2018 Board of Directors

Robyn Gerke, CFP(R)
Beacon Pointe Wealth Advisors

President Elect
Erin Itkoe, CFP(R), CPA/PFS
Versant Capital Management

Bud Heintz, CFP(R)
Heintz Wealth Management

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

William Cerynik
Ashton Thomas Private Wealth

Director At Large
Suzie Eyrich, CFP(R)
BMO Private Bank

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

Director At Large
Murray Smith, CFP(R)

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

Director At Large
Adam Mosbach, CFP(R)


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

Administrative Director

Stephanie Weadock

Chief Bookkeeper

Laurel Frisby

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PO Box 4130 Scottsdale AZ 85261

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