|
|
|
About
Us
|
2008 Board of
Directors - Biographies
|
|
 Director of Ethics
Dale Walters,
CPA/PFS, CFP® (US and Canada)
Keats, Connelly & Associates, Inc.
602-955-5007
Mr. Walters is a partner and CEO of
Keats, Connelly & Associates, a Phoenix-based, Fee-Only, financial
planning firm specializing in managing the complexities of accumulated
wealth and U.S./Canadian cross-border planning. Serving clients for over twenty-five
years, he has twice been named one of the top financial advisors in the U.S.
by Mutual Fund Magazine. In
2006, Consumer’s Research Council of America also named Dale one of America’s
Top Financial Planners. He is active
in the financial planning industry and was appointed by the governor of Arizona to serve on
the Arizona Family College Savings Plan Oversight Committee, where he
served as its chairperson. Dale is a
frequent speaker and author on financial planning and tax related issues.
Dale is a four-time World Heavyweight
Karate Champion and fourth degree black belt in Judo. In his free time, he teaches Judo. Dale and his wife Charlene live in Phoenix, Arizona
with their two children.
Education - Bachelor
of Science in Accounting, 1989 Arizona
State University,
Tempe, Arizona
Certifications - Investment
Adviser Certified Compliance Professionalsm (IACCPsm),
2007 Center for Compliance Professionals; Certified financial planner™
(Canada), 2000, Financial Planners Standards Council of Canada; Personal
Financial Specialist, 1996, American Institute of Certified Public
Accountants; Certified Public Accountant, 1992, Arizona Board of
Accountancy; Certified Financial Planner™ (U.S.), 1985, Certified Financial
Planner Board of Standards, Inc.
Awards & Recognition - One of America’s Top Financial
Planners by Consumers’ Research Council of America, 2006 – 2007; Finalist
for Phoenix Chamber of Commerce Small Business Person of the Year award,
2006; Top U.S. Financial Advisor - Mutual Fund Magazine, 2001 &
2002
Memberships - Financial Planning
Association’s International Advisory Council for the Americas – Past
Chairperson; Arizona Family College Savings Plan Oversight Committee – Past
Chairperson; International Association for Financial Planning – Phoenix
Chapter, Past President; Institute of Certified Financial Planners –
Phoenix Chapter, Past President; Estate Planning Council – Central Arizona;
American Institute of Certified Public Accountants – Personal Financial
Specialist Committee, Past member; Arizona Society of Certified Public
Accountants - Financial Planning Committee, Past Chairman; Phoenix
Committee on Foreign Relations, Treasurer
|
|
 Co-Director of Member Development & Retention
Patrick Gavin, CMPS, CLTC
CFS Mortgage
602-354-0528
Patrick has over 32 years of experience helping clients solve
their mortgage needs including over 26 years in the Phoenix market. He works closely with
CFP's, CPA's, & Estate Planning Attorneys assisting their clients
make informed an appropriate mortgage planning decisions. Patrick also
holds the Certified Mortgage Planning designation which gives him a broad
understanding of cash flow analysis, gift, estate and capital gains tax
laws. Patrick uses his specialized knowledge to assist clients in making
more informed choices on the best mortgage planning strategies to achieve
their cash flow, debt management and wealth creation objectives. He has
been active in the local financial planning community since 1984.
 Co-Director of Member Development & Retention
Cynthia DeGeorge, CLTC
Gurley LTCI
928.445.7060
In addition to holding the CLTC designation, Cynthia is a
candidate for CFP (Certified Financial Planner) Certification. After
several executive roles with full P&L responsibility, Cynthia chose
Financial Planning as her second career. Realizing the enormous exposure
that long-term care expense posed for clients, she now specializes in
finding LTC solutions that fit her clients' overall financial plans and
lifestyle choices.
Cynthia completed a BA in Accounting and is a graduate of the
College for Financial Planning. Cynthia has raised funds for the Gittlen Cancer Research
Center and served on
the board of the Humane Society.
She lives with her husband, Dean, in Prescott, Arizona.
|
|
 Director of Public Awareness
Mary Zimmerman, CFP®
PATH Financial Strategies, LLC
480-664-6008
Mary Zimmerman is a Certified Financial Planner® professional and
Registered Life Planner ™. Mary is the owner of PATH Financial
Strategies, LLC, in Chandler,
Arizona. She is one of the
founding members of the Kinder Institute of Life Planning and is the first
certified faculty member of the institute in the United States. Mary serves on
the Board of the Greater Phoenix Financial Planning Association as Director
of Public Awareness. She is a member of American Mensa and a member of the
Nazrudin Project, a global think-tank of CFP® certificants and other
professionals dedicated to the human and spiritual aspects of money.
|
|
 Director of Social Events
Karen Gill Meyer, CFP®
Smith Barney
480-368-6567
Karen Gill Meyer is a Financial Consultant at Smith Barney in Scottsdale. She has a
BA in Math from Sweet
Briar College
where she graduated cum laude. She then went to New York University School
of Business Administration. She started her career in portfolio analysis at
Merrill Lynch in New York City
and then went into security analysis. In 1990, Karen re-entered the
securities business and started a partnership with her husband Jim. She
holds the Smith Barney designation of Wealth Planning Associate.
Karen has served on numerous community boards, primarily in the
health and cultural fields. She serves as the Social Chairman on the
Financial Planning Association of Greater Phoenix board.
|
|
 Director of Sponsor
Development
Al Quihuis, CFP®
Financial Directions, LLC
480-768-9064
Albert Monreal Quihuis became a Financial Advisor in 1988 and a
Certified Financial Planner in 1994.
He is independent and full service with an office in Mesa, Arizona. Mr. Quihuis is dedicated to educating and
providing Financial Planning for Small Businesses and helping individuals
achieve their Life Planning Goals.
Albert is a native of Arizona and
graduated with a Degree in Business Administration from Arizona State
University and served
in the United States Air Force.
Mr. Quihuis is very involved in the community; he serves as
Director of Sponsor/Partner Development for the Financial Planning
Association of Greater Phoenix. He
sits on the Board for the Chandler Chamber of Commerce and Chair of the
Business Diversity Committee. He is
a member of the Arizona Hispanic Chamber of Commerce and Co-Founder of the
Hispanic East Valley Business Club and the Hispanic Outreach Alliance.
|
|
 Co-Director of Community Outreach
Frank Molinar,
CFP®
Molinar & Co. Financial Advocates
1-866-804-1026
Frank Molinar, CFP® serves as the Co-Director of
Community Outreach for the FPA of Greater Phoenix. He is the Principal
and Co-founder of Molinar & Co. Financial Advocates with offices
in Scottsdale, Prescott,
and Albuquerque.
He began his career in 1985, transitioning from a background in counseling
and Christian ministry and is well-known as an educator, columnist, and
public speaker. A native of the Southwest, his mission in business, family,
and life is to make a difference by inspiring others to realize their
potential, and walk it out with clarity, compassion, and integrity.
|
|
|
|
 Director of Programs/Education
Todd Smith, CFP®
Azmyth Financial, LLC
602-485-3896
Todd Smith is a financial author, speaker, and coach who helps
working adults navigate the complex financial landscape to achieve
greater economic success and prosperity. Prior to establishing his
financial education business, Todd spent nearly 10 years in the financial
services industry in the roles of financial planner, account executive,
corporate trainer, and corporate liaison.
Todd’s company, Azmyth Financial, LLC, offers a wide range of
programs and services — from individual coaching/mentoring and workplace
training to Progressive Prosperity money groups. Todd specializes in
blending mastery of the psychological and emotional aspects of money
management with the specific technical knowledge people need in order to achieve
prosperity.
Todd is a Certified Financial Planner ™, Programs Director of the
Phoenix chapter of The Financial Planning Association, Co-Editor of
Business/Economics section of One Planet Magazine, has been interviewed as
a guest on 12 News KPNX-TV, published and quoted in Phoenix area print
media, and appeared as a radio personality.
|
|
Director
of Public Relations
Jay Zandell, CLTC
Z Planning Group
602-723-9300
Jay E. Zandell provides Long Term Care consulting and marketing
services to individuals and businesses throughout America’s
Southwest. Based in Scottsdale,
Jay is dedicated to educating the public on long term care issues. He has
conducted numerous workshops throughout the region for the general public.
Additionally, Jay has taught countless hours of continuing professional
education for, insurance agents, financial advisors, attorneys, and CPA’s,
throughout the country as well as presented to several national and
regional conferences.
A passionate Long Term Care Planning advocate, Jay has been quoted
in the Arizona Business Journal and interviewed on 1510 KFNN & 1100
KFNX. His articles have appeared in the Arizona Senior Living Guide,
Indiana Senior Living Guide, the American Association of University Professors
Advocate, as well as others.
Jay, who holds a degree in Geology from the University of Kansas,
has lived in the valley of the sun since 1994. When he is not busy with
work or family, you’ll find him volunteering his time or efforts to causes
usually benefiting underprivileged or disabled children.
|
|
 Director of Technology/Website
Darin Shebesta
480-213-3430
Darin is an Associate Planner at Jackson Financial Advisors in Scottsdale, AZ. Mr. Shebesta is a graduate of the W. P.
Carey School of Business and the Barrett
Honors College
at Arizona State University
with a B.S. in Finance. Darin is the creator and facilitator of the Young
Financiers, a group dedicated to the next generation of financial planners
in Arizona.
Mr. Shebesta is a former treasurer of the Financial Management
Association and Business Ambassador at ASU. Darin has written several
articles for Young Money magazine, namely: "Online Investing Made
Simple," "Are Rebate Cards Right for You?" and "Online
Banks vs. Traditional Banks." Darin is very people-oriented as well as
focused on detail. He believes in the value of doing good while doing well.
 Director-at-Large
Denise Reed, CFP®
Benchmark Financial
602-222-4180
Denise M. Reed, CFP® has been employed by Benchmark Financial,
Ltd. and its predecessor since 1986. Denise is the office manager of the
firm and a registered representative. She works with client services,
trading, and compliance issues. Prior to that, she was employed by a
financial planning firm in San
Diego for four years.
Denise has served on the local chapter of the FPA since its
inception and currently serves as President of the chapter. Prior to the
FPA, she served on the Phoenix
local chapter of the ICFP. She is Vice President of Benchmark Capital, Inc.
and Vice President and board of director of Chemical Feeding Technologies,
Inc.
 Director-at-Large
Andrea White, MCC
Financial Conversations
480-777-8876
Andrea White is the
owner and President of Financial Conversations®, a group of certified
professional coaches specializing in working with advisors and their
clients. Coaches at Financial Conversations® encourage advisors and
their clients to balance the achievement of professional, financial and
personal goals through the use of one-on-one and group coaching/training
events.
Andrea earned a B.A.
in Social Welfare and an M.B.A. from Arizona State
University. She
earned the Certified Professional Co-Active Coach (CPCC) designation from
The Coaches Training Institute and subsequently was awarded the Master
Certified Coach title, the International Coach Federation’s highest designation.
Ms. White is a
graduate of the Tempe Leadership Program and is a frequent speaker at FPA
events and classes. When not working, Andrea enjoys hiking and golf.
Back to Top
|
|
