2024 Board of Directors


Drake Qualls, CFP(R)

InterOcean Capital

Vice President

Dan VanDusen, CFP(R)

Objective Wealth

Past President/Chairman

Dale Walters, CPA/PFS
Beach Fleischman


Dr. Steve Syrmopoulos, PhD., CFP(R), ChFC

Northern Arizona University


Dawn Noble


Director at Large

Kenneth Osborn, CFP(R)

Retired Educator

Director At Large

Tim Daugherbaugh

Northern Trust

Director At Large

Donna Woodruff, CFP(R)

Capital Insight Partners

Director At Large

Thomas Rindahl, CFP(R)

TruWest Wealth Management


Director at Large

Mark Dragoslovich

Presidio Group Wealth Management 


Director At Large

Mary Zimmerman, CFP(R)

PATH Financial Strategies


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

Polsinelli and ACF

Administrative Director

Stephanie Weadock

Chief Bookkeeper

Laurel Frisby

 Office Hours:
Mon-Thurs: 9:00 am - 5:00 pm
Fri: closed

C/O Premium Organization
PO Box 4130 Scottsdale AZ 85261

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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.