2020 Board of Directors



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

Templeton (2019) TD Ameritrade (2020) and NexGen


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

Rehburg Life Settlements (2019), Ashton Thomas, DFA & Templeton (2020) and Communications


President Elect
Craig Waugh, JD
DLA Piper

Polsinelli & Zia Trust (2019) Rehburg Life Settlements & TD Ameritrade (2020),  and Advocacy


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

Longbridge & Beach Fleischman/Pinnacle  (2019), Zia (2020) and Pro Bono


Secretary
John Chichester CFP(R), CPA
Trust Bank

Vanguard (2019) , FP Transitions & Beach/Pinnacle (2020) & Professional Relations


Director At Large
William Cerynik
Ashton Thomas Private Wealth

Pinnacle & Ashton Thomas (2019)  and Polsinelli  (2020)and Partnership




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

FP Transitions (2019), University of Arizona & DFA (2020) and Lifelong Learning

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

ACF, Uof A, Vanguard and Longbridge (2020) and Public Awareness

Director At Large
Adam Mosbach, CFP(R)

Nationwide & DPL (2019) and Fairway (2020) 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


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