Past Presidents




2020

Murray Smith, CFP(R)

2019

Erin Itkoe, CFP(R), CPA(R)/PFS

2018

Robyn Gerke, CFP(R)


2017
Bud Heintz, CFP(R)


2016
Marcus Johnson, CFP(R)


2015
Darin Shebesta, CFP(R)


2014
Jason Miller, CFP(R)

2013
Beverly Bowers, CFP(R)


2012, 1994 & 1995
Sue Larkin, CFP(R)




2011
Kimberly Bridges, CFP(R)


2008
Neal Van Zutphen, CFP(R)

2010
Virginia Asher, CFP(R)


2007
Patty Park, CFP(R)

2009
Nicole Gurley


2006
Denise Reed, CFP(R)


2005
Jim Dew, CFP(R)


2004
Alan Norris, CFP(R)


2002 and 2003
Brian Hartstein, CFP(R)


2001, 1992 1993
Michael Fischer, CFP(R)


2000
Mark Stein, CFP(R)


1998 1999
Ron Oddo, CFP(R)


1997 1998
Meg Fucik, CFP(R)


1995  1996  1997
Dale Walters, CFP(R), CPA/PFS


1993 1994
Annette Younkins, CFP(R)

1992: John Schatz 

1991: Jim Buchanan

1990: Rose Thomas

1989: Carl Paetz

 Office Hours:
Mon-Thurs: 9:00 am - 5:00 pm
Fri: closed


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PO Box 4130 Scottsdale AZ 85261


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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.