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FPA National Capital Area Newsletter Page 1 March 2015
President’s Message Brian Jones, CFP®
Continued on page three
A Pinnacle Award Level Chapter Recipient of FPA National’s Highest
Level Award for 13 Consecutive Years!
Volume 16, No. 3, March, 2015 Web address: www.fpanca.org
FPA Headlines The Newsletter of your local association
Ken Robinson, CFP® President’s Message
As we bid farewell to the coldest February in Washington, D.C. since 1979, I would like to remind everyone that in
just over 60 days we will be enjoying warm spring weather at our 22nd annual Charity Golf Classic at the Reston
National Golf Course on Wednesday, May 6th. This event fills up fast so click HERE to register your foursome!
And here is another sign Spring is right around the corner. Daylight Saving Time begins this Sunday, March 8th at
2:00 a.m. So don’t forget to spring forward by moving your clocks up by one hour!
If you missed our 2nd Annual Career Fair last month, you missed a great event! There were 70 candidates interviewing
for full-time positions and internships with 25 different firms. The turnout was up 25% compared to the inaugural
event last year. The college financial planning programs in our area are doing a great job preparing students for
careers in financial planning. The next generation of financial planners is very impressive!
We have a couple of great events coming up this month. The NexGen Study Group will convene again at 5 p.m. on
Tuesday, March 10th at the offices of SBSB in McLean, Virginia. If you are 36 or under, please click HERE to sign
up for this outstanding opportunity to learn and network with your NexGen colleagues.
Our Media Training and Luncheon Event is scheduled for Thursday, March 19th at the Bethesda Country Club.
Ben Lewis, the Director of Public Relations for the Financial Planning Association, will be conducting our Media
Training from 9:30 a.m.-11:30 a.m. followed by our luncheon program featuring Helen Modly of Focus Wealth
Continued on next page
FPA National Capital Area Newsletter Page 2 March 2015
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
Management, Ltd. Helen will be presenting on the topic of Inherited Retirement Plans and all of the potential
problems arising from the inheritance of different types of retirement accounts. Please click HERE to register for one
or both of these events.
We are also looking forward to our first Happy Hour event of 2015 on Thursday, April 16th at Chima Restaurant in
Tysons Corner, VA. Come out and celebrate the end of tax season! Please click HERE for the details and to register.
Please visit our Community Calendar for a comprehensive list of upcoming events and then add them to your
calendar!
We need your feedback and suggestions to help us make our programs even better. So please reach out to us with
your thoughts and ideas. The contact information for our Board of Directors is listed HERE. And please get
involved and volunteer for one of our committees. It is a great way to make an impact and to build new relationships
with your colleagues.
Best Regards,
Ken Kenneth C. Robinson, CFP®
2015 FPA NCA President
FPA National Capital Area Newsletter Page 3 March 2015
FPA National Capital Area Newsletter Page 4 March 2015
2015 FPA NCA EVENT SCHEDULE
Details on our activities are published on our web site at www.fpanca.org
Tuesday, March 10, 2015 – NexGen Study Group, SBSB, McLean, VA – 5:00PM – 7:00PM
Thursday, March 19, 2015 – Media Training and Luncheon Program, Bethesda, MD, 9:30AM – 2PM
Thursday, April 16, 2015 – Member and NexGen Happy Hour, Chima, McLean, VA, 5PM – 7PM
Wednesday, May 6, 2015 – Charity Golf Event – Reston National, Reston, VA, 1PM – 7PM
Friday, May 8, 2015 – Member Breakfast, Dan Lash’s Office, Vienna, VA, 8AM – 10AM
Saturday, May 9, 2015 – NexGen Retreat, Location TBD
Wednesday, June 3, 2015 – Spring Symposium, Featuring ED SLOTT, McLean Hilton, McLean, VA
Tuesday, July 7, 2015 – NexGen Study Group, SBSB, McLean, VA – 5:00PM – 7:00PM
Thursday, July 16, 2015 – Professional Development and Luncheon Program, Maggiano’s Rest., McLean, VA
Saturday, August 8, 2015 – Member Night at the Nats Game, National Park, Washington, DC, 7PM
Wednesday, September 2, 2015 – Member and NexGen Happy Hour, Chima’s, McLean, VA, 5PM-7PM
Friday, September 11, 2015 – Chapter Day of Service, Location to be Determined
Thursday, September 17, 2015 – Speaker Program, Bethesda Country Club, Bethesda, MD
Thursday, October 15, 2015 – Speaker Program, Maggiano’s Rest., McLean, VA
Tuesday, November 4, 2015 – NexGen Study Group, SBSB, McLean, VA, 5PM – 7PM
Thursday, November 12, 2015 – Speaker Program, Bethesda Country Club, Bethesda, MD
Thursday, December 12, 2015 – Speaker Program, Maggiano’s Rest., McLean, VA
FPA National Capital Area Newsletter Page 5 March 2015
March 19, 2015 – 9:30AM Check-in
Media Training presented by Ben Lewis, FPA Public Relations Director
Bethesda Country Club, Bethesda, MD
This is an opportunity for chapter members to learn what it takes to interact with the media effectively. Members
who are CFP® professionals and attend the training will be able to take advantage of the many media queries that
FPA sends out on behalf of journalists across the country. Become a "go to" source for journalists looking for
information and commentary on personal finance, financial planning and the profession!
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! Register on line and attend this program: www.fpanca.org.
CONGRATULATIONS TO THESE FPA NCA MEMBERS!
WINNERS OF OUR LARGE SCREEN TV’S AT THE WINTER SYMPOSIUM
AND WINNER OF OUR FREE LUNCHEON PASS TO OUR LUNCHEON PROGRAMS
FOR THE 2015 YEAR FOR COMPLETING OUR
WINTER SYMPOSIUM EVALUATION!
Large Screen TV Winners: Daniel Shaw and Gerald Bauer
Luncheon Pass Winner: Jennifer Davis
Remember to collect those Raffle Tickets During our Symposium events! And Remember to Complete our
Evaluation Surveys! You never Know if YOU will be the next WINNER!!
FPA National Capital Area Newsletter Page 6 March 2015
Join us on Tuesday, March 10th for the first NexGen Study Group of 2015!
Location & Time: 5pm-7pm at the offices of Sullivan, Bruyette, Speros and Blayney
8444 Westpark Drive, Suite 610, McLean, VA 22102-5123
(Conveniently located near the Spring Hill and Greensboro Metro Stations)
We have invited a great panel of NexGen business owners/leaders for a panel discussion. How did these NexGen
members get to where they are today? What have been their greatest successes? Their most important lessons
learned? What should your next step be if you want to follow their path?
Come learn what the path to ownership/leadership looked like for these three panelists:
· Steve Starnes, MBA, CFP® - Steve is a financial advisor and a member of the Advisory Team in Savant’s
McLean, VA, office. Since 2004, Steve has guided financially-established clients through life transitions with
investment, tax, and financial planning. He helps his clients confidently enjoy what is most important to them today
and in the future. Steve is responsible for managing all aspects of the financial planning and investment process for
Savant’s clients. He routinely meets with clients, advisors, portfolio managers and planners to determine and
coordinate effective planning, investment, and tax strategies.
· Marcio Silveira, CFP®, CFA® - Marcio is the founder of Pavlov Financial Planning. He is also a founding
member of XY Planning Network, a NAPFA-Registered Financial Advisor, and has been featured in the Wall Street
Journal, The Investors’ Business Daily, Reuters, Yahoo Finance, CNBC, Advisor IQ and other media venues. He
loves serving motivated and energetic young professionals who are committed to achieving their financial
independence.
· Michael J. Mussio, CFA®, CFP® - As a Managing Director of FBB Capital Partners, Michael is responsible for
strategic planning for the firm, as well as managing client relationships and client investment portfolios. A member
of FBB’s investment committee, Michael is a CFA charterholder and a Certified Financial Planner™
professional. He is a member of the CFA Institute and the CFA Society of Washington DC. His insight regarding
investment management and financial planning has led to appearances on Fox Business Network, CNBC and
NPR. In addition, he has been quoted in numerous publications including the Wall Street Journal, Kiplinger’s and
The Washington Post.
Join us after for Happy Hour downstairs at McCormick & Schmick’s if you are so inclined!
Be sure to register online at www.fpanca.org
FPA National Capital Area Newsletter Page 7 March 2015
March 19, 2015 – 11:30AM Check-in
Luncheon Program presented by Helen Modly, CFP®, CPWA®
Bethesda Country Club, Bethesda, MD
Possibly the most useful program you will attend this year!
Inherited Retirement Plans
Be a hero to your clients and learn how to handle:
Different rules for designated and non-designated beneficiaries
Rules for qualified trusts
Avoiding penalties if an RMD is missed
Inheriting an inherited IRA - what happens when a beneficiary dies
And much more…..
Helen Modly has presented this program to the Virginia Society of CPAs, the Fairfax Bar Association Trust and
Estate division, and the Catoctin Estate Council – all to rave reviews. Please join us on March 19th.
Helen Modly, CFP®, CPWA® is a principal of Focus Wealth Management, Ltd., a women‐owned fee‐only firm in
Middleburg, Virginia. She has been recognized as one of the top wealth managers by The Washingtonian Magazine,
Northern Virginia Magazine and Virginia Living Magazine.
Helen was selected by the membership of the Financial Planning Association‐National Capital Area chapter as the
2010 Financial Planner of the Year. She is currently Chair of the local chapter for 2015.
Helen speaks regularly to diverse audiences and has presented at both local and national industry venues such as the
Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the
Virginia Society of CPA’s Professional Development conference, the Fairfax, VA Bar Association (Trusts and
Estates).
She is also frequently quoted in consumer publications such as the Wall Street Journal, Forbes, Money, Business
Week, Washington Business Journal, Washington Post, and Bloomberg as well as frequent mentions in the financial
industry media. Helen’s columns on financial planning and practice management issues appear regularly on
MorningstarAdvisor.com and Horsesmouth.com.
FPA National Capital Area Newsletter Page 8 March 2015
SAVE the DATE!
Presents…
2015 National Capital Area NexGen Retreat
When: Saturday, May 9th, 2015 8:30am – 3:30pm
Where: Courtyard by Marriott Capitol Hill/Navy Yard 140 L Street, SE, Washington, DC 20003
The chapter’s second NexGen Retreat will be Saturday, May 9th at the Marriott Courtyard Capitol Hill
(conveniently located only one block away from the Navy Yard metro station!). This one-day event will be
packed with educational content and networking opportunities, and it is designed exclusively for the next
generation of financial advisors.
FPA NCA NexGen Retreat will be kicked off by Eleanor Blayney, who will lead the group during an
opening “Circle Gathering,” intended to enable participants to get to know one another and to learn what
each individual hopes to gain from the event. Following the opening session will be three dynamic
presenters – Britton Busby, Jon Katz and Ryan Brown (more details about their presentations coming soon!).
Your registration fee includes a ticket to see the Washington Nationals take on the Atlanta Braves at 4pm!
This event is part of our expanding lineup of NexGen programming. We are working hard to provide FPA
NCA members age 36 and under with valuable education and professional development programs. An
important objective of the chapter is to increase networking opportunities among the generations, which is
why we have added networking happy hours, Career Day, and the September Day of Service to the list of
chapter events. We also want to provide the opportunity for NexGen planners to meet together and share
their successes and challenges in a comfortable setting surrounded by their peers.
So, if you are a planner age 36 or under, we hope you will join us for the Second FPA NCA NexGen
Retreat in May! Save the date and register soon on www.fpanca.org
If you have any questions, please contact Kim Scott at [email protected]
FPA National Capital Area Newsletter Page 9 March 2015
FPA National Capital Area Newsletter Page 10 March 2015
Please Register on-line for all Events:
www.fpanca.org
FPA National Capital Area Newsletter Page 11 March 2015
Don’t Miss the Excitement of Congratulating Our Award Winners at the Symposium!
Howard Pressman and Eric Hess Accepted their Awards at the Winter Symposium!
Marjorie Fox will Accept her Award at the Spring Symposium Due to Another Conflict in January!
Be There to Congratulate Them on Their Accomplishments!
FPA National Capital Area Newsletter Page 12 March 2015
FPA National Capital Area Newsletter Page 13 March 2015
FPA National Capital Area Newsletter Page 14 March 2015
FPA National Capital Area Newsletter Page 15 March 2015
FPA National Capital Area Newsletter Page 16 March 2015
FPA National Capital Area Newsletter Page 17 March 2015
FPA Retreat 2015
April 20-23
Join a select gathering of dedicated financial planning professionals for extraordinary learning experiences
centered around advancing the art and science of financial planning for more meaningful impact on client’s lives.
Château Élan is North Atlanta’s premier meeting destination that offers championship golf, a full-production win-
ery, European health spa, and world-class amenities and the location of FPA Retreat 2015.
Just 40 minutes north of Atlanta, attendees can experience warm southern hospitality combined with the beauty of
the French countryside. From these lush vines of Chardonnay, Merlot, Cabernet & Riesling grapes, to 63 holes
of championship golf and full-service spa services – you’ll enjoy the ultimate retreat!
Register on line: http://fparetreat.org/register/
Don’t Miss our June 3, 2015 Spring Symposium!
7AM – 6PM – McLean Hilton, McLean, VA
Key Note Speaker: Ed Slott
Presenting: Ed Slott’s 2015 Action Plan:
A Business-Building Program for Financial Advisors
2015 Brings New Opportunities for Top Advisors
to Showcase their Retirement Panning Expertise
Stealth taxes are back and tax bracket management is critical. The tax planning paradigm has
changed - income and retirement tax planning for your best clients will trump traditional planning. Life insurance
and other tax free solutions are more valuable. Your top clients and prospects are the prime targets and need help
navigating an increasingly complex tax code that will erode their retirement income and leave less for heirs. Many
of these problems are already lurking under the hood of their retirement plans waiting to strike at the worst
possible time – at retirement, when the funds are needed the most. Learn how to create lasting practical retirement,
tax and estate plans that showcase your expertise, and eliminate your competition for good.
Don’t Miss this Symposium! Register on line at www.fpanca.org!
FPA National Capital Area Newsletter Page 18 March 2015
MEMBERSHIP HALL OF FAME - THANK YOU RENEWING MEMBERS!
We are proud to announce FPA membership anniversaries for 2015!
Five Year Members
Howard R. Pressman, Kristen R. Lindhal, Richard Wax, Carol Ryan, Jane Ochsman, Nancy Rick
Ten Year Members
Elizabeth Clough, Roy W. Werthmuller, Taylor Seiling, Kirsty Peev, Nancy Williams, Sarah Yakel
Fifteen Year Members
Eric D. Hess, David B. Kaufman, Orestes V. West, Jason L. Williams, Edward M. Tilghman, Harvey Berger, Timothy Hoffman, Ann Sowder, Mark Waldman, James Walker
Twenty Year Members
Walter R. Lincoln, Ted Halpern, John Harding, Tracey Baker
Twenty Five Year Members
Delanne Conte, Bonnie Orleans
Thirty Year Members
Margaret M. Welch, Russell E. Strand, Herb Hopwood
Thirty Five Year Members
William Fahey
Don’t Miss Our Latest News!
Please Visit Our Website Often for the Latest Updates!
Please make sure your Email is Current to receive our Email Announcements
about our Events!
Mark Your Calendar for our 2015 Schedule so You Won’t Miss Anything!
FPA National Capital Area Newsletter Page 19 March 2015
FPA National Capital Area Newsletter Page 20 March 2015
FPA National Capital Area Newsletter Page 21 March 2015
Financial Planning Association National Capital Area: Night at the Ballpark
With pitchers and catchers reporting to spring training it can mean only one thing. The “Boys of Summer” will be
kicking off their season shortly.
This year our Washington Nationals are predicted to be one of the top teams in the league with many high hopes for the
home team. With the addition of Max Scherzer in the off season and the return of a healthy Stephen Strasberg and Jordan
Zimmerman; the Nationals are widely regarded as having the best pitching line up in baseball with plenty of talent on
offense too.
Mark your calendars for the first ever Financial Planning Association National Capital Area: Night at the Ballpark. We
have secured a limited number of tickets for our group the evening of Saturday, August 8th, with a 7:00 PM game against
the Colorado Rockies.
Our group will be seated together in right field; just below the Family Picnic Area and have reserved the family picnic
area starting at 5:30 PM until the start of the game. Ticket price includes game admission as well as a classic picnic
package consisting of burgers, dogs, field greens, chips, assorted soft drinks, and water melon wedges.
Ticket price is $40 pp. We have a limited number of tickets so once they are gone they are gone!
FPA National Capital Area Newsletter Page 22 March 2015
CONGRATULATIONS TO OUR FPA NCA MEMBER CHRIS RIVERS, CFP®
FEATURED IN REP MAGAZINE AS ONE OF “TOP 50 NEXGEN IBD ADVISORS”
Top 50 Next Gen Independent Broker/Dealer Advisors
REP Magazine - January 2015
Named #16 on REP Magazine's list of "Top 50 Next Gen Independent Broker/Dealer Advisors" for 2015.
Advisors on this list are ranked exclusively by assets under management. Nominations were solicited from the top
30 independent broker/dealers by headcount.
As a principal of Armstrong, Fleming & Moore, Inc., Chris provides individuals and couples with personalized and
comprehensive financial planning services, including guidance on investment, retirement, tax, and estate planning
issues, as well as other wealth management needs.
Chris has twice been named to REP Magazine's list of "Top 50 NextGen Independent Broker/Dealer Advisors," in
2014 and 2015.
Chris and his wife, Caroline, grew up in Rockville, Maryland. They currently live in Silver Spring, Maryland, with
their three children, Annie, Billy, and Claire, as well as Oliver, their yellow lab. In the little free time he has, Chris
likes to read, particularly history and classic novels. He is an avid music fan with a growing collection of vinyl LPs
and is a craft beer enthusiast who enjoys exploring esoteric styles. He is a mediocre golfer, a volunteer basketball
coach, and a passionate fan of the Washington Nationals and the University of Maryland, along with the Wizards
and Redskins. A baseball history buff, he is a member of the Society for American Baseball Research.
Chris earned a degree in finance from the University of Maryland. After graduation, Chris joined Armstrong, Welch
& MacIntyre, a precursor to AFM, as a portfolio analyst. He served in that capacity for seven years, working
primarily with Alex Armstrong. He then earned his CFP® certificate and began working with clients of his own on a
daily basis.
He currently serves on the Board of Directors of the Financial Planning Association’s National Capital Area
chapter. He has been quoted in the Washington Times and has spoken at DC area schools on financial planning
topics. Chris has served as a subject matter expert for the Certified Financial Planning Board of Standards,
contributing to the development of exam questions for the CFP® certification examination. Chris is a CERTIFIED
FINANCIAL PLANNER™ certificant and holds the FINRA Series 7 and 63 securities registrations as a registered
representative of Commonwealth Financial Network®, as well as various state insurance licenses.
In addition to his work with clients, Chris is the editor of AFM’s Financial Strategies newsletter and is a member of
the AFM Investment Committee.
FPA National Capital Area Newsletter Page 23 March 2015
FPA National Capital Area Newsletter Page 24 March 2015
WELCOME FEBRUARY NEW MEMBERS
John Allen Prashant Bishwakarma
Morgan Stanley Wealth Management 8560 Barrow Furnace Ln 702 King Farm Blvd #500 Lorton, VA 22079 Rockville, MD 20850 Phone: (917) 655-6529 Phone: Email: [email protected] Email: [email protected] Aditi Dussault Galina Hamlett PO Box 73245 2651 Park Tower Dr Ste 107 Washington, DC 20056-3245 Vienna, VA 22180 Phone: (716) 510-2786 Phone: Email: [email protected] Email: [email protected] Susan Hepner Jason Howell Evergreen Private Finance 2313 McGregor Court 2101 Connecticut Ave NW Vienna, VA 22182 Washington, DC 20008 Phone: Phone: Email: [email protected] Email: [email protected] Elizabeth Kim-Wei Richard Merritt CFP® PNC Wealth Management Group H. Beck, Inc. 800 17th Street NW Suite 1200 6600 Rockledge Dr Sixth Fl Washington, DC 20006 Bethesda, MD 20850 Phone: Phone: (301) 448-5272 Email: [email protected] Email: [email protected] Yahne Miorini Esteban Molfino Miorini Law PLLC 12111 Holly Knoll Cir 1616 Anderson Rd Ste 209 Great Falls, VA 22066 McLean, VA 22102 Phone: Phone: Email: [email protected] Email: [email protected] David Parks CFP® Peter Shaw Keel Point 328 K St SE 8065 Leesburg Pike Suite 300 Washington, DC 20003 Vienna, VA 22182 Phone: Phone: Email: [email protected] Email: [email protected] Jason Simpson Marguerite Wiese PNC 4921 Carriagepark Rd 1405 P Street Fairfax, VA 22032 Washington, DC 20001 Phone: Phone: (202) 549-5390 Email: [email protected] Email: [email protected]
FPA National Capital Area Newsletter Page 25 March 2015
FPA National Capital Area Newsletter Page 26 March 2015
FOR THE DIVERSITY SCHOLARSHIP APPLICATION, PLEASE GO TO THIS LINK:
http://www.onefpa.org/community/diversity/Documents/2015%20Diversity%20Scholarship%20Guidelines%20a
nd%20Application.pdf
FPA National Capital Area Newsletter Page 27 March 2015
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 2015 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..
2015 PLATINUM SPONSORS
ADVISOR SHARES
Paul Doupe, 202-765-0921, [email protected]
ALTMAN & ASSOCIATES
Gary Altman, (301) 468-3220, [email protected]
AMERICAN CENTURY INVESTMENTS
Wes Kabance, 703-402-6371, [email protected]
FIDELITY INVESTMENTS
Jeff Kulik, 301-518-1316 and Russ Kubie, 617-279-3492
FPA National Capital Area Newsletter Page 28 March 2015
2015 PLATINUM SPONSORS CONTINUED
INVESCO
David Matheson, 202-510-2281, Andrew Lill, 610-431-7595 and John Davenport
[email protected], [email protected], [email protected]
MONEYGUIDEPRO
Neil Wert, CFP®, 800-743-6938, x132, [email protected]
SCHWAB ADVISOR SERVICES
Robert Ciullo, 703-506-8243, [email protected]
THORNBURG INVESTMENT MANAGEMENT
Dan Reilly, 877-215-1330, ext. 7299, [email protected]
2015 GOLD SPONSORS
ACCESS NATIONAL MORTAGE and ACCESS NATIONAL BANK
Augie Zullo, 703-871-1344 and David Linthicum, 703-871-7367
FPA National Capital Area Newsletter Page 29 March 2015
2015 GOLD SPONSORS CONTINUED
AMERICAN FUNDS
Shakeel Barkat, Brian Casey, Srikanth Vemuri and Andrew Moscardini, 877-421-5334
[email protected], [email protected], [email protected], and
CATALYST FUNDS
Angele Ryan, 302-388-6900, [email protected]
CAVANAL HILL FUNDS
Joe Mondell, 410-409-2310, [email protected]
COHEN AND STEERS
Ron Pucillo, [email protected]
1st PORTFOLIO
Will Gaines, 703-401-0241, [email protected]
FPA National Capital Area Newsletter Page 30 March 2015
2015 GOLD SPONSORS CONTINUED
IVY FUNDS
Eugene Eignor, 703-266-8225, Mike Frank, 410-279-4554, and Jon Boldt
[email protected], [email protected] and [email protected]
JEFFERSON NATIONAL
Joe Richardson, 502-587-3837, [email protected]
MORNINGSTAR
Max Temkin, 312-244-7549, [email protected]
MOTLEY FOOL FUNDS
Lenore Reiner, 703-254-1558, [email protected]
OSTERWEIS CAPITAL MANAGEMENT
Antoine Piron, 800-700-3316, [email protected]
FPA National Capital Area Newsletter Page 31 March 2015
2015 GOLD SPONSORS CONTINUED
PUTNAM INVESTMENTS
Brad Pheeney, 617-760-7206, [email protected]
TAMRO CAPITAL PARTNERS
Michael Sahakian, 703-740-1013, [email protected]
TRINET AMBROSE
Jon Biegel, 301-252-0603, [email protected]
VIRGINIA 529
Lori Bennett, 804-225-3421, [email protected]
WALTON INTERNATIONAL GROUP
Andrea Thoreson, 480-586-9243, [email protected]
FPA National Capital Area Newsletter Page 32 March 2015
2015 SILVER SPONSORS
BLACKROCK
Steve Degnan, 302-465-2030, [email protected]
CALVERT INVESTMENTS
Tacy Paul Roby, 301-951-4800, [email protected]
KAPLAN
Jennifer Kulasiewicz, 877-311-9762, [email protected]
WESTPARK FINANCIAL
Deborah Stevens, 703-827-6861, [email protected] and
Jim Young, 301-922-1039, [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
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 33 March 2015
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.
YEAR 2015: OFFICERS & DIRECTORS
PRESIDENT PRESIDENT-ELECT
Ken Robinson, CFP® 703-327-7384 Dan Lash, CFP® 703-356-4360
KCR Wealth Management VLP Financial Advisors x703
E-Mail Address: [email protected] E-Mail Address: [email protected] SECRETARY AND CHAIR OF CAPITOL HILL DAY TREASURER Howard Pressman, CFP® 703-506-0843 Bryan Beatty, CFP® 703-506-0843
Egan, Berger, Weiner, LLC Egan, Berger, Weiner, LLC
E-Mail Address: [email protected] E-Mail Address: [email protected]
CHAIRMAN
Helen Modly, CFP® 540-931-9051
Focus Wealth Management, Ltd.
E-Mail Address: [email protected]
BOARD OF DIRECTORS:
PROGRAMS CO-DIRECTORS PRO BONO Co-DIRECTORS
Tommie Monez, CFP® 540-931-9051 Kathleen Sindell, PhD 703-299-1700
Focus Wealth Management, Ltd. GCSR, Inc.
E-Mail Address: [email protected] E-Mail Address: [email protected]
Melissa Sotudeh, CFP® 240-268-1000 Parker Trasborg, CFP® 703-425-0700
Halpern Financial CJM Wealth Advisers, Ltd
Email: [email protected] E-Mail Address: [email protected] SPONSORSHIP/MARKETING CO-DIRECTORS FACILITIES & SOCIAL EVENTS CO-DIRECTORS
Augie Zullo 703-871-1344 Joshua Halpern, CFP® 240-744-7125
Access National Mortgage Raymond James Financial Services Inc.
E-Mail Address: [email protected] E-Mail Address: [email protected]
Chris Rivers, CFP® 202-887-8135 Rose Price, CFP® 703-356-4360
Armstrong, Fleming & Moore, Inc. VLP Financial Advisors
E-Mail Address: [email protected] E-Mail Address: [email protected] MEMBERSHIP CO-DIRECTORS NEXGEN CO-DIRECTORS
Patricia Ludwig 703-356-4360 Matt Davis 703-889-1104
VLP Financial Advisors FJY Financial
Email Address: [email protected] E-mail Address: [email protected]
Solon Vlasto, CFP® 703-356-4380 Lauren Grove 800-772-1887
Bernhardt Wealth Management Yeske Buie
Email Address: [email protected] E-mail Address: [email protected]
EXECUTIVE DIRECTOR PUBLIC RELATIONS DIRECTOR
Peggy Nelson 703-620-1712 Jon Yankee, CFP® 703-889-1104
FPA National Capital Area FJY Financial
E-mail Address: [email protected] E-mail Address: [email protected]
