2021 Board of Directors


Murray Smith, CFP(R)
Ashton Thomas Private Wealth

Rehburg Life Settlements (2019), Ashton Thomas, DFA & Templeton (2020) and Communications


Craig Waugh, JD
DLA Piper

Polsinelli & Zia Trust (2019) Rehburg Life Settlements & TD Ameritrade (2020),  and Advocacy

President Elect

William Cerynik
Ashton Thomas Private Wealth

Pinnacle & Ashton Thomas (2019)  and Polsinelli  (2020)and Partnership

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

Longbridge & Beach Fleischman/Pinnacle  (2019), Zia (2020) and Pro Bono


CJ Miller, CFP(R), RMA(R)

Sensible Money, LLC

Director At Large
John Chichester, CFP(R), CPA

Trust Bank

Vanguard (2019), FP Transitions & Beach/Pinnacle (2020) & Professional Relations

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

FP Transitions (2019), University of Arizona & DFA (2020) and Lifelong Learning

Director At Large
AnnaBeth Kramer,

ACF, Uof A, Vanguard and Longbridge (2020) and Public Awareness

Director At Large
Adam Mosbach, CFP(R)

Nationwide & DPL (2019) and Fairway (2020) and Membership

Jenna L. Biancavilla

Pearl Capital Management

Kenneth Osborn, CFP(R)


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.

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PO Box 4130 Scottsdale AZ 85261

 Office Hours:
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Phone: 480-483-9035
Fax: 480-922-5283

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