2018 Board of Directors



President
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


Chair
Bud Heintz, CFP(R)
Heintz Wealth Management

Vanguard and Advocacy


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

RMF and Lifelong Learning


Secretary
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)
KeatsConnelly

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

Staff


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


Administrative Director

Stephanie Weadock


Chief Bookkeeper

Laurel Frisby


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