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FPA National Capital Area Newsletter Page 1 July 2016
President’s Message Brian Jones, CFP®
Continued on page three
A Pinnacle Award Level Chapter Recipient of FPA National’s Highest
Level Award for 16 Consecutive Years!
Volume 17, No. 7, July, 2016 Web address: www.fpanca.org
FPA Headlines The Newsletter of your local association
Dan Lash, CFP®, AIF® President’s Message
The Spring Symposium on June 9th at the Dulles Hyatt was an outstanding all day meeting with over 200 in
attendance. Attendees heard from many outstanding speakers from Michael Kitces to Carolyn McClanahan. The
Symposium titled “Bridge the Gap” truly lived up to the name as it focused on planning for Millennials through to the
Silent Generation.
We also celebrated our 2015 award winners, David Goldstein (Planner of the Year), Ryan Fleming (Norma Severn
Leadership), and Glenn Kautt (Lifetime Achievement). All of our award winners were nominated by our members
and are all well deserving of these accolades for their achievements in our profession. If you see any of them at our
next meeting, please be sure to congratulate them again.
Our ever-growing NexGen community held their most recent meeting on June 28. The speakers were Eleanor
Blayney and Michael Kitces. If you are a planner under 36 (or know of one), I would highly encourage you to join
our very active NexGen group and attend their Study Sessions.
Our next lunch meeting will be July 14th at Westwood Country Club in Vienna, Virginia. Please note our new
Virginia Luncheon location in Vienna. Our featured speaker will be Michael Finke, Ph.D. Dr. Finke is Dean and
Chief Academic Officer at The American College of Financial Services. He will be discussing a New Perspective on
Retirement Income Planning.
Along with Michael Finke, we will also have Matt Stephani, CFA® speaking. Matt is a senior portfolio manager with
Cavanaugh Hill Funds and will be focusing his discussion on Global Energy Consumption. This July program has
been approved for 2 CFP®, 2 CIMA® and 2 VA and 1 MD CE credits.
Continued on next page
FPA National Capital Area Newsletter Page 2 July 2016
FPA membership pays for itself. Use your benefits today.
>> Download your new FPA Member Discount Guide now.
Please tell your fellow FPA members about this guide so they can take advantage of
their discounts, too.
Continued from previous page
Be sure to visit the events page for all scheduled meetings and to register at www.fpanca.org/events.
No events are scheduled for August so enjoy the summer. We have a full lineup of events for the remainder of the
year starting in September and Metro Washington Financial Planning Day at George Mason University in Arlington
in October. Please note that our Metro Washington Financial Planning Day event will be in the new GMU location
this year. I look forward to seeing you at our next event.
Best Regards,
Dan Daniel P. Lash, CFP®, AIF®
2016 FPA NCA President
FPA Member Discount Program
Did you know that FPA members have access to a comprehensive collection of resources that are tailored to their businesses?
From compliance-approved back office solutions, to marketing and research, financial software and more – the FPA Member
Discount Program has you covered. Check out the current practice management deals available exclusively to FPA members
today at https://www.onefpa.org/MyFPA/member-discounts/Pages/default.aspx.
FPA National Capital Area Newsletter Page 3 July 2016
FPA National Capital Area Newsletter Page 4 July 2016
2016 FPA NCA EVENT SCHEDULE
Details on our activities are published on our web site at www.fpanca.org
Thursday, July 14, 2016 – Member Luncheon, Westwood Country Club, Vienna, VA
Wednesday, September 7, 2016 – Chapter Happy Hour, Details Soon!
Wed. – Fri., September 14 -16, 2016 – FPA BE Baltimore, Baltimore, MD
Thursday, September 22, 2016 – Luncheon Program, Bethesda, MD
Friday, September 30, 2016 – Chapter Day of Service, Details Soon! (NOTE: Change of Date!)
Friday, October 14, 2016 – Luncheon Program, Vienna, VA (NOTE: Friday event, not Thursday!)
Saturday, October 22, 2016 – Metro Washington Financial Planning Day, GMU, Arlington, VA
Thursday, November 3, 2016 – Luncheon Program, Bethesda, MD
Thursday, December 15, 2016 – Annual Member Luncheon Meeting, Vienna, VA
WE WELCOME OUR MAY 2016 NEW MEMBERS!
Denise Allen Heath Brewer CFP® Joyce Cool ChFC, CASL, CDFA Bump Financial Group Trumbower Financial Advisors, LLC Wealth Management Partners Washington, DC 20036 Bethesda, MD 20814 Waldorf, MD 20602 Christopher Fagiolo CFP®, ChFEBC Donald Garner CFP® Gregory Klingler GEBA Silver Spring, MD 20904-3331 Annapolis Junction, MD 20755 Annapolis Junction, MD 20701 Jeffrey Nau CFP®, ChFC, CRPC Warren Schneeweis CFP® Richard Sexton Merrill Lynch FINRA Foundation LDR investments LLP Leesburg, VA 20176 washington, DC 20006 Silver Spring, MD 20910 Michael Shaw Kelly Sheahan Zachary Snyder The Shaw Law Group, LLC Calvert Wealth Management Bethesda, MD 20817 Baltimore, MD 21212 Dunkirk, MD 20754 John Stohlman CFP® Medallion Financial Group Gaithersburg, MD 20877
FPA National Capital Area Newsletter Page 5 July 2016
New Venue for Pro Bono Planning Event in October!!
Save the date – Saturday October 22 - for our 2016 Metro Washington Financial Planning Day. This year’s event
will be held at a new location at the George Mason facility in Arlington, VA. English and Spanish-speaking
volunteers are needed to provide financial counseling to underserved individuals and families. More details soon!
Trends in Adviser Compensation and Benefits Study Now Available!
FPA members can now access the 2015 Trends in Adviser Compensation and Benefits Study, which was done by
the FPA Research and Practice Institute™ and Financial Advisor IQ (a news service of the Financial Times). The
research helps all planners and their support staff understand trends in compensation and benefits.
While the study sought to create a valuable compensation benchmark resource for those currently working in the
financial advice profession, or seeking a position, the study examined the impact that compensation, benefits and
work environment have on job satisfaction and engagement.
The full report, which is now available at www.OneFPA.org/2015CompensationStudy, is a must read for anyone
working in the financial advisory space. Download a copy of the report and see how your compensation and
benefits package stacks up with other firms across the country.
MANY FPA NCA MEMBERS AT NexGen GATHERING!
Thank you to the FPA-NCA NexGen members who showed their support on a national level by attending NexGen
Gathering which was held this year in Dallas, TX. We had an excellent weekend of open conversations to transfer
our knowledge and to build relationships with FPA members across the country. Below is the group of National
Capital Area Attendees - we had 10% of the attendance, and represented well with our contributions! Thanks to all
that made the journey!
FPA National Capital Area Newsletter Page 6 July 2016
From the Programs Committee!
Lisa Kirchenbauer and Melissa Sotudeh
The Programs Committee is still enjoying the glow from the June Symposium. Thanks to everyone who attended
and provided support to make the event so successful! As we look to July and into the Fall, we are excited about the
programs that we are putting together to continue our theme for this year: Bridging the Gap. In July, we will
welcome Dean of the American College of Financial Services, Michael Finke, as he talks about “A New Perspective
on Income Retirement Planning”. We are pairing this presentation with a conversation about Global Energy
Consumption from Michael Stephani of Cavanal Hill Funds. We think it will be a very educational and interesting
discussion on both fronts.
Stay tuned as we move into the Fall, and offer education and professional development from American Funds,
Schwab, Thornburg, Altman Associates and others on a variety of topics including what your clients are looking for
from their advisor/planner now, SRI/ESG investing, estate planning and an economist who is likely to shake things
up as we survey the post-election landscape. Stay tuned through the website and Peggy’s timely posts!
NexGen Gathering Success!
Aaron Clarke
If you had the luxury of attending the 2016 NexGen Gathering in Dallas, TX, then this post will not surprise you!
Instead, I hope you feel encouraged to add to the forum and share your experience!
With only 107 attendees this year, this conference flies low on the radar, but it surely won’t stay this way for long as
it sells out faster each year. Everyone leaves feeling inspired to mature to help better themselves for the sake of their
clients. One may ask how this is possible, but it is quite a simple concept really. You decide the forum of topics on
Friday and spend the day on Saturday in smaller group sessions just discussing personal & professional hurdles or
goals, latest academic research material, or gathering information on a variety of subjects. The topics can be
anything you are interested in, so everyone has a group to learn from. This is where the magic of the weekend lives.
NexGen’s vision: “To ensure the transference of wisdom, tradition and integrity, from the pioneers of financial
planning to the next generation of our profession.” By truly serving this vision there are over 100 members in
attendance who are working with mentors to gain knowledge during daily life, and one weekend per year they show
up to learn from and teach others – facilitating the transition of knowledge.
For those of you who were in attendance this year or have attended in the past please post back to this forum sharing
your best takeaway or most memorable experience. Please keep the vulnerability going and share your experience
so others can see how powerful the event can be.
Act on the Call to Share Here: FPA NexGen Connect Forum
FPA National Capital Area Newsletter Page 7 July 2016
FPA NCA Presents our Thursday, July 14, 2016 Member Luncheon Program!
Check in Begins at 11AM - Program will begin at 11:30AM - Please note earlier times for this program!
Program will end by 2PM
2 CFP, 2 CIMA, 1 MD Insurance and 2 VA Insurance Approved! CPA CPE Offered!
Note NEW LOCATION: Don't miss this great program at Westwoods Country Club, Vienna, VA!
Members: $40 - Non-Members: $60
Michael Finke Presenting A New Perspective on income Retirement Planning
Advisors often view retirement income planning through the lens of the 4% rule, but changes in longevity and
a lower-return environment challenge conventional wisdom about safe withdrawal rates. This presentation
will discuss what it means to take risk with an investment portfolio in retirement, how high prices for bonds
and stocks will impact withdrawal rate projection, and the actual risk of health care expenses. The
presentation will conclude with strategies to deal with a new retirement reality including a discussion of
qualified longevity annuity contracts.
Michael Finke, Ph.D., CFP® is the Dean and Chief Academic Officer at The American College of Financial
Services. Dr. Finke served as the editor of the Journal of Personal Finance and is a contributing editor to
Research Magazine. He received a doctorate in consumer economics from the Ohio State University in 1998
and in finance from the University of Missouri in 2011. He was named to the 2013 and 2014 Investment
Advisor IA25 list and the 2012 Investment News Power 20, and received the Montgomery Warschauer best
paper award from the Journal of Financial Planning in 2013 and 2014.
Matthew Sephani Presenting A Discussion on Global Energy Consumption
We will highlight the contributions that energy production and consumption makes to a nation’s economic
development and the quality of life improvements that are realized by its citizens. Discussion followed with a
sampling of global locations where future energy production and consumption will massively expand over the
next few decades leading to GDP growth and quality of life improvements for those citizens.
Matthew Stephani is responsible for the management of the investment team that conducts the fundamental
equity research for Cavanal Hill Investment Management. The fundamental equity funds that Mr. Stephani is
responsible for includes the Cavanal Hill Opportunistic & World Energy.
Prior to joining Cavanal Hill in 2006, Mr. Stephani was a Sr VP & Portfolio Manager at Great Companies
LLC. During his five year tenure, Mr. Stephani co-managed four large capitalization equity strategies and
was the firm’s lead analyst for healthcare, software and industrial sectors. From 1995-2001, Mr. Stephani
worked for accounting firm Deloitte & Touche serving, at one point as the National Office Accounting
Research Manager. In 1995, Mr. Stephani concurrently earned both a BS & MS Degree in Accounting from
BYU. Mr. Stephani holds the Chartered Financial Analyst Designation.
FPA National Capital Area Newsletter Page 8 July 2016
NEW PLANNER SEARCH ON ONE FPA WEBSITE!
What is FPA PlannerSearch®?
FPA PlannerSearch® is a website that not only provides educational content to consumers on personal financial matters,
but also helps them find and engage CFP® professionals in their area. Through robust search functionality, consumers who
are looking for financial planning guidance and support can search for CFP® professionals who can help.
What role does FPA PlannerSearch® play for me?
The site was constructed to increase the online visibility of CFP® professionals who are also members of FPA. By using
best practices in Search Engine Optimization (SEO), social sharing, and structured data, the site increases the likelihood of
CFP® members of FPA being found online through Google searches. By way of this increased visibility new business
opportunities may emerge.
Who is able to participate in FPA PlannerSearch®?
In order to participate, you must be an FPA member in good standing and a CFP® professional. Members are not
automatically added to the platform, they must opt in. To opt in, please contact the FPA Member Engagement Team at
[email protected]. You can also opt-in online by visiting www.onefpa.org/business-
success/Pages/PlannerSearch.
Why has the platform been changed/improved?
In an increasingly competitive digital landscape, CFP® professionals need to be able to be found online. The changes we
have made to the architecture of the site and search functionality will now better support our members by providing more
visibility online which will lead to new business growth opportunities.
What, specifically, has been done to improve the platform?
As we set out on redeveloping the site and search tool, we did so with three distinct goals:
First was to increase planner findability. The new website’s foundation is built from the perspective of traffic
acquisition. Best practices of Search Engine Optimization (SEO), social sharing, and structured data will drive the
architecture of the website so members can be found more often and in more places across the web.
Second was to improve usability. User experience is paramount to findability and engagement. Consumers will enjoy a
streamlined experience and be able to easily accomplish their goal of researching, contacting, and partnering with a
financial planner that meets their unique individual needs.
Third was to expand accessibility. Users seeking to find a financial planner from their desktop, tablet, or smartphone will
be treated to a seamless user experience at their convenience. This will drive increased traffic, interactions, client leads and
– ultimately – help members grow their businesses.
What are some of the new features?
There are a couple new features that you should definitely pay attention to:
Now every planner has a unique URL path to their profile on FPA PlannerSearch®. That means you can share your
profile on the site with anyone by simply providing the URL. It is advisable to provide a link to your profile on
your website, blog, and any other way you can be found online.
Your profile now has a “My Links” section where you can share other places where you are found online. You can
share links to recent media appearances, news items where you appear, personal blog posts, and much more. This
section in particular is very important to helping drive SEO for your profile so be sure to keep it up to date with
your latest links!
Your profile also has a “Brochures” section where you can provide brochures and other content specific to your
business.
Also, when a consumer searches for a planner, they will be provided an interactive map where they can view
CFP® professionals within proximity to them. So just because someone may be viewing another planner from your
immediate area, they will now be able to quickly check out your profile as well.
Continued on next page
FPA National Capital Area Newsletter Page 9 July 2016
Continued from previous page
How do I view/edit my profile on the platform?
Updating your profile is the same as the previous iteration of FPA PlannerSearch®. Simply log in to OneFPA.org and click
on “My Profile.” Information that is populated on FPA PlannerSearch® will be identified as such. There is also a
“PlannerSearch” tab on “My Profile” where you can populate information for the “My Links” and “Brochures” sections.
As always, you can get assistance by contacting a member of the FPA Member Engagement Team at
How do I get any new client leads?
The process is the same as before. You will get an email with an alert that a consumer is interested in you and your services.
You will then login to OneFPA.org and click on the “My Leads” tab at the top of the page to view your leads and contact
them.
What are the specifications for my profile picture?
To ensure your profile picture looks as good as possible, please only use a photo that is in JPEG or PNG format and
approximately 1000 pixels by 1000 pixels. We recommend that the body and head is centered in the image and not cropped
too closely, with a comfortable amount of spacing around the edges.
What are the specifications for the images I want to associate with my brochures in the “Brochures” section?
Images can be in either JPEG or PNG format and should be 50 pixels by 50 pixels. If your image exceeds this, it will
automatically be scaled to fit.
What are the specifications for the images I want to associate with my links in the “My Links” section?
Images can be in either JPEG or PNG format and should be 60 pixels by 60 pixels. If your image exceeds this, it will
automatically be scaled to fit.
Be Our Guest Registration: Want to Grow Your Firm? Looking for Financial Planning Best
Practices? How About Expanding Your Knowledge & Making Connections?
Pick Your Date | Virtual | Pinnacle Advisory Group, Inc. | $1,000
Michael Kitces, CFP®, MSFS, MTAX, CLU®, ChFC®, RHU®, REBC®, CASL® & John R. Hill, CFP® | Take
YOUR Practice to the Next Level, *RIA firms with $50 - $250 million AUM
MEET OUR MEMBERS IN THE NEWS:
Stan Corey: The Divorce Dance – Amazon Best Seller Status
FPA National Capital Area Newsletter Page 10 July 2016
Get the Latest Original Research on Investing by RPI and Journal of Financial Planning
The FPA Research and Practice Institute™ (RPI) has been engaging in original research on a wide array of subjects of
importance to financial planners and the latest study is now available. The 2015 Trends in Investing Survey, done in
collaboration with the Journal of Financial Planning, looks at how financial planners are using and recommending different
investment vehicles today and where they will look to invest over the coming year. The survey, which has been conducted
regularly since 2006, revealed that Exchange-Traded Funds (ETFs) have supplanted mutual funds as the preferred investment
vehicle by planners.
And keep an eye out for more research coming out later this year, including a social media study that was conducted in
partnership with LinkedIn and a Social Security study that is being done with AARP and CNBC.
FPA National Capital Area Newsletter Page 11 July 2016
FPA National Capital Area Newsletter Page 12 July 2016
FPA National Capital Area Newsletter Page 13 July 2016
FPA National Capital Area Newsletter Page 14 July 2016
MEMBERSHIP HALL OF FAME - THANK YOU RENEWING MEMBERS!
We are proud to announce FPA membership anniversaries for 2016!
Five Year Members John Clawson, Paul Collinson, Caroline Girgis, Harvey Pullen, Robert Sharer, Marcio Silveira,
D.B. Bose, Jason Apolenis, Donald Lord, Peggy Frye, Steven Marshal, Jeremy Nichols, Steven Richardson, Bruce
Weiner, Patrick Larkin, William Cultice, Shayna Lebowitz, Ann Summerson, Terry-Ann Gardemal, Ralph Hendry,
Matthew Brock, Katherine Parrish, Debra Farnell, David Young, Gregory Bernhard, George Englert, Erdal Elmas,
Alvi Aggarwal, Thomas Stein, Lynne Celia
Ten Year Members Nickolas Hammelman, Jessica Ness, Robert Taylor, Laura Stohlman, Jill Ward, Darius Bakhtiar,
Norman Kamerow, Stephen Lingle
Fifteen Year Members Elizabeth Fleming, Ryan Fleming, Denny Goforth, Timothy Murray, Victoria Ogus, Kathryn Berkenpas, Sami
Satouri, Oscar Baird, Mary Moore, Michael Freiman, Jamie Lapin, John Wolff, Edwin Knowles, Brian Jones,
Alison Carlson, Charles Lewandowski, Yohanna Gorfu, Mark Keen, Mehmood Nathani, William Schwartz
Twenty Year Members Nikita Malliarakis, Dean Knepper, Jennifer Jarratt, Candace Kaplan, Edward Morrison, Stephen Nohowel
Thirty Year Members Richard Allridge, Barbara Warner
Virtual FPA Member Media Training
Become a "go to" source for journalists looking for information and commentary on personal finance, financial
planning and the profession! FPA members can attend media training programs through their chapters or they
can participate in organization-wide virtual trainings that are going to be held throughout 2015. Each 90-minute
media training program, conducted by FPA Director of Public Relations Ben Lewis, covers the essentials in
working with journalists. Not only is media training mandatory for all CFP® members who want to receive FPA
media queries, but the information will enable you to effectively approach media relations within your own
business! Learn more and register today at
https://www.onefpa.org/MyFPA/MyChapter/Pages/MediaTraining.aspx.
FPA National Capital Area Newsletter Page 15 July 2016
Get Inspired …….. Get Involved …….. Join a Committee!
One Thing Leads to Another…Get involved and make a difference! If we all just did ONE
THING, imagine the impact we can have on shaping our profession!
Here are SOME Things….. What will your ONE thing be?
FPA NCA Committees that would welcome YOU….
Social Charity Golf Event: Have fun, while you network with your fellow professionals and
raise money for the Foundation for Financial Planning and other Pro Bono chapter work.
Join the Golf Committee and help plan the May event
Seeks Sponsors to support this charity event
Promote this event to members for participation
Come and enjoy a great day on the course
Pro Bono Consumer Awareness: Elevate public awareness; promote financial literacy.
Lead a basic investment workshop
Work with the schools on a Junior Achievement Program
Help Plan and Participate in Financial Planning Week at local events
Advocacy: Help shape legislation and the future of the profession.
Help Organize an Advocacy Day at the State level.
Interact with legislators
Attend a hearing on advisor regulatory issues
Educate regulators of our services as a resource and counsel to the public
Member Communications: Sharpen your communication skills; engage members in events.
Contribute an article to the newsletter
Develop Announcements for chapter programs and events
Develop new ideas for our chapter web site
Help with our LinkedIn, Twitter and Facebook Posts
Membership: Increase Chapter membership.
Help plan a social event
Distribute membership information at the meetings
Make telephone calls to welcome new members
Make telephone calls to encourage members to renew
Get Inspired …….. Get Involved …….. Join a Committee!
Help staff a CFP Exam luncheon for students
Attend a free Member Breakfast to learn more about our chapter
Survey Members to assess their satisfaction with our chapter
Sponsorships: Create alliances with partners.
Draft a survey to evaluate partner satisfaction
Meet with partners in your office
Welcome partners who exhibit at our programs
Pro Bono: The FPA Pro Bono Program targets underserved individuals and families striving to build assets and
improve their lives but who cannot afford to engage a planner on their own.
Volunteer for Metro Washington Financial Planning Day (October)
Volunteer to teach financial literacy workshops
Be a mentor, teaching, budgeting and other basic financial skills
Work with local school systems on financial literacy programs
Programs and NexGen - Professional Development: Reach out to students, encourage new financial planning
professionals, and assist senior advisors in keeping their skills sharp.
Be the FPA NCA liaison to a local educational institution
Help coordinate a study group for students, beginners or experienced professionals
Assist in the planning of a Professional Development Program for our Chapter
Be a Mentor and mentor one new planner for three months
Programming and/or Symposium: Infinite Possibilities: Integrating our Life and Profession with Education and
Inspiration.
Suggest topics and speakers for educational programs
Help Build the Spring Symposium with our Sponsor Partners
Review and critique a potential speakers’ presentation in your area of expertise
Attend our educational programs on a regular basis
Be a Buddy at Meetings to foster community building
Invite a guest to a meeting to explore FPA
Public Relations: Enhance your visibility and be seen as a financial planning resource.
Answer finance-related queries from the press
Develop a relationship with your local newspaper editor
Attend free training in working with television, radio and print media
Allied Professionals: Encourage networking and joint participation in allied professional events.
Develop a relationship with your local allied professionals; develop, sponsor and attend joint events; Seek
common lobbying events; encourage membership in FPA NCA.
Create cross organization speaking opportunities
FPA National Capital Area Newsletter Page 17 July 2016
FPA National Capital Area Newsletter Page 18 July 2016
FPA National Capital Area Newsletter Page 19 July 2016
We recognize our FPA National Capital Area Corporate Sponsors & Partners for their special
commitment and support of our chapter. They deserve acknowledgement and endorsement
whenever possible from chapter members, as their generous contributions allow us to bring you
quality speakers and programs throughout the year.
Please take a moment to review our Corporate Sponsor Partners' Logos and representative
information. Please remember to thank our Sponsors for their support at all of our programs
and events and remember to open your door to them when they call.
2016 PLATINUM SPONSORS
ALTMAN & ASSOCIATES
Gary Altman, (301) 468-3220, [email protected]
AMERICAN CENTURY INVESTMENTS
Wes Kabance, 703-402-6371, [email protected]
AMERICAN FUNDS
Shakeel Barkat, Brian Casey, Srikanth Vemuri and Andrew Moscardini, 877-421-5334
[email protected], [email protected], [email protected], and
CARE.COM, INC.
Kristin Skahan, 781-795-7306, [email protected]
FPA National Capital Area Newsletter Page 20 July 2016
2016 PLATINUM SPONSORS CONTINUED
CAVANAL HILL FUNDS
Joe Mondell, 410-409-2310, [email protected]
FIDELITY INVESTMENTS
Russ Kubie, 617-279-3492, [email protected] and Tim Buick, [email protected]
MOTLEY FOOL FUNDS
Lenore Reiner, 703-254-1558, [email protected]
SCHWAB ADVISOR SERVICES
Robert Ciullo, 703-506-8243, [email protected]
THORNBURG INVESTMENT MANAGEMENT
Dan Reilly, 877-215-1330, ext. 7299, [email protected]
FPA National Capital Area Newsletter Page 21 July 2016
2016 GOLD SPONSORS
ACCESS NATIONAL MORTAGE and ACCESS NATIONAL BANK
Augie Zullo, 703-871-1344 and David Linthicum, 703-871-7367
[email protected] and [email protected]
CATALYST FUNDS
Angele Ryan, 302-388-6900, [email protected]
DALTON EDUCATION
Nick Sitzberger, 404-994-5186, [email protected]
INVESCO
David Matheson, 240-654-7556, [email protected]
IVY FUNDS
Eugene Eignor, 703-266-8225, Mike Frank, 410-279-4554, and Jon Boldt
FPA National Capital Area Newsletter Page 22 July 2016
2016 GOLD SPONSORS CONTINUED
JEFFERSON NATIONAL
Joe Richardson, 502-587-3837, [email protected]
MARKEL CAMBRIDGE ALLIANCE – A MARKEL SPECIALTY PROGRAM
Greg Severinghaus, (800) 431-1270, ext. 7925, [email protected]
NEUBERGER BERMAN
Dustin Schneider, 212.476.9103, [email protected]
OSTERWEIS CAPITAL MANAGEMENT
Antoine Piron, 800-700-3316, [email protected]
FPA National Capital Area Newsletter Page 23 July 2016
2016 GOLD SPONSORS CONTINUED
PUTNAM INVESTMENTS
Brad Pheeney, 617-760-7206, and Kevin Monaghan
[email protected] and [email protected]
VIRGINIA 529
Lori Bennett, 804-225-3421, [email protected]
WASHINGTON FIRST MORTGAGE
Will Gaines, 703-564-9129, [email protected]
FPA National Capital Area Newsletter Page 24 July 2016
2016 SILVER SPONSORS
FEDERATED
Max Recker, 703-888-7679, [email protected]
PIMCO
Jennifer Quigley, 703-283-2838, [email protected]
TD AMERITRADE INSTITUTIONAL
Jonathan Olver, 201-369-8307, [email protected]
Past Presidents Advisory Council (PPAC)
Gary Altman, JD, CFP Alexandra Armstrong, CFP Tracey A. Baker, CFP
U. Calvin Brown, MST, CFP Glen J. Buco, CFP Elissa Buie, CFP
Jannet S. Carpien, CFP Stephan Q. Cassaday, CFP Rita Cheng, CFP
Nicolet V. Evans, CFP Ryan Fleming, CFP Marjorie L. Fox, JD, CFP
Inga B. Frank, CFP Arthur M. Gelman, JD Barry Glassman, CFP
Eric Hess, CFP Clyde G. Hohenstein, CFP Mark E. Johannessen, CFP
Brian T. Jones, CFP Timothy W. Jones, CFP Paul Juergensen, II, CFP
Glenn G. Kautt, CFP, EA I. Edward Markley, CFP Jack May, CFP
James McGrath, CPA, CLU, CFP Helen Modly, CFP, CPWA Edward O’Hara, CFP, EA
Christine Parker, CFP Michael J. Rebibo, CFP Judy L. Redpath, AIF, CFP
Sheldon E. Sacks, CFP Karen P. Schaeffer, CFP Dana G. Sippel, CFP
Victoria M. Trumbower,CPA Anne Uno, CFP, EA Richard E. Vodra, JD, CFP
Barbara A. Warner, CFP Marysue J. Wechsler, CFP
FPA National Capital Area Newsletter Page 25 July 2016
The Financial Planning Association is the owner of trademark, service mark and collective membership mark rights in: FPA, FPA/Logo and FINANCIAL PLANNING ASSOCIATION. The marks may not be used without written permission from the Financial Planning Association.
CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) are certification marks owned by Certified Financial Planner Board of Standards Inc. and are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
2016 OFFICERS AND DIRECTORS
President: Dan Lash, CFP® - 703-356-4360, x703
VLP Financial Advisors, [email protected]
Chair: Ken Robinson, CFP® - 703-327-7384
KCR Wealth Management, [email protected]
President Elect: Bryan Beatty, CFP® - 703-506-0843
Egan, Berger, Weiner, LLC, [email protected]
Treasurer: Howard Pressman, CFP® - 703-506-0843
Egan, Berger, Weiner, LLC, [email protected]
Secretary and Advocacy Chair: Chris Rivers, CFP® - 202-887-8135
Armstrong, Fleming & Moore, Inc., [email protected]
Programs: Melissa Sotudeh, CFP® - 240-268-1000
Halpern Financial, [email protected]
Lisa Kirchenbauer, CFP® - 703-387-0919
Omega Wealth Management, LLC, [email protected]
Membership: Parker Trasborg, CFP® - 703-425-0700
CJM Wealth Advisers, Ltd., [email protected]
Carl Holubowich, CFP® - 202-887-8135
Armstrong, Fleming & Moore, Inc., [email protected]
Sponsorships: Augie Zullo – 703-871-1344
Access National Mortgage, [email protected]
Rose Price, CFP® - 703-356-4360
VLP Financial Advisors, [email protected]
Social Events: Kirk Taylor, CFP® – 703-564-9109
1st Portfolio Wealth Advisors, [email protected]
Public Relations: Yusuf Abugideiri, CFP® – 800-772-1887
Yeske Buie, [email protected]
Allied Professionals: Jennifer Quigley, CFP® – 703-734-9300
Sullivan, Bruyette, Speros and Blayney, [email protected]
NexGen: Lauren Grove, CFP® - 800-772-1887
Yeske Buie, [email protected]
Aaron Clarke – 703-293-3100
Acorn Financial Services, [email protected]
Pro Bono: Kathleen Sindell, PhD – 703-299-1700
GSCR, Inc., [email protected]
Susan Chesson, CFP® - 540-931-9051
Focus Wealth Management, Ltd., [email protected]
Executive Director: Peggy Nelson, 703-620-1712
FPA National Capital Area, [email protected]