董事会-执行委员会
The NAPFA基金会董事会 drives our mission of promoting consumer financial education through pro-bono financial advice. 受托人的任期为两年. The Board typically meets monthly by phone to discuss the direction of the Foundation 和 determine priorities. 受托人还在他们选择的委员会中任职.
总统
Danielle Seurkamp, MS, MPAS®，FBS®，CFP®
Danielle is the Principal 和 Founder of Well Spent Wealth Planning in Cincinnati, Ohio. 她在人生的各个阶段为个人和家庭提供建议和支持. Her passion is to help people achieve 和 enjoy financial success by making the best use of their financial 和 non-financial resources. She has a Master’s Degree in Financial Planning 和 maintains three professional certifications as a CERTIFIED FINANCIAL PLANNER, 高级研究总体规划®, 和注册金融行为专家®.
Danielle has volunteered for NAPFA/Kiplinger Maximize Your Money Days 和 founded a financial wellness program for Cincinnati’s Center for Respite Care to help people reestablish financial security 和 transition out of homelessness.
副总统
艾米E. Irvine, CFP®，EA, CCFC, MPAS®
Amy是root Planning Group的创始人/所有者. Amy has had varied experiences in her financial career 和 successfully transitioned to opening her own firm, 扎根规划小组2016年. 她目前在南方妇女基金财务委员会任职, 南芬格湖艺术委员会的捐赠委员会, 和 the Corning-Painted Post Historical Society 和 has previously served on the board for Faith-in-Action Steuben County, 康奈尔大学合作推广人类生态委员会委员.
Amy remains dedicated to having more diversity in the profession empowered through education as evidenced by her involvement with the NAPFA 教育 Committee 和 previous tenure with the XYPN Diversity Committee. She is looking forward to becoming a member of the NAPFA Board 和 believes Leadership isn't about one action or one person, 而是“一群人如何合作才能成长.”
秘书/司库
Jamie Milne, CFP®
Jaime started Milne Financial Planning 和 became a NAPFA member in 1996 after working as a MassMutual agent 和 in banking. 作为一个“快乐和孤独”的从业者, 杰米在佛蒙特州有三个办公室:南伯灵顿, 巴利和圣. Johnsbury. Jamie目前是NAPFA基金会的秘书/财务主管. 2002年至2005年，他还担任NAPFA全国董事会成员, 并于2004年担任NAPFA全国董事会主席. 他还在NAPFA和NAPFA基金会任职, 杰米是林登维尔塞迪斯史蒂文斯学校的财务主管, 佛蒙特州, 同时也是圣. 约翰斯伯里扶轮社.
董事会联络
费洛德·卡利克斯特，J.D., CFP®
Feraud Calixte是Modera Wealth Management, LLC的高级财务顾问. 他的职责包括与客户一起制定规划目标, 制定和实施财富管理策略, 并监督客户在实现其财务和投资目标方面的进展.
在加入Modera之前, Feraud was founder 和 lead financial planner of a boutique financial planning firm - Vantage Pointe Planning. 费洛德曾在几家大型国家财富管理公司担任顾问. He is passionate about helping families navigte the complexities often associated with finances. Feraud is committed to the financial planning industry 和 regularly volunteers to teach financial literacy. 除了在NAPFA董事会任职, 他曾在NAPFA南部地区董事会任职, 会议委员会, 会员资格委员会, 和更多的.
费罗的著作被许多出版物引用，例如 U.年代的新闻 & 世界报道、雅虎财经、投资新闻、 和 NAPFA顾问. Feraud has been recognized by Investment News 40 under 40 as an emerging leader in the industry. 他还接受了《安卓版下载》的采访 朗维尤播客 由晨星公司主办.
消费者联络
Dr. 克里斯蒂·亚克莱塔博士
Dr. Kristy Archuleta is an Associate Professor in one of the nation’s premier financial planning programs at the University of Georgia 和 a Licensed Marriage 和 Family Therapist. 在2018年8月加入佐治亚大学之前, she was an Associate Professor 和 Program Director of the Personal Financial Planning program at Kansas State University. 她的研究和教学兴趣与金融治疗有关, 夫妻和金钱, 以及改善财务和整体福祉的有效机制. She is a co-founding board member 和 Past-总统 of the Financial Therapy Association, 现任《安卓版下载》主编 金融治疗杂志，并合编了两本书: 财务规划及规模 和 金融治疗:理论、理论、研究与实践. Dr. Archuleta also serves as a Director 和 the Consumer Representative on the NAPFA Board of Directors.
受托人
安妮·玛丽. 阿什沃思,CFP®
安妮·玛丽. Ashworth是Abacus Planning Group, Inc .的财务顾问. 作为Abacus财务规划团队的一员, 安妮·玛丽与客户密切合作，了解他们的发展目标, 实现, 并监督一个安卓版下载财务计划来实现这些目标. Anne Marie还领导Abacus的人员和组织发展团队, which is the centerpiece of evolving 和 communicating employee development 和 benefits. 安妮·玛丽毕业于弗吉尼亚理工大学，获得商业学士学位, 她在那里主修金融，主修财务规划. 她于2015年6月加入Abacus，并于2017年5月获得CFP®认证. Anne Marie previously served on the National Association of Personal Financial Advisors (NAPFA) South Region Board. She also volunteers in her profession 和 community 和 is currently a member of New Horizon Family Health Services’ board of directors 和 the Greenville Estate Planning Council board.
汤姆布莱德利
汤姆布莱德利负责嘉信理财顾问业务的ASG部门, which provides custodial support services customized to independent Registered Investment Advisors with AUM of $300+ million He is responsible for the TD Ameritrade Advisor Services custody business as well as the integration of that business into Schwab. Tom spent three decades at TD Ameritrade, mostly in the service of independent advisors. He served as president of TD Ameritrade’s Institutional business for 12 years prior to becoming president of the firm’s Retail Distribution unit. 汤姆毕业于里士满大学罗宾斯商学院.
迈克尔D. Gibney, AIF®，CFP®，CAP®
迈克尔D. Gibney是Modera Wealth Management, LLC的负责人和财富经理. Michael is a CERTIFIED FINANCIAL PLANNER™ professional 和 has earned the AIF® - Accredited Investment Fiduciary® professional designation 和 a Chartered Advisor in Philanthropy® professional designation. He served as the Governance Chair for the NJ Metro Multiple Sclerosis Society Board of 受托人 和 remains an active member today. He served as the 2010 Chairman of the New Jersey Financial Planning Association 和 the 2011-2013 Chairman of the Board of 受托人 for the NJ Metro Multiple Sclerosis Society.
Michael Joyce, CFA®，CFP®
Michael是Agili的创始人和总裁. 像这样, 他负责整体投资策略, 投资组合管理, 以及财务咨询服务. 迈克尔得了B.S. degree in finance from Pennsylvania State University 和 an MBA from Drexel University. 他也是一名特许金融分析师. Michael是NAPFA全国董事会的前任主席, 也是NAPFA基金会的前任主席. Michael also currently serves as Chairman of the Investment Committee for the Richmond Forum, 也是弗吉尼亚领导基金会的成员.
Deva Panambur, CFA®，CFP®
Deva是Sarsi有限责任公司的创始人. Deva从事财务规划行业已有15年. 作为东北/中大西洋区域委员会的成员, 他热衷于教育和塑造学生的未来. 他教授一门个人理财课程和一门财务规划入门课程, 这在新泽西大学尚属首次. Deva feels “NAPFA has an important role to play in the academic world- a topic close to my heart. NAPFA可以在学校里传授金融知识——这一运动正在取得进展. 作为一个组织, we can encourage students to become financial planners 和 guide them in becoming fee-only professionals”.
John Wenzel, CFP®
约翰·温泽尔是Archvest财富顾问公司的联合创始人. John demonstrates his passion for financial planning via his commitment to serve each of the company’s clients. Prior to Archvest, John worked as a Financial Advisor at a Registered Investment Advisory firm. 他是NAPFA注册顾问和注册财务规划师. 约翰曾在NAPFA西部地区董事会任职, 曾在多个NAPFA委员会任职, 他是当地扶轮社的董事会成员, 也是680号希望的董事会成员, 致力于帮助无家可归者的部门. John likes to spend his time volunteering through his local Rotary club as well as within the financial planning industry itself. 他积极参与当地教堂的活动，喜欢摄影, 山地自行车, 有机会打高尔夫球.