2019 Board of Directors

Robyn Gerke, CFP(R)
Beacon Pointe Wealth Advisors

DPL and Lifelong Learning

Erin Itkoe, CFP(R), CPA/PFS
Tarbox Family Office

FP Transitions and NexGen

President Elect
Murray Smith, CFP(R)
Keats Connelly

Vanguard and Communications

Dale Walters, CFP(R), CPA/PFS
Beach Fleischman

RMF and Pro Bono

Amy Shepard, CFP(R), BFA(TM), MBA

ACA and Membership

Director At Large
John Chichester, CPA, CFP(R)
Trust Bank

Edward Jones and Professional Relations

Director At Large
Colleen Hallinan, CFP(R)
Qii Consulting

BeachFleischman and Membership

Director At Large
Craig Waugh, JD
Polsinelli Shugard

Zia Trust and Advocacy

Director At Large
Vanessa Lee, CFP(R), CPA
TCI Wealth Management

VIP and Public Awareness

Director At Large
William Cerynik
Ashton Thomas Private Wealth


Director At Large
Adam Mosbach, CFP(R)

Cantor Fitzgerald and Partnership


Executive Director
Melissa Kemp, CFP(R), AEP(R), CNAP(R), CAP(R)

Administrative Director

Stephanie Weadock

Chief Bookkeeper

Laurel Frisby

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