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2008 Executive Committee - Biographies

PresidentNeal Van Zutphen, CFP(R), AAMS
Neal Van Zutphen, CFP(R), AAMS
Delta Ventures Financial Counsel
480-924-5613

Neal Van Zutphen is a CERTIFIED FINANCIAL PLANNER™ practitioner and serves as the 2008 President of the Financial Planning Association of Greater Phoenix.

Neal graduated (with honors) from the University of Phoenix with a Bachelors of Science in Business Management.  He is currently enrolled in the Master's of Financial Planning curriculum at the College for Financial Planning.  Neal is a Certified Financial Planner™ practitioner, Accredited Asset Management Specialist, and a Certified Fund Specialist.

Neal began his financial services career in 1983. He and his partner operate a small fee-for-service Investment Advisory and Financial Planning firm in Mesa, Arizona.

Neal is a life-long learner and over the last two years CFP continuing education reporting period logged over 111.5 hours of continuing education credits.

In addition to credit hours approved by the Board of Standards, Neal attended the December 2005 Evolution of Psychotherapy conference, held only once every five years, to enhance his understanding of human motivation, emotions, and life planning counseling skills.  During this weeklong conference, Neal logged another 36.5 hours of continuing education.  In March of 2007, Neal also completed an eight-week Master's Course in Positive Psychology.

 

President Elect, Vice President
Nicole Gurley, CLTCNicole Gurley, CLTC
Gurley Long-Term Care Insurance
480-515-2714

Nicole Gurley has been a licensed insurance producer since 1998 and today focuses exclusively in long-term care planning and insurance solutions. She holds the CLTC (Certification in Long-Term Care) designation.

GURLEY LTCI represents traditional insurance products as well as asset-based products for individuals and multi-life programs for employers. Nicole assists financial planners, attorneys, CPAs, insurance producers, benefit consultants and other financial services professionals with their long-term care insurance training and educational seminars. She is licensed in multiple states.

Prior to founding GURLEY LTCI, Nicole served as a senior manager and corporate officer leading sales, marketing and customer service operations in diverse service industries including financial services, healthcare and insurance. She holds a Bachelor of Arts in Management, with an emphasis in Systems Analysis.

Secretary/Treasurer
Virginia Dhondt, CFPVirginia Dhondt, CFP(R)
Keats, Connelly & Associates
602-955-5007

Ms. Dhondt is a CERTIFIED FINANCIAL PLANNER™ professional at 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 financial planning. She assists clients and manages their comprehensive cross-border and domestic financial plans.

Virginia is currently preparing to write the CERTIFIED FINANCIAL PLANNER® (Canada) examination.  Virginia received her Bachelor of Science in Finance from Arizona State University. Virginia enjoys reading, hiking, and spending time with friends and family. Virginia and her husband Mike live in Phoenix, Arizona and are involved with several local dog clubs.

 

Patty Park, CFP, CPA, PFSChairman
Patty Park, CFP(R), CPA
Northern Trust Bank

602-468-2591

 

Patty Park is a financial planning consultant and Vice President of Northern Trust. She works with high net worth clients designing comprehensive and modular financial plans to help them meet their life goals. She is a CPA, and holds the Certified Financial Planner™ designation in both the US and Canada.

Patty currently serves as Chairman of the Financial Planning Association of Greater Phoenix.  She is also the President of the Planned Giving Round Table of Arizona.

 

 


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  The Financial Planning Association
  Greater Phoenix Chapter
  4848 E. Cactus Road, #505-815
  Scottsdale, Arizona 85254

Phone:

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