2018 Board of Directors

Robyn Gerke, CFP(R)
Beacon Pointe Wealth Advisors

DPL and Lifelong Learning

President Elect
Erin Itkoe, CFP(R), CPA/PFS
Versant Capital Management

FP Transitions and Professional Relations

Bud Heintz, CFP(R)
Heintz Wealth Management

Vanguard and Advocacy

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

RMF and Lifelong Learning

William Cerynik
Ashton Thomas Private Wealth

ACA and Partnership

Director At Large
Suzie Eyrich, CFP(R)
BMO Private Bank

Edward Jones and NexGen

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

BeachFleischman and Membership

Director At Large
Murray Smith, CFP(R)

Zia Trust and Communications

Director At Large
Vanessa Lee, CFP(R), CPA
TCI Wealth Management

VIP and Public Awareness and Pro Bono

Director At Large
Amy Shepard, CFP(R)
LearnVest - Northwestern Mutual Life

(filling Susan Thomas' Vacancy)

Welcome Amy!

Director At Large
Adam Mosbach, CFP(R)

Cantor Fitzgerald and Partnership


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

Administrative Director

Stephanie Weadock

Chief Bookkeeper

Laurel Frisby

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