2019 Board of Directors



Chair
Robyn Gerke, CFP(R)
Beacon Pointe Wealth Advisors

Charles Schwab and Lifelong Learning


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

Templeton and NexGen


President Elect
Murray Smith, CFP(R)
Keats Connelly

Communications and Rehburg Life Settlements


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

Longbridge and Pro Bono


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

Edward Jones and Membership


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

Vanguard and Professional Relations




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

FP Transitions 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

Fairway and Public Awareness


Director At Large
William Cerynik
Ashton Thomas Private Wealth

BeachFleischman and Pinnacle Plan Design and Partnership

Director At Large
Adam Mosbach, CFP(R)

DPL and Nationwide and Partnership

Staff


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

Polsinelli and ACF


Administrative Director

Stephanie Weadock


Chief Bookkeeper

Laurel Frisby


The essential hub of our financial planning community. 

We 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
info@FPAofPhoenix.org

 Office Hours:
Mon-Thurs: 9:00 AM - 5:00 PM
Fri: 9:00AM - 1:00 PM
Phone: 480-483-9035
Fax: 480-922-5283


Connect with Us!


Website Development by Financier SEO - a digital marketing agency focused on helping financial advisors and planners excel with digital campaigns.  We are proud of our ongoing relationship with FPA of Greater Phoenix. 


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.