and work toward finding long-term solutions to domestic hunger. Through the efforts of its advisers, employees, retirees and clients, the company has provided more than 20 million meals, raised more than $3 million and volunteered approximately 50,000 hours in support of domestic hunger relief.

Text Only | Photo Reprints

Special Features
Port Pics
AP Video
Johnson: Six Arrests, No Tear Gas in Ferguson Raw: Rescue, Relief Efforts at Japan Landslide Cadavers, a Teen, and a Medical School Dream Raw: Woman Escorted From Ferguson Protests California Drought Stings Honeybees, Beekeepers Officer Who Pointed Gun at Protesters Suspended Holder Hopes to Bring Calm to Ferguson Today in History August 21 Holder Pledges Top Investigators for Ferguson US Mission to Rescue Hostages in Syria Failed Manfred, Torre and MLB Take Ice Bucket Challenge Bank of America Reaches Record $17B Settlement Holder Reassures Ferguson Community With Visit GlobalPost CEO Remembers Foley As a Brave Man Seth Meyers Rolls Out Emmy Red Carpet Obama: World Is Appalled by Murder of Journalist Israel, Militants Trade Fire After Talks Fail Pres. George W. Bush Takes Ice Bucket Challenge Pierce Brosnan's Call to Join the Expendables Changes Coming to No-Fly List