2024 Board of Directors



President 

Drake Qualls, CFP(R)

InterOcean Capital



Vice President

Dan VanDusen, CFP(R)

Objective Wealth



Past President/Chairman

Dale Walters, CPA/PFS
Beach Fleischman


Secretary

Dr. Steve Syrmopoulos, PhD., CFP(R), ChFC

Northern Arizona University


Treasurer

Dawn Noble

Vanguard


Director at Large

Kenneth Osborn, CFP(R)

Retired Educator


Director At Large

Tim Daugherbaugh

Northern Trust


Director At Large

Donna Woodruff, CFP(R)

Capital Insight Partners


Director At Large


Thomas Rindahl, CFP(R)

TruWest Wealth Management

Services


Director at Large

Mark Dragoslovich

Presidio Group Wealth Management 

.

Director At Large

Mary Zimmerman, CFP(R)

PATH Financial Strategies

Staff


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

Polsinelli and ACF


Administrative Director

Stephanie Weadock


Chief Bookkeeper

Laurel Frisby

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


C/O Premium Organization
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.