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Taking it to the Next Level

Monday, January 05, 2015 1:22 PM | Brian Frederick

It is an honor and a pleasure to represent our chapter as the 2015 President.  We have a lot going for us and we are bringing this momentum to the next level.  We are fortunate to have a tremendous history of stellar individuals who have contributed to make our chapter what it is today and I am grateful for the practitioners who have served before me and those who will serve afterwards.

We are in the process of evolving with our Executive Director transition.  We owe a great deal of gratitude to our outgoing ED, Jo Lynne Hutchinson, for her 27+ years of service with our chapter.  Our incoming Executive Director, Melissa Kemp, has brought her organization, Premium Organization, in to assist in running the chapter from a strategic as well as administrative level.  We are excited about this and will embrace it to the best of our abilities.

I’m thrilled to announce our 2015 board of directors as they are high-caliber consummate professionals.  The work we all do together is critical to the success of our mission and vision and I appreciate them all for who they are and what they have to contribute to the chapter and our profession.

The executive committee and board directorships for 2015 are as follows:

Executive Committee:

President – Darin Shebesta, CFP®

V.P./President Elect – Marcus Johnson, CFP® (newly certified - Congratulations!)

Secretary - Julie Kern, CPA, CFP®, CDFA

Treasurer – Erin Itkoe, CPA/PFS, CFP®

Chairman – Jason Miller, CFP®


Membership – Allan Small

Public Relations – Michelle Buonincontri, CFP®

Lifelong Learning/Ethics – Robyn Gerke, CFP®

Partnership – Rey Martinez

Technology – Brian Frederick, JD, CFP®

Advocacy – Chris Palermo, CFA, CFP®

Public Awareness – Bud Heintz, CFP®

Pro Bono – Lyle Capstick, CRPC®

NexGen – Suzie Eyrich, CFP®

Professional Relations - David Rich, Jr., CFP®, AAMS

At Large - Marcus Seiter, CFP®

I thought it would be great to share the vision of our chapter to get us from the present to why we exist: to be the premiere source of financial planning professional development and continuing education in the Valley by cultivating our core values of competence, integrity, relationships and stewardship. This vision should serve as the lens through which we view our responsibilities and guide our decision making. Each of our board directors has set strategic initiatives for 2015 and assembled committees to contribute to fulfilling that vision.

This is our chapter. It exists to serve the needs of the membership base and we each have a responsibility to help make it the best it can be. I would invite each of you to consider what you can do in 2015 to make our chapter even better.  One action that would make a significant difference is you sharing the organization with a colleague/strategic partner/peer by inviting them to each chapter meeting to expand our membership in quality and quantity.

If you have ideas, don’t keep them a secret. If you have concerns, we want to know.  We want to hear what you have to say and we want to provide the greatest value possible because we would not exist without you.

Like many of you, I am passionate about the financial planning profession, the CFP® marks and the Financial Planning Association and look forward to outstanding memories and results in 2015!

Darin Shebesta, CFP®

2015 Chapter President

of Greater Phoenix

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

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