2018 Board of Directors



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


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


Chair
Bud Heintz, CFP(R)
Heintz Wealth Management


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


Secretary
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)
KeatsConnelly

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


Director At Large
Adam Mosbach, CFP(R)

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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