2020 Board of Directors



Chair
Erin Itkoe, CFP(R), CPA/PFS
Tarbox Family Office

Charles Schwab and TD Ameritrade and NexGen


President
Murray Smith, CFP(R)
Ashton Thomas Private Wealth

DFA and Templeton and Communications


President Elect
Craig Waugh, JD
DLA Piper

Advocacy and Rehburg Life Settlements and Zia Trust


Treasurer
Dale Walters, CFP(R), CPA/PFS
Beach Fleischman

Longbridge and Beach Fleischman/Pinnacle and Pro Bono


Secretary
John Chichester CFP(R), CPA
Trust Bank

Vanguard and Edward Jones and Professional Relations


Director At Large
William Cerynik
Ashton Thomas Private Wealth

Ashton Thomas and University of Arizona and Partnership




Director At Large
Colleen Hallinan, CFP(R)
Qii Consulting

FP Transitions and Lifelong Learning

Director At Large
AnnaBeth Kramer,
CFP(R), MBA, ChFC, CLU
USAA

Fairway and Public Awareness

Director At Large
Adam Mosbach, CFP(R)

DPL and Nationwide and Membership

Staff


Executive Director
Melissa Kemp, CFP(R), AEP(R), CNAP(R), CAP(R)

Polsinelli and ACF


Administrative Director

Stephanie Weadock


Chief Bookkeeper

Laurel Frisby


The essential hub of our financial planning community. 

We connect CFP(R) and associated professionals to the resources they need and the people who need them.

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PO Box 4130 Scottsdale AZ 85261
info@FPAofPhoenix.org

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