2020 Board of Directors



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

TD Ameritrade and NexGen


President
Murray Smith, CFP(R)
Ashton Thomas Private Wealth

DFA, Templeton and Communications


President Elect
Craig Waugh, JD
DLA Piper

Rehburg Life Settlements, Zia Trust and Advocacy


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

Beach Fleischman/Pinnacle and Pro Bono


Secretary
John Chichester CFP(R), CPA
Trust Bank

Vanguard, FP Transitions and Professional Relations


Director At Large
William Cerynik
Ashton Thomas Private Wealth

Ashton Thomas and Polsinelli and Partnership




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

Nationwide and University of Arizona and Lifelong Learning

Director At Large
AnnaBeth Kramer,
CFP(R), MBA, ChFC, CLU
USAA

ACF and Longbridge and Public Awareness

Director At Large
Adam Mosbach, CFP(R)

DPL and Fairway and Membership

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


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