2024 Board of Directors



President 
Drake Qualls, CFP®
InterOcean Capital


Vice President
Dan VanDusen, CFP®
Objective Wealth


Chairman
Dale Walters, CPA/PFS
 Retired


Secretary
Dr. Steve Syrmopoulos, PhD., CFP®, ChFC
Northern Arizona University


Treasurer

Dawn Noble

Vanguard


Director at Large

Kenneth Osborn, CFP®

Retired


Director At Large

Tim Daugherbaugh

Northern Trust


Director At Large

Donna Woodruff, CFP®

Capital Insight Partners


Director At Large


Thomas Rindahl, CFP®

TruWest Wealth Management

Services


Director at Large

Mark Dragoslovich

Presidio Group Wealth Management 

.

Director At Large

Mary Zimmerman, CFP®

PATH Financial Strategies

Staff


Executive Director
Melissa Kemp, CFP®, AEP®, CNAP®, CAP®

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.