2019 Board of Directors



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

DPL and Lifelong Learning


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

FP Transitions and NexGen


President Elect
Murray Smith, CFP(R)
Keats Connelly

Vanguard and Communications


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

RMF and Pro Bono


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

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

Partnership

Director At Large
Adam Mosbach, CFP(R)

Cantor Fitzgerald and Partnership

Staff


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


Administrative Director

Stephanie Weadock


Chief Bookkeeper

Laurel Frisby


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