2019 Board of Directors

Robyn Gerke, CFP(R)
Beacon Pointe Wealth Advisors

Charles Schwab and Lifelong Learning

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

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

Longbridge and Pro Bono

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

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


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. 

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PO Box 4130 Scottsdale AZ 85261

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