• Home
  • December President's Message

December President's Message

Monday, December 08, 2014 11:14 AM | Brian Frederick
It has been an absolute privilege to serve as your chapter President over the past year! It is an honor to be surrounded by and serve with so many wonderful people who share similar values. This year we have made great strides in advancing the mission and vision of our chapter and I see bright things in store for the future!


At this time, I would be remiss if I failed to recognize and thank our departing board members who have served so diligently over the past year(s).


Outgoing Board Members


First, I would like to thank our Chair and Past-President, Bev Bowers. Bev has served our chapter selflessly, always volunteering to take on additional projects and never asking for any recognition in return. She has been a great example to me personally and made an enormous contribution to our chapter. Bev has a huge heart and I can’t imagine what the world would be like if everyone was as willing to give of themselves as she has been. I will sincerely miss serving with her. Thank you, Bev!


Kathleen Murray has served as our chapter Secretary/Treasurer for five years and has done an exemplary job. In the time I have served with Kathleen, I can’t remember her ever missing a single meeting, call or deadline. She is a consummate professional. Her diligence, work ethic, and attention to detail will be difficult to replace. Thank you, Kathleen!


Suzanne Muusers has led our Public Relations efforts over the last five years. Under her leadership, we have made vast improvements in our marketing materials, social media strategy, meeting announcements, and press coverage. Most recently, Suzanne organized the Money Makeover Series which has been featured in the Arizona Republic. We have been fortunate to have someone with her expertise in this role. And while her time on the board has come to an end, she will continue to serve on our public relations committee to help continue the good work she started! Thank you, Suzanne!


As you are all aware, our chapter partners are an invaluable part of the success of our chapter. This year, we were fortunate to have Chris Hess as our Partnership Director. Chris brought a fresh perspective and was instrumental in helping to redesign our partnership packages. We had a successful year and our partners have been delivered great value. Thank you, Chris!


One of the most fun things we do each year is our annual Financial Planning Day. For the past couple of years, the work of organizing this day has been done enthusiastically by Gary Croatt. It is always a pleasure to see Gary. He carries a perpetually positive attitude and always seems to be enjoying himself. I will miss his cheerfulness and what he has brought to our board. Thank you, Gary!


Our local NexGen group, many of whom represent the future of our profession, was led this year by Alex Carracedo. Alex brought great ideas and energy to this role and organized several wonderful events, including valuable charity work and events with other organizations. His contribution to the next generation of financial planners is greatly appreciated. Thank you, Alex!


Our 2015 board will be comprised as follows:


Executive Committee:



President - 
Darin Shebesta, CFP®

V.P./President Elect - Marcus Johnson

Secretary - Julie Kern, CFP®, CPA, CDFA™ (New)

Treasurer - Erin Itkoe, CFP®, CPA/PFS (New)

Chairman - Jason Miller, CFP®


Directors:


Director of Member Development & Retention - Allan Small (Returning)

Director of Public Relations - Michelle Buonincontri, CFP®, CDFA™ (New)

Director of Lifelong Learning - Robyn Gerke, CFP® (Returning)

Director of Partnerships - Rey Martinez (New)

Technology Director - Brian Frederick, J.D., CFP® (Returning)

Advocacy Director - Christopher Palermo, CFA, CFP® (New)

Director of Public Awareness - Bud Heintz, CFP® (New)

Director of Pro Bono - Lyle Capstick, CRPC® (Returning)

Director of NexGen - Suzie Eyrich, CFP® (New)

Director-at-Large - Marcus Seiter, CFP® (New)

Director-at-Large - David Rich, Jr., CFP®, AAMS (New)


Executive Director:


Melissa Kemp, CFP®


I would also like to thank all of our returning board members for their dedicated service and extend a warm welcome to our nine new board members! We have a great team and I am looking forward to an amazing 2015!


Lastly, to Jo Lynne, thank you for your 27 years of outstanding service to our association. You will truly be missed.


Happy Holidays!!

Jason Miller  CFP®

2014 Chapter President

It has been an absolute privilege to serve as your chapter President over the past year! It is an honor to be surrounded by and serve with so many wonderful people who share similar values. This year we have made great strides in advancing the mission and vision of our chapter and I see bright things in store for the future!

At this time, I would be remiss if I failed to recognize and thank our departing board members who have served so diligently over the past year(s).

Outgoing Board Members

First, I would like to thank our Chair and Past-President, Bev Bowers. Bev has served our chapter selflessly, always volunteering to take on additional projects and never asking for any recognition in return. She has been a great example to me personally and made an enormous contribution to our chapter. Bev has a huge heart and I can’t imagine what the world would be like if everyone was as willing to give of themselves as she has been. I will sincerely miss serving with her. Thank you, Bev!

Kathleen Murray has served as our chapter Secretary/Treasurer for five years and has done an exemplary job. In the time I have served with Kathleen, I can’t remember her ever missing a single meeting, call or deadline. She is a consummate professional. Her diligence, work ethic, and attention to detail will be difficult to replace. Thank you, Kathleen!

Suzanne Muusers has led our Public Relations efforts over the last five years. Under her leadership, we have made vast improvements in our marketing materials, social media strategy, meeting announcements, and press coverage. Most recently, Suzanne organized the Money Makeover Series which has been featured in the

Arizona Republic . We have been fortunate to have someone with her expertise in this role. And while her time on the board has come to an end, she will continue to serve on our public relations committee to help continue the good work she started! Thank you, Suzanne!

As you are all aware, our chapter partners are an invaluable part of the success of our chapter. This year, we were fortunate to have Chris Hess as our Partnership Director. Chris brought a fresh perspective and was instrumental in helping to redesign our partnership packages. We had a successful year and our partners have been delivered great value. Thank you, Chris!

One of the most fun things we do each year is our annual Financial Planning Day. For the past couple of years, the work of organizing this day has been done enthusiastically by Gary Croatt. It is always a pleasure to see

Gary . He carries a perpetually positive attitude and always seems to be enjoying himself. I will miss his cheerfulness and what he has brought to our board. Thank you, Gary !

Our local NexGen group, many of whom represent the future of our profession, was led this year by Alex Carracedo. Alex brought great ideas and energy to this role and organized several wonderful events, including valuable charity work and events with other organizations. His contribution to the next generation of financial planners is greatly appreciated. Thank you, Alex!

Our 2015 board will be comprised as follows:

Executive Committee:

President                                                                     Darin Shebesta, CFP®

V.P./President Elect                                                    Marcus Johnson

Secretary                                                                    Julie Kern, CFP®, CPA, CDFA™ (New)

Treasurer                                                                   Erin Itkoe, CFP®, CPA/PFS (New)

Chairman                                                                    Jason Miller, CFP®

Directors:

Director of Member Development & Retention        Allan Small (Returning)

Director of Public Relations                                       Michelle Buonincontri, CFP®, CDFA™ (New)

Director of Lifelong Learning                                               Robyn Gerke, CFP® (Returning)

Director of Partnerships                                            Rey Martinez (New)

Technology Director                                                  Brian Frederick, J.D., CFP® (Returning)

Advocacy Director                                                     Christopher Palermo, CFA, CFP® (New)

Director of Public Awareness                                                Bud Heintz, CFP® (New)

Director of Pro Bono                                                 Lyle Capstick, CRPC® (Returning)

Director of NexGen                                                    Suzie Eyrich, CFP® (New)

Director-at-Large                                                      Marcus Seiter, CFP® (New)

Director-at-Large                                                      David Rich, Jr., CFP®, AAMS (New)

Executive Director:

Melissa Kemp, CFP®

I would also like to thank all of our returning board members for their dedicated service and extend a warm welcome to our nine new board members! We have a great team and I am looking forward to an amazing 2015!

Lastly, to Jo Lynne, thank you for your 27 years of outstanding service to our association. You will truly be missed.

Happy Holidays!!

Jason Miller  CFP®

2014 Chapter President


FPA
of Greater Phoenix

480-483-9035
Vision:  The essential hub of our Financial Planning community.

Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
 
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283

info@FPAofPhoenix.org   
Copyright (c) 2017   FPA of Greater Phoenix                                          Terms of Use     Privacy Policy