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FPA National Capital Area Newsletter Page 1 December 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 14 Consecutive Years!
Volume 16, No. 12, December, 2015 Web address: www.fpanca.org
FPA Headlines The Newsletter of your local association
Ken Robinson, CFP® President’s Message
I hope everyone had a nice Thanksgiving! As we approach the end of 2015 and the beginning of a new year, we have
some outstanding events planned for the coming months.
We have a great luncheon program planned for Thursday, December 10th at Maggiano’s Restaurant in Tysons
Corner. This is our final luncheon program for 2015 and it’s next week! The luncheon will feature the renowned
economist, Professor Peter Morici. We will also vote on the 2016 board nominees during this meeting, so please click
HERE for the details and register soon. Please note that this December meeting will begin at 11:30am, which is
slightly earlier than our usual programs.
Our 2016 Winter Symposium is less than two months away! Helen Modly, chair of the symposium committee, has put
together an impressive line-up of speakers. The symposium, along with a separate early morning ethics session, will
be held at the Dulles Hyatt on Friday, January 22nd. Please click HERE for all of the details, and register soon for
the early bird rate!
Our FPANCA Career Day event is scheduled for Friday, February 19th at the Dulles Hyatt. Career Day is a
professional development event intended to connect hiring firms with financial professionals seeking employment.
We will also provide educational content with speakers focused on career development issues. Please click HERE for
the details and to register.
And now for some exciting news! Our chapter was the recipient of five national FPA Outstanding Achievement
Awards for events conducted throughout 2014. We could not have achieved any of this without the hard work of the
chapter board members as well your attendance, feedback and support. Thanks! Please see the details of these
Outstanding Awards in this Newsletter. Continued on next page
FPA National Capital Area Newsletter Page 2 December 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
Please visit our Community Calendar for a comprehensive list of upcoming events, and then add them to your
calendar!
We need your feedback to help us make our programs even better. Please reach out with your thoughts and ideas. The
contact information for our Board of Directors is listed HERE. And please get involved by signing up as a volunteer
for one of our committees for 2016. It is a great way to make an impact and to build new relationships with your
colleagues.
Happy Holidays,
Ken Kenneth C. Robinson, CFP®
2015 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 December 2015
FPA National Capital Area Newsletter Page 4 December 2015
2015 - 2016 FPA NCA EVENT SCHEDULE
Details on our activities are published on our web site at www.fpanca.org
Thursday, December 10, 2015 – Speaker Program, Maggiano’s Rest., McLean, VA
Friday, January 22, 2015 – Ethics Course, Dulles Hyatt, Herndon, VA
Friday, January 22, 2015 – Winter Symposium, Dulles Hyatt, Herndon, VA
Friday, February 19, 2015 – Career Fair, Dulles Hyatt, Herndon, VA
Thursday, March 17, 2016 – Speaker Program, Bethesda Country Club, Bethesda, MD
Wednesday, May 11, 2016 – Charity Golf Event, Westfields Golf Club, Clifton, VA
Thursday, June 9, 2016 – Spring Symposium, Dulles Hyatt, Herndon, VA
CREDIT.COM GUEST CONTRIBUTOR PROMO FOR CHAPTERS Dear CFP® FPA Members,
Not sure if you saw the media request from Credit.com, but wanted to bring it to your attention. Credit.com is looking for FPA
members who would be willing to regularly write articles on a variety of personal finance topics. Here are a few examples:
Budgeting, Debt Management, Insurance Costs, After Death -- dealing with the finances of a family member or loved
one after they pass away, Family Finances, Paying for College, Divorce Planning
Your articles would appear with your byline and links back to other article pages on your own website. Credit.com syndicates
articles to a variety of major online publications, including Yahoo Finance, MSN, AOL, ABC, NBC, CBS, Fox, Money.com,
USA Today and more. They have contributors who write once a month and some who write once a week or more. They work
closely with contributors to develop story ideas and headlines they know will do well with their partners, and every story is
edited and returned to the contributor for approval.
FPA Public Relations Director Ben Lewis is gathering names of interested members who want to contribute articles to
Credit.com. If you are interested, please send Ben an email at [email protected] and be sure to include the following
information: Name, Company, City/State, Email, Phone, Subject areas you are interested in writing about
Once received, Ben will make a virtual introduction of you to Credit.com’s editorial director who will then follow-up with you
on next steps and to answer your questions. Thank you for your time and attention on the terrific marketing opportunity!
FPA National Capital Area Newsletter Page 5 December 2015
FPA National Capital Area Presents
December 10, 2015 Annual Member Meeting and
Luncheon Program with Speaker!
Maggiano’s Restaurant
2001 International Drive, McLean, VA 22102
Check in begins at 11:00AM
Program Begins at 11:30AM – Note Earlier Time!
Professor Peter Morici
Professor Peter Morici is a recognized expert on economic policy and international economics. Prior to joining
the University of Maryland, he served as Director and Chief Economist of the Office of Economics at the U.S.
International Trade Commission from 1993 to 1995. He is the author of 18 books and monographs and has
published widely in leading public policy and business journals including the Harvard Business
Review and Foreign Policy. Morici has lectured and offered executive programs at more than 100 institutions
including Columbia University, the Harvard Business School and Oxford University. His views are frequently
featured on CNN, CBS, BBC, FOX, ABC, CNBC, NPR, NPB and national broadcast networks around the world.
Using his vast background and knowledge of economic policy and international economics, Professor Morici
will review the current economic trends and focus on predictions for 2016. He will look at the Potential Long
Term Growth, as well as the Global Variables. He will review his outlook on housing, autos and sales, as well as
recovery. Strategies for Energy Policy and Business Issues will be reviewed. Don’t Miss this Great Program!
Register on line Now!
2 CFP, CIMA, MD Insurance and VA Insurance Approved! – CPA CPE Offered!
REGISTER ON-LINE NOW – www.fpanca.org
Course Fees, which includes course and luncheon: $40 for FPA NCA Members, $60 for non-FPA NCA Members.
FPA National Capital Area Newsletter Page 6 December 2015
FPA National Capital Area Newsletter Page 7 December 2015
PLEASE VOTE NOW! Proposed 2016 Officers and Directors
The Proposed Board of Directors for 2016 is listed below. This Membership Announcement
requests your approval for the proposed slate. Please return your vote as soon as possible to
[email protected]. We need your vote in written form for approval of our 2016 Board.
Please include your name on your email when voting so that we have a record of the members who
voted. You may APPROVE the Proposed Slate; you may write-in candidates to the Proposed Slate;
or you may vote AGAINST the Proposed Slate (or portions thereof).
In addition, our membership meeting will be held on Thursday, December 10, 2015 at Maggiano’s
Restaurant of Tysons Corner, McLean, Virginia at approximately 11:00 a.m. This meeting will be
prior to our monthly program scheduled for that day. At this meeting, we will request your voice
approval of our proposed slate. We will accept nominations from the floor that day, as well. We
notify our membership of the proposed Board and request votes from our membership in written
format, as well as at our Membership Meeting, in order to be assured of reaching a quorum of
responses necessary for approval and to follow the procedures outlined in our By-Laws. Thank
you for your help in electing our new 2016 Board of Directors.
2016 PROPOSED OFFICERS:
Ken Robinson, CFP®, Chair Dan Lash, CFP®, President
Bryan Beatty, CFP®, President-Elect Howard Pressman, CFP®, Treasurer
Chris Rivers, CFP®, Secretary and Chair of Capitol Hill Day
2016 PROPOSED DIRECTORS:
Melissa Sotudeh, CFP®, Programs Co-Director
Lisa Kirchenbauer, CFP®, Programs Co-Director
Augie Zullo, Sponsorships Co-Director
Rose Price, CFP®, Sponsorships Co-Director
William Kirk Taylor, CFP®, Facility Requirements & Social Events Director
Yusuf Abugideiri, CFP®, PR/Media Relations & Communications Director
Parker Trasborg, CFP®, Membership Co-Director
Carl Holubowich, CFP®, Membership Co-Director
Kathleen Sindell, PhD, Pro Bono Co-Director
Susan Chesson, CFP®, Pro Bono Co-Director
Lauren Grove, NEXGEN Co-Director
Aaron Clarke, NEXGEN Co-Director
Jennifer Quigley, CFP®, Allied Professionals Director
FPA National Capital Area Newsletter Page 8 December 2015
FPA National Capital Area Newsletter Page 9 December 2015
Your Chapter has Been Recognized Nationally for excellence! We were honored to be recognized nationally by the FPA as the recipient of five 2015 Outstanding
Achievement Awards for events conducted throughout 2014! We could not achieve any of this without the
hard work of our leadership and your attendance, feedback and support.
A summary of the awards won is below:
1. Career Fair
Our Career Fair is an annual event for local employers, students of nearby financial planning programs and
the occasional career changer. The first Career Day was in 2014 and it was so popular we had to search out
larger locations for future events. The Career Day this year was a great success with over 70 students in
attendance and almost 30 firms interviewing. Firms and students are matched up (based on resume review
and open positions) for introductory 20-minute interviews. While 20 minutes isn’t a lot of time, it allows
firms and candidates to get to know one another in person and allows for many interviews throughout the day.
In addition to interviews, the chapter is invited to lunch where we have a great speaker each year. There are
also roundtable events for candidates not in interviews and panel discussions for all attendees at the end of the
day. We hope you will join us for Career Day 2016 on February 19th! Register here NOW.
2. Name Tags
At our 2014 Winter Symposium, we updated the format of our attendee nametags to include more information
and to make them easier to read. We included notations about whether the attendee was a sponsor or speaker
(much like is done at larger conferences) and added QR codes with each attendee’s information (to be easily
shared while networking). In addition, the back of the name tags included the schedule for all upcoming FPA
NCA events which provided attendees with an easy and quick way to see what they could expect. We hope
you will join us for our 2016 Winter Symposium on January 22nd! Register here NOW.
3. Membership Research Initiative
In 2014 we launched a project to learn about the demographics of our members – location, position, type of
firm, business model, professional designation, and tenure as an FPA member. Gathering this information
allowed us to more clearly communicate the composition of our membership and the value for sponsors and
potential sponsors in getting involved. This project also spurred a project to track member attendance at
events so we can analyze which events attract the most attendees and which may need to be rethought in the
future due to lack of interest.
4. 2014 NexGen Retreat
In 2014, we held the first annual NexGen retreat – a one-day symposium for NexGen members held in DC,
followed by a social outing to a Washington Nationals game. This event was modeled after the annual
national NexGen gathering and is intended to gather NexGen members with their peers for a day of learning,
networking and collaboration. We have educational sessions for continuing education credits and informal
round-table discussions about topics attendees are passionate to discuss. Hosting the event on a weekend day
allowed many NexGen members from all around the DMV area to attend without having to take time off of
work. We hope you will join us for our 2016 NexGen Retreat (date TBD)!
Continued on next page
FPA National Capital Area Newsletter Page 10 December 2015
Continued from Previous Page
5. NexGen Study Groups
Three times a year, NexGen members gather at a local office kind enough to offer us their space and do mini-
retreat sessions. We have done many educational sessions for one hour of continuing education credit. We
have also done traditional study group discussions – attendees are surveyed before the event for
topics/questions/ideas they would like to discuss and those topics/questions/ideas are gathered and discussed
at the event. These events provide an informal setting for NexGen members to get to know their peers and
discuss topics that may be uncomfortable to discuss with bosses and managers. Study groups are done for
2015, but we hope you will join us for at least one in 2016!
CAREER FAIR SPEAKERS ANNOUNCED!!
FEBRUARY 19, 2016 – Dulles Hyatt, Herndon, VA – 5AM – 5PM
Luncheon Speakers – Dr. David Yeske, CFP® and Elissa Buie, CFP®
TOPIC: Career Paths, Internships and Residency Programs
Registration is OPEN on-line Now! Register to Interview Candidates, Be a Candidate or Attend the
luncheon Only!!
Sponsorships Available! See Sponsorship Info in this Newsletter!
Virtual FPA Member Media Training in 2015
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 11 December 2015
WELCOME TO OUR NEW NOVEMBER 2015 MEMBERS!
Levi Brandriss CFP® Matthew Gaffey Ameriprise Financial Services Inc Apple Financial Services Bethesda, MD 20817 Potomac Falls, VA 20165 David Jacoby Jordan Kraus Sullivan, Bruyette, Speros & Blayney, Inc. Sandy Spring Wealth Management Mc Lean, VA 22102 Rockville, MD 20878 Paula Pass Krystyn Rash Arkagos Advisors + Asset Management Focus Wealth Management, LTD. Alexandria, VA 22314 Reston, VA 2019
John Sacco CFP® Benjamin Scrivener SOS Advertising, LLC Harrisonburg VA Strategic Wealth Management Group, LLC Annandale, VA 22003 Galesville, MD 20765
University of Maryland, UMUC CFP Student Receives 2015-2016 FPA NCA Scholarship
In August 2015 the Financial Planning Association of the National Capital Area (FPA NCA) decided to
award the newly approved University of Maryland, UMUC Registered Certified Financial Planning (CFP) Program with a
$2,000 scholarship for an undergraduate CFP Financial Planning student. The following is the process that UMUC followed to
determine the scholarship winner, Debra Stanley.
1. All CFP students in the UMUC CFP database were notified of the FPA NCA Scholarship.
2. All Finance faculty received a FPA NCA Scholarship notice to post as a Class Announcement.
3. Students responded by submitting an application form, an essay about why they wanted to be a CFP, a recommendation
from one individual, and a listing of any awards or honors they had attained.
4. The UMUC CFP Program Director, Dr. Peter Munger and Academic Officer Kathleen Sindell, Ph.D. reduced the
applications to two candidates.
5. The FPA NCA Scholarship applications where sent to the UMUC CFP Advisory Board. The UMUC CFP Advisory Board
selected Debra Stanley as the best candidate for the scholarship.
One UMUC CFP Advisory Board member had this to say about Ms. Stanley, “I would like to submit my vote for Debra Stanley.
Debra's story was both inspiring and encouraging. I would be delighted to see her passion for leadership and the law be
strengthened by an interest in becoming a certified financial planner. I was definitely moved by her expressed determination and
optimistic outlook for a future career of helping others.
FPA National Capital Area Newsletter Page 12 December 2015
FPA National Capital Area Newsletter Page 13 December 2015
FPA National Capital Area Newsletter Page 14 December 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, John Pugh, Rianka Dorsainvil, Steven Starnes, Patrick Boinest, Sarah Mouser, Rodney Brooks, Timothy Koehl, Thomas Welch, Sandra Truitt, James Sprung, Maura Schauss, Matthew Ramos,
Steven Jefferys, Howard Bregman, Valerie Kaiser, Eric Siegel, Shane Ostrom, Robert Nance, Kevin Handford, William Finch, William O’Hop, Sarah Berg, Solon Vlasto, Steven Taylor
Ten Year Members
Elizabeth Clough, Roy W. Werthmuller, Taylor Seiling, Kirsty Peev, Nancy Williams, Sarah Yakel, Philip Leopold, Karen Foley, Sheldon Weiner, Sheila Stinson, David Greene, James Joseph, Paul Sanchez,
Archibald Halsall, David Goldner, Chris Rivers, Kurt Langenwalter, Laurie Blackburn, Melissa Heck, Patricia Ludwig, Richard Slater, Mark Bronfman
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, Trisha Miller, Joni Alt, Thomas Phillips,
Jennifer Myers, Ken Robinson, George Durham, Tom Pudner, Kevin Williams, Richard Romero
Twenty Year Members
Walter R. Lincoln, Ted Halpern, John Harding, Tracey Baker, Janice Henderson, Stan Corey, Constance Miner, Mark Johannessen, Mary Ellen Clark, Dennis Lund, Jay Levin, Michael Long,
Catharine Fairley, John Girouard, Harry Gaskin, David McKinney, Charles Rembert, Mark Joseph
Twenty Five Year Members
Delanne Conte, Bonnie Orleans, Stephen Siegel, Eleanor Blayney, Lauran Penn, William Moore, Joel Ticknor
Thirty Year Members
Margaret M. Welch, Russell E. Strand, Herb Hopwood, Dixie Butler, Walter Deyhle, Linda English, Richard Schoenfeld, Daniel Shaw, Inga Frank
Thirty Five Year Members
William Fahey, William Korn, Karen Schaeffer, James McGrath
FPA National Capital Area Newsletter Page 15 December 2015
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.
2014 Pro Bono Impact Report Now Available!
Please review the Pro Bono Impact Report for 2014 and see how many lives were touched by our Pro Bono Efforts
through the Financial Planning Association and the Foundation for Financial Planning. Please see page 7 of the
report for specific information on how our National Capital Area Chapter helped in these pro bono efforts!
Please see Report on our website HERE!
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.
CONGRATULATIONS TO THIS FPA NCA MEMBER!
MARK BRONFMAN
HE WINS A FREE TICKET TO THE 2016 WINTER SYMPOSIUM
FOR COMPLETING OUR SPRING SYMPOSIUM EVALUATION!
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 17 December 2015
FPA National Capital Area Newsletter Page 18 December 2015
FPA National Capital Area Newsletter Page 19 December 2015
CFP BOARD LAUNCHES CENTER FOR FINANCIAL PLANNING,
TD AMERITRADE INSTITUTIONAL IS LEAD FOUNDING SPONSOR
Nov 18, 2015
Center will focus on building a more diverse and sustainable financial planner workforce Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced the creation of the CFP Board Center for Financial Planning with a Lead Founding Sponsor contribution from TD Ameritrade Institutional. The Center will deliver on CFP Board’s mission to benefit the public, with a focus on fostering a more diverse and sustainable financial planner workforce and establishing an academic home and body of knowledge for the profession, in order to meet Americans’ increasing need for competent and ethical financial advice. “CFP Board sits at the crossroads of the financial planning profession. And CFP Board’s Center for Financial Planning will serve as the catalyst, unifying response to the major challenges facing the financial planning profession,” said CFP Board’s Chief Executive Officer Kevin R. Keller, CAE. “With the support of academic institutions, educators, researchers, firms and practitioners from all corners of the profession, the Center will build a financial planner workforce for the 21st century.” The CFP Board Center for Financial Planning will bring a variety of stakeholders to this broad collaboration, including the almost 73,000 CFP® professionals; over 230 colleges and universities that offer a CFP Board Registered Program; researchers from financial planning and numerous related disciplines; key individuals and organizations that focus on racial and gender equality; and large and small firms, representing each geographical region and business model within the profession. The Center will conduct research, convene forums and support initiatives in three key areas:
NextGen Pipeline: Attract and develop the next generation of financial planning professionals, providing them the knowledge and skills to competently and ethically serve the public.
Diversity: Address the lack of gender and racial diversity within the financial planning profession to better mirror the diversity of the American public through a systematic approach that brings research to action to results for the broader profession.
Academic Home: Build an academic home for the profession, bringing researchers from financial planning and related disciplines to conduct research that directly impacts practice, while providing opportunities for faculty to generate and publish new research that adds to the body of knowledge.
As the Lead Founding Sponsor of the Center, TD Ameritrade Institutional is making a five-year multi-million dollar commitment to support these important initiatives, continuing its longstanding commitment to workforce development. “We believe that CFP Board’s Center for Financial Planning will serve as a catalyst for the industry to come together around the challenges of workforce development, diversity and building a body of knowledge for financial planning,” said Tom Nally, president of TD Ameritrade Institutional. “The work the Center does will be influential to the success, health and sustainability of the profession.” According to recent research conducted by CFP Board, 40 percent of Americans now work with financial advisors, compared to 28 percent in 2010, reflecting the increasing demand for personal financial advice. At the same time, the financial planning workforce is aging and shrinking and does not currently represent the diverse population it serves. In addition, the profession faces a shortage of qualified faculty to teach the next generation of planners and conduct academic research that contributes to the financial planning body of knowledge.
“The work of the Center cannot be done by one organization or firm. It will take the collective effort of financial services
firms, academic institutions, educators and practitioners across the country to address these challenges facing the
profession,” said Richard P. Rojeck, CFP® and chairman of CFP Board’s Board of Directors. “We invite all who share in our
vision for the profession to join us with financial and thought leader contributions to create a diverse, highly qualified
pipeline of future financial planners to serve the public.”
To learn more about the Center’s initiatives and how to support its efforts, visit the Center’s website
at www.CenterforFinancialPlanning.org.
FPA National Capital Area Newsletter Page 20 December 2015
Be Our Guest Registration
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Knowledge & Making Connections?
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11/19/2015 | Virtual | Savant Capital LLC | $1,000
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Growth for Firms with a Minimum of $1 Billion in Assets, CEOs Only
1/08/2016 | In Person | Carter Financial Management | $1,000
Bill Carter, CFP®, CLU®, ChFC® | Learning From Mistakes and the Importance of Educating Clients
1/22/2016 | In Person | Abacus Planning Group | $1,000
Cheryl Holland, CFP® | Best Practices in Business Development for Financial Advisory Firms
1/28/2016 | Virtual | Blue Ocean Global Wealth | $500
Sameer S. Somal, CFA, CFP® | The Case for Succession Planning
2/12/2016 | Virtual | Blue Ocean Global Wealth | $500
Sameer S. Somal, CFA, CFP® | Diversity of America & Its Impact on Financial Planning
2/24/2016 | Virtual | Yeske Buie | $500
Yusuf Abugideiri, CFP®, Lauren Grove, CFP® and Cristin Etheredge, RP® | Financial Planning Resident and
Internship Program
2/25/2016 | Virtual | Yeske Buie | $500
Jennifer Hicks, CFP® & Lauren Vitt, RP® | The Client Experience: “Our Process; Your Journey”
FPA National Capital Area Newsletter Page 21 December 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 Galdes, 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
Russ Kubie, 617-279-3492, [email protected] and Tim Buick, [email protected]
FPA National Capital Area Newsletter Page 22 December 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
Jeff Quigley, 804-744-5900, ext. 132, [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
1st PORTFOLIO LENDING
Will Gaines, 703-401-0241, [email protected]
FPA National Capital Area Newsletter Page 23 December 2015
2015 GOLD SPONSORS CONTINUED
ACCESS NATIONAL MORTAGE and ACCESS NATIONAL BANK
Augie Zullo, 703-871-1344 and David Linthicum, 703-871-7367
[email protected] and [email protected]
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] and Alec Rutstein, [email protected]
FPA National Capital Area Newsletter Page 24 December 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]
MARKEL CAMBRIDGE ALLIANCE – A MARKEL SPECIALTY PROGRAM
Greg Severinghaus, (800) 431-1270, ext. 7925, [email protected]
MORNINGSTAR
Hillary Keitel, 312-696-6213, [email protected]
MOTLEY FOOL FUNDS
Lenore Reiner, 703-254-1558, [email protected]
FPA National Capital Area Newsletter Page 25 December 2015
2015 GOLD SPONSORS CONTINUED
NEUBERGER BERMAN
Dustin Schneider, 212.476.9103, [email protected]
OSTERWEIS CAPITAL MANAGEMENT
Antoine Piron, 800-700-3316, [email protected]
PUTNAM INVESTMENTS
Brad Pheeney, 617-760-7206, and Kevin Monaghan
[email protected] and [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 26 December 2015
2015 SILVER SPONSORS
BLACKROCK
Steve Degnan, 302-465-2030, [email protected]
CALVERT INVESTMENTS
Wilson Kistler, 800-369-2750, [email protected]
FEDERATED
Max Recker, 703-888-7679, [email protected]
KAPLAN
Jennifer Kulasiewicz, 877-311-9762, [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 27 December 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]
CHAIR
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 Lauren Grove 800-772-1887
VLP Financial Advisors Yeske Buie
Email Address: [email protected] E-mail Address: [email protected]
Solon Vlasto, CFP® 703-356-4380 PUBLIC RELATIONS DIRECTOR
Bernhardt Wealth Management Jon Yankee, CFP® 703-889-1104
Email Address: [email protected] FJY Financial
EXECUTIVE DIRECTOR E-mail Address: [email protected]
Peggy Nelson 703-620-1712
FPA National Capital Area
E-mail Address: [email protected]
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